Invesco Ltd Stock Price, News & Analysis

Invesco (NYSE:IVZ) reported Q2 2025 financial results with mixed performance. The company achieved $15.6 billion in net long-term inflows and reached a record $2.0 trillion in AUM, an 8.5% increase from the previous quarter. However, Q2 diluted EPS was $(0.03), significantly impacted by a $0.35 per share cost related to preferred stock repurchase.

The company reported an operating margin of 14.1% and adjusted operating margin of 31.2%. During the quarter, Invesco completed a $1.0 billion repurchase of Series A Preferred Stock from MassMutual and repurchased 1.7 million common shares for $25 million. Net revenues slightly decreased by 0.4% to $1,104.6 million, while adjusted operating income declined 1.5% to $344.4 million compared to Q1 2025.

[ "Record $2.0 trillion AUM, up 16.6% year-over-year", "Strong net long-term inflows of $15.6 billion, representing 4.7% annualized growth rate", "Increased revolving credit facility capacity from $2.0B to $2.5B", "Improved operating margin to 31.2% from 30.9% year-over-year", "Successful completion of $1.0B preferred stock repurchase strengthening balance sheet" ]

Invesco Capital Management (NYSE: IVZ) has filed a preliminary proxy statement with the SEC to reclassify the Invesco QQQ Trust from a "unit investment trust" to a "management company" with an "open-end company" subclassification under the Investment Company Act of 1940.

The proposed changes include replacing The Bank of New York Mellon as Trustee with a board of individual trustees, while BNY will continue serving as custodian, administrator, and transfer agent. Additionally, ICM will be appointed as investment adviser to QQQ with a unitary fee of 18 basis points, representing a 2 basis point reduction from the current 20 basis point expense ratio.

Invesco Real Estate (NYSE:IVZ) and Bozzuto have announced a significant $330 million multifamily real estate investment program with a total deployment capacity of approximately $1 billion. The joint venture aims to pursue investments across key East Coast markets, combining Invesco's data-driven investment approach with Bozzuto's operational expertise.

The partnership has already completed its first acquisition: Enders Place, a 220-unit apartment community in Orlando's Baldwin Park neighborhood. Bozzuto Management plans to implement improvements to unit finishes and enhance resident experience to add value in this high-demand market.

Invesco (NYSE: IVZ) reported preliminary assets under management (AUM) of $2,001.4 billion as of June 30, 2025, marking a 3.0% increase from the previous month. The growth was driven by favorable market returns adding $58 billion and net long-term inflows of $8.3 billion.

The company experienced money market net outflows of $10.6 billion and non-management fee earning net outflows of $1.5 billion. FX and reinvested distributions contributed positively, increasing AUM by $4.8 billion. The preliminary average total AUM for the quarter through June was $1,897.4 billion, with average active AUM at $1,053.9 billion.

Invesco (NYSE: IVZ) has scheduled the release of its second quarter 2025 financial results for Tuesday, July 22, 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 August 7, 2025.

Invesco Mortgage Capital (NYSE:IVR) has declared a quarterly cash dividend of $0.34 per share for Q2 2025. The dividend will be distributed to shareholders on July 25, 2025. Stockholders must be on record by the close of business on July 7, 2025, which is also the ex-dividend date, to receive this payment.

Invesco released its 2025 Midyear Investment Outlook, highlighting key market trends and investment strategies. The report emphasizes continued global uncertainty, particularly regarding tariff rates, interest rate changes, and inflation forecasts. The outlook suggests US rates will remain steady before potential aggressive cuts if economic activity slows significantly. Notably, non-US assets are viewed as increasingly attractive, with European and Asian markets expected to outperform. The outlook presents three scenarios: a base case with persistent US policy volatility but gradual US-China trade improvement, a downside scenario with escalating tariffs and recession risk, and an upside scenario featuring policy pivot and improved global growth. Investment recommendations include diversification across regions and assets, favoring low volatility and quality factors in US equities, and preference for global ex-US bonds.

Invesco reported preliminary assets under management (AUM) of $1,942.7 billion as of May 31, 2025, marking a significant 5.6% increase from the previous month. The growth was driven by favorable market returns adding $70 billion, net long-term inflows of $6.1 billion, money market net inflows of $19.4 billion, and non-management fee earning net inflows of $6.3 billion. FX movements contributed an additional $0.9 billion. The firm's preliminary average total AUM for the quarter through May stood at $1,859.6 billion, with average active AUM at $1,041.4 billion. Across segments, ETFs & Index Strategies reached $522.8 billion, while the popular QQQ fund grew to $333.6 billion, showing strong performance in passive investment products.

Invesco Ltd. (NYSE: IVZ) announced that CFO Allison Dukes will participate in a fireside chat at the Morgan Stanley U.S. Financials Conference. The event is scheduled for June 10, 2025, at 11:25 a.m. ET. Investors and interested parties can access the live audio webcast through Invesco's Investor Relations website. A replay of the webcast will be made available for those unable to attend the live session. This conference appearance provides an opportunity for investors to gain insights into Invesco's financial strategy and performance directly from its Chief Financial Officer.