Invesco Ltd. (NYSE: IVZ) files 8-K on August 2025 preliminary AUM
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
Invesco Ltd. filed a current report to share that it issued a press release with its preliminary assets under management for the month ended August 31, 2025. The press release is included as Exhibit 99.1 and incorporated by reference. The report is signed by Senior Managing Director and Chief Financial Officer L. Allison Dukes.
Positive
- None.
Negative
- None.
8-K Event Classification
Item 9.01 — Financial Statements and Exhibits
1 item
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
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): September 9, 2025
(Exact name of registrant as specified in its charter)
| (State or Other Jurisdiction of Incorporation or Organization) | (Commission File Number) | (I.R.S. Employer Identification No.) | |||||||||||||||||||||
| (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 | ||||||
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 September 9, 2025, Invesco Ltd. issued a press release announcing its preliminary assets under management for the month ended August 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 September 9, 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: September 9, 2025
FAQ
What does Invesco Ltd. disclose in this 8-K filing for IVZ?
Invesco Ltd. discloses that it issued a press release announcing preliminary assets under management for the month ended August 31, 2025. The press release is attached as Exhibit 99.1 and incorporated by reference, providing more detailed information for interested investors.
Which period do Invesco Ltd.'s preliminary assets under management cover?
The preliminary assets under management disclosed by Invesco Ltd. relate to the month ended August 31, 2025. This timing indicates the figures are monthly data, giving investors a snapshot of the firm’s asset base at the end of that specific month.
Where can investors find the detailed AUM figures mentioned in Invesco’s 8-K?
Investors can find the detailed preliminary assets under management figures in the press release attached as Exhibit 99.1. The company incorporates this exhibit by reference, making the press release the primary source for the specific AUM metrics and related commentary.
Who signed the September 9, 2025 Invesco Ltd. 8-K report?
The 8-K report was signed on behalf of Invesco Ltd. by L. Allison Dukes, who serves as Senior Managing Director and Chief Financial Officer. This signature confirms the company’s authorization and responsibility for the information included in the current report.
What exhibits are included with Invesco Ltd.’s September 9, 2025 8-K?
The filing includes Exhibit 99.1, which is the press release announcing preliminary assets under management, and Exhibit 104, the cover page interactive data file embedded within the Inline XBRL document. These exhibits supplement the brief narrative disclosure in the main report.