Invesco (IVZ)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$33.07+1.10%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · IVZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-09-04.
The screen ranks IVZ against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 57% of the time over the next year (vs 60% for the rest of the cohort, n=7680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 24.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to achieve positive long-term organic growth through diversified product offerings and global platform expansion.
Stated as a priority in 8 of last 8 quarters. Invesco reported record net long-term inflows of $67 billion in the first half of 2026, representing 7% annualized organic growth, up from 4.4% in 2026-Q1 to 8.5% in 2026-Q2. This trajectory matches management's repeated emphasis on delivering positive organic growth through diversified global demand and product expansion, indicating delivery on this priority.
“We posted record net long-term inflows of $67 billion, or 7% annualized organic growth.”
“We delivered our 11th consecutive quarter of positive organic growth with $22 billion of net inflows.”
“We ended the quarter with strong net long-term inflows of over $19 billion, or 5% annualized organic growth.”
“We reached record assets under management of $2.1 trillion with strong net long-term inflows of nearly $29 billion, or 8% annualized organic growth.”
“We generated $16 billion in net long-term inflows, a 5% annualized growth rate.”
“We delivered over 5% long-term organic growth.”
“Positive flows continued across all three of our regions, with significant quarterly acceleration in EMEA and Asia Pacific.”
Continue to increase common share repurchases as part of capital return strategy while maintaining balance sheet strength.
Stated as a priority in 7 of last 7 quarters. Invesco increased common share repurchases from 1.6 million shares ($40 million) in 2026-Q1 to 1.9 million shares ($50 million) in 2026-Q2, an 80% increase year-to-date compared to last year. This consistent increase in buybacks alongside improved leverage ratio indicates management is delivering on this capital allocation priority.
Focus on reducing net debt and preferred stock while maintaining liquidity and investing in growth.
Stated as a priority in 7 of last 7 quarters. Invesco reduced net debt from $1,159.8 million in 2026-Q1 to $708.6 million in 2026-Q2, a $451.2 million reduction, and repurchased $500 million of Series A Preferred Stock in 2025-Q4. Management has consistently emphasized balance sheet strength and efficient capital deployment, and the financial data shows delivery on this priority.
Control operating expenses to support margin expansion and operating leverage.
Stated as a priority in 4 of last 4 quarters. Operating expenses increased modestly by 3.5% from $1,411.3M in 2026-Q1 to $1,461.4M in 2026-Q2, while adjusted operating margin expanded from 34.5% to 37.5%. Management's focus on disciplined expense management is reflected in stable expenses and margin expansion, indicating delivery on this operational priority.
Over the trailing year it converted -3.74x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated stable grew net income 56% of the time over the next year (vs 57% for the rest of the cohort, n=2725).
Not investment advice. As of 2026-09-04.
“We again generated positive organic growth in all three regions, led by Asia Pacific at 9%.”
“Increased common share buybacks to $50 million or 1.9 million shares in the quarter.”
“Repurchased 1.6 million common shares for $40 million in the quarter.”
“Repurchased 1.0 million common shares for $25 million in the quarter.”
“Repurchased 1.2 million common shares for $25 million in the quarter.”
“Repurchased 1.7 million common shares for $25 million in the quarter.”
“Repurchased 1.5 million common shares for $25 million in the quarter.”
“Repurchased 1.4 million common shares for $25 million in the quarter.”
“Reduced net debt by more than $450 million during the quarter.”
“Redeemed $500 million of senior notes which matured in January 2026.”
“Repurchased $500 million of Series A Preferred Stock in December 2025.”
“Repaid $260 million of bank term loans and ended quarter with zero balance on revolving credit agreement.”
“Repurchased $1 billion of Series A Preferred Stock held by MassMutual in May 2025.”
“Announced $1 billion repurchase of Series A Preferred Stock held by MassMutual.”
“Operated with zero net debt and strong cash and cash equivalents.”
“Expenses were flat on a sequential quarter basis, reflecting disciplined expense management.”
“Well-managed expenses helped drive a 25% increase in adjusted operating income.”
“Generated positive operating leverage with good expense management.”
“Expenses were well managed, resulting in operating margin improvement.”