Equity Profile

IVZ

Invesco Ltd.

FinancialsAsset Management & Custody Banks$12.1B

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 a company's profitability and is closely watched by investors.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that Invesco manages on behalf of clients, indicating the firm's scale and success in attracting investments.

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). As part of the financial sector, Invesco plays a crucial role in asset management, helping individuals and institutions grow their wealth through various investment strategies.

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, Invesco reported an EPS of $0.57, slightly missing the estimate of $0.58. The stock reacted positively, gaining 1.49% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Invesco's upcoming earnings, given its historical performance of beating EPS estimates 75% of the time.

Bull Case

If Invesco can demonstrate strong net inflows and an increase in AUM, it may signal robust demand for its investment products, leading to positive stock performance.

Bear Case

Conversely, if the company reports weaker-than-expected inflows or a decline in AUM, it could raise concerns about its competitive position in the asset management industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

What are the net inflows for the quarter?

Net inflows are crucial for assessing Invesco's growth and market position, and any significant changes could impact investor sentiment.

How has AUM changed compared to the previous quarter?

AUM is a key metric for asset management firms, and fluctuations can indicate the firm's ability to attract and retain clients.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the impact of recent market volatility on Invesco's inflows, which could lead to a larger-than-expected decline in AUM.

Supporting Evidence

Options are pricing a 16.5% move, suggesting significant uncertainty that may not align with historical performance.

The recent pattern of inflows in the asset management sector indicates potential challenges for Invesco compared to its peers.

Key Risk

If net inflows fall below $1 billion, it could raise serious concerns about Invesco's competitive position.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around Invesco's ability to attract new investments and retain existing clients in a competitive landscape.

Bull Confirmed If

AUM growth of over 5% quarter-over-quarter would confirm strong demand for Invesco's products.

Bear Confirmed If

A decline in AUM or negative net inflows would signal potential challenges in maintaining market share.

Pre-Earnings Positioning

Options Market

Implied Move

±16.51%

Historical Avg

±4.1%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±16.5% while IVZ has averaged ±4.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

26.3%

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

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Invesco beats expectations, history suggests the stock could rise by around 2.7%, confirming strong demand and positive market sentiment.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline in stock price, with historical patterns indicating an average drop of around 3.34% following an earnings miss.

Preparation

Congressional Activity

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

Trades

1 buy·2 sells

Members

House only

Est. Notional

$17,003.00–$80,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on net inflows and AUM changes.
2Management's outlook on market conditions and competitive landscape.
3Details on new product launches or investment strategies.
4Comments on client retention and acquisition efforts.
5Insights into cost management and operational efficiency.

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 a company's profitability and is closely watched by investors.

N/A

Assets Under Management (AUM)

AUM reflects the total market value of assets that Invesco manages on behalf of clients, indicating the firm's scale and success in attracting investments.

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

In the last quarter, Invesco reported an EPS of $0.57, slightly missing the estimate of $0.58. The stock reacted positively, gaining 1.49% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Invesco's upcoming earnings, given its historical performance of beating EPS estimates 75% of the time.

Bull Case

If Invesco can demonstrate strong net inflows and an increase in AUM, it may signal robust demand for its investment products, leading to positive stock performance.

Bear Case

Conversely, if the company reports weaker-than-expected inflows or a decline in AUM, it could raise concerns about its competitive position in the asset management industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

What are the net inflows for the quarter?

Net inflows are crucial for assessing Invesco's growth and market position, and any significant changes could impact investor sentiment.

How has AUM changed compared to the previous quarter?

AUM is a key metric for asset management firms, and fluctuations can indicate the firm's ability to attract and retain clients.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the impact of recent market volatility on Invesco's inflows, which could lead to a larger-than-expected decline in AUM.

Supporting Evidence

Options are pricing a 16.5% move, suggesting significant uncertainty that may not align with historical performance.

The recent pattern of inflows in the asset management sector indicates potential challenges for Invesco compared to its peers.

Key Risk

If net inflows fall below $1 billion, it could raise serious concerns about Invesco's competitive position.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around Invesco's ability to attract new investments and retain existing clients in a competitive landscape.

Bull Confirmed If

AUM growth of over 5% quarter-over-quarter would confirm strong demand for Invesco's products.

Bear Confirmed If

A decline in AUM or negative net inflows would signal potential challenges in maintaining market share.

Pre-Earnings Positioning

Options Market

Implied Move

±16.51%

Historical Avg

±4.1%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±16.5% while IVZ has averaged ±4.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

26.3%

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

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Invesco beats expectations, history suggests the stock could rise by around 2.7%, confirming strong demand and positive market sentiment.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline in stock price, with historical patterns indicating an average drop of around 3.34% following an earnings miss.

Preparation

Congressional Activity

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

Trades

1 buy·2 sells

Members

House only

Est. Notional

$17,003.00–$80,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on net inflows and AUM changes.
2Management's outlook on market conditions and competitive landscape.
3Details on new product launches or investment strategies.
4Comments on client retention and acquisition efforts.
5Insights into cost management and operational efficiency.