Invesco LtdNYSE: IVZ
Financials · Asset Management & Custody Banks
$26.00
-0.82%
Vol: 2.4M
Research Digest
Friday, May 1, 2026
Invesco reports Q1 with $21.8B inflows and dividend raise; JPMorgan and Evercore raise targets
Invesco posted strong Q1 2026 with $21.8 billion in net long-term inflows and 30% adjusted EPS increase to $0.57. JPMorgan raised price target to $27.50 from $25, and Evercore raised to $28 from $27 on April 29. Cash dividend announced at $0.215 with ex-date May 15. Consensus Buy rating with average 12-month target of $27.07.
Previous Market Intelligence
13 daysApr 30Invesco reports Q1 2026 earnings beat with record $21.8B inflows and margin expansionPositive▶
Invesco announced April 28 Q1 2026 results exceeding expectations: adjusted EPS of $0.57 vs $0.53 estimate, $21.8B net long-term inflows (11th consecutive positive quarter), and $2.2T AUM. Operating revenues rose 14.1% YoY to $1,744.5M with 34.5% adjusted operating margin. However, recent analyst cuts: JPMorgan lowered target to $25 from $30 (April 23), RBC to $31 from $33 (April 20), Barclays to $24 from $29 (April 17). China JV reached record $142B AUM with 31% annualized organic growth.
Apr 16Invesco reports March 31 AUM of $2,159.5 billion, down 4.4% MoM; Q1 2026 earnings April 28Negative▶
Invesco announced preliminary month-end AUM of $2,159.5 billion as of March 31, 2026, declining 4.4% from the prior month due to net outflows in money markets ($1.8 billion) and unfavorable market returns ($91 billion reduction). The firm delivered net long-term inflows of $0.3 billion in March. Analyst updates show BMO Capital maintained Outperform but lowered the price target from $32.00 to $28.00 on April 10, while Goldman Sachs kept Neutral and reduced its target from $30.00 to $27.00 on April 7. The company will release Q1 2026 results on April 28.
Apr 15Invesco cuts analyst price targets from BMO, Goldman Sachs, and Morgan Stanley amid BlackRock competitive pressure; Q1 earnings April 28.Negative▶
Invesco reported preliminary AUM of $2,159.5 billion as of March 31, 2026. Recent analyst downgrades include: BMO Capital cut target from $32 to $28, Goldman Sachs cut target from $30 to $27, and Morgan Stanley cut target from $28 to $26. BlackRock's Nasdaq-100 ETF filing threatens Invesco's QQQ dominance. Q1 2026 results due April 28. Stock down 12.5% YTD.
Apr 14Invesco reports $2.16 trillion AUM as of March 31, 2026, with Q1 2026 earnings scheduled for April 28.Mixed▶
Invesco reported preliminary assets under management of $2.16 trillion as of March 31, 2026. Q1 2026 earnings expected April 28. Analysts project 36.4% year-over-year earnings growth to $0.60 per share. CI Global Asset Management transaction meetings completed successfully. Mixed analyst activity shows some downward price target revisions.
Apr 13Invesco AUM declines to $2.16T on market headwinds; multiple analysts lower price targets.Negative▶
Invesco announced preliminary March 31 AUM of $2.159 trillion, down 4.4% from prior month due to $91B unfavorable market returns. Evercore ISI lowered target to $27, BMO to $28, Morgan Stanley to $26. BlackRock's new Nasdaq-100 ETF competes with IVZ's QQQ fund. Q1 earnings due April 28.
Apr 10Invesco stock dropped as BlackRock filed to launch competing Nasdaq-100 ETF, threatening QQQ dominance.Negative▶
Invesco declined 5% following BlackRock's preliminary prospectus filing for a new Nasdaq-100 tracking ETF that directly challenges Invesco's $444B QQQ franchise. Morgan Stanley lowered price target to $26 from $28 on April 1. BofA also lowered to $25 from $28 on April 5. Q1 2026 earnings due April 28 with consensus EPS estimate of $0.60, up 36.4% YoY.
Apr 9Invesco Ltd faces BlackRock QQQ ETF competition but reports strong Q1 AUM growth and scheduled April 28 earnings call.Neutral▶
Invesco Ltd (IVZ) reported Q4 2025 adjusted EPS of $0.62 with ending AUM of $2.17 trillion (+17.5% YoY), driven by strong net long-term inflows of $81.2B in 2025. However, BlackRock's launch of new Nasdaq-100 ETF directly challenges Invesco's flagship QQQ fund, pressuring stock 5%+ on April 6, 2026. Analysts lowered price targets: Bank of America to $25 (from $28) and Morgan Stanley to $26 (from $28). Q1 2026 earnings scheduled April 28 before market open with EPS estimate of $0.60 (+36.4% YoY). CI Global Asset Management agreed to acquire Invesco's Canadian fund management agreements (~C$26B AUM) with Q2 2026 closing expected. Consensus "Moderate Buy" with 13 analysts averaging $29.88 price target (+30.6% upside). Company benefits from ETF strength and emerging markets growth despite near-term ETF competition headwinds.
Apr 8BlackRock ETF challenge and analyst downgrades weigh on Invesco as Q1 2026 earnings loom.Negative▶
Invesco fell 5%+ on April 6 after BlackRock announced Nasdaq-100 Index tracking ETF, challenging flagship QQQ fund. Goldman Sachs reduced price target from $30 to $27 (Neutral); Morgan Stanley lowered from $28 to $26 (Equal-Weight). Invesco scheduled to report Q1 2026 earnings April 28, 2026. Analysts expect $0.60 EPS, +36.4% YoY. Became investment manager of Superstate U.S. treasuries ($2.2T AUM). 15 analyst consensus "Buy" with $27.33 target, 12.38% upside despite near-term fee competition pressure.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Invesco Q1 2026 earnings April 28; AUM at $2.257T.Neutral▶
Invesco announced Q1 2026 results April 28. March 2026 AUM $2.257T. Recent QQQ fee reduction (10% lower investor fees). Stock up 3.04%. Morgan Stanley lowered PT to $26 (EW); consensus Buy PT $27.33 (12.38% upside).
Apr 3Invesco Q1 2026 results due April 28; assets under management rose to $2.26 trillion.Neutral▶
Invesco will announce Q1 2026 results on April 28. Assets under management increased to $2.26 trillion on broad inflows as of March 11. Q4 2025 EPS of $0.62 beat estimates by 6.9%. Company launched Invesco QQQ Equal Weight ETF (QEW).
Apr 2Invesco reports Q4 2025 EPS beat with AUM growth to $2.26 trillion and Q1 2026 results scheduled for April 28.Positive▶
Invesco reported Q4 2025 EPS of $0.62, beating estimates of $0.58 (+6.9%). AUM rose to $2.257 trillion with broad inflows as of March 11, 2026. The company launched new products including Invesco QQQ Equal Weight ETF and fee reductions on legacy QQQ fund. Became investment manager for Superstate tokenized treasuries fund. Analyst consensus is Buy with average price target of $27.33, representing 12% upside.
Apr 1Invesco reported Q4 2025 with $81.2B full-year net long-term inflows; QQQ Trust converted to ETF.Positive▶
Invesco ended 2025 with $2.2 trillion in AUM. Full-year net long-term inflows of $81.2B. QQQ Trust converted from unit investment trust to open-end fund ETF, lowering expense ratio to 0.18%. CI Global agreed to acquire Canadian fund business.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| IVZINVESCO | $26.00 | -0.82% | +14.6% | 8.9x | 1.63 | $11.6B |
| BLKBLACKROCK | $1,064.80 | -0.08% | +11.1% | 17.6x | 1.49 | $165.6B |
| BXBLACKSTONE | $126.71 | +0.90% | +11.9% | 16.6x | 1.74 | $153.5B |
| KKRKKR | $103.93 | -0.39% | +14.6% | 13.7x | 1.93 | $96.6B |
| BKBANK | $133.85 | -0.39% | +8.7% | 14.0x | 1.05 | $92.2B |
| APOAPOLLO | $130.72 | +1.55% | +21.3% | 12.1x | 1.56 | $74.2B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.