Q1 2026 Invesco Ltd Earnings Call Transcript
Key Points
- Invesco Ltd (IVZ) reported net long-term inflows of $21.8 billion, marking the 11th consecutive quarter of net inflows and representing an annualized organic growth of 4%.
- The Asia Pacific and EMEA regions produced strong net inflows with 17% and 8% annualized organic growth, respectively.
- Invesco Ltd (IVZ) achieved a record high AUM of $142 billion in its China JV, with $8.7 billion of net long-term inflows, demonstrating strong positioning in the market.
- The company continues to innovate in the ETF space, launching four new active ETFs this quarter, and has built a robust active ETF platform managing over $20 billion in assets.
- Invesco Ltd (IVZ) reported a significant improvement in operating margin, reaching 34.5%, driven by strong revenue growth and well-managed expenses.
- Despite positive fundamental equity flow highlights, Invesco Ltd (IVZ) remained in net outflows of $2.4 billion overall in the segment.
- The company experienced net outflows in alternative credit, driven by redemptions in its bank loan products.
- Invesco Ltd (IVZ) faced a $42 billion decline in AUM due to market volatility, although this was mostly offset by strong net inflows.
- The company anticipates a modestly negative operating income impact from its Canadian business partnership, with a loss of $5 million to $10 million expected in the third and fourth quarters.
- Invesco Ltd (IVZ) noted that the future direction of asset mix shift will dictate the net revenue yield trajectory, indicating potential uncertainty in revenue yield stabilization.
Welcome to the Invesco's first-quarter earnings conference call. (Operator Instructions) As a reminder, today's call is being recorded. Now I'd like to turn the call over to Greg Ketron, Invesco's Head of Investor Relations.
Thanks, operator, and to all of you joining us on the call today. In addition to the press release, we have provided a presentation that covers the topics we plan to address. The press release and presentation are available on our website, invesco.com. This information can be found by going to the Investor Relations section of the website.
Our presentation today will include forward-looking statements and certain non-GAAP financial measures. Please review the disclosures on slide 2 as well as the appendix for the appropriate reconciliations to GAAP. Finally, Invesco is not responsible for the accuracy of our earnings transcripts provided by third parties. The only authorized webcast are located on our website. Andrew Schlossberg, President and CEO; and
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
