IVZ 8-K: Press Release Attached Reporting July 2025 AUM Update

Rhea-AI Filing Summary

Invesco Ltd. disclosed that it issued a press release announcing its preliminary assets under management for the month ended July 31, 2025. The company states the press release is attached as Exhibit 99.1 and is incorporated by reference in this report.

The filing identifies two exhibits: the press release (Exhibit 99.1) and a cover page interactive data file embedded as Inline XBRL (Exhibit 104). The registrant's common stock trades as IVZ on the New York Stock Exchange and the document is signed by L. Allison Dukes, Senior Managing Director and Chief Financial Officer. The 8-K text does not include specific AUM figures or other financial metrics.

Positive

• Invesco issued a press release announcing preliminary assets under management for the month ended July 31, 2025.
• The press release is attached as Exhibit 99.1 and incorporated by reference in the 8-K.
• The filing includes a cover page interactive data file embedded as Inline XBRL (Exhibit 104).

Negative

• The 8-K text does not include specific AUM figures or other financial metrics.
• The filing provides limited information in the body; the substantive content appears in the attached press release rather than the 8-K itself.

Insights

Financial Analyst

TL;DR: Routine disclosure of preliminary AUM; the filing contains no AUM figures and is unlikely to move markets on its own.

The 8-K serves as a Regulation FD disclosure that a press release was issued reporting preliminary assets under management for the month ended July 31, 2025. Because the actual AUM numbers are not included in the filing text, there is no new quantitative information for modeling revenues or fees. Investors would need to review Exhibit 99.1 to assess the magnitude or trend of AUM changes.

Corporate Governance Expert

TL;DR: Company used Form 8-K to incorporate a press release by reference; disclosure practice aligns with routine regulatory reporting.

The filing formally attaches the press release as Exhibit 99.1 and includes the Inline XBRL cover page as Exhibit 104. The form is signed by the CFO, indicating appropriate authorization for the disclosure. The 8-K itself contains only a brief statement of issuance and does not present substantive financial or operational details within the body of the filing.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 11, 2025

Invesco Ltd.

(Exact name of registrant as specified in its charter)

Bermuda

001-13908

98-0557567

(State or Other Jurisdiction of Incorporation or Organization)

(Commission File Number)

(I.R.S. Employer Identification No.)

1331 Spring Street,

Suite 2500,

Atlanta,

GA

30309

(Address of Principal Executive Offices)

(Zip Code)

(404) 892-0896

(Registrant’s telephone number, including area code)

N/A

(Former name, former address and former fiscal year, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

 

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common stock, $.20 par value			IVZ			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On August 11, 2025, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended July 31, 2025. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.

 

(d) Exhibits.

Exhibit No.						Description
99.1						Press Release, dated August 11, 2025, issued by Invesco Ltd.
104						Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Invesco Ltd.
By:			/s/ L. Allison Dukes
			L. Allison Dukes
			Senior Managing Director and Chief Financial Officer

Date: August 11, 2025

FAQ

What did Invesco (IVZ) disclose in this Form 8-K?

The filing states Invesco issued a press release announcing preliminary assets under management for the month ended July 31, 2025, and that the press release is attached as Exhibit 99.1.

Are specific AUM numbers included in the 8-K?

No. The 8-K text does not contain specific AUM figures or other financial metrics; the press release (Exhibit 99.1) is referenced for details.

What exhibits were filed with this 8-K?

Exhibit 99.1 is the press release dated August 11, 2025, and Exhibit 104 is the cover page interactive data file embedded as Inline XBRL.

What is Invesco's ticker and where is its common stock listed?

Invesco's common stock trades under the ticker IVZ on the New York Stock Exchange.

Who signed the Form 8-K for Invesco?

The filing is signed by L. Allison Dukes, Senior Managing Director and Chief Financial Officer.