RWJETF

The Invesco S&P SmallCap 600 Revenue ETF (RWJ) is reviewed as a sufficient small-cap blend option with $1.98 billion in assets and a 0.39% expense ratio. The ETF has gained 18.58% year-to-date and 19.42% over the past year, but carries higher risk with a beta of 1.10 and 21.66% standard deviation. It received a Zacks ETF Rank of 3 (Hold), with cheaper alternatives like Vanguard and iShares small-cap ETFs available.

Invesco reported Q3 2026 adjusted earnings of 72 cents per share, missing the consensus estimate of 75 cents, though earnings rose 18% year-over-year. The company benefited from strong AUM growth of 19.4% to $2.54 trillion and robust net long-term inflows of $35.1 billion, but was weighed down by rising operating expenses. The stock declined 1.5% in pre-market trading on the miss.

Ares Management is set to report Q3 2026 earnings on October 29 with expected EPS of $1.25, up 5% year-over-year. Total AUM is projected to reach $694.9 billion with 3.5% sequential growth, while fee-related performance revenues are expected to nearly double to $80.7 million.

However, elevated expenses from acquisitions and platform expansion may pressure profitability. The company carries a Zacks Rank #4 (Sell) with a negative Earnings ESP of -0.06%, suggesting limited likelihood of an earnings beat.

Invesco (IVZ), a finance sector company based in Atlanta, is highlighted as a strong dividend play for income investors. With a current dividend yield of 3.06% and an annualized dividend of $0.86 (up 3% year-over-year), the company has increased dividends 5 times over the last 5 years with an average annual increase of 7.66%.

Earnings are expected to expand with a Zacks Consensus Estimate of $2.82 per share for 2026, representing 38.92% year-over-year growth. The stock currently holds a Zacks Rank of #3 (Hold).

Raymond James (RJF) is expected to report Q4 fiscal 2026 earnings on October 28 with projected 5.5% earnings growth and 12.3% revenue growth. However, the company faces headwinds from declining investment banking fees (-4.9%) due to moderated deal-making activity, though trading revenues should benefit from market volatility. The Zacks model suggests low probability of beating consensus estimates due to negative Earnings ESP of -0.82% and a Rank #3 rating.

Invesco Ltd. (IVZ) is highlighted as a potential growth investment opportunity with a #3 (Hold) Zacks Rank and a B VGM Score. The company forecasts 38.9% year-over-year earnings growth for the current fiscal year, with three analysts revising earnings estimates upward in the last 60 days. IVZ has a strong average earnings surprise of +12.5% and manages $2.47 trillion in assets under management across more than 120 countries.

Zacks highlights three Invesco mutual funds with Strong Buy ratings: Invesco Discovery (OPOCX) with 23.3% three-year returns focusing on small-cap growth stocks, Invesco Energy Inv (FSTEX) with 15.7% three-year returns investing in energy sector securities, and Invesco Small Cap Growth (GTSYX) with 13.7% three-year returns tracking Russell 2000 Index companies.

Blue Owl Capital (OWL) is expected to report flat earnings with modest 2.4% revenue growth for Q3 2026, but a negative Earnings ESP of -1.50% combined with a Zacks Rank #4 makes an earnings beat unlikely. Similarly, Invesco (IVZ) faces a -0.19% Earnings ESP despite expected 21.3% EPS growth, making it difficult to predict an earnings beat despite a Zacks Rank #3.

Invesco is set to report Q3 2026 earnings on Oct. 27 with projected earnings growth of 21.3% y/y and revenue growth of 17.3%. While AUM grew 2.7% sequentially to $2.54 trillion and performance fees are expected to rise significantly, higher compensation costs and $15 million in Alpha implementation expenses pose headwinds. The company has a negative Earnings ESP of -0.19% and Zacks Rank #3, suggesting low probability of beating consensus estimates.

Invesco is expected to report Q3 2026 earnings of $0.74 per share (up 21.3% YoY) and revenues of $1.39 billion (up 17.3% YoY) on October 27. However, recent analyst estimate revisions have turned slightly bearish, with a negative Earnings ESP of -0.19% and a Zacks Rank #3 (Hold), making it difficult to predict an earnings beat despite the company's strong historical track record of beating estimates.

Zacks Premium offers investment research tools including Style Scores that rate stocks based on value, growth, and momentum criteria. The article explains how to combine Style Scores with the Zacks Rank system to identify high-performing stocks, recommending investors focus on stocks with Rank #1 or #2 combined with Style Scores of A or B for optimal portfolio performance.

BlackRock (BLK) exceeded earnings expectations with Q3 adjusted earnings of $15.93 per share, up 38% year-over-year. Revenues jumped 19% to $7.75 billion, driven by organic base fee growth and favorable market conditions.

The company achieved record AUM of $15.49 trillion with $205.47 billion in net inflows. ETFs and active strategies attracted strong inflows, though elevated expenses remain a challenge.

BlackRock reported Q3 2026 earnings of $15.93 per share, beating consensus estimates of $13.97 by 14.03%, with revenues of $7.75 billion exceeding expectations by 3.96%. However, the stock has underperformed the S&P 500 by 14% year-to-date.

The company received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market. The Financial - Investment Management industry ranks in the bottom 39% of sectors.

Invesco's September AUM fell 0.9% to $2.54 trillion, driven by $1.1 billion in long-term outflows, $5.7 billion in money-market outflows, and $16 billion in unfavorable market returns. However, the flagship QQQ ETF showed strength with 2% AUM growth to $498.9 billion. Peers Franklin Templeton and T. Rowe Price also faced sequential AUM declines in September, though Franklin Templeton recorded positive long-term net inflows for Q3.

The article discusses dividend investing strategies and highlights Invesco (IVZ) as a strong dividend opportunity. With a 2.86% dividend yield, a 34% payout ratio, and expected 39.41% earnings growth in 2026, Invesco offers consistent cash flow for income investors while maintaining a Zacks Rank of #3 (Hold).

Zacks presents its investment research tools including Thematic Investment Screens covering 37 themes and Style Scores (Value, Growth, Momentum, VGM) designed to complement the Zacks Rank stock-rating system. The Zacks Rank #1 stocks have averaged +23.86% annual returns since 1988, more than double the S&P 500. Invesco (IVZ) is highlighted as a stock to watch with a #3 Hold rank and VGM Score of A, featuring strong growth forecasts.

Zacks presents its investment screening tools and Style Scores system, which complement the Zacks Rank stock-rating model. The article highlights how combining Zacks Rank ratings (#1 or #2) with Style Scores (A or B) can improve investment success. Invesco (IVZ) is featured as a stock to watch with a #3 Hold rating and B VGM Score, supported by upward earnings revisions.