secwatch.observer — SEC 8-K summary
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Issuer:     Invesco Ltd. (IVZ)
CIK:        0000914208
Form:       8-K
Filed at:   2024-07-23T23:59:59+00:00
Accession:  0000914208-24-000331
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Invesco Q2 adjusted EPS $0.43 (+38.7% YoY); record AUM $1.7T; net long-term inflows $16.7B
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- Adjusted diluted EPS $0.43 vs $0.31 a year ago; GAAP diluted EPS $0.29 flat YoY.
- Ending AUM $1.7T (record high), up 11.5% YoY; average AUM up 11.7%.
- Net long-term inflows $16.7B, led by ETFs & Index ($12.8B) and APAC Managed ($6.7B).
- Operating margin 13.9% GAAP, 30.9% adjusted (vs 27.7% a year ago); net debt nearly zero at $11.6M.
- Accrued $50M liability for SEC recordkeeping probe and separate regulatory matter; deemed not material.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/914208/000091420824000331/0000914208-24-000331-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/914208/000091420824000331/ivz-20240723.htm
  HTML page:      https://secwatch.observer/filing/0000914208-24-000331

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