secwatch.observer — SEC 8-K summary
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Issuer:     Invesco Ltd. (IVZ)
CIK:        0000914208
Form:       8-K
Filed at:   2025-07-22T23:59:59+00:00
Accession:  0000914208-25-000258
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/914208/000091420825000258/0000914208-25-000258-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/914208/000091420825000258/ivz-20250722.htm
  HTML page:      https://secwatch.observer/filing/0000914208-25-000258

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