secwatch.observer — SEC 8-K summary
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Issuer:     Invesco Ltd. (IVZ)
CIK:        0000914208
Form:       8-K
Filed at:   2024-01-23T23:59:59+00:00
Accession:  0000914208-24-000022
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Invesco Q4 GAAP EPS $(1.64) on $1.2B impairment; adj. EPS $0.47, net long-term inflows $6.7B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/914208/000091420824000022/0000914208-24-000022-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/914208/000091420824000022/ivz-20240123.htm
  HTML page:      https://secwatch.observer/filing/0000914208-24-000022

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