Invesco LTD

Market Movers (8-K)

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NYSE
Invesco Ltd. announced preliminary October 31, 2026, assets under management of $2,453.5 billion, a 3.3% decrease from the previous month, driven by market performance and net outflows.
Worse than expected
NYSE
Invesco Ltd. announced robust third-quarter financial results for 2026, highlighted by substantial net long-term inflows, improved operating margins, and a significant reduction in net debt.
Capital raise
NYSE
Invesco Ltd. has entered into a $1.5 billion term loan agreement and amended its shareholder agreement with Massachusetts Mutual Life Insurance Company, primarily to facilitate a significant share repurchase.
Capital raise
NYSE
Invesco Ltd. announced a decrease in preliminary Assets Under Management (AUM) for September 2026, revising a prior filing to correct a typographical error.
Worse than expected
NYSE
Invesco Ltd. announced preliminary month-end assets under management of $2,537.8 billion for September 30, 2026, a 0.9% decrease from the previous month.
Worse than expected
NYSE
Invesco Ltd. announced preliminary August 31, 2026, assets under management of $2,562.1 billion, a 4.7% increase driven by market returns and substantial net inflows.

Quarterly Earnings (10-Q)

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NYSE
Invesco Ltd. announced a significant increase in Assets Under Management (AUM) and operating revenues for the third quarter of 2026, driven by strong inflows and market gains.
Capital raise
NYSE
Invesco 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).
NYSE
Invesco 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).
NYSE
Invesco 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
NYSE
Invesco 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
NYSE
Invesco 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

Annual Reports (10-K)

NYSE
Invesco 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
NYSE
Invesco'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
NYSE
Invesco 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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NYSE
Invesco Advisers, Inc. and 1 other reported changes in beneficial ownership of Invesco Ltd. common stock on October 30, 2026.
NYSE
Shannon A Johnston, SMD and CIOO of Invesco Ltd., reported multiple transactions in common stock on October 16, 2026.
NYSE
Invesco Advisers, Inc. and 1 other reported changes in beneficial ownership of Invesco Ltd. common stock on September 30, 2026.
NYSE
Phoebe A Wood, a Director of Invesco Ltd., sold 3,000 shares of common stock on September 11, 2026 for $32.44 per share.
NYSE
Andrew Tak Shing Lo, Senior Managing Director of Invesco Ltd., sold 143,370 shares of common stock on September 8, 2026.
NYSE
Stephanie Butcher, Senior Managing Director of Invesco Ltd., sold 45,095 shares of common stock on September 9, 2026 for $32.28 per share.

Proxy Statements (Def-14A)

NYSE
Invesco Ltd. announces its 2025 Annual Meeting of Shareholders to be held virtually on May 23, 2025, with proxy materials accessible online.
NYSE
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
NYSE
Invesco Ltd. will hold its annual shareholder meeting virtually on May 23, 2024, and proxy materials are now available online.
NYSE
Invesco'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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NYSE
Invesco Ltd. reported 24,348 holdings worth $1,274.4B for the period ended September 30, 2026.
NYSE
Invesco Ltd. reported 23,395 holdings worth $1,264.3B for the period ended June 30, 2026.
NYSE
Invesco Ltd. reported 101 holdings worth $370.7B for the period ended March 31, 2026.
NYSE
Invesco Ltd. reported 101 holdings worth $407.5B for the period ended December 31, 2025.
NYSE
Invesco Ltd. reports its Q1 2026 13F holdings, detailing a significant portfolio valued at over $653 billion across 23,552 positions.
NYSE
Invesco Ltd. filed its Q4 2025 13F-HR report, revealing total holdings valued at over $652 billion across 23,487 entries.

Schedule 13D - Activist Investments

NYSE
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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NYSE
Invesco Ltd. has disclosed beneficial ownership of 5.8% of Wolfspeed Inc.'s common stock as of September 30, 2026.
NYSE
Invesco Ltd. has filed a Schedule 13G, reporting beneficial ownership of 11,873,607 shares, representing 7.8% of WisdomTree Inc.'s common stock.
NYSE
Invesco Ltd. has updated its beneficial ownership filing for USA Compression Partners LP, reporting an 11.1% stake.
NYSE
Invesco Ltd. has disclosed beneficial ownership of 5.1% of Textron Inc.'s common stock as of September 30, 2026.
NYSE
Invesco Ltd. has filed a Schedule 13G, disclosing beneficial ownership of 1,611,210 shares, representing 3.6% of Skyward Specialty Insurance Group Inc.'s common stock.
NYSE
Invesco Ltd. has filed a Schedule 13G, disclosing a passive ownership of 30,562 shares, representing 0.0% of Phathom Pharmaceuticals Inc.'s common stock.