Invesco reports 5.4% stake in New Oriental
New Oriental Education & Technology Group Inc ownership disclosure: institutional investor Invesco Ltd. reports beneficial ownership of 85,367,984 shares, representing 5.4% of common stock and ADRs.
Rhea-AI Filing Summary
New Oriental Education & Technology Group Inc ownership disclosure: institutional investor Invesco Ltd. reports beneficial ownership of 85,367,984 shares, representing 5.4% of common stock and ADRs. The filing states Invesco has sole dispositive power over 85,367,984 shares and sole voting power over 71,389,304 shares.
The Schedule 13G lists affiliated advisory subsidiaries that hold the securities and is signed by Invesco's Global Head of Compliance on 05/06/2026.
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Insights
Invesco reports a passive >5% stake in New Oriental (5.4%).
The Schedule 13G shows Invesco Ltd. beneficially owns 85,367,984 shares with sole dispositive power and majority sole voting power of 71,389,304 shares. The filing identifies affiliated advisers that hold the positions.
As a passive disclosure, this signals institutional scale but not an activist intent; subsequent filings could show changes in intent or voting posture.
Disclosure clarifies voting and disposition powers across Invesco entities.
The filing lists Invesco Advisers, Inc., Invesco Asset Management Limited, Invesco Asset Management Singapore Ltd., Invesco Management S.A., and Invesco Capital Management LLC as relevant subsidiaries. This maps recordkeeping to advisory relationships for governance review.
Stakeholders can reference these named entities for future vote tracking and aggregation of holdings in company records.
Key Figures
Key Terms
Schedule 13G regulatory
beneficially owned financial
sole dispositive power regulatory
sole voting power regulatory
FAQ
What stake does Invesco Ltd. hold in New Oriental (EDU)?
Does the Schedule 13G indicate Invesco is an activist owner of EDU?
When was the Schedule 13G for Invesco filed and signed?
AI-generated analysis. How Rhea-AI works. Not financial advice.