Invesco 2025 Q3 Earnings Record $2.1T AUM Drives 244% Net Income Surge

Invesco (IVZ) reported fiscal 2025 Q3 earnings on Oct 28, 2025, with results significantly outperforming expectations. The company’s EPS surged 458.3% to $0.67, and net income grew 244% to $356.40 million. Management highlighted strategic initiatives, including the hybrid investment platform rollout and asset growth in ETFs and international markets, as key drivers.

Revenue

Invesco’s total revenue rose 8.8% year-over-year to $1.59 billion, fueled by strong performance across segments. Investment management fees formed the backbone of the increase, contributing $1.18 billion, while service and distribution fees added $400.70 million. Performance fees, though modest at $6.50 million, reflected improved market conditions, and other revenue streams rounded out the total at $48.50 million. The diversified revenue structure underscored the firm’s resilience amid shifting market dynamics.

Earnings/Net Income

The company’s profitability saw a dramatic acceleration, with EPS climbing from $0.12 to $0.67 and net income surging to $356.40 million. This 244% year-over-year growth in net income highlights Invesco’s ability to capitalize on operational efficiencies and asset inflows, marking a robust performance in the quarter.

Price Action

Invesco’s stock price demonstrated a positive trajectory post-earnings, edging up 1.70% in the latest trading day. This momentum built on a 4.45% weekly gain and a 5.46% month-to-date increase, reflecting investor confidence in the firm’s strategic direction and financial strength.

Post-Earnings Price Action Review

The stock’s performance following the earnings release reinforced its upward trend, with the 1.70% daily gain contributing to broader multi-week gains. Analysts noted that the 5.46% month-to-date rise aligned with the company’s strong AUM growth and operational improvements. While short-term volatility remains a factor, the consistent price appreciation suggested sustained investor optimism about Invesco’s long-term prospects.

CEO Commentary

CEO Andrew Schlossberg emphasized the firm’s progress in executing strategic priorities, including the hybrid investment platform implementation and the divestiture of non-core assets like Intelliflo and the India business. He highlighted record AUM of $2.1 trillion, driven by $28.9 billion in net inflows, and expressed confidence in the company’s ability to deliver long-term value through operational efficiency and product innovation.

Guidance

The company did not provide explicit forward-looking revenue or EPS guidance for future periods. However, CFO Allison Dukes outlined ongoing efforts to reduce debt, including repaying term loans and repurchasing shares, which are expected to enhance capital returns. Management also noted the anticipated benefits from the QQQ ETF restructuring and the completion of strategic divestitures by year-end.

Additional News

Invesco announced the repurchase of 1.2 million common shares for $25 million during Q3, reflecting its commitment to shareholder returns. The firm also advanced its hybrid investment platform rollout, with full implementation expected by late 2026. Additionally, the company finalized the divestiture of Intelliflo, with proceeds expected to close in Q4 2025, further streamlining its asset management focus.

The additional news underscores Invesco’s strategic focus on capital allocation and operational streamlining. The share repurchase program and divestiture activities align with the company’s goal of optimizing its balance sheet and enhancing long-term profitability. These moves, combined with the QQQ ETF restructuring, position Invesco to capitalize on evolving market opportunities while maintaining financial flexibility.