{"filings":[{"id":2578916,"accession_number":"0000914208-26-000347","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-08-31T21:01:44+00:00","items":["5.02","6.01","7.01","9.01"],"status":"ready","headline":"Invesco names Marty Franc as Asia Pacific head; Andrew Lo to retire March 2027","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew Lo, Senior Managing Director and Head of Asia Pacific, will retire on March 31, 2027 after 32 years with Invesco.","Marty Franc, currently CEO Australia, Greater China and Southeast Asia, will succeed Lo during Q1 2027.","Following retirement, Lo will serve as Chairman Emeritus, Asia Pacific, and continue on boards of China and India joint ventures.","Franc has 13 years with Invesco and over 30 years in asset management; will remain based in Hong Kong.","Transition period underway; Lo and Franc will work closely to ensure seamless handover."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2171437,"accession_number":"0000914208-26-000252","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-08-11T10:58:16+00:00","items":["9.01"],"status":"ready","headline":"Invesco July AUM falls 0.9% to $2,447B; long-term inflows $8.6B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary July 31 AUM $2,447.1B, down 0.9% from June 30's $2,470.3B.","Net long-term inflows of $8.6B; money market net inflows of $22.8B.","Unfavorable market returns cut AUM by $59B; FX added $4.6B.","Avg total AUM quarter-to-date $2,453.0B; avg active AUM $1,216.9B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1895236,"accession_number":"0000914208-26-000229","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-07-28T10:58:44+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q2 EPS $0.76, record net long-term inflows $45.1B, AUM $2.5T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.76; adjusted diluted EPS $0.71, up 24.6% QoQ.","Record net long-term inflows of $45.1B, led by ETFs/Index ($30.1B) and QQQ ($13.8B).","Ending AUM $2.5T, up 14.4% QoQ; operating margin 19.9%, adjusted margin 37.5%.","Net debt reduced by >$450M to $708.6M; repurchased 1.9M shares for $50M.","Common dividend declared $0.215/share, payable Sept 2, record Aug 14."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1563076,"accession_number":"0000914208-26-000207","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-07-10T12:01:42+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports June AUM of $2.47T, up 0.7% MoM with $8B net long-term inflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $2,470.3B as of June 30, 2026, up 0.7% from May 31.","Net long-term inflows of $8.0B; money market net inflows of $14.3B.","Market returns added $9B; FX reduced AUM by $6.4B; reinvested distributions added $1.6B.","Preliminary average total AUM for Q2 through June 30: $2,368.8B; average active AUM: $1,184.3B.","Breakdown: ETFs & Index Strategies $753.5B, Fundamental Fixed Income $315.5B, Fundamental Equities $318.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":945997,"accession_number":"0000914208-26-000202","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-06-09T20:20:53+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports May 2026 AUM of $2,453.9B, up 4.9% MoM with $18.9B net inflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $2,453.9B, up 4.9% from April's $2,339.4B.","Net long-term inflows of $18.9B; money market net inflows of $0.4B.","Market returns contributed +$96B; FX reduced AUM by $1.1B.","Preliminary average total AUM QTD through May 31: $2,331.3B; average active AUM $1,175.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":609876,"accession_number":"0000914208-26-000196","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-05-22T20:19:29+00:00","items":["5.07"],"status":"ready","headline":"Invesco shareholders approve all proposals at 2026 annual meeting, including bylaw amendment","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; broker non-votes of 41,396,921 on each director.","Advisory vote on executive compensation approved: 339,412,197 for vs 4,992,802 against.","PricewaterhouseCoopers LLP appointed as auditor for FY 2026: 381,290,472 for.","Bylaw amendment to allow director removal with or without cause approved: 344,481,777 for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":13521,"accession_number":"0000914208-26-000191","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-05-11T20:22:35+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports April AUM of $2,339.4B; net long-term inflows of $18.2B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total AUM rose 8.3% to $2,339.4B from March; net long-term inflows of $18.2B.","Money market net inflows were $2.2B; market returns increased AUM by $151B.","FX effects added $8.2B; average total AUM for the quarter through April was $2,260.5B.","Average active AUM for the quarter through April was $1,159.9B.","ETFs & Index Strategies AUM was $701.4B; Fundamental Equity and Fixed Income each over $300B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99719,"accession_number":"0000914208-26-000102","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q1 adj. EPS $0.57 beats $0.44 YoY; net long-term inflows $21.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.51 ($0.57 adjusted); net revenues $1.26B up 14% YoY.","Net long-term inflows $21.8B, 11th consecutive quarter of positive organic growth.","Ending AUM $2.2T; redeemed $500M senior notes due Jan 2026.","Quarterly dividend increased to $0.215/share (payable June 2, record May 15).","Board authorized $1.0B share repurchase plan; bought $40M shares in Q1."],"consensus_eps_estimate":0.5898,"consensus_eps_actual":0.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":1744500000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99718,"accession_number":"0000914208-26-000097","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports March 2026 AUM of $2,159.5B, down 4.4% month-over-month","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net long-term inflows of $0.3B; money market outflows of $1.8B.","Unfavorable market returns decreased AUM by $91B; FX reduced AUM by $7.0B.","Preliminary Q1 2026 average total AUM was $2,218.9B; average active AUM $1,146.2B.","Total AUM split: ETFs & Index $638.3B, Fixed Income $312.5B, Private Markets $131.3B, Liquidity $201.2B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115889,"accession_number":"0000914208-26-000088","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-03-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco Ltd. reports preliminary Feb AUM $2,258B (+1.2%), net long-term inflows $4.7B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary Feb AUM $2,257.7B, up 1.2% from Jan; net long-term inflows $4.7B.","Money market net inflows $13.5B; market returns added $9B; FX reduced AUM by $1.1B.","Preliminary avg total AUM for QTD thru Feb 28: $2,225.9B; avg active AUM $1,142.8B.","ETF & Index Strategies AUM $672.1B; Fundamental Fixed Income $316B; Private Markets $131.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115888,"accession_number":"0000914208-26-000076","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":[],"status":"ready","headline":"Invesco authorizes $1.0B share repurchase plan with no expiration","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved new $1.0B share buyback plan on Feb 18, 2026; no time limit.","Existing 2016 plan still has ~$213.4M in remaining authorization.","Repurchases may occur via open-market, block, or Rule 10b5-1 trades.","Company not obligated to repurchase any shares under the plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115887,"accession_number":"0000914208-26-000025","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports $2.23T AUM for January; net long-term inflows of $16.9B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM of $2,231.7B, up 2.8% from December 2025; market returns added $39B, FX added $6.0B.","Net long-term inflows of $16.9B; money market net outflows of $0.2B.","Preliminary average total AUM for Q1 through Jan 31: $2,209.8B; active AUM $1,127.4B.","ETFs & Index Strategies AUM $659.0B; QQQ $411.8B; Fixed Income $314.2B; Equities $307.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115886,"accession_number":"0000914208-26-000017","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q4 GAAP EPS $(2.61) on $1.8B impairment; adj. EPS $0.62 beats; AUM $2.2T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $1,186M ($2.61 diluted EPS) vs Q3 profit $301M; includes $1.8B non-cash intangible impairment.","Adjusted diluted EPS $0.62 vs $0.61 Q3 and $0.52 year ago; adj. operating margin 36.4% vs 34.2% Q3.","Net long-term inflows $19.1B in Q4; full-year $81.2B; AUM $2.17T (+17.5% YoY).","Repurchased $500M of Series A Preferred from MassMutual Dec 15; repaid remaining $240M bank term loan.","Declared Q4 common dividend $0.21/share payable Mar 3, 2026; ex-div Feb 13, 2026."],"consensus_eps_estimate":0.5868,"consensus_eps_actual":-1.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":6377100000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115885,"accession_number":"0000914208-26-000010","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco Dec AUM $2.17T, net long-term inflows $7.7B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary Dec 31 AUM $2,169.9B, +0.7% vs Nov; net long-term inflows $7.7B.","Non-management fee earning net inflows $6.1B; money market net outflows $0.7B.","QQQ ETF restructuring to open-end fund Dec 20 moved its flows into long-term.","Market returns reduced AUM by $23B; FX/reinvested distributions added $25.4B.","Preliminary avg total AUM for Q4 $2,161.8B; avg active AUM $1,116.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132299,"accession_number":"0001628280-25-055946","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Invesco repurchases $500M of preferred shares from MassMutual at 18% premium","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Repurchase of 500,000 Series A Preferred Shares at $1,180/share (18% premium over $1,000 liquidation preference).","Total cash consideration of $590M; closing expected mid-December 2025.","MassMutual continues to hold $2.5B of Preferred Shares and ~18.3% of Invesco common shares.","Prorated Q4 2025 dividend on repurchased shares payable March 2, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132298,"accession_number":"0000914208-25-000437","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports November AUM of $2.154 trillion, down 0.6% MoM; net long-term inflows of $3.4B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $2,154.3B, down 0.6% from Oct; market returns -$4B, FX +$0.6B.","Net long-term inflows $3.4B; money market outflows $10.6B; non-fee earning outflows $1.1B.","Preliminary avg total AUM for Q4 through Nov: $2,153.8B; avg active AUM $1,117.7B.","Breakdown: ETFs/Index $628B, Fixed Income $309.7B, Fundamental Equities $299.2B, Private Markets $129.7B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132297,"accession_number":"0000914208-25-000427","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports Oct 2025 AUM of $2.17T, net long-term inflows of $8.0B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $2,166.6B, up 2.0% vs prior month; net long-term inflows of $8.0B.","Market returns added $38B; FX subtracted $6.2B; sale of India majority interest reduced AUM $15.6B.","Money market net inflows of $11.1B; non-management fee earning net inflows of $6.6B.","Average total AUM for quarter through Oct 31: $2,156.0B; average active AUM: $1,128.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132296,"accession_number":"0000914208-25-000360","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q3 EPS $0.66/adj $0.61; record AUM $2.1T; net long-term inflows $28.9B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.66 (GAAP), $0.61 adjusted; net income $301.3M.","Record ending AUM $2.1T (up 6.2% QoQ); net long-term inflows $28.9B (8% annualized organic growth).","Adjusted operating margin 34.2% (up 300bps QoQ); operating revenues $1.64B, up 8.2%.","Repaid $260M bank term loans; repurchased 1.2M shares for $25M; common dividend $0.21/share.","Non-cash impairment $35.9M on intelliflo divestiture (expected to close Q4) hit EPS by $0.08."],"consensus_eps_estimate":0.4571,"consensus_eps_actual":1.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":4685100000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132295,"accession_number":"0000914208-25-000355","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco Sep 2025 AUM $2.12T, up 3% MoM; $11.9B net long-term inflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $2,124.8B at Sep 30, 2025, up 3.0% from $2,063.6B at Aug 31.","Net long-term inflows of $11.9B; money market net outflows of $2.0B.","Market returns added $49B to AUM; FX reduced by $0.3B; distributions added $1.0B.","Preliminary avg total AUM for Q3 2025: $2,060.4B; avg active AUM: $1,102.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148882,"accession_number":"0000914208-25-000347","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports August AUM of $2.06T, up 1.9% MoM, with $11.1B net long-term inflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["August 31 AUM $2,063.6B, up 1.9% from July ($2,024.5B).","Net long-term inflows of $11.1B; money market net outflows of $7.4B.","Favorable market returns added $27B; FX added $6.1B to AUM.","Non-management fee earning net inflows of $1.9B were also positive.","Preliminary average total AUM for Q through Aug 31: $2,039.5B; active AUM $1,097.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148881,"accession_number":"0000914208-25-000307","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports July AUM of $2,024.5B, up 1.2% MoM with $5.8B net long-term inflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $2,024.5B at July 31, 2025, up 1.2% from June's $2,001.4B.","Net long-term inflows of $5.8B; money market net inflows $4.0B; non-fee earning net outflows $0.4B.","Favorable markets added $22B; FX reduced AUM by $8.5B.","Preliminary average total AUM for Q3 through July: $2,029.0B; average active AUM $1,095.9B.","Largest AUM categories: ETFs/Index $559.0B, Fundamental Fixed Income $298.5B, Fundamental Equities $287.0B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148880,"accession_number":"0000914208-25-000258","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q2 GAAP EPS -$0.03; adjusted EPS $0.36; record AUM $2.0T; $1B preferred buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS of ($0.03) includes a $0.35 charge from the $1.0B Series A Preferred Stock repurchase.","Adjusted diluted EPS of $0.36 vs $0.43 a year ago, down 16.3%.","Ending AUM hit a record $2.0T (+8.5% QoQ) with net long-term inflows of $15.6B (5% annualized organic growth).","GAAP operating margin 14.1%; adjusted operating margin 31.2% (vs 30.9% a year ago).","Repurchased $1.0B of Series A Preferred Stock from MassMutual on May 16, funded by new $1.0B term loans."],"consensus_eps_estimate":0.4133,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":3044700000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148879,"accession_number":"0000914208-25-000252","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco June AUM $2.0T, +3% MoM; net long-term inflows of $8.3B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary total AUM of $2,001.4B at June 30, 2025, up 3.0% from May 31.","Net long-term inflows of $8.3B; money market net outflows of $10.6B.","Market returns added $58B; FX and reinvested distributions added $4.8B.","Preliminary average total AUM for Q2 through June 30: $1,897.4B.","ETFs & Index Strategies AUM $546.9B; Fundamental Fixed Income $301.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167782,"accession_number":"0000914208-25-000248","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports May AUM of $1,942.7B, up 5.6% MoM; net long-term inflows of $6.1B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM reached $1,942.7 billion as of May 31, 2025, a 5.6% increase from April.","Net long-term inflows of $6.1 billion; money market net inflows of $19.4 billion.","Favorable market returns added $70 billion to AUM; FX added $0.9 billion.","Preliminary average total AUM for Q2 through May 31: $1,859.6 billion.","Preliminary average active AUM for Q2 through May 31: $1,041.4 billion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167781,"accession_number":"0000914208-25-000245","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.07","7.01"],"status":"ready","headline":"Invesco selects hybrid platform approach with State Street and BlackRock","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Invesco will use both State Street Alpha and BlackRock Aladdin as a hybrid solution for investment platform needs.","Migration of all assets under management onto dual platforms targeted for 2025–2026; no impact to 2025 expense guidance.","Company believes hybrid Alpha NextGen/Aladdin solution optimizes client outcomes without full migration to a single platform."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167780,"accession_number":"0000914208-25-000243","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Invesco enters $1.0B term loan, upsizes credit facility to $2.5B; repurchases $1B preferred stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered $1.0B unsecured term loan ($500M 3-yr, $500M 5-yr); proceeds used to buy back $1.0B of 5.9% Series A preferred stock from MassMutual at 15% premium.","Amended revolver to $2.5B (from $2.0B), maturing May 16, 2030; no prepayment fees.","Term loan pricing: SOFR + 1.125% (3-yr) or 1.250% (5-yr); revolver margin at 1.000% for SOFR loans.","Financial covenants: leverage ≤ 3.25x (can increase to 3.75x for acquisitions >$500M); interest coverage ≥ 4.00x.","Both facilities include a $600M netting provision for cash offsets in covenant calculation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167779,"accession_number":"0000914208-25-000195","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports April 2025 AUM of $1.84T, down 0.3% from March; net long-term inflows of $1.3B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $1,840.0B, a 0.3% decrease from $1,844.8B in March 2025.","Net long-term inflows were $1.3B; money market net outflows were $12.1B; non-fee earning outflows $2.0B.","Unfavorable market returns reduced AUM by $1.0B; FX translation added $9.2B.","Preliminary average total AUM for the quarter through April 30: $1,817.3B; average active AUM: $1,027.3B.","ETFs & Index Strategies segment AUM was $492.4B; Global Liquidity $299.1B; QQQ $299.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167778,"accession_number":"0000914208-25-000140","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Invesco to repurchase $1B preferred stock at 15% premium; forms Barings partnership","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchase of $1B of 5.9% Series A Preferred from MassMutual at 15% premium; funded by debt, close expected May 2025.","Transaction expected to be earnings accretive from 2H2025; quarterly dividend raised from $0.205 to $0.210 per share.","Invesco and Barings ($442B AUM) launch U.S. Wealth private credit partnership; MassMutual commits $650M seed capital.","MassMutual remains 18.2% common shareholder with $3B preferred still outstanding; agreement allows future repurchases.","MassMutual's prior commitments to Invesco exceed $3B seed/co-investment and $9B managed assets through its platforms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167777,"accession_number":"0000914208-25-000139","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q1 2025 diluted EPS $0.38 GAAP, $0.44 adjusted; net long-term inflows $17.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net long-term inflows of $17.6B driven by ETFs/Index ($16.3B) and Fundamental Fixed Income ($8.0B).","Ending AUM $1.8T; operating margin 18.1%, adjusted operating margin 31.5%.","Quarterly common dividend increased to $0.21/share; payable June 3, record May 14.","Repurchased 1.5M shares for $25M; announced $1B preferred stock buyback from MassMutual.","Strategic partnership with Barings for US wealth channels; MassMutual to invest $650M seed."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":1529200000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167776,"accession_number":"0000914208-25-000125","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports March AUM of $1,844.8B, down 2.3% MoM; net long-term inflows of $6.5B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["March 31 AUM $1,844.8B, down from $1,888.6B at Feb 28; market returns reduced AUM by $60B.","Net long-term inflows of $6.5B; money market net inflows of $5.8B.","Non-management fee earning net outflows of $1.7B in March.","Preliminary average total AUM for Q1 2025 $1,880.8B; average active AUM $1,043.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185050,"accession_number":"0000914208-25-000117","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports Feb 2025 AUM of $1,888.6B, down 0.7% MoM; net long-term inflows of $6.0B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $1,888.6B, down 0.7% from Jan 2025; market returns decreased AUM by $20B, FX added $2B.","Net long-term inflows $6.0B; non-management fee earning net inflows $4.4B; money market net outflows $7.1B.","AUM by category: ETFs & Index Strategies $505.3B, Fixed Income $287.8B, Equities $267.3B, Private Markets $132.8B.","Preliminary average total AUM for Q1 through Feb: $1,888.4B; average active AUM: $1,043.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185049,"accession_number":"0000914208-25-000071","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports Jan 2025 AUM of $1,902.8B, up 3.1%; net long-term inflows of $5.1B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM of $1,902.8B as of Jan 31, 2025, increased 3.1% from Dec 31, 2024 ($1,846.0B).","Net long-term inflows of $5.1B; money market net inflows of $11.3B; non-management fee earning net inflows of $2.3B.","Market returns contributed +$37B; FX added +$1.2B to AUM.","Preliminary average total AUM for quarter through Jan 31: $1,873.9B; average active AUM: $1,035.9B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185048,"accession_number":"0000914208-25-000013","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q4 adjusted EPS $0.52, AUM $1.85T, net long-term inflows $25.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $0.46; adjusted EPS $0.52; operating revenue $1.593B (+5.1% QoQ, +12.7% YoY).","Net long-term inflows $25.6B for Q4, $65.1B for 2024; AUM $1.846T (16.4% YoY increase).","Adjusted operating margin 33.7% in Q4 (vs 31.6% Q3, 26.3% prior year); repurchased 1.4M shares for $25M.","Q4 common dividend $0.205/share payable Mar 4, 2025 to shareholders of record Feb 14, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":1.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":6067000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185047,"accession_number":"0000914208-25-000008","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports preliminary December 2024 AUM of $1,846.0B, net long-term inflows of $12.6B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Month-end AUM of $1,846.0 billion, a decrease of 0.6% from November 30, 2024","Net long-term inflows of $12.6 billion during December 2024","Money market net inflows of $12.0 billion and non-management fee earning net inflows of $1.3 billion","Unfavorable market returns reduced AUM by $42 billion, while reinvested distributions added $12.4 billion","Preliminary average total AUM for the quarter ended December 31, 2024 was $1,824.4 billion"],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201644,"accession_number":"0000914208-24-000558","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports November AUM of $1,856.5B, up 4.8% MoM with $11.0B net long-term inflows","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Total AUM $1,856.5 billion as of Nov 30, 2024, up 4.8% from October 31, 2024.","Net long-term inflows of $11.0 billion; non-management fee earning inflows $9.2B; money market inflows $14.9B.","Favorable market returns added $52B; FX decreased AUM by $3.0B.","Preliminary average total AUM for Q4 through Nov 30: $1,805.4B; average active AUM: $1,021.0B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201643,"accession_number":"0000914208-24-000532","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports preliminary October AUM of $1,772B, down 1.3% MoM; net long-term inflows of $2B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $1,772.0B, down 1.3% from September 30, 2024 ($1,795.6B).","Net long-term inflows of $2.0B; money market net outflows $1.8B; non-fee earning outflows $0.2B.","Unfavorable market returns reduced AUM by $13B; FX impact decreased AUM by $10.5B.","Preliminary average total AUM for Q4 through Oct 31: $1,792.0B; average active AUM $1,022.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201642,"accession_number":"0000914208-24-000423","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q3 adjusted EPS $0.44; record $1.8T AUM; $16.5B net inflows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.12; adjusted diluted EPS $0.44 vs $0.35 YoY, up 25.7%.","Ending AUM record $1.8T, up 4.7% QoQ; net long-term inflows $16.5B, led by ETFs and Index.","GAAP operating margin 6.6% reflects $147.6M one-time charge; adjusted margin 31.6%.","Declared Q3 common dividend $0.205/share, payable Dec 3, 2024 to holders of record Nov 14.","Repurchased 1.5M shares for $25M in Q3; credit facility balance zero; cash $1.045B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":4474000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201641,"accession_number":"0000914208-24-000402","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-10-09T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports record AUM of $1,795.6B, up 2.5% MoM with $3.3B net long-term inflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $1,795.6B, up 2.5% from $1,751.8B at Aug 31.","Net long-term inflows of $3.3B; money market net inflows of $11.2B.","Favorable market returns added $25B; FX/reinvested distributions added $5.2B.","Preliminary Q3 average total AUM $1,742.0B; average active AUM $1,007.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217634,"accession_number":"0000914208-24-000389","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-09-11T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports August AUM of $1,751.8B, up 1.1% MoM; net long-term inflows of $2.4B","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["August AUM $1,751.8B, up from $1,732.0B in July; favorable markets added $16B, FX added $7.3B.","Net long-term inflows of $2.4B; non-management fee earning net inflows $0.9B; money market net outflows $6.4B.","Preliminary average total AUM for quarter through Aug 31: $1,730.2B; average active AUM: $1,003.3B.","ETFs & Index Strategies AUM $444.2B; Fundamental Fixed Income $284.6B; Fundamental Equities $275.2B.","Private Markets AUM $129.6B; APAC Managed $113.8B; Multi-Asset/Other $62.8B; Global Liquidity $153.1B; QQQ $288.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217633,"accession_number":"0000914208-24-000350","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco July AUM $1,732B, up 0.9% MoM; long-term inflows $10.8B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $1,732.0B at July 31, up 0.9% from June; market returns added $9B, FX added $4.9B.","Net long-term inflows of $10.8B; money market net outflows of $12.1B.","Non-management fee earning net inflows were $3.2B during the month.","Preliminary avg total AUM for Q3-to-date $1,727.8B; avg active AUM $1,005.3B.","ETFs & Index Strategies AUM rose to $431.5B from $415.1B in June."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217632,"accession_number":"0000914208-24-000331","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q2 adjusted EPS $0.43 (+38.7% YoY); record AUM $1.7T; net long-term inflows $16.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted diluted EPS $0.43 vs $0.31 a year ago; GAAP diluted EPS $0.29 flat YoY.","Ending AUM $1.7T (record high), up 11.5% YoY; average AUM up 11.7%.","Net long-term inflows $16.7B, led by ETFs & Index ($12.8B) and APAC Managed ($6.7B).","Operating margin 13.9% GAAP, 30.9% adjusted (vs 27.7% a year ago); net debt nearly zero at $11.6M.","Accrued $50M liability for SEC recordkeeping probe and separate regulatory matter; deemed not material."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":2958600000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217631,"accession_number":"0000914208-24-000327","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-07-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports preliminary June AUM of $1,715.8B, up 1.7% month-over-month with net long-term inflows of $6.5B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $1,715.8B as of June 30, 2024, up 1.7% from May 31 ($1,687.7B).","Net long-term inflows of $6.5B in June; money market net outflows of $1.9B.","Favorable market returns increased AUM by $24B; FX reduced AUM by $2.4B.","Preliminary average total AUM for Q2 through June 30: $1,669.3B; average active AUM: $994.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237535,"accession_number":"0000914208-24-000323","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports May AUM of $1.69T, up 3.8% MoM with $5.2B net long-term inflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $1,687.7B at May 31, up 3.8% vs April; favorable markets added $42B, FX added $2.3B.","Net long-term inflows of $5.2B; money market net inflows of $7.7B; non-management fee earning net inflows of $5.7B.","QTD average total AUM through May $1,651.5B; average active AUM $991.1B.","ETF & Index strategies segment AUM $405.6B, up from $386.2B in April."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237534,"accession_number":"0000914208-24-000316","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Invesco shareholders approve 2016 equity plan amendment, increasing authorized shares to 21.2M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amending the 2016 Global Equity Incentive Plan, authorizing 21.2M shares for issuance as of July 1, 2024.","All 11 board nominees elected; votes ranged from 321.3M to 343.6M 'for'.","Advisory say-on-pay approved with 291.3M 'for' (84.5% of votes cast).","PricewaterhouseCoopers LLP ratified as independent auditor for FY 2024 with 381.1M 'for'.","Shareholder proposal on golden parachute votes rejected (118.0M 'for' vs 226.3M 'against')."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237533,"accession_number":"0000914208-24-000281","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports April AUM of $1,625.2B, down 2.3% MoM; net long-term inflows of $5.0B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM $1,625.2B at April 30, 2024, down 2.3% from $1,662.7B at March 31.","Net long-term inflows of $5.0B; non-management fee inflows $0.7B; money market outflows $1.0B.","Unfavorable market returns reduced AUM by $39B; FX effect decreased AUM by $3.7B.","Preliminary average total AUM for Q2-to-date (thru Apr 30) $1,640.4B; avg active AUM $984.7B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237532,"accession_number":"0000914208-24-000249","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q1 EPS $0.31 ($0.33 adj), AUM up 4.9% to $1.66T, dividend raised to $0.205","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.31, down from $0.32 YoY; adjusted diluted EPS $0.33 vs $0.38 YoY.","Net long-term inflows of $6.3B, led by ETFs/Index ($11.2B), Fixed Income ($1.1B), Private Markets ($1.0B).","Operating revenues $1.48B, up 4% YoY; adjusted operating margin 28.2%, down from 30.4% YoY.","Quarterly common dividend increased to $0.205 per share, payable June 4 to holders of record May 14.","Redeemed $600M senior notes; net debt $361.8M, cash $895.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":1475300000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237531,"accession_number":"0000914208-24-000232","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-04-09T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports March AUM of $1,662.7B, up 2% MoM, with $2.8B net long-term inflows","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net long-term inflows of $2.8B; money market net outflows of $1.5B.","Market returns boosted AUM by $29B; FX reduced by $1.1B.","Preliminary average total AUM for Q1 2024 was $1,613.0B; average active AUM $981.0B.","March 31 AUM composition: Equity $901.9B, Fixed Income $326.8B, Balanced $62.0B, Money Market $193.2B, Alternatives $178.8B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255075,"accession_number":"0000914208-24-000222","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco Feb AUM $1,630.9B, +3% MoM; net long-term inflows $1.8B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $1,630.9B at Feb 29, up 3.0% vs Jan 31 ($1,583.9B).","Net long-term inflows of $1.8B; money market net inflows of $3.5B.","Favorable market returns added $42B; FX reduced AUM by $2.6B.","Preliminary avg total AUM for Q1 through Feb: $1,594.5B; avg active AUM $975.8B.","AUM by class: Equity $871.9B, Fixed Income $325.1B, Alternatives $177.8B, Money Market $194.7B, Balanced $61.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255074,"accession_number":"0000914208-24-000215","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-02-13T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports Jan 2024 AUM of $1,583.9B, down 0.1% MoM; net long-term inflows of $1.7B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $1,583.9B vs Dec 31, 2023 AUM of $1,585.3B, a decrease of 0.1%.","Net long-term inflows of $1.7B; non-management fee earning inflows $5.8B, money market outflows $1.3B.","Unfavorable market returns reduced AUM by $3.0B; FX decreased AUM by $4.4B.","Preliminary average total AUM for Q1 through Jan 31: $1,579.4B; average active AUM: $973.0B.","Equity AUM rose to $830.8B from $823.7B; alternatives fell to $178.4B from $180.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255073,"accession_number":"0000914208-24-000022","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-01-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Invesco Q4 GAAP EPS $(1.64) on $1.2B impairment; adj. EPS $0.47, net long-term inflows $6.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $(1.64) vs $0.29 in Q3; includes $1.2B non-cash intangible impairment ($2.10/share hit).","Adjusted diluted EPS $0.47, up 34% QoQ; adjusted operating margin 26.3% (vs 28.2% Q3).","Net long-term inflows of $6.7B in Q4; full-year 2023 net long-term inflows of $10.2B.","Ending AUM $1,585.3B, +6.6% QoQ and +12.5% YoY; average AUM $1,515.6B, down 0.9% QoQ.","Declared Q4 common dividend $0.20/share, payable March 4, 2024; net debt reduced to $20.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":5716400000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":12234987282.593264,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2024-01-23T23:59:59+00:00|255073"}