---
schema_version: "secwatch.filing_event.v1"
accession: "0000914208-25-000140"
form_type: "8-K"
ticker: "IVZ"
cik: "0000914208"
company_name: "Invesco Ltd."
filed_at: "2025-04-22T23:59:59+00:00"
generated_at: "2026-05-23T09:53:09.896063+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Invesco to repurchase $1B preferred stock at 15% premium; forms Barings partnership

## Summary
- Repurchase of $1B of 5.9% Series A Preferred from MassMutual at 15% premium; funded by debt, close expected May 2025.
- Transaction expected to be earnings accretive from 2H2025; quarterly dividend raised from $0.205 to $0.210 per share.
- Invesco and Barings ($442B AUM) launch U.S. Wealth private credit partnership; MassMutual commits $650M seed capital.
- MassMutual remains 18.2% common shareholder with $3B preferred still outstanding; agreement allows future repurchases.
- MassMutual's prior commitments to Invesco exceed $3B seed/co-investment and $9B managed assets through its platforms.

## SEC filing metadata
- accession: 0000914208-25-000140
- form_type: 8-K
- ticker: IVZ
- cik: 0000914208
- company_name: Invesco Ltd.
- filed_at: 2025-04-22T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 1.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/914208/000091420825000140/0000914208-25-000140-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/914208/000091420825000140/ivz-20250421.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000914208-25-000140
- JSON: https://secwatch.observer/filing/0000914208-25-000140.json
- Plain text: https://secwatch.observer/filing/0000914208-25-000140.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.