Equity Profile

IVZ

Invesco Ltd.

FinancialsAsset Management & Custody Banks$12.6B

Jul21Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Invesco Ltd. (IVZ) is a global investment management firm that provides a range of investment solutions to clients, including mutual funds and exchange-traded funds (ETFs)....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help gauge how well Invesco is managing its costs and generating income.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of the assets that Invesco manages on behalf of clients, which is critical for understanding the firm's growth and revenue potential.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IVZ Q2-2026 Earnings Preview

Context

Company Snapshot

Invesco Ltd. (IVZ) is a global investment management firm that provides a range of investment solutions to clients, including mutual funds and exchange-traded funds (ETFs). With a market cap of $13 billion, Invesco plays a significant role in the financial sector, particularly in asset management and custody banking, which are crucial for managing and safeguarding client investments.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+7.31%

Avg Stock Reaction

+2.86%

Last Quarter Recap

In the last quarter (Q1-2026), Invesco reported an EPS of $0.57, slightly missing the estimate of $0.58, which resulted in a modest stock increase of 1.49% the following day. The company continues to navigate a competitive asset management landscape.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts expect Invesco's upcoming earnings to reflect ongoing challenges in the asset management industry, with a focus on profitability and client retention. Investors are particularly keen on how the company is managing its assets and attracting new investments.

Bull Case

If Invesco reports strong net inflows and better-than-expected EPS, it could signal robust demand for its investment products, leading to a positive market reaction.

Bear Case

Conversely, if the company shows declining AUM or continued net outflows, it may raise concerns about its competitive position and profitability, leading to a negative response from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the total Assets Under Management (AUM) for this quarter?

AUM is a critical metric that indicates the firm's ability to attract and retain client investments, directly impacting revenue.

What were the net inflows or outflows during the quarter?

Net inflows or outflows will provide insight into client demand for Invesco's products and overall market competitiveness.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Invesco's potential for net inflows due to recent market volatility, which could drive investors towards more stable asset managers.

Supporting Evidence

Options are pricing a 16.5% move, indicating a belief in significant volatility that may not align with historical performance.

The company's recent history of beating EPS estimates suggests it could outperform expectations despite current market conditions.

Key Risk

If net inflows exceed expectations, it could significantly alter the perception of Invesco's growth trajectory.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on Invesco's ability to manage assets effectively and attract new investments, which are crucial for sustaining growth.

Bull Confirmed If

AUM growth of 5% or more compared to the previous quarter, alongside positive net inflows.

Bear Confirmed If

AUM decline of more than 3% or significant net outflows.

Pre-Earnings Positioning

Options Market

Implied Move

±16.5%

Historical Avg

±4.15%

Pricing rich

The options market is pricing in a significant potential move for Invesco's stock following the earnings report, suggesting heightened uncertainty or expectations.

Options are pricing a 16.5% move, while the stock has averaged only 4.15% over the last 8 quarters, indicating a rich setup.

Detail

ATM IV

0.4%

30d HV

26.3%

Calls (20K)P/C Ratio: 0.31Puts (3K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Financials

n=30

Fade rate: 11 of 30 (37%)

This setup has occurred 30 times across Financials in the last 2 years. 19 of 30 (63%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 2.7%, with a raw directional average of +0.1% (roughly flat historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Invesco beats expectations, history suggests a potential stock increase of around 2.7%, confirming strong demand and effective management.

In-Line / Cautious

If results are in line with expectations, the stock may react moderately, reflecting cautious optimism but uncertainty about future growth.

Miss

In the event of a miss, history indicates a potential decline of around 3.34%, signaling concerns about the company's competitive position.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·2 sells

Members

House only

Est. Notional

$16,002.00–$65,000.00

disclosed dollar ranges

Most Active Members

R-OKKevin HernRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the total Assets Under Management (AUM) and any changes in client investment behavior.
2Details on net inflows or outflows during the quarter and the factors influencing these trends.
3Any commentary on competitive positioning and market strategy moving forward.
4Insights into cost management and profitability measures taken by the company.
5Management's outlook for the remainder of the fiscal year and any anticipated challenges.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Invesco Ltd. (IVZ) is a global investment management firm that provides a range of investment solutions to clients, including mutual funds and exchange-traded funds (ETFs)....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and will help gauge how well Invesco is managing its costs and generating income.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of the assets that Invesco manages on behalf of clients, which is critical for understanding the firm's growth and revenue potential.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IVZ Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+7.31%

Avg Stock Reaction

+2.86%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Invesco reports strong net inflows and better-than-expected EPS, it could signal robust demand for its investment products, leading to a positive market reaction.

Bear Case

Conversely, if the company shows declining AUM or continued net outflows, it may raise concerns about its competitive position and profitability, leading to a negative response from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the total Assets Under Management (AUM) for this quarter?

AUM is a critical metric that indicates the firm's ability to attract and retain client investments, directly impacting revenue.

What were the net inflows or outflows during the quarter?

Net inflows or outflows will provide insight into client demand for Invesco's products and overall market competitiveness.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Invesco's potential for net inflows due to recent market volatility, which could drive investors towards more stable asset managers.

Supporting Evidence

Options are pricing a 16.5% move, indicating a belief in significant volatility that may not align with historical performance.

The company's recent history of beating EPS estimates suggests it could outperform expectations despite current market conditions.

Key Risk

If net inflows exceed expectations, it could significantly alter the perception of Invesco's growth trajectory.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on Invesco's ability to manage assets effectively and attract new investments, which are crucial for sustaining growth.

Bull Confirmed If

AUM growth of 5% or more compared to the previous quarter, alongside positive net inflows.

Bear Confirmed If

AUM decline of more than 3% or significant net outflows.

Pre-Earnings Positioning

Options Market

Implied Move

±16.5%

Historical Avg

±4.15%

Pricing rich

The options market is pricing in a significant potential move for Invesco's stock following the earnings report, suggesting heightened uncertainty or expectations.

Options are pricing a 16.5% move, while the stock has averaged only 4.15% over the last 8 quarters, indicating a rich setup.

Detail

ATM IV

0.4%

30d HV

26.3%

Calls (20K)P/C Ratio: 0.31Puts (3K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich setup in Financials

n=30

Fade rate: 11 of 30 (37%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Invesco beats expectations, history suggests a potential stock increase of around 2.7%, confirming strong demand and effective management.

In-Line / Cautious

If results are in line with expectations, the stock may react moderately, reflecting cautious optimism but uncertainty about future growth.

Miss

In the event of a miss, history indicates a potential decline of around 3.34%, signaling concerns about the company's competitive position.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

0 buys·2 sells

Members

House only

Est. Notional

$16,002.00–$65,000.00

disclosed dollar ranges

Most Active Members

R-OKKevin HernRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on the total Assets Under Management (AUM) and any changes in client investment behavior.
2Details on net inflows or outflows during the quarter and the factors influencing these trends.
3Any commentary on competitive positioning and market strategy moving forward.
4Insights into cost management and profitability measures taken by the company.
5Management's outlook for the remainder of the fiscal year and any anticipated challenges.