secwatch.observer — SEC 8-K summary
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Issuer:     Invesco Ltd. (IVZ)
CIK:        0000914208
Form:       8-K
Filed at:   2023-01-24T23:59:59+00:00
Accession:  0000914208-23-000018
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Invesco Q4 EPS $0.41 adj $0.39; net long-term outflows $3.2B; AUM down 12.5% YoY
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/914208/000091420823000018/0000914208-23-000018-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/914208/000091420823000018/ivz-20230124.htm
  HTML page:      https://secwatch.observer/filing/0000914208-23-000018

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