{"schema_version":"secwatch.filing_event.v1","accession":"0000914208-23-000410","form_type":"8-K","ticker":"IVZ","cik":"0000914208","company_name":"Invesco Ltd.","filed_at":"2023-07-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:37.009581+00:00","generated_at":"2026-06-13T03:50:21.998179+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Invesco Q2 GAAP EPS $0.29, adjusted EPS $0.31; net long-term outflows $2.0B","bullets":["Operating revenues $1,442.8M, down 5.7% YoY; operating margin 14.1% vs 22.5% YoY.","Net long-term outflows of $2.0B; $5.7B ETF inflows, $1.6B greater China, $1.0B fixed income.","Adjusted diluted EPS $0.31, down 20.5% YoY; $27M compensation costs from executive retirements.","Ending AUM $1,538.2B, up 3.7% QoQ; repurchased 9.6M shares for $150M at avg $15.65.","CEO Andrew Schlossberg succeeds retiring Marty Flanagan; focus on simplifying organizational model."],"urls":{"canonical":"https://secwatch.observer/filing/0000914208-23-000410","json":"https://secwatch.observer/filing/0000914208-23-000410.json","markdown":"https://secwatch.observer/filing/0000914208-23-000410.md","text":"https://secwatch.observer/filing/0000914208-23-000410.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/914208/000091420823000410/0000914208-23-000410-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/914208/000091420823000410/ivz-20230725.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T03:50:21.998179+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":"637622bcd031d145c49c912b272b58606c53b5f6","claim":"Invesco Ltd. reported the fiscal quarter ended June 30, 2023 results: revenue $1,442.8 m, net income $132.2 m, EPS $0.29.","evidence_excerpt":"non-management fee earning AUM. Second Quarter Highlights: Financial Results Q2-23 Q1-23 Q2-23 vs. Q1-23 Q2-22 Q2-23 vs. Q2-22 U.S. GAAP Financial Measures Operating revenues $1,442.8 m $1,418.2 m 1.7 % $1,530.4 m (5.7) % Operating income $203.8 m $209.5 m (2.7) % $344.7 m (40.9) % Operating margin 14.1 % 14.8 % 22.5 % Net income attributable to Invesco Ltd.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/914208/000091420823000410/0000914208-23-000410-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended June 30, 2023"},{"label":"Revenue","value":"$1,442.8 m"},{"label":"Net income","value":"$132.2 m"},{"label":"EPS","value":"$0.29"},{"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"}