Invesco Ltd   (IVZ)
Other Ticker:  
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
Price: $15.4200 $0.16 1.048%
Day's High: $15.505 Week Perf: 4.05 %
Day's Low: $ 15.35 30 Day Perf: -3.87 %
Volume (M): 350 52 Wk High: $ 20.56
Volume (M$): $ 5,385 52 Wk Avg: $17.02
Open: $15.02 52 Wk Low: $13.20

 Market Capitalization (Millions $) 6,987
 Shares Outstanding (Millions) 453
 Employees 8,513
 Revenues (TTM) (Millions $) 5,836
 Net Income (TTM) (Millions $) 854
 Cash Flow (TTM) (Millions $) -361
 Capital Exp. (TTM) (Millions $) 207

Invesco Ltd

Invesco is a leading independent global investment management company, dedicated to helping people worldwide build their financial security. By delivering the combined power of our distinctive worldwide investment management capabilities, including AIM, Atlantic Trust, Invesco, Perpetual, PowerShares, Trimark and WL Ross, Invesco provides a comprehensive array of enduring solutions for retail, institutional and high-net-worth clients around the world. Operating in 20 countries.

Invesco Ltd. is organized under the laws of Bermuda, and our common shares are listed and traded on the New York Stock Exchange under the symbol “IVZ.” We maintain a Web site at www.Invesco.com.

The company is focusing on four key strategic drivers that we believe will contribute to our long-term success:
• Achieve strong investment performance over the long term by having clearly articulated investment disciplines and providing truly enduring solutions to our clients;

• Deliver the combined power of our distinctive investment management capabilities anywhere in the world to meet our clients’ needs;

• Unlock the power of our global operating platform by simplifying our processes and procedures and integrating the support structures of our business globally; and

• Continue to build a high-performance organization by fostering greater transparency, accountability and execution at all levels.

Prior to 2006, Invesco operated as a collection of diverse business units.

Distribution Channels
Invesco is a significant provider of retail investment solutions to clients through our distribution channels: AIM in the U.S., Trimark in Canada, Invesco Perpetual in the U.K., Invesco in Europe and Asia, and PowerShares (for our ETF products). We offer retail products within all of the major asset classes (money market, fixed income, balanced, equity and alternatives). Our retail products are primarily distributed through third-party financial intermediaries, including traditional broker-dealers, fund “supermarkets,” retirement platforms, financial advisors, insurance companies and trust companies.

We provide investment solutions to institutional investors globally, with a major presence in the U.S., Canada, U.K., Continental Europe and Asia-Pacific regions through Invesco and AIM. We offer a broad suite of domestic and global products, including traditional equities, structured equities, fixed income, real estate, private equity (expanded through our 2006 acquisition of WL Ross & Co.), financial structures, and absolute return strategies. Global and regional sales forces distribute our products and provide services to clients and intermediaries around the world. We have a diversified client base that includes major public entities, corporate, union, non-profit, endowments, foundations, and financial institutions.

Private Wealth Management
Through Atlantic Trust, Invesco provides high-net-worth individuals and their families with a broad range of personalized and sophisticated wealth management services, including financial counseling, estate planning, asset allocation, investment management (including sale of third party-managed investment products), private equity, trust, custody and family office services. Atlantic Trust also provides asset management services to foundations and endowments in the U.S. Atlantic Trust obtains new clients through referrals from existing clients, recommendations from other professionals serving the high net worth market such as attorneys and accountants and from financial intermediaries such as brokers.

The investment management business is highly competitive, with points of differentiation including investment performance, the range of products offered, brand recognition, business reputation, financial strength, the depth and continuity of relationships, quality of service and the level of fees charged for services. We compete with a large number of investment management firms, commercial banks, investment banks, broker dealers, hedge funds, insurance companies and other financial institutions. We believe that the diversity of our investment styles, product types and channels of distribution enable us to compete effectively in the investment management business. We also believe being an independent investment manager is a competitive advantage, as our business model avoids conflicts that are inherent within institutions that both distribute investment products and manage investment products.

   Company Address: 1331 Spring Street, Atlanta, 30309 GA
   Company Phone Number: 892-0896   Stock Exchange / Ticker: NYSE IVZ
   IVZ is expected to report next financial results on August 02, 2023. Next quarterly dividend pay out on June 09, 2023.


Stock Performances by Major Competitors

5 Days Decrease / Increase
BEN        1.42% 
GS   -2.83%    
MS        0.13% 
SF        2.13% 
TROW        3.75% 
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Stepstone Group Inc

Looking into fourth quarter of 2023 performance, STEPs' had very pressing period

Stepstone Group Inc, the prominent Investment Services company, reported a disappointing net profit per share drop of -30.45% for the January to March 31, 2023 period. The net profit per share came in at $0.45, much lower than the previous year's $0.65 per share. However, the company's revenue experienced a major slump of -52.734% to $172.37 million from $364.69 million in the same period last year. Sequentially, the revenue turned positive from $-4.24 million.
Despite the decrease in the operating margin to 81.49%, Stepstone Group Inc's net margin improved to 32.96% in the January to March 31, 2023, period. Operating earnings fell by -56.46% to $140.476 million from $323.148 million in the previous reporting period, resulting in a pressure on the operating margin to decline to 81.49% from 88.47% in the fourth quarter of 2022. Furthermore, Stepstone Group Inc reported a shortfall of $-45.28 million and revenue of $-67.57 million for the financial year 2023, while its earnings per share (eps) were at $-0.30 from $3.84 in the previous financial year, representing a decrease of -104.95% from $1.37 billion a year agoInvestors are anxiously waiting to hear more about the next financial earnings report, which is expected to be released on May 30, 2023. Despite the disappointing earnings report, Stepstone Group Inc remains a respected player in the investment services market, and investors can expect the company to make the necessary adjustments to improve its bottom line in the future.

Houlihan Lokey Inc

Soft Top-line at the Investment Services company all along the fiscal interval ending March 31 2023

Houlihan Lokey Inc, an investment services company, recently reported a return on average invested assets (ROI) of 9.79% in its fourth quarter of 2023. While this is a decrease from the previous quarter, it is important to note that the company's average ROI stands at 13.84%. It is also interesting to compare Houlihan Lokey Inc's ROI to other companies within the financial sector, as three other companies had a higher return on investment.
Moving beyond ROI, it is important to examine other financial indicators of the company's performance. In the fiscal interval ending March 31 2023, revenue decreased by -5.603 % to $444.77 million, which caused bottom-line to tumble by -64.36 % to $0.94 in contrast to $2.64 in the corresponding financial reporting period one year ago. However, it is worth noting that income improved from the previous financial reporting period by 4.5 % from $0.90 per share, while revenue decreased by -2.57 % from $456.50 million.

Hamilton Lane Incorporated

Earnings down on soft Revenue at the HLNE in the financial fourth quarter of 2023

As a human investor, it is important to exercise caution when considering investing in Hamilton Lane Incorporated. The company's fourth quarter results in 2023 reveal a lower return on assets compared to their average, with only 11.65% compared to the average of 20.64%.
Additionally, while net income did grow by 135.04%, ROA fell compared to the third quarter of the same year. It is also worth noting that within the Financial sector, there were 19 other companies with a higher return on assets than Hamilton Lane Incorporated.
While Hamilton Lane Incorporated's overall ranking has improved in the Mar 31 2023 quarter, the bottom-line decreased by -8.63 % to $0.76 per share and revenue by -10.666 % year on year. This revenue was at $113.49 million relative to $127.03 million in the same time-frame a year prior, indicating a decline in performance.
For the financial year 2023, the company reported revenue of $530.54 million and net income of $187.19 million. However, the bottom-line deteriorated by -24.37 % to $3.01 per share from $3.98 in the preceding financial year. While the company also reported a revenue improvement of 18.63% from $447.23 million a year ago, this still doesn't indicate strong growth.

Lvpai Group Limited

The company announced Revenue of $0.00031 million, in the Jan 31 2023 report

Lvpai Group Limited disclosed $0.00031 million, in Revenue in the financial interval closing January 31 2023.

Dynamic Shares Trust

Top-line was $0.113965 million at the company in fiscal time-frame closing March 31 2023

Dear shareholders,
The recent report on Dynamic Shares Trust is of concern to our team and we urge all investors to approach the stock market with caution. While the company recorded a positive net income of $0.213 million in the fiscal time-frame ending March 31, 2023, it is important to note that this represents an improvement from a net shortfall of $-0.316 million in the corresponding reporting season a year ago.
There are several factors contributing to the current situation, including the fact that revenue tumbled by -71.308% from $0.40 million in the preceding reporting season to $0.00 per share. This is a significant drop, highlighting the challenges that the company is facing.


Invesco Ltd's Segments
Investment management fees
 Segment     of total Revenue
Service & distribution
 Segment     of total Revenue
 Segment     of total Revenue
Performance fees
 Segment     of total Revenue
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  Company Estimates  
  Revenue Outlook
Invesco Ltd does not provide revenue guidance.

Earnings Outlook
Invesco Ltd does not provide earnings estimates.

Geographic Revenue Dispersion
United States
U.K. & Ireland
Europe & Asia

Invesco Ltd's Operating Statistics Decrease / Increase
Equity (Assets under Mgmt.) in Mill. $   Equity (Assets under Mgmt.) in Mill. $ Decline   
Fixed Income (Assets under Mgmt.) in Mill. $    Fixed Income (Assets under Mgmt.) in Mill. $ Growth   
Balanced (Assets under Mgmt.) in Mill. $   Balanced (Assets under Mgmt.) in Mill. $ Decline   
Money Market (Assets under Mgmt.) in Mill. $   Money Market (Assets under Mgmt.) in Mill. $ Decline   
Stable Value (Assets under Mgmt.) in Mill. $     
Alternatives (Assets under Mgmt.) in Mill. $    Alternatives (Assets under Mgmt.) in Mill. $ Growth   
Total (Assets under Mgmt.) in Mill. $   Total (Assets under Mgmt.) in Mill. $ Decline   


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