Invesco LTD
Market Movers (8-K)
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Invesco LTDInvesco Ltd. announced robust financial results for the second quarter of 2026, driven by record net long-term inflows and significant growth in Assets Under Management (AUM).
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Invesco LTDInvesco Ltd. announced preliminary June 30, 2026, assets under management of $2,470.3 billion, a 0.7% increase from the previous month, driven by net long-term inflows and market appreciation.
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Invesco LTDInvesco Ltd. announced preliminary month-end assets under management of $2,453.9 billion for May 2026, a 4.9% increase from the previous month, driven by market returns and net long-term inflows.
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Invesco LTDInvesco Ltd. shareholders approved the election of all director nominees, executive compensation, and a key governance amendment.
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Invesco LTDInvesco Ltd. announced preliminary April 30, 2026, assets under management (AUM) of $2,339.4 billion, an 8.3% increase driven by strong net long-term inflows and favorable market returns.
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Invesco LTDInvesco Ltd. announced robust financial results for the first quarter of 2026, highlighting significant net long-term inflows, increased assets under management, and a strengthened capital position.
Quarterly Earnings (10-Q)
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Invesco LTDInvesco Ltd. announced robust financial results for the second quarter of 2026, driven by significant net long-term inflows and a substantial increase in Assets Under Management (AUM).
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Invesco LTDInvesco Ltd. announced its first quarter 2026 financial results, showcasing a significant increase in total operating revenues and net income attributable to Invesco Ltd., driven by robust growth in Assets Under Management (AUM).
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Invesco LTDInvesco Ltd. announced a significant surge in Q3 2025 net income and diluted EPS, driven by robust AUM growth and strategic capital management.
Better than expected
Capital raise
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Invesco LTDInvesco Ltd. achieved a record $2 trillion in Assets Under Management (AUM) driven by significant market gains and positive net long-term inflows, despite a GAAP net loss for the quarter primarily due to a strategic preferred share repurchase.
Capital raise
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Invesco LTDInvesco Ltd. reports a mixed Q1 2025 with increased operating revenues but a decrease in net income attributable to Invesco Ltd., while also announcing an agreement to repurchase \$1 billion of preferred stock from MassMutual.
Capital raise
Worse than expected
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Invesco LTDInvesco Ltd. achieved record assets under management (AUM) of $1.8 trillion in Q3 2024, driven by strong net long-term inflows, particularly in ETFs, despite a decrease in net income compared to the same period last year.
Worse than expected
Annual Reports (10-K)
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Invesco LTDInvesco Ltd. reported a net loss of $726.3 million for 2025, primarily due to a significant non-cash impairment of intangible assets, despite growth in Assets Under Management and strategic divestitures.
Worse than expected
Capital raise
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Invesco LTDInvesco's 2024 results showcase a significant increase in AUM to $1.85 trillion and improved operating income, driven by strategic priorities and expense management.
Better than expected
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Invesco LTDInvesco Ltd.'s 2023 10-K filing reveals a year of strategic shifts, market volatility impacts, and a significant non-cash impairment charge, alongside ongoing efforts to streamline operations and enhance client outcomes.
Worse than expected
Insider Trading (Form 4)
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Invesco LTDInvesco Advisers, Inc. and 1 other reported changes in beneficial ownership of Invesco Ltd. common stock on July 31, 2026.
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Invesco LTDForm 4: Invesco CFO Acquires Shares
Invesco Ltd. Chief Financial Officer Laura Allison Dukes has acquired 52,003 common shares.
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Invesco LTDForm 4: Invesco Director Sells Shares
Jeffrey H. Kupor, Senior Managing Director at Invesco Ltd., reported a transaction involving the sale of 26,002 common shares.
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Invesco LTDForm 4: Invesco Director Acquires Shares
Andrew Tak Shing Lo, Senior Managing Director at Invesco Ltd., acquired 116,754 common shares through restricted stock units on July 2, 2026.
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Invesco LTDInvesco Ltd. CEO Andrew Schlossberg reported a significant transaction involving the acquisition of 156,007 common shares.
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Invesco LTDInvesco Advisers, Inc. and Invesco Ltd. have reported transactions involving Class E Common Stock of Invesco Real Estate Income Trust Inc.
Proxy Statements (Def-14A)
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Invesco LTDDEFA14A: Invesco Ltd. Sets Date for 2025 Annual Shareholder Meeting, Proxy Materials Available Online
Invesco Ltd. announces its 2025 Annual Meeting of Shareholders to be held virtually on May 23, 2025, with proxy materials accessible online.
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Invesco LTDDEF: Invesco Ltd. Outperforms Peers with Strong Organic Growth; Announces 2025 Annual General Meeting
Invesco Ltd. reports strong organic growth and outperforms industry peers despite market volatility, setting the stage for its 2025 Annual General Meeting.
Better than expected
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Invesco LTDInvesco Ltd. will hold its annual shareholder meeting virtually on May 23, 2024, and proxy materials are now available online.
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Invesco LTDInvesco's 2024 Proxy Statement details the company's performance, executive compensation, and strategic direction, highlighting leadership changes and shareholder engagement.
Worse than expected
Institutional Holdings (13F)
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Invesco LTD13F-HR/A: Invesco 13F Holdings — March 31, 2026
Invesco Ltd. reported 101 holdings worth $370.7B for the period ended March 31, 2026.
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Invesco LTD13F-HR/A: Invesco 13F Holdings — December 31, 2025
Invesco Ltd. reported 101 holdings worth $407.5B for the period ended December 31, 2025.
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Invesco LTDInvesco Ltd. reports its Q1 2026 13F holdings, detailing a significant portfolio valued at over $653 billion across 23,552 positions.
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Invesco LTDInvesco Ltd. filed its Q4 2025 13F-HR report, revealing total holdings valued at over $652 billion across 23,487 entries.
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Invesco LTDInvesco Ltd. has filed its Form 13F-HR, revealing its institutional investment holdings totaling over $634 billion as of September 30, 2025.
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Invesco LTDInvesco Ltd. reported its portfolio holdings as of June 30, 2025 in a 13F-HR filing with the SEC.
Schedule 13D - Activist Investments
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Invesco LTDSCHEDULE 13D/A: Trian Fund Management Exits Significant Stake in Invesco Ltd., Citing Portfolio Management
Activist investor Trian Fund Management has reduced its beneficial ownership in Invesco Ltd. to below 5%, completing an exit filing with the SEC.
Schedule 13G - Passive Investments
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Invesco LTDInvesco Ltd. has reported a 4.9% beneficial ownership in Microchip Technology Inc. as of March 31, 2026.
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Invesco LTDInvesco Ltd. has reported beneficial ownership of 5.2% of Microchip Technology Inc.'s common stock as of December 31, 2025.
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Invesco LTDInvesco Ltd. has reported beneficial ownership of 5.2% of Monolithic Power Systems Inc.'s common stock as of December 31, 2025.
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Invesco LTDInvesco Ltd. has reported beneficial ownership of 5.9% of Cognizant Technology Solutions Corp. common stock as of March 31, 2026.
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Invesco LTDInvesco Ltd. has reported beneficial ownership of 25,708,221 shares, representing 5.7% of Coca-Cola Europacific Partners PLC's common stock, as of December 31, 2025.
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Invesco LTDInvesco Ltd. has filed a Schedule 13G, reporting beneficial ownership of 0.1% of Herc Holdings Inc. common stock as of June 30, 2026.