Subtext

Invesco Ltd. IVZ

SectorFinancials
Transcripts69
Date range2008-04-30 – 2025-04-22
Calls charted69

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Overall: +12.72008 Q2 · Overall: +7.52008 Q3 · Overall: +4.92008 Q4 · Overall: +7.02009 Q1 · Overall: +4.92009 Q2 · Overall: +9.72009 Q3 · Overall: +12.32009 Q4 · Overall: +12.02010 Q1 · Overall: +8.12010 Q2 · Overall: +7.22010 Q3 · Overall: +10.22010 Q4 · Overall: +12.52011 Q1 · Overall: +8.92011 Q2 · Overall: +12.42011 Q3 · Overall: +6.12011 Q4 · Overall: +8.22012 Q1 · Overall: +8.72012 Q2 · Overall: +4.92012 Q3 · Overall: +10.12012 Q4 · Overall: +7.72013 Q1 · Overall: +14.82013 Q2 · Overall: +4.02013 Q3 · Overall: +7.92013 Q4 · Overall: +7.82014 Q1 · Overall: +11.12014 Q2 · Overall: +8.72014 Q3 · Overall: +10.82014 Q4 · Overall: +5.82015 Q1 · Overall: +6.62015 Q2 · Overall: +6.02015 Q3 · Overall: +5.42015 Q4 · Overall: +11.32016 Q1 · Overall: +5.82016 Q2 · Overall: +7.22016 Q3 · Overall: +3.32016 Q4 · Overall: +3.72017 Q1 · Overall: +10.42017 Q2 · Overall: +5.72017 Q3 · Overall: +7.62017 Q4 · Overall: +4.72018 Q1 · Overall: +6.82018 Q2 · Overall: +7.32018 Q3 · Overall: +5.32018 Q4 · Overall: +5.62019 Q1 · Overall: +7.32019 Q2 · Overall: +9.52019 Q3 · Overall: +10.82019 Q4 · Overall: +8.42020 Q1 · Overall: +6.62020 Q2 · Overall: +4.82020 Q3 · Overall: +13.92020 Q4 · Overall: +12.52021 Q1 · Overall: +12.32021 Q2 · Overall: +12.12021 Q3 · Overall: +8.02021 Q4 · Overall: +15.82022 Q1 · Overall: +10.32022 Q2 · Overall: +3.72022 Q3 · Overall: +3.62022 Q4 · Overall: +7.92023 Q1 · Overall: +14.72023 Q2 · Overall: +11.32023 Q3 · Overall: +13.12023 Q4 · Overall: +9.82024 Q1 · Overall: +9.32024 Q2 · Overall: +17.12024 Q3 · Overall: +17.42024 Q4 · Overall: +13.92025 Q1 · Overall: +10.4
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-32-16+0+16+322008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · CEO: +19.22008 Q2 · CEO: +12.92008 Q3 · CEO: +10.92008 Q4 · CEO: +14.62009 Q1 · CEO: +14.92009 Q2 · CEO: +9.92009 Q3 · CEO: +27.32009 Q4 · CEO: +23.42010 Q1 · CEO: +17.72010 Q2 · CEO: +17.72010 Q3 · CEO: +17.82010 Q4 · CEO: +28.32011 Q1 · CEO: +21.42011 Q2 · CEO: +22.72011 Q3 · CEO: +16.12011 Q4 · CEO: +16.52012 Q1 · CEO: +18.92012 Q2 · CEO: +12.72012 Q3 · CEO: +17.82012 Q4 · CEO: +10.62013 Q1 · CEO: +25.92013 Q2 · CEO: +10.92013 Q3 · CEO: +18.02013 Q4 · CEO: +15.62014 Q1 · CEO: +19.72014 Q2 · CEO: +16.22014 Q3 · CEO: +22.72014 Q4 · CEO: +18.32015 Q2 · CEO: +12.52015 Q3 · CEO: +13.32015 Q4 · CEO: +21.12016 Q1 · CEO: +7.72016 Q2 · CEO: +13.32016 Q3 · CEO: +5.52016 Q4 · CEO: +10.62017 Q1 · CEO: +15.52017 Q2 · CEO: +10.72017 Q3 · CEO: +10.22017 Q4 · CEO: +12.22018 Q1 · CEO: +14.62018 Q2 · CEO: +14.82018 Q3 · CEO: +12.82018 Q4 · CEO: +11.82019 Q1 · CEO: +12.02019 Q2 · CEO: +19.02019 Q3 · CEO: +13.92019 Q4 · CEO: +17.02020 Q1 · CEO: +12.82020 Q3 · CEO: +16.22020 Q4 · CEO: +18.82021 Q1 · CEO: +13.42021 Q2 · CEO: +17.12021 Q3 · CEO: +15.32021 Q4 · CEO: +27.62022 Q1 · CEO: +21.52022 Q2 · CEO: +9.12022 Q3 · CEO: +9.62022 Q4 · CEO: +8.72023 Q1 · CEO: +18.22023 Q2 · CEO: +25.22023 Q3 · CEO: +22.02023 Q4 · CEO: +18.12024 Q1 · CEO: +15.22024 Q2 · CEO: +22.72024 Q3 · CEO: +22.12024 Q4 · CEO: +22.82025 Q1 · CEO: +14.62008 Q1 · CFO: +2.02008 Q2 · CFO: -1.32008 Q3 · CFO: -1.42008 Q4 · CFO: +4.32009 Q1 · CFO: -3.52009 Q2 · CFO: +12.72009 Q3 · CFO: +4.32009 Q4 · CFO: +8.62010 Q1 · CFO: -0.72010 Q2 · CFO: +7.32010 Q3 · CFO: +7.72010 Q4 · CFO: +5.92011 Q1 · CFO: +4.82011 Q2 · CFO: +9.02011 Q3 · CFO: +1.72011 Q4 · CFO: +6.62012 Q1 · CFO: +7.12012 Q2 · CFO: +0.82012 Q3 · CFO: +9.82012 Q4 · CFO: +10.82013 Q1 · CFO: +9.32013 Q2 · CFO: +5.72013 Q3 · CFO: +7.42013 Q4 · CFO: +4.92014 Q1 · CFO: +14.62014 Q2 · CFO: +10.02014 Q3 · CFO: +11.62014 Q4 · CFO: +2.02015 Q2 · CFO: +5.82015 Q3 · CFO: +3.52015 Q4 · CFO: +8.52016 Q1 · CFO: +8.62016 Q2 · CFO: +3.22016 Q3 · CFO: +3.72016 Q4 · CFO: +3.12017 Q1 · CFO: +11.02017 Q2 · CFO: +7.92017 Q3 · CFO: +8.52017 Q4 · CFO: +4.22018 Q1 · CFO: +4.82018 Q2 · CFO: +7.42018 Q3 · CFO: +6.92018 Q4 · CFO: +0.02019 Q1 · CFO: +8.52019 Q2 · CFO: +12.22019 Q3 · CFO: +9.52019 Q4 · CFO: +13.02020 Q1 · CFO: +2.62020 Q3 · CFO: +18.32020 Q4 · CFO: +14.92021 Q1 · CFO: +13.12021 Q2 · CFO: +12.82021 Q3 · CFO: +8.22021 Q4 · CFO: +14.42022 Q1 · CFO: +9.82022 Q2 · CFO: +4.22022 Q3 · CFO: +0.72022 Q4 · CFO: +9.42023 Q1 · CFO: +12.72023 Q2 · CFO: +7.62023 Q3 · CFO: +10.02023 Q4 · CFO: +8.02024 Q1 · CFO: +10.02024 Q2 · CFO: +17.42024 Q3 · CFO: +17.82024 Q4 · CFO: +10.52025 Q1 · CFO: +9.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-31-16+0+16+312008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Prepared remarks: +16.52008 Q2 · Prepared remarks: +14.22008 Q3 · Prepared remarks: +4.72008 Q4 · Prepared remarks: +10.82009 Q1 · Prepared remarks: +0.42009 Q2 · Prepared remarks: +20.02009 Q3 · Prepared remarks: +12.32009 Q4 · Prepared remarks: +12.72010 Q1 · Prepared remarks: +9.42010 Q2 · Prepared remarks: +16.92010 Q3 · Prepared remarks: +13.22010 Q4 · Prepared remarks: +23.92011 Q1 · Prepared remarks: +18.22011 Q2 · Prepared remarks: +20.82011 Q3 · Prepared remarks: +9.32011 Q4 · Prepared remarks: +16.12012 Q1 · Prepared remarks: +18.12012 Q2 · Prepared remarks: +2.42012 Q3 · Prepared remarks: +13.62012 Q4 · Prepared remarks: +18.52013 Q1 · Prepared remarks: +23.72013 Q2 · Prepared remarks: +7.72013 Q3 · Prepared remarks: +20.12013 Q4 · Prepared remarks: +17.12014 Q1 · Prepared remarks: +19.82014 Q2 · Prepared remarks: +13.42014 Q3 · Prepared remarks: +16.22014 Q4 · Prepared remarks: +13.02015 Q1 · Prepared remarks: -10.92015 Q2 · Prepared remarks: +9.62015 Q3 · Prepared remarks: +2.22015 Q4 · Prepared remarks: +14.72016 Q1 · Prepared remarks: +6.32016 Q2 · Prepared remarks: +11.72016 Q3 · Prepared remarks: +8.62016 Q4 · Prepared remarks: +3.42017 Q1 · Prepared remarks: +12.02017 Q2 · Prepared remarks: +10.02017 Q3 · Prepared remarks: +12.12017 Q4 · Prepared remarks: +11.62018 Q1 · Prepared remarks: +10.52018 Q2 · Prepared remarks: +18.62018 Q3 · Prepared remarks: +14.32018 Q4 · Prepared remarks: +16.02019 Q1 · Prepared remarks: +16.12019 Q2 · Prepared remarks: +17.12019 Q3 · Prepared remarks: +16.22019 Q4 · Prepared remarks: +13.72020 Q1 · Prepared remarks: +10.32020 Q2 · Prepared remarks: +13.62020 Q3 · Prepared remarks: +21.92020 Q4 · Prepared remarks: +25.32021 Q1 · Prepared remarks: +16.52021 Q2 · Prepared remarks: +20.12021 Q3 · Prepared remarks: +14.02021 Q4 · Prepared remarks: +22.72022 Q1 · Prepared remarks: +18.72022 Q2 · Prepared remarks: +6.62022 Q3 · Prepared remarks: +4.02022 Q4 · Prepared remarks: +8.22023 Q1 · Prepared remarks: +17.02023 Q2 · Prepared remarks: +19.22023 Q3 · Prepared remarks: +18.02023 Q4 · Prepared remarks: +16.42024 Q1 · Prepared remarks: +14.62024 Q2 · Prepared remarks: +25.72024 Q3 · Prepared remarks: +25.32024 Q4 · Prepared remarks: +22.42025 Q1 · Prepared remarks: +14.12008 Q1 · Q&A responses: +12.42008 Q2 · Q&A responses: +5.82008 Q3 · Q&A responses: +7.62008 Q4 · Q&A responses: +7.92009 Q1 · Q&A responses: +10.82009 Q2 · Q&A responses: +6.92009 Q3 · Q&A responses: +27.02009 Q4 · Q&A responses: +13.02010 Q1 · Q&A responses: +8.32010 Q2 · Q&A responses: +7.82010 Q3 · Q&A responses: +12.02010 Q4 · Q&A responses: +12.32011 Q1 · Q&A responses: +8.32011 Q2 · Q&A responses: +14.72011 Q3 · Q&A responses: +9.32011 Q4 · Q&A responses: +7.92012 Q1 · Q&A responses: +8.52012 Q2 · Q&A responses: +8.32012 Q3 · Q&A responses: +11.32012 Q4 · Q&A responses: +6.12013 Q1 · Q&A responses: +14.92013 Q2 · Q&A responses: +7.52013 Q3 · Q&A responses: +8.22013 Q4 · Q&A responses: +6.52014 Q1 · Q&A responses: +12.22014 Q2 · Q&A responses: +10.72014 Q3 · Q&A responses: +14.82014 Q4 · Q&A responses: +6.32015 Q1 · Q&A responses: +13.12015 Q2 · Q&A responses: +9.62015 Q3 · Q&A responses: +9.82015 Q4 · Q&A responses: +11.62016 Q1 · Q&A responses: +6.72016 Q2 · Q&A responses: +8.22016 Q3 · Q&A responses: +2.92016 Q4 · Q&A responses: +7.12017 Q1 · Q&A responses: +10.12017 Q2 · Q&A responses: +7.82017 Q3 · Q&A responses: +9.12017 Q4 · Q&A responses: +5.12018 Q1 · Q&A responses: +8.72018 Q2 · Q&A responses: +7.22018 Q3 · Q&A responses: +7.12018 Q4 · Q&A responses: +4.22019 Q1 · Q&A responses: +8.22019 Q2 · Q&A responses: +12.02019 Q3 · Q&A responses: +14.12019 Q4 · Q&A responses: +12.52020 Q1 · Q&A responses: +7.42020 Q2 · Q&A responses: +6.92020 Q3 · Q&A responses: +16.62020 Q4 · Q&A responses: +9.92021 Q1 · Q&A responses: +10.92021 Q2 · Q&A responses: +9.92021 Q3 · Q&A responses: +6.72021 Q4 · Q&A responses: +15.12022 Q1 · Q&A responses: +8.22022 Q2 · Q&A responses: +4.82022 Q3 · Q&A responses: +4.22022 Q4 · Q&A responses: +0.02023 Q1 · Q&A responses: +13.22023 Q2 · Q&A responses: +6.32023 Q3 · Q&A responses: +10.92023 Q4 · Q&A responses: +6.72024 Q1 · Q&A responses: +9.52024 Q2 · Q&A responses: +13.72024 Q3 · Q&A responses: +15.42024 Q4 · Q&A responses: +11.42025 Q1 · Q&A responses: +10.0
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.45$2.36$3.272008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $2.522014 Q2: $2.632014 Q3: $2.822014 Q4: $2.782015 Q1: $2.772015 Q2: $2.882015 Q3: $2.842015 Q4: $2.732016 Q1: $2.512016 Q2: $2.562016 Q3: $2.542016 Q4: $2.582017 Q1: $2.492017 Q2: $2.632017 Q3: $2.722017 Q4: $2.892018 Q1: $3.122018 Q2: $2.942018 Q3: $2.812018 Q4: $2.592019 Q1: $2.272019 Q2: $2.562019 Q3: $2.632019 Q4: $2.642020 Q1: $2.392020 Q2: $1.572020 Q3: $1.692020 Q4: $2.052021 Q1: $2.592021 Q2: $2.902021 Q3: $3.082021 Q4: $3.142022 Q1: $2.972022 Q2: $2.632022 Q3: $2.142022 Q4: $1.732023 Q1: $1.722023 Q2: $1.812023 Q3: $1.792023 Q4: $1.622024 Q1: $1.742024 Q2: $1.742024 Q3: $1.762024 Q4: $1.89

Forward P/E

3.249.6015.952008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 13.832014 Q2: 14.192014 Q3: 14.502014 Q4: 14.122015 Q1: 15.072015 Q2: 13.622015 Q3: 11.862015 Q4: 11.682016 Q1: 11.992016 Q2: 10.702016 Q3: 11.932016 Q4: 12.222017 Q1: 13.072017 Q2: 13.162017 Q3: 12.032017 Q4: 12.792018 Q1: 10.682018 Q2: 9.262018 Q3: 8.652018 Q4: 6.342019 Q1: 8.522019 Q2: 7.952019 Q3: 6.442019 Q4: 6.952020 Q1: 4.122020 Q2: 7.122020 Q3: 6.462020 Q4: 8.512021 Q1: 9.862021 Q2: 9.902021 Q3: 8.302021 Q4: 7.292022 Q1: 7.162022 Q2: 6.242022 Q3: 7.622022 Q4: 11.282023 Q1: 9.312023 Q2: 9.122023 Q3: 8.532023 Q4: 10.092024 Q1: 9.032024 Q2: 8.522024 Q3: 9.492024 Q4: 8.92

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -2.4 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↑ +5.9 fwd EPS ↓ -0.11 Tone rose while the forward EPS estimate was cut.
  • 2017 Q1 tone ↑ +6.6 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -4.6 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -2.9 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -4.1 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +4.3 fwd EPS ↓ -0.41 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -3.4 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q4 tone ↓ -3.5 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-22+10.4——View →
2024 Q42025-01-28+13.9$1.898.9View →
2024 Q32024-10-22+17.4$1.769.5View →
2024 Q22024-07-23+17.1$1.748.5View →
2024 Q12024-04-23+9.3$1.749.0View →
2023 Q42024-01-23+9.8$1.6210.1View →
2023 Q32023-10-24+13.1$1.798.5View →
2023 Q22023-07-25+11.3$1.819.1View →