This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
Copyright 2025 Zacks Investment Research | 101 N Wacker Drive, Floor 15, Chicago, IL 60606
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.75% per year. These returns cover a period from January 1, 1988 through July 7, 2025. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
Visit Performance Disclosure for information about the performance numbers displayed above.
Visit www.zacksdata.com to get our data and content for your mobile app or website.
Real time prices by BATS. Delayed quotes by Sungard.
NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.
This site is protected by reCAPTCHA and the Google Privacy Policy, DMCA Policy and Terms of Service apply.
View All Zacks #1 Ranked Stocks
Zacks News
Blackstone (BX) Stock Up 5.6% on Q4 Earnings Beat, Higher AUM
by Zacks Equity Research
Growth in AUM and lower expenses support Blackstone's (BX) Q4 earnings amid a deteriorating operating backdrop.
SEI Investments (SEIC) Down 1.8% Despite Q4 Earnings Beat
by Zacks Equity Research
Decline in revenues and AUM balance hurt SEI Investments' (SEIC) Q4 earnings.
T. Rowe Price (TROW) Q4 Earnings Beat Estimates, AUM Dips Y/Y
by Zacks Equity Research
Lower revenues on a decline in AUM and investment advisory income hurt T. Rowe Price's (TROW) Q4 earnings.
Ameriprise (AMP) Q4 Earnings Beat Estimates, AUM Balance Dips
by Zacks Equity Research
Lower expenses support Ameriprise's (AMP) Q4 earnings, while a decline in revenues and a fall in AUM balance are headwinds.
Invesco (IVZ) Q4 Earnings & Revenues Beat, AUM Balance Down
by Zacks Equity Research
Lower operating expenses support Invesco's (IVZ) Q4 earnings, while a decline in revenues and AUM balance poses undermining factors.
Invesco (IVZ) Tops Q4 Earnings and Revenue Estimates
by Zacks Equity Research
Invesco (IVZ) delivered earnings and revenue surprises of 8.33% and 4.37%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?
3 Asset Management Stocks Set to Pull Off Earnings Beat in Q4
by Swayta Shah
Amid challenging operating environment and bearish investor sentiments, asset managers - Artisan Partners (APAM), Ameriprise (AMP) and Invesco (IVZ) - are set to outpace estimates in Q4.
Ameriprise Financial Services (AMP) Reports Next Week: Wall Street Expects Earnings Growth
by Zacks Equity Research
Ameriprise (AMP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Invesco (IVZ) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
by Zacks Equity Research
Invesco (IVZ) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
BlackRock's (BLK) Earnings & Revenues Beat Estimates in Q4
by Zacks Equity Research
BlackRock (BLK) results outshine estimates in the fourth quarter of 2022, benefiting from lower expenses. However, the decrease in revenues and AUM were headwinds.
Invesco (IVZ) November AUM Rises 5.7% on Favorable Markets
by Zacks Equity Research
Invesco (IVZ) records a 5.7% sequential rise in preliminary assets under management for November 2022.
Victory Capital (VCTR) November AUM Up Sequentially to $161.5B
by Zacks Equity Research
Victory Capital (VCTR) witnesses an improvement in the November AUM balance on the back of inflows and upbeat market performance.
Cohen & Steers' (CNS) November AUM Rises on Upbeat Markets
by Zacks Equity Research
Cohen & Steers' (CNS) November AUM balance improves on the back of strong market performance.
Why Is Invesco (IVZ) Up 27.9% Since Last Earnings Report?
by Zacks Equity Research
Invesco (IVZ) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Invesco (IVZ) October AUM Rises 2.8% on Favorable Markets
by Zacks Equity Research
Invesco (IVZ) records a 2.8% sequential rise in preliminary assets under management for October 2022.
AllianceBernstein (AB) Stock Up 1.7% as October AUM Rises
by Zacks Equity Research
AllianceBernstein's (AB) October AUM balance improves on the back of solid market performance.
Carlyle (CG) Q3 Earnings Beat, Stock Slips on Lower AUM
by Zacks Equity Research
Declines in AUM and revenues on lower realized performance revenues impede Carlyle's (CG) Q3 results. However, lower expenses alleviate the bottom-line pressure.
Cohen & Steers' (CNS) October AUM Improves on Upbeat Markets
by Zacks Equity Research
Cohen & Steers' (CNS) October AUM balance improves on the back of strong market performance.
Affiliated Managers (AMG) Q3 Earnings Top Estimates, AUM Down
by Zacks Equity Research
A slight rise in revenues supports Affiliated Managers' (AMG) Q3 earnings amid rising expenses and a lower AUM balance.
Artisan Partners (APAM) Q3 Earnings Lag Estimates, AUM Falls
by Zacks Equity Research
A decline in the AUM balance and lower management fees hinder revenues for Artisan Partners (APAM) in Q3.
Lazard (LAZ) Stock Up 4.2% on Q3 Earnings Beat, AUM Falls
by Zacks Equity Research
Higher revenues on strong advisory business aid Lazard's (LAZ) Q3 earnings amid a challenging operating backdrop that hurt AUM balance.
Franklin (BEN) Q4 Earnings Top Estimates, Revenues & AUM Dip
by Zacks Equity Research
Franklin's (BEN) fourth-quarter fiscal 2022 results display top-line weakness and a decline in AUM, whereas lower expenses alleviate the bottom-line pressure to some extent.
Federated Hermes (FHI) Up 8.1% on Q3 Earnings & Revenue Beat
by Zacks Equity Research
Higher revenues support Federated Hermes' (FHI) Q3 earnings amid a challenging operating backdrop that hurt assets balance.
T. Rowe Price (TROW) Q3 Earnings Beat Estimates, AUM Dips Y/Y
by Zacks Equity Research
Despite a decline in net revenues, T. Rowe Price's (TROW) Q3 earnings beat estimates. A rise in administrative, distribution and servicing fees acts as a positive factor.
SEI Investments (SEIC) Q3 Earnings Top Estimates, AUM Down
by Zacks Equity Research
An increase in revenues supports SEI Investments' (SEIC) Q3 earnings amid a tough operating backdrop.