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Invesco Ltd SEC Filings

IVZ NYSE

Welcome to our dedicated page for Invesco SEC filings (Ticker: IVZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Tracking a global asset manager that runs hundreds of ETFs, fixed-income mandates, and alternative funds means wading through pages of derivative tables, fee schedules, and assets-under-management roll-forwards. Invesco Ltd. (NYSE: IVZ) packs all of that detail into lengthy 10-K and 10-Q disclosures that can overwhelm even seasoned analysts. Stock Titan offers Invesco SEC filings explained simply: our AI pulls the AUM by strategy, notes seed capital movements, and flags performance-based fee clauses so you can focus on decisions, not document mining.

Need a quick read on the latest Invesco quarterly earnings report 10-Q filing or a timely alert when directors buy shares? Our platform delivers Invesco Form 4 insider transactions real-time, pairs each trade with price context, and auto-links it to the relevant 8-K. Interactive dashboards turn dense spreadsheets into clear charts, while concise bullet summaries give you Invesco earnings report filing analysis in minutes. That means understanding Invesco SEC documents with AI rather than getting lost in footnotes.

From the Invesco annual report 10-K simplified to every Invesco 8-K material events explained, you’ll see exactly where net flows shifted, which segments drove margin expansion, and how management compensation aligns with performance. Investors monitoring governance can review the full Invesco proxy statement executive compensation section, while active-trader workflows spotlight Invesco insider trading Form 4 transactions alongside Invesco executive stock transactions Form 4 for pattern recognition. All filings update the moment EDGAR releases them, giving you a single source for confident research.

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Invesco Ltd. filed its Q3 2025 10‑Q, reporting stronger results. Operating revenues rose to $1.64 billion from $1.52 billion, with operating income up to $270.9 million from $100.5 million. Diluted EPS increased to $0.66 from $0.12. Net income attributable to Invesco was $301.3 million.

AUM ended at $2.1248 trillion, supported by $28.9 billion in net long‑term inflows and market gains. Adjusted operating margin was 34.2%, while GAAP operating margin reached 16.5%. The quarter included a $35.9 million non‑cash impairment related to classifying the intelliflo business as held for sale.

Capital actions focused on balance sheet strength: Invesco repaid $260 million on its 2028 term loan during Q3 and subsequently repaid the remaining $240 million in October, maintained a zero balance on its revolving credit facility, repurchased 1.2 million common shares for $25 million, and previously repurchased $1.0 billion of Series A preferred shares. The board declared a $0.21 per‑share common dividend for Q3. Subsequent to quarter‑end, the company sold 60% of Invesco Asset Management (India) Private Limited.

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Invesco Advisers, Inc., together with Invesco Ltd. as joint reporting persons and deemed directors by deputization, filed a Form 4 for Invesco Real Estate Income Trust Inc.

On 10/31/2025, the issuer repurchased 5,778.639 shares of Class E Common Stock from Invesco Advisers at $27.9447 per share. On 11/01/2025, Invesco Advisers acquired 9,574.417 shares of Class E Common Stock at $27.9447 per share as payment of its management fee. Following these transactions, the reporting persons beneficially owned 120,724.874 shares.

The filing was made as a joint submission by more than one reporting person and reflects non-derivative equity movements in Class E Common Stock, $0.01 par value.

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Invesco Ltd. (IVZ) reported an insider transaction on a Form 4. A Senior Managing Director sold 160,000 common shares on 10/31/2025 in open-market trades, recorded with transaction code S. The weighted average sale price was $23.5552, with a disclosed price range of $23.54–$23.62.

Following the sale, the reporting person beneficially owned 192 shares, held as Direct (D) ownership. The filing aggregates multiple same-way sales executed by a broker-dealer within a one-dollar range and notes the reporting person will provide detailed per-trade prices upon request.

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Invesco Ltd. (IVZ): Schedule 13G/A filed disclosing significant stakes. Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander reported beneficial ownership of 26,157,053 shares, representing 5.9% of Invesco’s common stock. Integrated Core Strategies (US) LLC reported beneficial ownership of 24,713,320 shares, or 5.6%.

Each reporting person lists 0 shares with sole voting or dispositive power and the full amounts with shared voting and shared dispositive power. The certification states the securities were not acquired and are not held for the purpose of changing or influencing control. The date of event triggering the filing is October 24, 2025.

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IVZ filed a Form 144 indicating the planned sale of 160,000 common shares through Fidelity Brokerage Services. The filing lists an aggregate market value of $3,768,837.69, with an approximate sale date of 10/31/2025 on the NYSE.

The shares were acquired via restricted stock vesting in multiple tranches from 2021 through 2025. As context, the filing notes 445,963,773 shares outstanding. Form 144 is a notice of proposed sale by an affiliate or other holder relying on Rule 144.

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Invesco Ltd. (IVZ) furnished a press release announcing its financial results for the fiscal quarter ended September 30, 2025. The press release is attached as Exhibit 99.1.

The information, including the exhibit, is furnished under the Exchange Act and is not deemed “filed” for purposes of Section 18. It is not incorporated by reference into other SEC filings unless specifically stated. The report lists the company’s common stock on the NYSE under the symbol IVZ.

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Invesco Ltd. (IVZ): Schedule 13G ownership disclosure

Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander reported beneficial ownership of 23,154,481 shares of Invesco Ltd. common stock, representing 5.2% of the class. The filing lists 0 shares with sole voting or dispositive power and 23,154,481 shares with shared voting and shared dispositive power. The date of the event triggering the filing is 10/14/2025.

The reporting persons certified the securities “were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer,” consistent with a passive Schedule 13G filing.

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Invesco Ltd. (IVZ) reported an insider equity transaction. On 10/16/2025, an officer (titled SMD and CIOO) reported activity in Common Shares. The filing shows 28,248 Common Shares acquired at $0 (code A) and 8,345 shares disposed of at $22.80 (code F), resulting in 19,903 Common Shares beneficially owned directly after these transactions.

Related derivative activity shows Restricted Stock Units at a $0 conversion price, with 28,248 underlying Common Shares reported on 10/16/2025 (code M). Following the transactions, 84,746 derivative securities (RSUs) were beneficially owned. Each RSU represents a contingent right to receive one Common Share and vests in four equal annual installments, expiring upon termination of employment.

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Invesco Ltd. reports beneficial ownership of 5,510,388 shares of the Invesco Equal Weight 0-30 Year Treasury ETF, representing 14.5% of the class. The filing states 5,317,186 shares carry sole voting power and 5,510,388 shares carry sole dispositive power, and the shares are held of record by clients of Invesco Ltd. The statement identifies Invesco Advisers, Inc. as a relevant subsidiary and includes a certification that the securities are held in the ordinary course of business and not to influence control of the issuer. The document is a Schedule 13G/A reporting a significant passive position in the ETF.

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FAQ

What is the current stock price of Invesco (IVZ)?

The current stock price of Invesco (IVZ) is $23.24 as of November 4, 2025.

What is the market cap of Invesco (IVZ)?

The market cap of Invesco (IVZ) is approximately 10.5B.
Invesco Ltd

NYSE:IVZ

IVZ Rankings

IVZ Stock Data

10.50B
360.50M
0.71%
94.87%
2.92%
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