IVZ

- Invesco is preparing to report September-quarter results, with consensus pointing to higher earnings of $0.74 per share on revenue of $1.39b compared with the prior year. - The mix of stronger expected fundamentals and slightly more cautious analyst estimate revisions highlights how investors are weighing business momentum against potential execution pressures. - Next, the focus shifts to how Invesco's expected earnings uplift and softer analyst tone could reshape the broader investment narrative. Compare how Invesco's setup stacks against other asset managers preparing for potential earnings surprises by scanning our curated list of 33 high quality undervalued stocks. To be a shareholder in Invesco, you need to believe the firm can keep shifting its mix toward ETFs, index products, alternatives, and higher quality strategies while managing fee pressure and tech spend. The coming September quarter update puts execution in the spotlight because investors are watching whether operating leverage and cost discipline are actually flowing through. The most important short term catalyst is whether earnings momentum looks sustainable given expected revenue of US$1.39b and EPS of US$0.74. The main risk is that fee compression, outflows in active products, and rising technology and compliance costs blunt any benefit from higher assets and newer offerings. The fundraising update around Invesco Real Estate Income Trust is especially relevant here. Around US$692m was raised across Ares Industrial REIT, Ares REIT, and the Invesco vehicle, with about US$117m of redemptions met. That shows Invesco still attracting capital into real estate strategies while honoring liquidity, even as its monthly fundraising pace slowed from July to September. For you as an investor, that slowing tempo matters less than whether these products build a durable, fee rich stream that supports earnings once scaled. Execution risk sits in maintaining inflows, managing leverage, and controlling costs on property acquisitions. Those factors feed directly into the same profitability and margin questions the upcoming Invesco earnings report will test. Invesco's current setup implies forecast revenue of US$7.9b and earnings of US$1.5b by 2029, based on analysts assuming 4.6% yearly revenue growth and an earnings swing of about US$1.8b from a loss of US$309.2m today to the 2029 consensus level. Uncover why Invesco's fair value indicates a 19% potential upside to its current price, which could narrow quickly. One alternate view focuses on revenue pressure rather than product mix. The lowest ranked analysts were already modelling top line contraction of about 3.5% a year and only US$6.2b of sales by 2029, before this fundraising update. That is a far more cautious Invesco story, and it gives you a reason to compare several narratives before reacting. Explore 3 other Invesco fair value estimates, including one that suggests it could be worth just $30.00. Don't just follow the ticker. Dig into the data and build a conviction that's truly your own. - A great starting point for your Invesco research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. - See our latest analysis for Invesco. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate Invesco's overall financial health at a glance. If Invesco has your attention but you want a broader watchlist before earnings season heats up, the Simply Wall St Screener can surface other stocks that fit the kind of profile you are hunting for, whether that is value, resilience, or untapped potential. - If you care most about price paid for quality, focus on businesses that look mispriced on fundamentals by starting with 33 high quality undervalued stocks. - If balance sheet strength is non negotiable for you, narrow in on companies with robust financial positions through the list of solid balance sheet and fundamentals (25 results). - If you prefer to get in before the crowd, broaden your opportunity set with the 21 high quality undiscovered gems. This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include IVZ. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

The market expects Invesco (IVZ) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This investment management company is expected to post quarterly earnings of $0.74 per share in its upcoming report, which represents a year-over-year change of +21.3%. Revenues are expected to be $1.39 billion, up 17.3% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.82% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Invesco, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.19%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination makes it difficult to conclusively predict that Invesco will beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Invesco would post earnings of $0.67 per share when it actually produced earnings of $0.71, delivering a surprise of +5.97%. Over the last four quarters, the company has beaten consensus EPS estimates three times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Invesco doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco Ltd. (IVZ) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Invesco IVZ is scheduled to announce third-quarter 2026 results on Oct. 27, before market open. The company's quarterly earnings and revenues are expected to have witnessed a rise on a year-over-year basis. In the last reported quarter, IVZ's adjusted earnings surpassed the Zacks Consensus Estimate. The results primarily benefited from an increase in adjusted revenues and growth in assets under management (AUM) balance. Record net long-term inflows also supported results. However, an increase in adjusted expenses was a headwind. Invesco has a decent earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters, the average surprise being 12.5%. Invesco Ltd. price-eps-surprise | Invesco Ltd. Quote Per the monthly metrics data published by Invesco, its preliminary total AUM as of Sept. 30, 2026, was $2.54 trillion, up 2.7% from the previous quarter's end. During the third quarter, equity markets generally benefited from resilient corporate earnings and sustained investor interest in growth-oriented sectors. These trends, along with demand for exchange-traded funds (ETFs), index-based strategies and fixed-income products, are likely to have supported Invesco's asset base. Given that investment management fees are largely tied to average AUM, the higher asset levels are expected to have positively impacted fee income in the to-be-reported quarter. The Zacks Consensus Estimate for investment management fees is pegged at $1.55 billion, indicating a rise of 5.8% from the previous quarter's reported figure. The growing adoption of ETFs and other investment solutions, along with increased market activity, is likely to have supported Invesco's service and distribution revenues. However, the continued shift toward lower-fee passive investment products might have exerted some pressure on fee realization. The Zacks Consensus Estimate for service and distribution fees of $337 million indicates an 8.7% increase from the previous quarter's reported number. Further, improved market conditions and higher investment-related activity are likely to have supported other revenues. The Zacks Consensus Estimate for the metric is pegged at $57 million, suggesting a 14% sequential rise. Performance fees are likely to have benefited from favorable investment performance across certain actively managed and alternative investment strategies. However, these fees remain inherently volatile and depend on the timing of performance recognition and the achievement of contractual benchmarks. The Zacks Consensus Estimate for third-quarter performance fees of $7.15 million indicates a 93.2% rise from the previous quarter's actual. On the expense front, Invesco's ongoing cost-saving initiatives, operational streamlining and technology investments are expected to have supported efficiency. However, higher compensation-related expenses, including performance-linked incentives amid improved market conditions, along with increased marketing and distribution costs to support product growth, are likely to have exerted upward pressure on overall expenses in the to-be-reported quarter. Management expects one-time Alpha implementation costs of approximately $15 million in the third quarter of 2026. According to our proven model, the chances of Invesco beating the Zacks Consensus Estimate for earnings this time are low. This is because it does not have the right combination of the two key ingredients — a positive Earnings ESP and a Zacks Rank #3 (Hold) or better. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Earnings ESP: The Earnings ESP for Invesco is -0.19%. Zacks Rank: The company currently carries a Zacks Rank #3. The Zacks Consensus Estimate for Invesco's earnings of 74 cents per share has been revised lower over the past seven days. Nevertheless, the figure indicates a rise of 21.3% from the year-ago quarter's actual. The consensus estimate for sales is pegged at $1.39 billion, suggesting a year-over-year increase of 17.3%. Here are a couple of finance stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time: Associated BancCorp ASB is scheduled to announce third-quarter 2026 results on Oct. 22. The company currently has an Earnings ESP of +1.71% and a Zacks Rank #3. Quarterly earnings estimates for ASB have been unchanged at 76 cents per share over the past week. The Earnings ESP for Ameriprise Financial AMP is +0.35%, and it carries a Zacks Rank of 3 at present. The company is slated to report third-quarter 2026 results on Oct. 29. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Over the past seven days, the Zacks Consensus Estimate for AMP's quarterly earnings has been unchanged at $11.60 per share. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco Ltd. (IVZ) : Free Stock Analysis Report Ameriprise Financial, Inc. (AMP) : Free Stock Analysis Report Associated Banc-Corp (ASB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

BlackRock's BLK third-quarter 2026 adjusted earnings of $15.93 per share surpassed the Zacks Consensus Estimate of $13.97. The figure reflects a 38% rise from the year-ago quarter. BLK shares gained almost 4% in pre-market trading on better-than-expected results, primarily driven by a record assets under management (AUM) balance. Results benefited from higher revenues, robust asset inflows and improved operating performance. However, higher expenses weighed on results. Net income attributable to BlackRock (on a GAAP basis) was $1.66 billion, up 25% year over year. Quarterly revenues (on a GAAP basis) were $7.75 billion, surpassing the Zacks Consensus Estimate of $7.46 billion. The figure increased 19% year over year. The improvement was driven by organic base fee growth, favorable market conditions, higher performance fees and increased technology services revenues. Investment advisory, administration fees and securities lending revenues were $6.04 billion, up 20% year over year. The increase was primarily driven by organic base fee growth and the positive impact of market movements on average AUM. Securities lending revenues climbed to $253 million from $203 million a year ago. Investment advisory performance fees increased 22% year over year to $630 million, primarily reflecting higher revenues from liquid alternative products. Technology services and subscription revenues rose 14% to $588 million, supported by continued demand for Aladdin and multi-product solutions. Distribution fees increased 17% to $414 million, while advisory and other revenues grew 9% to $84 million. Total operating expenses amounted to $5.42 billion, up 19% year over year. The increase was primarily due to higher sales, asset and account expenses, employee compensation and benefits, and a rise in the fair value of contingent consideration related to prior acquisitions. BlackRock's adjusted operating income was $3.33 billion, increasing 27% from the prior-year quarter. The adjusted operating margin expanded to 47.8% from 44.6% a year earlier, reflecting improved operating profitability. Non-operating income (on a GAAP basis) was $316 million compared with $42 million in the prior-year quarter. As of Sept. 30, 2026, AUM was $15.49 trillion, up 15% year over year. The growth was driven by net inflows and favorable market movements over the trailing 12 months. The company recorded total net inflows of $205.47 billion in the reported quarter. Average AUM was $15.46 trillion, rising 19% year over year. Equity AUM totaled $8.98 trillion, while fixed-income AUM was $3.35 trillion. Multi-asset AUM was $1.34 trillion, and alternatives AUM reached $466.28 billion. Cash management AUM was $1.10 trillion. BlackRock witnessed long-term net inflows of $174.81 billion in the reported quarter. Exchange-traded funds (ETFs) contributed $134.51 billion in net inflows, led by fixed-income and equity products. Retail net inflows totaled $23.30 billion, while institutional clients contributed $17.01 billion. Active investment strategies recorded net inflows of $66.41 billion, reflecting demand across the company's investment offerings. Private markets generated $15.31 billion in net inflows, including $7.58 billion from infrastructure and $5.01 billion from private credit. However, institutional index products witnessed net outflows of $27.44 billion. BlackRock repurchased shares worth $550 million in the reported quarter. BLK's continued efforts to diversify offerings and improve its revenue mix are expected to continue to support its financials amid growing opportunities across private markets, infrastructure financing, retirement solutions and technology services. Strategic acquisitions continue to enhance the company's position as a global asset manager. However, elevated expenses pose a challenge. BlackRock price-consensus-eps-surprise-chart | BlackRock Quote BlackRock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Blackstone Inc. BX is slated to report third-quarter 2026 results on Oct. 22. Over the past week, the Zacks Consensus Estimate for BX's quarterly earnings has been revised lower to $1.33. The figure implies a fall of 12.5% from the prior-year quarter. Invesco IVZ is scheduled to announce third-quarter 2026 numbers on Oct. 27. Over the past seven days, the Zacks Consensus Estimate for IVZ's quarterly earnings has been unchanged at 75 cents. The figure implies a jump of 23% from the prior-year quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BlackRock (BLK) : Free Stock Analysis Report Blackstone Inc. (BX) : Free Stock Analysis Report Invesco Ltd. (IVZ) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

BlackRock (BLK) came out with quarterly earnings of $15.93 per share, beating the Zacks Consensus Estimate of $13.97 per share. This compares to earnings of $11.55 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +14.03%. A quarter ago, it was expected that this investment firm would post earnings of $12.67 per share when it actually produced earnings of $13.91, delivering a surprise of +9.79%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. BlackRock, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $7.75 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 3.96%. This compares to year-ago revenues of $6.51 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. BlackRock shares have lost about 0.4% since the beginning of the year versus the S&P 500's gain of 14%. While BlackRock has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for BlackRock was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $15.12 on $7.9 billion in revenues for the coming quarter and $55.70 on $28.72 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, Invesco (IVZ), has yet to report results for the quarter ended September 2026. The results are expected to be released on October 27. This investment management company is expected to post quarterly earnings of $0.75 per share in its upcoming report, which represents a year-over-year change of +23%. The consensus EPS estimate for the quarter has been revised 0.5% lower over the last 30 days to the current level. Invesco's revenues are expected to be $1.39 billion, up 17.1% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BlackRock (BLK) : Free Stock Analysis Report Invesco Ltd. (IVZ) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Atlanta, Georgia-based Invesco Ltd. (IVZ) is a publicly traded investment management firm that serves retail, institutional, and high-net-worth clients, as well as public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. The company has a $13.5 billion market cap and manages separate client-focused equity and fixed-income portfolios, among other offerings. IVZ is expected to release its Q3 2026 earnings Tuesday, October 27, 2026, before the market opens. Ahead of the event, analysts expect the company's EPS to be $0.75 on a diluted basis, up 23% from $0.61 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in three of its last four quarters, while missing on one occasion. - Late Billionaire Charlie Munger Told Value Investors to 'Get Used To Making Less' Because They All Want 'A Diminished Bunch Of Opportunities' but Warren Buffett Disagrees - Why It's Time to Load Up on Qualcomm Stock - 100,000 Reasons to Buy Oracle Stock - Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2026, analysts project the company's EPS to be $2.83, up 39.4% from $2.03 in fiscal 2025. Moreover, its EPS is expected to rise by roughly 16.6% year over year (YoY) to $3.30 in fiscal 2027. Shares of Invesco have surged 25.9% over the past 52 weeks, outpacing the S&P 500 Index's ($SPX) 16% rise and the State Street Financial Select Sector SPDR ETF's (XLF) marginal rise during the same time frame. On July 28, IVZ reported its Q2 2026 earnings, delivering impressive revenue growth. Its Assets Under Management (AUM) for the quarter rose 23.4%, pushing its revenue to rise by an impressive 65.3% year-over-year to $1.3 billion and surpassing the Street's estimates. Moreover, its adjusted EPS amounted to $0.71, also topping the consensus estimates, along with a rise in its adjusted operating margin to 37.5%, driven by robust growth in ETFs and Index, QQQ, China JV, and Private Markets. Analysts are somewhat bullish on IVZ, with the stock having a "Moderate Buy" rating overall. Among the 15 analysts covering the stock, three are recommending a "Strong Buy," two recommend a "Moderate Buy," and 10 suggest a "Hold" for the stock. IVZ's average analyst price target is $34.45, indicating an upside of 13.4% from the current levels. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the custody bank stocks, including Invesco (NYSE:IVZ) and its peers. Custody banks safeguard financial assets and provide services like settlement, accounting, and regulatory compliance for institutional investors. Growth opportunities stem from increasing global assets under custody, demand for data analytics, and blockchain technology adoption for settlement efficiency. Challenges include fee pressure from large clients, substantial technology investment requirements, and competition from both traditional players and fintech firms entering the space. The 16 custody bank stocks we track reported a strong Q2. As a group, revenues beat analysts' consensus estimates by 3.2%. While some custody bank stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.8% since the latest earnings results. With roots dating back to 1935 when it pioneered the first mutual fund with an objective of capital growth, Invesco (NYSE:IVZ) is a global asset management firm that offers investment solutions across equities, fixed income, alternatives, and multi-asset strategies. Invesco reported revenues of $1.33 billion, up 20.3% year on year. This print was in line with analysts' expectations, and overall, it was a satisfactory quarter for the company with an impressive beat of analysts' EBITDA estimates but AUM in line with analysts' estimates. Interestingly, the stock is up 1% since reporting and currently trades at $30.43. Is now the time to buy Invesco? Access our full analysis of the earnings results here, it's free. With over $100 billion in assets under management and supervision, Hamilton Lane (NASDAQ:HLNE) is an investment management firm that specializes in private markets, offering advisory services and fund solutions to institutional and private wealth investors. Hamilton Lane reported revenues of $275.3 million, up 56.5% year on year, outperforming analysts' expectations by 21%. The business had an incredible quarter with a beat of analysts' EPS and EBITDA estimates. Hamilton Lane scored the biggest analyst estimate beat of the whole group. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 6.6% since reporting. It currently trades at $88.65. Is now the time to buy Hamilton Lane? Access our full analysis of the earnings results here, it's free. Operating as both an advisor and asset manager with over $100 billion in assets under management, StepStone Group (NASDAQ:STEP) is an investment firm that provides clients with access to private market investments across private equity, real estate, private debt, and infrastructure. StepStone Group reported revenues of $300.6 million, up 26.6% year on year, falling short of analysts' expectations by 3.9%. It was a softer quarter as it posted a significant miss of analysts' EBITDA and EPS estimates. StepStone Group delivered the weakest performance against analyst estimates among its peers. As expected, the stock is down 11.1% since the results and currently trades at $44.72. Read our full analysis of StepStone Group's results here. Founded in 1968 as Simulated Environments Inc. to train bank loan officers using computer simulations, SEI Investments (NASDAQ:SEIC) provides technology platforms, investment management, and operational solutions for financial institutions, wealth managers, and investors. SEI Investments reported revenues of $641.6 million, up 14.7% year on year. This number topped analysts' expectations by 0.7%. It was a very strong quarter as it also recorded an impressive beat of analysts' AUM and EPS estimates. The stock is up 5.7% since reporting and currently trades at $104.35. Read our full, actionable report on SEI Investments here, it's free. Operating as a bridge between institutional investors and hard-to-access private market opportunities, Ridgepost Capital (NYSE:RPC) is an alternative asset management firm that provides access to private equity, venture capital, impact investing, and private credit opportunities in the middle and lower middle markets. Ridgepost Capital reported revenues of $81.28 million, up 11.5% year on year. This result beat analysts' expectations by 3.6%. Overall, it was a strong quarter as it also put up a beat of analysts' EPS estimates. The stock is down 16.9% since reporting and currently trades at $7.51. Read our full, actionable report on Ridgepost Capital here, it's free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market's biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market's primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market's dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

A month has gone by since the last earnings report for Invesco (IVZ). Shares have added about 17.5% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Invesco due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Invesco Ltd. before we dive into how investors and analysts have reacted as of late. Invesco’s second-quarter 2026 adjusted earnings of 71 cents per share surpassed the Zacks Consensus Estimate of 67 cents. The bottom line increased 97.2% from the prior-year quarter.The results primarily benefited from an increase in adjusted revenues and substantial growth in AUM balance. Record net long-term inflows also supported the quarter. However, an increase in adjusted expenses was a headwind.Net income attributable to Invesco Ltd. (GAAP basis) was $345.3 million or 76 cents per share against a net loss of $12.5 million or 3 cents per share in the year-ago quarter. Adjusted net revenues in the quarter were $1.33 billion, up 20.3% year over year. The top line marginally surpassed the Zacks Consensus Estimate. The rise in revenues was driven by higher average AUM and net revenues earned from QQQ. Favorable foreign exchange rate changes increased net revenues by $6.3 million.Adjusted operating expenses were $830.4 million, up 9.2% year over year. The increase reflected higher employee compensation and marketing expenses. General and administrative expenses also increased, primarily due to higher professional fees.The adjusted operating margin was 37.5%, up from 31.2% a year ago. As of June 30, 2026, AUM was $2.47 trillion, up 23.4% year over year. The average AUM in the second quarter totaled $2.37 trillion, up 24.8%.Net long-term inflows were a record $45.1 billion compared with $15.6 billion in the year-ago quarter. The annualized long-term organic growth rate was 8.5%.Client demand remained supportive across IVZ’s multiple investment capabilities. Net long-term inflows were led by ETFs and Index products ($30.1 billion), QQQ ($13.8 billion), the China joint venture ($6.9 billion), Private Markets ($1.9 billion) and Fundamental Fixed Income ($0.4 billion). These positives were partially offset by net outflows from Fundamental Equities of $7.7 billion and Multi-Asset/Other strategies of $0.3 billion.By geography, the Americas, Asia Pacific and EMEA produced net long-term inflows of $30.8 billion, $8.2 billion and $6.1 billion, respectively. As of June 30, 2026, cash and cash equivalents were $915.4 million compared with $806.9 million as of March 31, 2026. Debt was $1.62 billion, down from $1.97 billion at the end of the prior quarter. The credit facility balance declined to $736 million from $1.08 billion. Net debt was $708.6 million, down from $1.16 billion as of March 31, 2026. In the reported quarter, Invesco repurchased 1.9 million common shares for $50 million in the open market. Management expects one-time implementation costs of the Alpha investment platform to be $15 million per quarter in the second half of 2026, with completion targeted by the end of 2026. As more AUM transitions onto the platform during 2026, the incremental expense associated with AUM on the system is expected to build through the year, reaching approximately $10 million per quarter later in the year. Hence, the combined costs related to the hybrid platform are expected to be $20 million to $25 million higher in 2026 than in 2025.Implementation spending should begin tapering in the first quarter of 2027 and decline fairly quickly thereafter. Management expects the installed platform to create further expense-efficiency opportunities through 2027 and into 2028.Beginning in the third quarter of 2026, operating income is expected to be negatively impacted initially by the Canada fund deal, including an operating expense reduction of $5 million to $10 million per quarter (i.e., a cost benefit that partially offsets other headwinds). Over time, the operating expense benefit is expected to move closer to about $10 million per quarter.For 2026, the company expects $3.275 billion in operating expenses. Compensation expenses are expected to be roughly 40% of revenues. Third-party expenses plus distribution fees relative to management fees are expected to be 22.7–23%, likely closer to 23%, reflecting a mix shift toward lower-fee products such as QQQ, QQQM and RSP.Non-GAAP effective tax rate is expected to be in the range of 25-26% for the second half of 2026. Since the earnings release, investors have witnessed a upward trend in estimates revision. At this time, Invesco has a average Growth Score of C, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock was allocated a grade of B on the value side, putting it in the second quintile for value investors. Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending upward for the stock, and the magnitude of these revisions indicates a downward shift. It comes with little surprise Invesco has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months. Invesco belongs to the Zacks Financial - Investment Management industry. Another stock from the same industry, Ameriprise Financial Services (AMP), has gained 3.7% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026. Ameriprise reported revenues of $4.9 billion in the last reported quarter, representing a year-over-year change of +13%. EPS of $11.07 for the same period compares with $9.11 a year ago. Ameriprise is expected to post earnings of $11.59 per share for the current quarter, representing a year-over-year change of +16.8%. Over the last 30 days, the Zacks Consensus Estimate has changed +1.2%. Ameriprise has a Zacks Rank #2 (Buy) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco Ltd. (IVZ) : Free Stock Analysis Report Ameriprise Financial, Inc. (AMP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The Carlyle Group Inc. CG reported second-quarter 2026 post-tax distributable earnings per share of $1.07, surpassing the Zacks Consensus Estimate of 88 cents. The metric also rose from 91 cents in the year-ago quarter. Results benefited from higher realized performance revenues and fee-related performance revenues. A rise in the assets under management (AUM) balance was another positive. However, higher expenses acted as a spoilsport. Net income attributable to Carlyle was $137.1 million, down from $319.7 million in the year-ago quarter. Second-quarter segmental revenues were $1.11 billion, which surpassed the Zacks Consensus Estimate of $908.8 million. The top line also rose 13% from the year-ago quarter. Total segment fee revenues were $759.3 million, up 12.3% year over year. Fund management fees declined 5% year over year to $560.1 million, while transaction and portfolio advisory fees, net and other, jumped 130.7% to $110.5 million. Fee-related performance revenues surged 129.2% to $88.7 million. Realized performance revenues rose 21.2% from the year-ago quarter to $314.8 million. Total segmental expenses increased 15.7% year over year to $639.9 million. As of June 30, 2026, total AUM was $485.5 billion, up 4% from the prior-year quarter. The fee-earning AUM was $334.4 billion, which rose 3% year over year. Pending fee-earning AUM was $28 billion, up 57%. Global Private Equity’s total AUM was $162.7 billion as of June 30, 2026, down 1.5% year over year. The segment’s fee-related earnings were $133.6 million, down 7%. Distributable earnings were $218.5 million, down 5.8%. Global Credit’s total AUM was $211.1 billion, up 4% year over year. Fee-related earnings were $137.6 million, up 23.5%. Distributable earnings were $158 million, up 30.7%. Carlyle AlpInvest’s total AUM was $111.7 billion, up 15.8% year over year. Fee-related earnings were $86.5 million, up 26.6%. Distributable earnings were $95.8 million, up 22.5%. In the reported quarter, CG repurchased or withheld 6.7 million shares of common stock, including shares withheld in the net share settlement of equity awards, totaling $304 million. As of June 30, 2026, $1.6 billion worth of shares were available under the authorization. The company also declared a quarterly dividend of 35 cents per share. The dividend will be paid out on Aug. 26, 2026, to shareholders of record as of Aug. 17, 2026. A rising total AUM balance, along with higher realized performance revenues and strong fundraising, will likely support Carlyle’s revenue growth in the long run. However, rising expenses remain concerning. Carlyle Group Inc. price-consensus-eps-surprise-chart | Carlyle Group Inc. Quote CG currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. In June 2026, Carlyle completed its previously announced acquisition of a majority stake in MAI Capital Management, a registered investment advisor focused on wealth management services for high-net-worth and ultra-high-net-worth clients. Following the completion of the transaction, Carlyle is now the majority owner of MAI, while MAI will continue to operate independently under its existing leadership team. MAI employees and advisors will continue to hold a significant minority ownership stake in the business. The acquisition expands Carlyle’s presence in wealth management and adds a platform with $77.3 billion in client assets managed or advised as of April 2026. The deal is expected to strengthen the company’s recurring fee-based revenue stream and complements its broader wealth management strategy, including investments in Intelliflo and iCapital Network to enhance its advisor-focused platform. Invesco’s IVZ second-quarter 2026 adjusted earnings of 71 cents per share surpassed the Zacks Consensus Estimate of 67 cents. The bottom line increased 97.2% from the prior-year quarter. IVZ’s results primarily benefited from an increase in adjusted revenues and substantial growth in the assets under management (AUM) balance. Record net long-term inflows also supported the quarter. However, an increase in adjusted expenses was a headwind. SEI Investments Co.’s SEIC second-quarter 2026 adjusted earnings per share of $1.66 surpassed the Zacks Consensus Estimate of $1.45. The bottom line reflected a rise of 38.3% from the prior-year quarter’s actual. SEIC’s results were aided by higher revenues and a rise in AUM. However, higher expenses acted as a spoilsport. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Carlyle Group Inc. (CG) : Free Stock Analysis Report Invesco Ltd. (IVZ) : Free Stock Analysis Report SEI Investments Company (SEIC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

T. Rowe Price Group, Inc.’s TROW second-quarter 2026 adjusted earnings per share (EPS) of $2.57 surpassed the Zacks Consensus Estimate of $2.52. Further, the bottom line increased 14.7% year over year. TROW's results benefited from higher investment advisory fees and record assets under management (AUM). Positive capital allocation-based income was also encouraging. However, higher expenses acted as a headwind. The results included certain items. After considering those, net income attributable to T. Rowe Price (on a GAAP basis) was $632 million, which rose 25.1% from the prior-year quarter. Net revenues rose 10.7% year over year to $1.91 billion. However, the top line missed the Zacks Consensus Estimate of $1.92 billion by 0.66%. Investment advisory fees rose 11.3% year over year to $1.74 billion. Capital allocation-based income was $11.9 million against a loss of $0.4 million in the prior-year quarter. Administrative, distribution, servicing and other fees declined 3.7% year over year to $144.2 million. Total operating expenses increased 9.8% year over year to $1.37 billion in the reported quarter. On an adjusted basis, operating expenses were $1.20 billion, up 4.9% year over year. As of June 30, 2026, total AUM reached a record $1.89 trillion, up 12.9% year over year. In the second quarter, net market appreciation and income of $190.2 billion favorably impacted T. Rowe Price’s AUM. However, net cash outflows were $6.5 billion. The company had substantial liquidity, including cash and cash equivalents of $3.23 billion as of June 30, 2026, up from $3.06 billion as of June 30, 2025. This will enable TROW to keep investing. T. Rowe Price returned $441 million to shareholders through recurring quarterly dividends and share repurchases in the second quarter. TROW’s record AUM balance, higher investment advisory fees and positive capital allocation-based income are likely to support top-line growth. Its broadening distribution reach and efforts to diversify the business through acquisitions and product enhancements further support growth. A substantial liquidity position enables the company to continue investing and sustain capital distributions. However, persistent net cash outflows and an elevated expense base remain concerns. T. Rowe Price Group, Inc. price-consensus-eps-surprise-chart | T. Rowe Price Group, Inc. Quote Currently, TROW carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Invesco’s IVZ second-quarter 2026 adjusted earnings of 71 cents per share surpassed the Zacks Consensus Estimate of 67 cents. The bottom line increased 97.2% from the prior-year quarter. IVZ’s results primarily benefited from an increase in adjusted revenues and substantial growth in AUM balance. Record net long-term inflows also supported the quarter. However, an increase in adjusted expenses was a headwind. Ameriprise Financial’s AMP second-quarter 2026 adjusted operating earnings were $11.07 per share, which handily surpassed the Zacks Consensus Estimate of $10.72. The bottom line reflected a rise of 22% from the year-ago quarter. Results benefited from higher revenues and an improvement in AUM and assets under administration balances to record levels. However, an increase in expenses was a headwind for AMP. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report T. Rowe Price Group, Inc. (TROW) : Free Stock Analysis Report Invesco Ltd. (IVZ) : Free Stock Analysis Report Ameriprise Financial, Inc. (AMP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research