secwatch.observer — SEC 8-K summary
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Issuer:     Invesco Ltd. (IVZ)
CIK:        0000914208
Form:       8-K
Filed at:   2023-10-24T23:59:59+00:00
Accession:  0000914208-23-000474
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Invesco Q3 GAAP EPS $0.29, Adjusted $0.35; $2.6B net long-term inflows; AUM $1,487B
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- GAAP diluted EPS $0.29; adjusted diluted EPS $0.35; $39M organizational change costs hit EPS by $0.07.
- Net long-term inflows of $2.6B, led by $11.8B ETF inflows; ending AUM $1,487.3B (down 3.3% QoQ).
- Operating margin 15.8% GAAP, 28.2% adjusted; revenue $1,442M, essentially flat QoQ.
- Common dividend of $0.20/share declared, payable Dec 4, 2023 to holders of record Nov 10.
- Net debt reduced to $247.6M from $478.7M in prior quarter; credit facility balance zero.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/914208/000091420823000474/0000914208-23-000474-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/914208/000091420823000474/ivz-20231024.htm
  HTML page:      https://secwatch.observer/filing/0000914208-23-000474

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer