secwatch.observer — SEC 8-K summary
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Issuer:     Invesco Ltd. (IVZ)
CIK:        0000914208
Form:       8-K
Filed at:   2026-01-27T23:59:59+00:00
Accession:  0000914208-26-000017
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/914208/000091420826000017/0000914208-26-000017-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/914208/000091420826000017/ivz-20260127.htm
  HTML page:      https://secwatch.observer/filing/0000914208-26-000017

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