{"filings":[{"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":"2026-07-10","daily_digest_url":"/daily/2026-07-10","daily_digest_rank":9},{"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},{"id":255072,"accession_number":"0000914208-24-000016","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2024-01-11T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco prelim Dec AUM $1,585.3B, up 2.8%; net long-term inflows $5.1B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary AUM of $1,585.3B at Dec 31, 2023, up 2.8% from Nov 30.","Net long-term inflows of $5.1B in December; money market net outflows $13.0B.","Favorable market returns added $39B; FX and reinvested distributions added $13.3B.","Non-management fee earning net outflows were $1.3B.","Preliminary avg total AUM for Q4 through Dec 31: $1,515.6B."],"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":272540,"accession_number":"0000914208-23-000545","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2023-12-12T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports November AUM of $1.54 trillion, up 6.3% MoM; net long-term inflows of $1.7B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM $1,542.1B (+6.3% vs Oct); market returns added $75B, FX added $6.7B.","Net long-term inflows of $1.7B; money market net inflows of $5.8B; non-fee earning net inflows $2.7B.","Preliminary avg total AUM for QTD through Nov: $1,490.8B; avg active AUM: $960.0B.","AUM breakdown: equity $778.2B, fixed income $317.2B, balanced $62B, money market $205.4B, alternatives $179.3B."],"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":272539,"accession_number":"0000914208-23-000505","cik":914208,"company_name":"Invesco Ltd.","ticker":"IVZ","form_type":"8-K","filed_at":"2023-11-13T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Invesco reports Oct 2023 AUM of $1,450.5B, down 2.5% MoM on market headwinds","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Preliminary AUM $1,450.5B, down 2.5% vs Sept 30; net long-term outflows of $0.1B.","Unfavorable market returns reduced AUM by $27B; FX decreased AUM by $0.7B.","Net money market outflows of $10.9B; non-management fee earning net inflows of $1.7B.","Preliminary avg total AUM for Q4 through Oct 31: $1,480.0B; avg active AUM: $961.3B."],"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}],"next_cursor":"2023-11-13T23:59:59+00:00|272539"}