---
schema_version: "secwatch.filing_event.v1"
accession: "0000914208-25-000258"
form_type: "8-K"
ticker: "IVZ"
cik: "0000914208"
company_name: "Invesco Ltd."
filed_at: "2025-07-22T23:59:59+00:00"
generated_at: "2026-05-18T04:52:42.257291+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Invesco Q2 GAAP EPS -$0.03; adjusted EPS $0.36; record AUM $2.0T; $1B preferred buyback

## Summary
- GAAP diluted EPS of ($0.03) includes a $0.35 charge from the $1.0B Series A Preferred Stock repurchase.
- Adjusted diluted EPS of $0.36 vs $0.43 a year ago, down 16.3%.
- Ending AUM hit a record $2.0T (+8.5% QoQ) with net long-term inflows of $15.6B (5% annualized organic growth).
- GAAP operating margin 14.1%; adjusted operating margin 31.2% (vs 30.9% a year ago).
- Repurchased $1.0B of Series A Preferred Stock from MassMutual on May 16, funded by new $1.0B term loans.

## SEC filing metadata
- accession: 0000914208-25-000258
- form_type: 8-K
- ticker: IVZ
- cik: 0000914208
- company_name: Invesco Ltd.
- filed_at: 2025-07-22T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/914208/000091420825000258/0000914208-25-000258-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/914208/000091420825000258/ivz-20250722.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000914208-25-000258
- JSON: https://secwatch.observer/filing/0000914208-25-000258.json
- Plain text: https://secwatch.observer/filing/0000914208-25-000258.txt

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