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
Virtus Investment's (VRTS) February AUM Down 2.8% Sequentially
by Zacks Equity Research
Virtus Investment's (VRTS) preliminary AUM for month-end February 2022 of $183.7 billion is down 2.8% from the previous month. The decline is mainly due to unfavorable market returns.
Lazard's (LAZ) February AUM Dips 2.8% on Market Depreciation
by Zacks Equity Research
Lazard's (LAZ) February AUM slides 2.8% sequentially to $251.6 billion due to the negative impacts of markets and net outflows. This will likely affect its financials.
Franklin's (BEN) February AUM Dips 2.3% on Unfavorable Markets
by Zacks Equity Research
Franklin's (BEN) February AUM slides 2.3% sequentially to $1,486.9 billion due to the negative impacts of markets and long-term net flows. This will likely affect its financials.
Invesco's (IVZ) February AUM Declines on Unfavorable Markets
by Zacks Equity Research
Invesco's (IVZ) AUM balance for February declines on market depreciation, while net inflows and favorable FX movement offer some support.
Cohen & Steers' (CNS) February AUM Down on Unfavorable Markets
by Zacks Equity Research
Cohen & Steers (CNS) records a 3.1% fall in AUM as of Feb 28, 2022.
Invesco (IVZ) Down 0.7% Since Last Earnings Report: Can It Rebound?
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.
Victory Capital's (VCTR) January AUM Falls Sequentially to $176.8B
by Zacks Equity Research
Victory Capital's (VCTR) January AUM declines to $176.8 billion, sequentially, due to lower AUM in fixed income, U.S. Mid Cap equity and U.S. Large Cap equity asset classes.
Lazard's (LAZ) January AUM Falls Due to Market Depreciation
by Zacks Equity Research
Lazard's (LAZ) January AUM is down 5.5% to $258.7 billion due to market depreciation, lower fixed income and weak equity asset balances.
AllianceBernstein (AB) January AUM Down on Market Depreciation
by Zacks Equity Research
AllianceBernstein's (AB) preliminary AUM for month-end January 2022 of $751 billion is down 3.6% from the previous month. The decline is mainly due to market depreciation.
T. Rowe (TROW) January AUM Down 6.5% on Unfavorable Markets
by Zacks Equity Research
T. Rowe Price's (TROW ) preliminary AUM of $1.58 trillion for month-end January 2022 decreases 6.5% from the prior month's $1.69 trillion due to a decline in subadvised and separate accounts products.
Invesco (IVZ) January AUM Down on Unfavorable Markets, Outflows
by Zacks Equity Research
Invesco's (IVZ) preliminary AUM for month-end January 2022 of $1,550.9 billion is down 3.7% from the previous month. The decline is mainly due to unfavorable market returns and foreign exchange rate.
Franklin's (BEN) January AUM Dips 3.6% on Unfavorable Markets
by Zacks Equity Research
Franklin's (BEN) January AUM declines 3.6% sequentially to $1,521.8 billion due to the negative impacts of markets and flat long-term net flows. This will likely affect its financials.
Affiliated Managers (AMG) Q4 Earnings Beat as Revenues, AUM Rise
by Zacks Equity Research
Rise in revenues and higher AUM balance support Affiliated Managers' (AMG) Q4 results.
Carlyle (CG) Stock Down Despite Q4 Earnings & Revenue Beat
by Zacks Equity Research
Rise in revenues on higher fees and assets under management growth support Carlyle's (CG) Q4 results. However, an increase in segment expenses is a major headwind.
Lazard (LAZ) Q4 Earnings & Revenues Beat Estimates, Costs Up
by Zacks Equity Research
Rise in revenues, higher AUM and strong balance sheet support Lazard (LAZ) Q4 results. However, an increase in operating and compensation and benefits expenses were headwinds.
Invesco (IVZ) Ahead of AUM Target, To Increase Staff in China
by Zacks Equity Research
Invesco (IVZ) plans to hire dozens of people in China as it reached its $100-billion asset target earlier than expected.
Artisan Partners (APAM) Q4 Earnings Beat Estimates, AUM Rises
by Zacks Equity Research
AUM balance growth and management fees drive higher revenues for Artisan Partners' (APAM) Q4 earnings. However, an increase in expenses has been an undermining factor.
Blackstone (BX) Stock Up 6.8% on Q4 Earnings Beat, AUM Rises
by Zacks Equity Research
Blackstone (BX) records a rise in revenues along with higher asset balances in the fourth quarter of 2021.
SEI Investments (SEIC) Q4 Earnings Beat, Revenues & Costs Rise
by Zacks Equity Research
SEI Investments (SEIC) records a year-over-year rise in revenues in the fourth quarter of 2021. Higher expenses hurt results to some extent.
Ameriprise (AMP) Beats on Q4 Earnings as Revenues Rise Y/Y
by Zacks Equity Research
Ameriprise (AMP) records a rise in revenues and expenses in the fourth quarter of 2021.
Invesco (IVZ) Q4 Earnings Beat Estimates, Revenues & AUM Up
by Zacks Equity Research
Rise in revenues and AUM balance supports Invesco's (IVZ) Q4 results.
Invesco (IVZ) Q4 Earnings and Revenues Surpass Estimates
by Zacks Equity Research
Invesco (IVZ) delivered earnings and revenue surprises of 13.16% and 1.43%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?
Rise in AUM Balance to Support Invesco's (IVZ) Q4 Earnings
by Zacks Equity Research
A rise in AUM balance is expected to have supported Invesco's (IVZ) Q4 earnings.
BlackRock (BLK) Q4 Earnings Beat, Revenues & AUM Rise Y/Y
by Zacks Equity Research
BlackRock (BLK) records a rise in revenues and higher expenses in the fourth quarter of 2021.
BlackRock (BLK) Q4 Earnings Surpass Estimates
by Zacks Equity Research
BlackRock (BLK) delivered earnings and revenue surprises of 1.86% and 2.03%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?