Invesco (IVZ) Net Inflows And Profit Rebound Challenge Longstanding Bearish Earnings Narratives

Simply Wall St.01-28

Invesco (IVZ) has put up a cleaner set of numbers for FY 2025 so far, with Q3 revenue at US$1,640.4 million and EPS of US$0.67, alongside trailing 12 month revenue of US$6,278.1 million and EPS of US$...

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Over the past few quarters, revenue has ranged from US$1,483.3 million in Q2 2024 to US$1,640.4 million in Q3 2025, while quarterly EPS has run from a loss of US$0.03 in Q2 2025 to a profit of US$0.67 in Q3 2025, giving...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"IVZ":"美国景顺集团","IVZ.AU":"INVICTUS ENERGY LTD"},"translate_title":"景顺(IVZ)净流入和利润反弹挑战了长期看跌的盈利叙事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IVZ.AU":1.5,"IVZ":1.5},"content_text":"Invesco (IVZ) has put up a cleaner set of numbers for FY 2025 so far, with Q3 revenue at US$1,640.4 million and EPS of US$0.67, alongside trailing 12 month revenue of US$6,278.1 million and EPS of US$1.47 that support the story of a business that has moved back into the black. Over the past few quarters, revenue has ranged from US$1,483.3 million in Q2 2024 to US$1,640.4 million in Q3 2025, while quarterly EPS has run from a loss of US$0.03 in Q2 2025 to a profit of US$0.67 in Q3 2025, giving investors clearer earnings lines to track as the full year plays out. That backdrop, combined with the return to profitability, puts the focus squarely on how durable these margins look from here. See our full analysis for Invesco. With the latest earnings in hand, the next step is to see how these numbers line up against the widely followed narratives around Invesco, and where those stories might need to be updated. Curious how numbers become stories that shape markets? Explore Community Narratives NYSE:IVZ Earnings & Revenue History as at Jan 2026 AdvertisementAUM climbs to about US$2.1b with strong inflows  In Q3 2025, assets under management moved from US$2,001.4b at the start of the period to US$2,124.8b at the end, helped by US$26.1b of net inflows on top of earlier inflows of US$15.2b in Q2 and US$32.6b in Q1. What stands out for a more bullish take is that these inflows line up with the company earning US$301.3 million of net income in Q3 2025 and US$669.2 million over the last twelve months. This supports the idea of a broad, global platform benefiting from diversified products and client types, even though five year earnings still show a 28.9% annual decline.\n     Supporters of the bullish angle might point to trailing twelve month revenue of US$6,278.1 million and EPS of US$1.47 as signs that recent profitability is being backed by a sizeable fee base. At the same time, the earlier twelve month periods that included losses, such as the twelve months to Q2 2024 when net income was US$337.2 million in losses, keep the long term earnings track record front of mind for more cautious investors.    Profit swings and a 28.9% earnings decline  Net income has moved around a lot, from a loss of US$12.5 million in Q2 2025 to a profit of US$301.3 million in Q3 2025, while the five year trend still works out to a 28.9% annual earnings decline despite the most recent twelve month net income of US$669.2 million. Critics with a more bearish slant focus on that 28.9% annual decline and argue that the recent profits may not fully offset the longer period of weaker performance, especially given that the twelve months ending Q3 2024 included sizeable losses of US$413.6 million and US$337.2 million in back to back periods.\n     That history of losses sits in clear contrast to Q3 2025 EPS of US$0.67 and Q1 2025 EPS of US$0.38, so anyone leaning bearish is likely to ask how consistent those newer earnings can be across a full cycle. Even with trailing twelve month EPS at US$1.47, the fact that earnings were negative in parts of 2024 gives bears concrete data to point to when they talk about risk around the earnings track record.    Dividend, P/E and DCF fair value tension  Invesco is paying a 3.09% dividend yield and trades on a trailing P/E of 18.1x at a share price of US$27.16. This is below the US Capital Markets industry average P/E of 24.4x and the broader US market at 19.4x, yet above the cited DCF fair value of US$11.65. What is interesting for a more balanced valuation debate is that income focused investors may point to that 3.09% dividend and a P/E below the wider market as supportive, while more cautious investors highlight that the share price still sits above the DCF fair value and that earnings have declined 28.9% a year over five years, so the mixed signals give both sides numbers to work with.\n     The peer comparison also shows the stock slightly above the peer average P/E of 17.7x. This can be read either as investors being willing to pay a small premium for the current earnings profile or as limited upside if earnings do not change much. The absence of substantial insider selling over the past three months removes one common bear concern, yet the gap between US$27.16 and the US$11.65 DCF fair value keeps valuation debate firmly in play.    After seeing how the numbers line up against both income appeal and valuation tensions, you might want to see how other investors are connecting these dots in a single, joined up view of the story. 📊 Read the full Invesco Consensus Narrative.  Next Steps Don't just look at this quarter; the real story is in the long-term trend. We've done an in-depth analysis on Invesco's growth and its valuation to see if today's price is a bargain. Add the company to your watchlist or portfolio now so you don't miss the next big move. See What Else Is Out There Invesco’s five year 28.9% annual earnings decline, past losses and share price tension against a DCF fair value of US$11.65 all highlight valuation concerns. If you want ideas where pricing looks more aligned with cash flow strength and implied value, check out these 880 undervalued stocks based on cash flows today and compare alternatives side by side.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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