Every 8-K that Invesco LTD (IVZ) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow IVZ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IVZ filings page.
Invesco Ltd. (IVZ) reported preliminary month-end assets under management (AUM) of $2,562.1 billion as of August 31, 2026, an increase of 4.7% versus the previous month-end. AUM was supported by net long-term inflows of $27.6 billion and money market net inflows of $35.8 billion.
Market returns increased AUM by $49 billion, while FX added $2.7 billion. Preliminary average total AUM for the quarter through August 31 was $2,492.2 billion, including preliminary average active AUM of $1,236.6 billion. Segment AUM totals include ETFs & Index Strategies, QQQ, fixed income, equities, private markets, China JV, multi-asset/other, and global liquidity.
Invesco Ltd. (IVZ) announced a planned leadership transition in its Asia Pacific business. Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire on March 31, 2027 after 32 years with the firm. During the first quarter of 2027, he will step down from his current role on a date to be determined. Marty Franc, currently CEO Australia, Greater China and Southeast Asia, will succeed Lo as Senior Managing Director and Head of Asia Pacific following a transition period and will continue to be based in Hong Kong.
After retirement, Lo will become Chairman Emeritus, Asia Pacific, continue representing Invesco on the boards of its China and India joint ventures, and provide strategic counsel. Invesco highlights Franc’s more than 30 years of asset management experience, including 13 years with Invesco and responsibility for key Asia-Pacific businesses and institutional client strategy. Invesco describes itself as managing US$2.5 trillion in assets under management as of June 30, 2026, serving clients in more than 120 countries.
Invesco Ltd. reported preliminary month-end assets under management (AUM) of $2,447.1 billion as of July 31, 2026, a 0.9% decrease versus the previous month-end. The change reflected a combination of client flows, market performance, and foreign-exchange movements.
The firm generated net long-term inflows of $8.6 billion and money market net inflows of $22.8 billion in July. Unfavorable market returns reduced AUM by $59 billion, while foreign exchange movements increased AUM by $4.6 billion. Preliminary average total AUM for the quarter through July 31 was $2,453.0 billion, and preliminary average active AUM over the same period was $1,216.9 billion.
Within the July 31 AUM total, key categories included $750.5 billion in ETFs & Index Strategies, including $452.8 billion in QQQ, $315.7 billion in Fundamental Fixed Income, $312.5 billion in Fundamental Equities, and $233.0 billion in Global Liquidity products.
Invesco Ltd. reported strong Q2 2026 results, with diluted EPS of $0.76 and adjusted diluted EPS of $0.71. Operating revenues were $1,825.6 million, up 20.5% year over year, and net income attributable to Invesco was $345.3 million, compared with a net loss of $12.5 million a year earlier.
Net long-term inflows reached a record $45.1 billion, supporting total ending assets under management of $2,470.3 billion, up 23.4% from June 30, 2025. Adjusted operating margin expanded to 37.5% from 31.2%, while GAAP operating margin improved to 19.9%.
Flows were led by ETFs and Index ($30.1 billion) and QQQ ($13.8 billion), partly offset by Fundamental Equities outflows of $7.7 billion. Net debt declined to $708.6 million, and the company repurchased 1.9 million shares for $50 million and declared a quarterly common dividend of $0.215 per share.
Invesco Ltd. reported preliminary assets under management of $2,470.3 billion as of June 30, 2026, up 0.7% from the prior month. The firm recorded $8.0 billion of net long-term inflows and $14.3 billion of money market net inflows in June.
AUM was further affected by $9.0 billion of favorable market returns, while FX movements reduced AUM by $6.4 billion, partially offset by $1.6 billion of reinvested distributions. Preliminary average total AUM for the quarter through June 30, 2026 was $2,368.8 billion, and preliminary average active AUM for the same period was $1,184.3 billion.
Invesco Ltd. reported preliminary assets under management of $2,453.9 billion as of May 31, 2026, a 4.9% increase versus the prior month-end. The firm generated net long-term inflows of $18.9 billion and money market net inflows of $0.4 billion in the month.
Market performance increased AUM by $96 billion, while foreign exchange movements reduced AUM by $1.1 billion. Preliminary average total AUM for the quarter through May 31 was $2,331.3 billion, and preliminary average active AUM over the same period was $1,175.6 billion, reflecting broad exposure across ETFs and index strategies, fixed income, equities, private markets, and liquidity products.
Invesco Ltd. held its Annual General Meeting, where shareholders approved all proposals put forward by the board. Eleven directors were elected, each receiving more than 335 million votes cast for, with 41,396,921 broker non-votes recorded for each nominee.
Shareholders approved, on an advisory and non-binding basis, the compensation of the company’s named executive officers, with 339,412,197 votes for, 4,992,802 against, and 10,051,074 abstentions. They also approved the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
In addition, shareholders approved amending the Company’s Fourth Amended and Restated Bye-Laws to allow shareholders to remove a director with or without cause, with 344,481,777 votes for, 270,164 against, and 9,704,132 abstentions.
Invesco Ltd. reported preliminary assets under management of $2,339.4 billion as of April 30, 2026, an 8.3% increase versus the previous month-end. Growth was driven by net long-term inflows of $18.2 billion and money market net inflows of $2.2 billion.
Favorable market returns increased AUM by $151 billion, while foreign exchange movements added another $8.2 billion. Preliminary average total AUM for the quarter through April 30 was $2,260.5 billion, and preliminary average active AUM over the same period was $1,159.9 billion, reflecting broad strength across the platform.
Invesco Ltd. reported solid first quarter 2026 results, with diluted EPS of $0.51 and adjusted diluted EPS of $0.57. Operating revenues rose to $1,744.5m, up 14.1% from Q1 2025, and operating income reached $333.2m with a 19.1% operating margin.
The firm generated $21.8b of net long‑term inflows, its 11th consecutive quarter of positive organic growth, and ended the period with $2.2t in AUM. Adjusted operating margin improved to 34.5%, while adjusted net income grew 30.1% year over year to $260.8m. Invesco redeemed $500m of maturing senior notes, repurchased $40m of common shares, and increased its quarterly common dividend to $0.215 per share.
Invesco Ltd. reported preliminary assets under management of $2,159.5 billion as of March 31, 2026, a 4.4% decrease from the prior month-end. The firm recorded net long-term inflows of $0.3 billion and money market net outflows of $1.8 billion for the month.
AUM declined mainly due to unfavorable market returns, which reduced assets by $91 billion, and FX movements, which cut a further $7.0 billion, partly offset by $0.9 billion of reinvested distributions. Preliminary average total AUM for the quarter through March 31 was $2,218.9 billion, and preliminary average active AUM was $1,146.2 billion.
Invesco Ltd. reported preliminary assets under management of $2,257.7 billion as of February 28, 2026, up 1.2% from the prior month-end. The firm saw net long-term inflows of $4.7 billion and money market net inflows of $13.5 billion, indicating positive client demand across strategies.
AUM was helped by $9 billion of favorable market returns, partially offset by a $1.1 billion negative foreign-exchange impact. Preliminary average total AUM for the quarter through February 28 was $2,225.9 billion, with preliminary average active AUM of $1,142.8 billion, underscoring the firm’s large and diversified global asset base.
Invesco Ltd. announced that its board approved a new 2025 Share Repurchase Plan authorizing the company to buy back up to an additional $1.0 billion of its common stock. This new authorization has no time limit or expiration date.
The new plan is in addition to Invesco’s existing 2016 Share Repurchase Plan, under which approximately $213.4 million remained authorized for repurchases as of February 19, 2026. Repurchases may be made through open-market, block, or privately negotiated transactions, including Rule 10b5-1 trading plans, but the company is not obligated to repurchase any shares.
Invesco Ltd. reported preliminary assets under management of $2,231.7 billion as of January 31, 2026, a 2.8% increase from the previous month-end. The firm recorded net long-term inflows of $16.9 billion, with additional non-management fee earning net inflows of $0.3 billion and money market net outflows of $0.2 billion.
Assets under management were aided by favorable market returns adding $39 billion and foreign exchange effects adding $6.0 billion. Preliminary average total assets under management for the quarter through January 31 were $2,209.8 billion, and preliminary average active assets under management were $1,127.4 billion.
Invesco Ltd. furnished a current report stating that it issued a press release announcing its financial results for the fiscal quarter ended December 31, 2025. The press release is provided as Exhibit 99.1 to this report and is incorporated by reference within the document itself. The company clarifies that the information in this report and its exhibit is being furnished rather than filed, so it is not subject to certain liability provisions of the securities laws and will not automatically be incorporated into other Securities and Exchange Commission filings unless specifically stated.
Invesco Ltd. filed a current report to note that it has released preliminary figures for its assets under management for the month ended December 31, 2025. The company disclosed that these preliminary AUM results were provided in a press release issued on January 12, 2026.
The press release is included as Exhibit 99.1 to the report and is incorporated by reference, while an Inline XBRL cover page data file is included as Exhibit 104. No additional financial details or strategic actions are described in this report beyond the availability of the AUM update.
Invesco Ltd. filed a current report to announce that it has released preliminary assets under management figures for the month ended November 30, 2025. The company issued a press release on December 9, 2025 detailing these asset levels, which is provided as Exhibit 99.1 and incorporated by reference. The filing is primarily a notice that updated monthly asset under management data is now publicly available.
Invesco Ltd. has entered into an agreement to repurchase $500 million of its 5.9% Fixed Rate Non-Cumulative Perpetual Series A Preference Shares from Massachusetts Mutual Life Insurance Company. The deal covers 500,000 preferred shares at $1,180 per share, an 18% premium to their $1,000 liquidation preference. MassMutual currently owns about 3,000,000 of these preferred shares and approximately 18.3% of Invesco’s common shares, and will continue to hold about $2.5 billion of preferred shares after the transaction. The repurchase is expected to close around mid-December 2025, with dividends on the repurchased shares prorated from December 1, 2025 through closing and paid as part of the March 2, 2026 dividend.
Invesco Ltd. filed a Current Report on Form 8-K to announce preliminary assets under management for the month ended October 31, 2025. The company stated that details are provided in a press release issued on November 11, 2025, which is furnished as Exhibit 99.1 and incorporated by reference. This is an informational update on monthly AUM and does not describe any transaction, financing, or changes to corporate governance.
The filing identifies Invesco’s common stock (IVZ) listed on the New York Stock Exchange and includes the Inline XBRL cover page file as Exhibit 104.
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.
Invesco Ltd. filed a current report describing the release of its preliminary assets under management figures for the month ended September 30, 2025. The company issued a press release on October 9, 2025, and attached it as Exhibit 99.1, making those AUM details part of the public record.
The filing is signed on behalf of Invesco by Senior Managing Director and Chief Financial Officer L. Allison Dukes.