Apr. 21 at 1:09 AM
$IVZ Heads up alert! Only two days until Upcoming earnings on Tuesday, 4/22/2025 for
$IVZ Bearish (2.1)
In assessing the current financial landscape for Invesco Ltd.
(IVZ), several key factors emerge that paint a concerning picture for the asset management firm.
The recent reports indicate a decline in Assets Under Management (AUM), which dropped to approximately
$1,844.8 billion, reflecting a 2.3% decrease month-over-month.
This downturn can be attributed to unfavorable market conditions, which reportedly decreased AUM by
$60 billion.
Invesco's P/E ratio currently stands at around 10, which is below the industry average of 15, suggesting the stock may be undervalued; however, this is juxtaposed with a lackluster EPS growth rate that does not instill confidence.
Revenue forecasts also appear to be under pressure, as analysts predict a struggle to meet earnings growth expectations in the upcoming quarterly report.
In comparison to its industry peers, Invesco's performance is lagging, particularly in light of the competitive pressures from firms that are more adept at navigating the current market volatility.
The firm recently reported net long-term inflows of
$6.5 billion, but this is overshadowed by the overall decline in AUM and the significant net outflows from non-management fee earning segments.
As a result, Invesco might find itself in a challenging position to attract new investments amid growing market uncertainty.
In terms of forthcoming earnings reports, Invesco is scheduled to announce its first quarter 2025 results on April 22.
Analysts are bracing for disappointing figures, given the current trends in AUM and the broader market context.
Historically, Invesco's performance during earnings seasons has been mixed, often failing to meet analyst consensus estimates.
With expectations set low, any deviation from these forecasts—whether positive or negative—could have a substantial impact on the stock's performance.
Analyst consensus estimates suggest an EPS of approximately
$0.50, which, if missed, could further dampen investor sentiment.
The market is closely watching these developments, as they will likely dictate the near-term trajectory of IVZ shares amidst ongoing economic pressures.
- Funds were net sellers of
$IVZ during the previous reporting quarter.
- Top 5 funds with large holdings in
$IVZ:
* Trian Fund Management LP
$405MM. CGMFundRank: 71%, Fund Website: www.trianpartners.com
* Point72 Asset Management LP
$36MM. CGMFundRank: 94%, Fund Website: www.point72.com
* Valueworks LLC
$4MM. CGMFundRank: 64%, Fund Website: www.valueworksllc.com
* Jain Global Llc
$3MM. New position. CGMFundRank: 54%
* Teza Capital Management LLC
$2MM. CGMFundRank: 85%, Fund Website: www.tezacapital.com
- Last 10 days performance: 1%
- Last 30 days performance: -17%
- Last 90 days performance: -25%
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