---
schema_version: "secwatch.filing_event.v1"
accession: "0000914208-26-000017"
form_type: "8-K"
ticker: "IVZ"
cik: "0000914208"
company_name: "Invesco Ltd."
filed_at: "2026-01-27T23:59:59+00:00"
generated_at: "2026-05-16T07:46:27.246683+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Invesco Q4 GAAP EPS $(2.61) on $1.8B impairment; adj. EPS $0.62 beats; AUM $2.2T

## Summary
- GAAP net loss $1,186M ($2.61 diluted EPS) vs Q3 profit $301M; includes $1.8B non-cash intangible impairment.
- Adjusted diluted EPS $0.62 vs $0.61 Q3 and $0.52 year ago; adj. operating margin 36.4% vs 34.2% Q3.
- Net long-term inflows $19.1B in Q4; full-year $81.2B; AUM $2.17T (+17.5% YoY).
- Repurchased $500M of Series A Preferred from MassMutual Dec 15; repaid remaining $240M bank term loan.
- Declared Q4 common dividend $0.21/share payable Mar 3, 2026; ex-div Feb 13, 2026.

## SEC filing metadata
- accession: 0000914208-26-000017
- form_type: 8-K
- ticker: IVZ
- cik: 0000914208
- company_name: Invesco Ltd.
- filed_at: 2026-01-27T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/914208/000091420826000017/0000914208-26-000017-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/914208/000091420826000017/ivz-20260127.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000914208-26-000017
- JSON: https://secwatch.observer/filing/0000914208-26-000017.json
- Plain text: https://secwatch.observer/filing/0000914208-26-000017.txt

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