Invesco Ltd Stock Price, News & Analysis

Invesco (NYSE: IVZ) and LGT Capital Partners announced a strategic partnership on Dec. 8, 2025 to develop multi-alternative private markets solutions focused on U.S. wealth and retirement channels.

The alliance combines Invesco’s private markets scale — including $190 billion in global private markets and $1 trillion managed for U.S. wealth clients — with LGT’s 25+ year track record, network of 800+ general partners, and active private markets secondaries platform. Both firms plan co-investment seed capital and to broaden private markets access for advisors, plan sponsors, and retirement investors.

Invesco (NYSE: IVZ) announced that Andrew Schlossberg, President and CEO, and Allison Dukes, CFO, will participate in a fireside chat at the Goldman Sachs 2025 Financial Services Conference on December 9, 2025 at 3:40 p.m. ET. A live audio webcast link will be available on the company’s Investor Relations website, and a replay will be accessible after the event.

Invesco (NYSE: IVZ) released its 2026 Investment Outlook titled "Resilience and Rebalancing," forecasting further global stock gains driven by economic resilience, anticipated U.S. interest-rate cuts, and fiscal support across Europe, Japan, and China.

Key themes include: overweight non-U.S. assets, reduced U.S. dollar strength, opportunities in emerging markets, a call to rebalance away from AI concentration, and increased interest in private credit and alternatives.

The report highlights stronger foreign fiscal policy, improving EM prospects if Fed cuts occur, and mixed fixed-income opportunities with selective preference for U.S. high yield and European investment-grade credit.

Invesco (NYSE: IVZ) reported preliminary assets under management (AUM) of $2,166.6 billion as of October 31, 2025, up 2.0% versus September 30. The firm recorded $8.0 billion net long-term inflows in October, with $6.6 billion non-management fee earning inflows and $11.1 billion money market inflows.

Market returns added $38.0 billion to AUM, FX reduced AUM by $6.2 billion, and completion of the sale of its majority India asset management interest reduced AUM by $15.6 billion. Preliminary quarter-to-date average total AUM was $2,156.0 billion and average active AUM was $1,128.6 billion.

Invesco (NYSE: IVZ) reported Q3 2025 results: diluted EPS of $0.66 and adjusted diluted EPS of $0.61. Net long-term inflows were $28.9 billion, driven by ETFs & Index, China JV & India, Fundamental Fixed Income and Private Markets. Ending AUM rose to $2.125 trillion, up 6.2% QoQ. Operating margin was 16.5% and adjusted operating margin was 34.2%, improving by 240 bps and 300 bps QoQ, respectively. The company repaid $260 million of bank term loans, ended the quarter with a zero revolver balance, and repurchased 1.2 million shares for $25 million. A $35.9 million non‑cash impairment (intelliflo) reduced EPS by $0.08. A common dividend of $0.21 per share was declared, payable Dec 2, 2025.

Invesco Real Estate (NYSE:IVZ) on Oct 21, 2025 announced two strategic leadership appointments within its $88 billion global real estate platform. Chase Bolding was named Head of North America, Invesco Real Estate. Charlie Rose, already Global Head of Real Estate Credit, was named CEO of Invesco Commercial Real Estate Finance Trust (INCREF) and appointed to INCREF's board. Both will report to R. Scott Dennis and join the Global Executive Committee.

Mr. Bolding has 15 years at the firm, led the US opportunistic business for seven years, launched the firm's first non-traded REIT, and served as US CIO for two years. Mr. Rose joined in 2017, built the dedicated real estate credit fund, led a European acquisition, and previously served as INCREF President and Lead Portfolio Manager.

Invesco (NYSE: IVZ) reported preliminary total assets under management of $2,124.8 billion as of September 30, 2025, a 3.0% increase versus the prior month-end. The firm recorded $11.9 billion of net long-term inflows in September, with $1.1 billion in non-management fee earning net inflows and $2.0 billion of money market net outflows.

Market returns added $49.0 billion to AUM while FX reduced AUM by $0.3 billion; reinvested distributions contributed $1.0 billion. Preliminary average total AUM for the quarter through September 30 was $2,060.4 billion and preliminary average active AUM was $1,102.5 billion. Segment AUM included $605.7 billion in ETFs & Index Strategies and $385.8 billion in QQQ on September 30, 2025.

Invesco (NYSE: IVZ) completed the first initiative of its strategic partnership with Barings on Oct. 7, 2025, launching the jointly managed Invesco Dynamic Credit Opportunity Fund, a closed-end interval fund focused on private corporate credit.

Invesco's private markets business totals $131 billion. Barings' parent MassMutual intends to back the partnership with $650 million of support, including an intended $150 million investment in the new fund. Invesco will co-manage the fund with Barings and maintain execution authority under CIO Scott Baskind, with Barings portfolio managers Matthew Freund and Michael Searles joining the team.

Invesco (NYSE:IVZ) has scheduled its third quarter 2025 earnings release for Tuesday, October 28, 2025. The company will publish its earnings release and presentation materials on its investor relations website at approximately 7:00 AM ET.

A conference call to discuss the results will be held at 9:00 AM ET the same day, with both live audio webcast and replay available through the company's website. The audio replay will remain accessible until November 13, 2025.