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Invesco logoInvesco IVZ

Invesco said net long-term inflows for Q4 were $25.6 billion, compared with $16.5 billion in the prior quarter, and for 2024 were $65.1 billion. Inflows for Q4 from ETFs and Index were $29.6 billion, while Fundamental Equities had net long-term outflows of $6.0 billion.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Invesco said net long-term inflows for Q4 were $25.6 billion, compared with $16.5 billion in the prior quarter, and for 2024 were $65.1 billion. Inflows for Q4 from ETFs and Index were $29.6 billion, while Fundamental Equities had net long-term outflows of $6.0 billion.

  2. The company reported operating revenues of $1,593.0 million, operating income of $311.7 million and diluted EPS of $0.46 for Q4. The prior quarter had operating income of $100.5 million and diluted EPS of $0.12, while the prior year quarter had an operating loss of $1,075.8 million.

  3. Invesco said adjusted operating income for Q4 was $390.1 million, adjusted operating margin was 33.7% compared with 31.6% in the prior quarter, and adjusted diluted EPS was $0.52 compared with $0.44 in the prior quarter. The adjusted measures are non-GAAP measures.

  4. The company said cash and cash equivalents as of December 31, 2024 were $986.5 million, debt was $890.6 million and the credit facility balance was 0. During Q4, it repurchased 1.4 million common shares in the open market for $25 million.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

Q4 Net Long-Term Inflows $25.6 billion, Full Year $65.1 billion

Invesco said net long-term inflows for Q4 were $25.6 billion, compared with $16.5 billion in the prior quarter, and for 2024 were $65.1 billion. Inflows for Q4 from ETFs and Index were $29.6 billion, while Fundamental Equities had net long-term outflows of $6.0 billion.

Source · Based on the filing body and exhibits

Q4 GAAP Operating Income $311.7 million, Diluted EPS $0.46

The company reported operating revenues of $1,593.0 million, operating income of $311.7 million and diluted EPS of $0.46 for Q4. The prior quarter had operating income of $100.5 million and diluted EPS of $0.12, while the prior year quarter had an operating loss of $1,075.8 million.

Source · Based on the filing body and exhibits

Q4 Adjusted Operating Margin 33.7%, Adjusted Diluted EPS $0.52

Invesco said adjusted operating income for Q4 was $390.1 million, adjusted operating margin was 33.7% compared with 31.6% in the prior quarter, and adjusted diluted EPS was $0.52 compared with $0.44 in the prior quarter. The adjusted measures are non-GAAP measures.

Source · Based on the filing body and exhibits

Cash $986.5 million, Credit Facility Balance 0, Share Repurchases

The company said cash and cash equivalents as of December 31, 2024 were $986.5 million, debt was $890.6 million and the credit facility balance was 0. During Q4, it repurchased 1.4 million common shares in the open market for $25 million.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.