Invesco Ltd Stock Price, News & Analysis

Invesco Mortgage Capital (NYSE: IVR) announced significant changes to its Board leadership. Board Chair John Day will retire on December 31, 2025, after serving since 2009. Don Liu, current Chair of the Nomination and Corporate Governance Committee, will become the new Board Chair on November 4, 2025.

Additional changes include Wes McMullan becoming Chair of the Nomination and Corporate Governance Committee, Robert Fleshman taking over as Audit Committee Chair, and the planned departures of Carolyn Handlon and Carolyn Gibbs. The Board plans to search for new independent and executive directors to fill the upcoming vacancies.

Invesco (NYSE: IVZ) reported preliminary assets under management (AUM) of $2,063.6 billion for August 31, 2025, marking a 1.9% increase from the previous month. The growth was driven by $11.1 billion in net long-term inflows, $27 billion in favorable market returns, and $6.1 billion in positive FX impact.

The firm experienced $1.9 billion in non-management fee earning net inflows, while money market funds saw net outflows of $7.4 billion. Preliminary average total AUM for the quarter through August stood at $2,039.5 billion, with average active AUM at $1,097.4 billion.

Invesco (NYSE:IVZ) announced that its top executives will participate in an upcoming industry event. President and CEO Andrew Schlossberg and CFO Allison Dukes will engage in a fireside chat at the Barclays Global Financial Services Conference on September 9, 2025, at 7:30 a.m. ET.

The presentation will be accessible through a live audio webcast on Invesco's Investor Relations website, with a replay available after the event for those unable to attend the live session.

Carlyle (NASDAQ: CG) has agreed to acquire intelliflo from Invesco (NYSE: IVZ) for up to $200 million. The deal includes a $135 million payment at closing and potential future earn-outs of up to $65 million.

intelliflo is a leading cloud-based practice management software provider serving over 30,000 professionals at 2,600 advisory firms, managing approximately £450 billion in client assets. The transaction includes intelliflo's US subsidiaries, which will be established as a standalone business called RedBlack.

The acquisition will be funded by Carlyle Europe Technology Partners V, a €3 billion fund. The deal is expected to close in Q4 2025, subject to closing conditions. The separation will allow both intelliflo and RedBlack to focus on their respective markets - UK/Australia and US respectively.

Invesco (NYSE: IVZ) reported preliminary assets under management (AUM) of $2,024.5 billion for July 31, 2025, marking a 1.2% increase from the previous month. The growth was driven by positive market returns adding $22 billion, partially offset by FX impacts decreasing AUM by $8.5 billion.

The firm achieved net long-term inflows of $5.8 billion and money market net inflows of $4.0 billion, while experiencing non-management fee earning net outflows of $0.4 billion. Preliminary average total AUM for the quarter through July stood at $2,029.0 billion, with average active AUM at $1,095.9 billion.

Invesco Real Estate (NYSE:IVZ), the $88 billion global real estate investment platform, has achieved significant lending growth in H1 2025, securing $2.3 billion in loan commitments across 30 unique loans in North America and Europe. This represents more than double the origination volume compared to H1 2024.

The platform demonstrated particular strength in Q2 2025, committing $1.8 billion across 20 floating rate senior loans, focusing primarily on Multifamily and Industrial sectors, which comprised 80% of transactions. Since 2011, Invesco Real Estate has originated over $22 billion across more than 300 transactions in North America and Europe, with 2024 showing a 215% year-over-year increase in investment activity.

Invesco (NYSE: IVZ) has expanded its active fixed income platform with the launch of two new actively managed ETFs: the Invesco Core Fixed Income ETF (GTOC) and the Invesco Intermediate Municipal ETF (INTM). These additions complement Invesco's existing fixed income platform, which manages over $491 billion globally across ETFs, mutual funds, and separately managed accounts.

The new ETFs are managed by Invesco's U.S. Investment Grade and Municipal Bond teams, part of a 182-member fixed income department averaging 18 years of industry experience. GTOC serves as a core portfolio building block focusing on high-quality U.S. investment grade fixed income, while INTM aims to provide federally tax-exempt income through investment grade municipal bonds.

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.

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.