Highest-materiality recent filing
Invesco reports June AUM of $2.47T, up 0.7% MoM with $8B net long-term inflows
Preliminary AUM $2,470.3B as of June 30, 2026, up 0.7% from May 31.
Invesco reports May 2026 AUM of $2,453.9B, up 4.9% MoM with $18.9B net inflows
Preliminary AUM of $2,453.9B, up 4.9% from April's $2,339.4B.
Invesco shareholders approve all proposals at 2026 annual meeting, including bylaw amendment
All 11 director nominees elected; broker non-votes of 41,396,921 on each director.
Invesco reports April AUM of $2,339.4B; net long-term inflows of $18.2B
Total AUM rose 8.3% to $2,339.4B from March; net long-term inflows of $18.2B.
Invesco Q1 adj. EPS $0.57 beats $0.44 YoY; net long-term inflows $21.8B
Diluted EPS $0.51 ($0.57 adjusted); net revenues $1.26B up 14% YoY.
Invesco reports March 2026 AUM of $2,159.5B, down 4.4% month-over-month
Net long-term inflows of $0.3B; money market outflows of $1.8B.
Invesco Ltd. reports preliminary Feb AUM $2,258B (+1.2%), net long-term inflows $4.7B
Preliminary Feb AUM $2,257.7B, up 1.2% from Jan; net long-term inflows $4.7B.
Invesco authorizes $1.0B share repurchase plan with no expiration
Board approved new $1.0B share buyback plan on Feb 18, 2026; no time limit.
Invesco reports $2.23T AUM for January; net long-term inflows of $16.9B
AUM of $2,231.7B, up 2.8% from December 2025; market returns added $39B, FX added $6.0B.
Invesco Q4 GAAP EPS $(2.61) on $1.8B impairment; adj. EPS $0.62 beats; AUM $2.2T
GAAP net loss $1,186M ($2.61 diluted EPS) vs Q3 profit $301M; includes $1.8B non-cash intangible impairment.
Invesco Dec AUM $2.17T, net long-term inflows $7.7B
Preliminary Dec 31 AUM $2,169.9B, +0.7% vs Nov; net long-term inflows $7.7B.
Invesco reports November AUM of $2.154 trillion, down 0.6% MoM; net long-term inflows of $3.4B
AUM $2,154.3B, down 0.6% from Oct; market returns -$4B, FX +$0.6B.
Invesco repurchases $500M of preferred shares from MassMutual at 18% premium
Repurchase of 500,000 Series A Preferred Shares at $1,180/share (18% premium over $1,000 liquidation preference).
Invesco reports Oct 2025 AUM of $2.17T, net long-term inflows of $8.0B
Preliminary AUM $2,166.6B, up 2.0% vs prior month; net long-term inflows of $8.0B.
Invesco Q3 EPS $0.66/adj $0.61; record AUM $2.1T; net long-term inflows $28.9B
Diluted EPS $0.66 (GAAP), $0.61 adjusted; net income $301.3M.
Invesco Sep 2025 AUM $2.12T, up 3% MoM; $11.9B net long-term inflows
AUM $2,124.8B at Sep 30, 2025, up 3.0% from $2,063.6B at Aug 31.
Invesco reports August AUM of $2.06T, up 1.9% MoM, with $11.1B net long-term inflows
August 31 AUM $2,063.6B, up 1.9% from July ($2,024.5B).
Invesco reports July AUM of $2,024.5B, up 1.2% MoM with $5.8B net long-term inflows
AUM $2,024.5B at July 31, 2025, up 1.2% from June's $2,001.4B.
Invesco Q2 GAAP EPS -$0.03; adjusted EPS $0.36; record AUM $2.0T; $1B preferred buyback
GAAP diluted EPS of ($0.03) includes a $0.35 charge from the $1.0B Series A Preferred Stock repurchase.
Invesco June AUM $2.0T, +3% MoM; net long-term inflows of $8.3B
Preliminary total AUM of $2,001.4B at June 30, 2025, up 3.0% from May 31.
Invesco reports May AUM of $1,942.7B, up 5.6% MoM; net long-term inflows of $6.1B
Preliminary AUM reached $1,942.7 billion as of May 31, 2025, a 5.6% increase from April.
Invesco selects hybrid platform approach with State Street and BlackRock
Invesco will use both State Street Alpha and BlackRock Aladdin as a hybrid solution for investment platform needs.
Invesco enters $1.0B term loan, upsizes credit facility to $2.5B; repurchases $1B preferred stock
Entered $1.0B unsecured term loan ($500M 3-yr, $500M 5-yr); proceeds used to buy back $1.0B of 5.9% Series A preferred stock from MassMutual at 15% premium.
Invesco reports April 2025 AUM of $1.84T, down 0.3% from March; net long-term inflows of $1.3B
Preliminary AUM of $1,840.0B, a 0.3% decrease from $1,844.8B in March 2025.
Invesco Q1 2025 diluted EPS $0.38 GAAP, $0.44 adjusted; net long-term inflows $17.6B
Net long-term inflows of $17.6B driven by ETFs/Index ($16.3B) and Fundamental Fixed Income ($8.0B).
Invesco to repurchase $1B preferred stock at 15% premium; forms Barings partnership
Repurchase of $1B of 5.9% Series A Preferred from MassMutual at 15% premium; funded by debt, close expected May 2025.
Invesco reports March AUM of $1,844.8B, down 2.3% MoM; net long-term inflows of $6.5B
March 31 AUM $1,844.8B, down from $1,888.6B at Feb 28; market returns reduced AUM by $60B.
Invesco reports Feb 2025 AUM of $1,888.6B, down 0.7% MoM; net long-term inflows of $6.0B
AUM $1,888.6B, down 0.7% from Jan 2025; market returns decreased AUM by $20B, FX added $2B.
Invesco reports Jan 2025 AUM of $1,902.8B, up 3.1%; net long-term inflows of $5.1B
AUM of $1,902.8B as of Jan 31, 2025, increased 3.1% from Dec 31, 2024 ($1,846.0B).
Invesco Q4 adjusted EPS $0.52, AUM $1.85T, net long-term inflows $25.6B
Q4 GAAP EPS $0.46; adjusted EPS $0.52; operating revenue $1.593B (+5.1% QoQ, +12.7% YoY).
Invesco reports preliminary December 2024 AUM of $1,846.0B, net long-term inflows of $12.6B
Month-end AUM of $1,846.0 billion, a decrease of 0.6% from November 30, 2024
Invesco reports November AUM of $1,856.5B, up 4.8% MoM with $11.0B net long-term inflows
Total AUM $1,856.5 billion as of Nov 30, 2024, up 4.8% from October 31, 2024.
Invesco reports preliminary October AUM of $1,772B, down 1.3% MoM; net long-term inflows of $2B
AUM $1,772.0B, down 1.3% from September 30, 2024 ($1,795.6B).
Invesco Q3 adjusted EPS $0.44; record $1.8T AUM; $16.5B net inflows
GAAP diluted EPS $0.12; adjusted diluted EPS $0.44 vs $0.35 YoY, up 25.7%.
Invesco reports record AUM of $1,795.6B, up 2.5% MoM with $3.3B net long-term inflows
Preliminary AUM of $1,795.6B, up 2.5% from $1,751.8B at Aug 31.
Invesco reports August AUM of $1,751.8B, up 1.1% MoM; net long-term inflows of $2.4B
August AUM $1,751.8B, up from $1,732.0B in July; favorable markets added $16B, FX added $7.3B.
Invesco July AUM $1,732B, up 0.9% MoM; long-term inflows $10.8B
AUM $1,732.0B at July 31, up 0.9% from June; market returns added $9B, FX added $4.9B.
Invesco Q2 adjusted EPS $0.43 (+38.7% YoY); record AUM $1.7T; net long-term inflows $16.7B
Adjusted diluted EPS $0.43 vs $0.31 a year ago; GAAP diluted EPS $0.29 flat YoY.
Preliminary AUM of $1,715.8B as of June 30, 2024, up 1.7% from May 31 ($1,687.7B).
Invesco reports May AUM of $1.69T, up 3.8% MoM with $5.2B net long-term inflows
AUM $1,687.7B at May 31, up 3.8% vs April; favorable markets added $42B, FX added $2.3B.
Invesco shareholders approve 2016 equity plan amendment, increasing authorized shares to 21.2M
Shareholders approved amending the 2016 Global Equity Incentive Plan, authorizing 21.2M shares for issuance as of July 1, 2024.
Invesco reports April AUM of $1,625.2B, down 2.3% MoM; net long-term inflows of $5.0B
Preliminary AUM $1,625.2B at April 30, 2024, down 2.3% from $1,662.7B at March 31.
Invesco Q1 EPS $0.31 ($0.33 adj), AUM up 4.9% to $1.66T, dividend raised to $0.205
GAAP diluted EPS $0.31, down from $0.32 YoY; adjusted diluted EPS $0.33 vs $0.38 YoY.
Invesco reports March AUM of $1,662.7B, up 2% MoM, with $2.8B net long-term inflows
Net long-term inflows of $2.8B; money market net outflows of $1.5B.
Invesco Feb AUM $1,630.9B, +3% MoM; net long-term inflows $1.8B
Preliminary AUM of $1,630.9B at Feb 29, up 3.0% vs Jan 31 ($1,583.9B).
Invesco reports Jan 2024 AUM of $1,583.9B, down 0.1% MoM; net long-term inflows of $1.7B
Preliminary AUM of $1,583.9B vs Dec 31, 2023 AUM of $1,585.3B, a decrease of 0.1%.
Invesco Q4 GAAP EPS $(1.64) on $1.2B impairment; adj. EPS $0.47, net long-term inflows $6.7B
GAAP diluted EPS $(1.64) vs $0.29 in Q3; includes $1.2B non-cash intangible impairment ($2.10/share hit).
Invesco prelim Dec AUM $1,585.3B, up 2.8%; net long-term inflows $5.1B
Preliminary AUM of $1,585.3B at Dec 31, 2023, up 2.8% from Nov 30.
Invesco reports November AUM of $1.54 trillion, up 6.3% MoM; net long-term inflows of $1.7B
AUM $1,542.1B (+6.3% vs Oct); market returns added $75B, FX added $6.7B.
Invesco reports Oct 2023 AUM of $1,450.5B, down 2.5% MoM on market headwinds
Preliminary AUM $1,450.5B, down 2.5% vs Sept 30; net long-term outflows of $0.1B.
Mr. C. Robert Henrikson retired from the Board of Directors of Invesco Ltd. (the "Company") as of May 25, 2023 due to reaching the Company's mandatory retirement age for directors.
appointed Ms. Elizabeth S. Johnson as a Director effective as of February 15, 2023
and Mr. Thomas P. Gibbons as a Director effective as of April 24, 2023
Gregory McGreevey has decided to retire from the Company effective October 1, 2023 and will step down as Senior Managing Director, Investments effective immediately.
Andrew R. Schlossberg will succeed Mr. Flanagan as President and CEO of the Company and a member of the Board of Directors effective June 30, 2023.
Martin L. Flanagan has decided to retire as President and CEO of the Company effective June 30, 2023. Mr. Flanagan will continue to have a role with the Company, serving as Chairman Emeritus for the Company commencing June 30, 2023.
Gregory McGreevey has decided to retire from the Company effective October 1, 2023 and will step down as Senior Managing Director, Investments effective immediately.
On February 1, 2022, Invesco Ltd. (the “Company”) announced that Nelson Peltz, Chief Executive Officer and Founding Partner for Trian Fund Management, and Ed Garden, Chief Investment Officer and Founding Partner for Trian, have informed the Company that they will resign from the Board of Directors effective immediately.
On February 1, 2022, Invesco Ltd. (the “Company”) announced that Nelson Peltz, Chief Executive Officer and Founding Partner for Trian Fund Management, and Ed Garden, Chief Investment Officer and Founding Partner for Trian, have informed the Company that they will resign from the Board of Directors effective immediately.
Terry Vacheron, age 58, will assume the role of Chief Accounting Officer of the Company, including responsibility for global tax, effective March 15, 2022.
On September 30, 2021, Invesco Ltd. (the “Company”) announced that Annette Lege will end her employment with the Company effective April 1, 2022, to pursue other opportunities.
On September 7, 2021, Invesco Ltd. (the “Company”) increased the size of its Board of Directors (the “Board”) from twelve to thirteen directors and appointed Mr. Christopher C. Womack as a Director effective as of October 13, 2021.
Max materiality 0.85 · Median 0.55 · Most common event other_material