{"schema_version":"secwatch.filing_event.v1","accession":"0000914208-23-000018","form_type":"8-K","ticker":"IVZ","cik":"0000914208","company_name":"Invesco Ltd.","filed_at":"2023-01-24T23:59:59+00:00","discovered_at":"2026-05-14T18:03:48.529098+00:00","generated_at":"2026-06-20T11:24:10.106826+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Invesco Q4 EPS $0.41 adj $0.39; net long-term outflows $3.2B; AUM down 12.5% YoY","bullets":["Q4 GAAP diluted EPS $0.41, adjusted $0.39; vs $0.92/$0.86 in Q4 2021 and Q3 $0.39/$0.34.","Operating revenues $1.44B down 18.1% YoY; GAAP operating margin 17.0%, adjusted 30.6%.","Net long-term outflows $3.2B offset by ETF inflows $4.3B, Asia Pacific $3.3B, Institutional $0.9B.","Ending AUM $1.409T up 6.5% from Q3 but down 12.5% from year-end 2021.","Managed debt at 10-year low of $1.5B; cash $1.235B. Q4 common dividend $0.1875/share payable Mar 2."],"urls":{"canonical":"https://secwatch.observer/filing/0000914208-23-000018","json":"https://secwatch.observer/filing/0000914208-23-000018.json","markdown":"https://secwatch.observer/filing/0000914208-23-000018.md","text":"https://secwatch.observer/filing/0000914208-23-000018.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/914208/000091420823000018/0000914208-23-000018-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/914208/000091420823000018/ivz-20230124.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T11:24:10.106826+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e8b74123bab40017306e8faf69e4a2c6d8f91bfb","claim":"Invesco Ltd. reported three months ended December 31, 2022 results: revenue $1,443.4 m, net income $187.8 m, EPS $0.41.","evidence_excerpt":"U.S. GAAP Financial Measures Operating revenues $1,443.4 m $1,445.7 m (0.2) % $1,763.4 m (18.1) % Operating income $245.1 m $350.2 m (30.0) % $509.2 m (51.9) % Operating margin 17.0 % 24.2 % 28.9 % Net income attributable to Invesco Ltd. $187.8 m $177.4 m 5.9 % $426.8 m (56.0) % Diluted EPS $0.41 $0.39 5.1 % $0.92 (55.4) %","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/914208/000091420823000018/0000914208-23-000018-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended December 31, 2022"},{"label":"Revenue","value":"$1,443.4 m"},{"label":"Net income","value":"$187.8 m"},{"label":"EPS","value":"$0.41"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"f35a5ff1a6984e1983b5c776803efdaa7ca4c0b5","claim":"Invesco Ltd. reported year ended December 31, 2022 results: revenue $6,048.9 m, net income $683.9 m, EPS $1.49.","evidence_excerpt":"U.S. GAAP Financial Measures Operating revenues $6,048.9 m $6,894.5 m (12.3) % Operating income $1,317.7 m $1,788.2 m (26.3) % Operating margin 21.8 % 25.9 % Net income attributable to Invesco Ltd. $683.9 m $1,393.0 m (50.9) % Diluted EPS $1.49 $2.99 (50.2) %","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/914208/000091420823000018/0000914208-23-000018-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"year ended December 31, 2022"},{"label":"Revenue","value":"$6,048.9 m"},{"label":"Net income","value":"$683.9 m"},{"label":"EPS","value":"$1.49"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}