Compared to Estimates, Invesco (IVZ) Q1 Earnings: A Look at Key Metrics

Core Insights - Invesco reported $1.11 billion in revenue for Q1 2025, a year-over-year increase of 5.3$0.44 compared to $0.33 a year ago, indicating a positive trend in earnings performance [1] - The revenue was slightly below the Zacks Consensus Estimate by -0.06$491 billion, slightly above the average estimate of $490 billion [4] - Total average AUM was reported at$1,880.8 billion, matching the average estimate [4] - AUM for Fundamental Fixed Income was $291.9 billion, slightly below the estimated$294.12 billion [4] - AUM for Private Markets was $131.3 billion, in line with the estimate of$131.22 billion [4] - AUM for Multi-Asset/Other was $59.4 billion, slightly above the estimate of$59.1 billion [4] - AUM for Global Liquidity was $200.2 billion, exceeding the average estimate of$198 billion [4] - AUM for QQQs was $297.2 billion, closely matching the estimate of$297.18 billion [4] - Average AUM for ETFs & Index was $501.5 billion, surpassing the estimate of$494.08 billion [4] - Average AUM for Fundamental Equities was $276.6 billion, above the estimate of$262.19 billion [4] Revenue Breakdown - Operating revenues from Other revenues were $54.50 million, exceeding the estimate of$52.75 million, representing an increase of +11.7% year-over-year [4] - Service and distribution fees were reported at $370.90 million, slightly below the average estimate of$381.99 million, reflecting a -1.6% change year-over-year [4] - Performance fees were $3.50 million, significantly above the average estimate of$5.15 million, showing a remarkable increase of +337.5% year-over-year [4] Stock Performance - Invesco's shares have returned -21.4% over the past month, underperforming the Zacks S&P 500 composite, which saw a decline of -8.9% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]