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TD Cowen maintains Buy rating on Invesco shares

EditorTanya Mishra
Published 23/10/2024, 14:44
IVZ
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TD Cowen has confirmed its Buy rating on Invesco (NYSE: IVZ) with a steady price target of $20.50.

The affirmation follows Invesco's third-quarter earnings beat, which was reported on October 22.

The analyst highlighted adjustments to the 2024-2025 adjusted earnings per share (EPS) estimates, which were slightly increased after the company's recent earnings call. The firm's optimism is rooted in Invesco's positive flow dynamics, solid core operating leverage, and continued balance sheet improvements.

Despite the uncertainty surrounding the costs associated with onboarding for Alpha Generation, TD Cowen believes that their estimates for 2025 may be conservative, yet they still align with or exceed the general consensus. The analyst's comments suggest a strong outlook for Invesco, emphasizing the company's operational strengths amidst the potential challenges ahead.

In other recent news, Invesco Ltd. reported a mixed bag of Q3 results. The asset manager posted adjusted earnings per share of $0.44, slightly surpassing the consensus estimate of $0.43. Revenue saw a 5.1% YoY increase to $1.51 billion, significantly outperforming analyst projections of $1.11 billion.

However, operating expenses witnessed a 16.5% rise compared to the same quarter last year, primarily due to a one-time $147.6 million acceleration of compensation expense related to changes in long-term award vesting criteria. This surge in expenses resulted in a decline in operating income and margins compared to Q3 of the previous year.

Invesco reported $16.5 billion of net long-term inflows for the quarter. Consequently, total assets under management hit a record $1.8 trillion as of the end of September, marking a 4.7% increase from the preceding quarter.

InvestingPro Insights

Invesco's recent performance and TD Cowen's optimistic outlook are further supported by real-time data and insights from InvestingPro. The company's market cap stands at $8.11 billion, with a notably low P/E Ratio (Adjusted) of 3.03 for the last twelve months as of Q3 2024. This suggests that the stock may be undervalued relative to its earnings, aligning with TD Cowen's Buy rating.

InvestingPro Tips highlight that Invesco has raised its dividend for 3 consecutive years and has maintained dividend payments for 18 consecutive years. This demonstrates the company's commitment to shareholder returns, which could be particularly attractive given its current dividend yield of 4.55%. Additionally, the tip that net income is expected to grow this year supports TD Cowen's positive outlook on Invesco's financial health.

The company's revenue growth of 2.45% over the last twelve months and a quarterly growth of 5.09% in Q3 2024 indicate steady progress, albeit modest. This aligns with the analyst's observations on positive flow dynamics and core operating leverage.

For investors seeking a more comprehensive analysis, InvestingPro offers 10 additional tips for Invesco, providing a deeper understanding of the company's financial position and market performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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