Source-grounded facts extracted from Invesco Ltd.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Invesco Ltd. shareholders approved Approval of the amendment of the Company’s Fourth Amended and Restated Bye-Laws to allow shareholders to remove a director with or without cause at the 2026-05-21 meeting.
“The proposal was approved by shareholders. The total number of broker non-votes was 41,396,921.”
Invesco Ltd. shareholders approved Appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026 at the 2026-05-21 meeting.
“The proposal was approved by shareholders. There were no broker non-votes.”
Invesco Ltd. shareholders approved Advisory vote on executive compensation at the 2026-05-21 meeting.
“The Company’s shareholders approved, on an advisory, non-binding basis, the compensation paid to the Company’s named executive officers. The total number of broker non-votes was 41,396,921.”
Invesco Ltd. shareholders approved Election of eleven members of the Board of Directors at the 2026-05-21 meeting.
“All the nominees for director were elected. With respect to each nominee, the total number of broker non-votes was 41,396,921. The table below sets forth the voting results for each director.”
Invesco Ltd. reported financial results for the three months ended March 31, 2026.
“On April 28, 2026, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended March 31, 2026.”
Invesco Ltd. entered into Preferred Share Repurchase Agreement with Massachusetts Mutual Life Insurance Company valued at $500 million (effective 2025-12-08).
“On December 8, 2025, Invesco Ltd. (the “Company”) and Massachusetts Mutual Life Insurance Company (“MassMutual”) entered into a Preferred Share Repurchase Agreement for the repurchase of $500 million of the Company’s outstanding 5.9% Fixed Rate Non-Cumulative Perpetual Series A Preference Shares (the “Preferred Shares”) held by MassMutual at a 18% premium to their liquidation preference per share.”
Invesco Ltd. incurred term loan of $1.0 billion Credit Agreement, $500 million 3-year term loan and a $500 million 5-year term loan with Bank of America, N.A., as administrative agent, and a syndicate of banks, financial institutions and other institutional lenders at (i) Term SOFR plus a SOFR related credit spread adjustment of 10 basis points pl maturing 3-Year Term Loan matures May 16, 2028; 5-Year Term Loan matures May 16, 2030.
“On May 16, 2025 (the “ Closing Date ”), Invesco Ltd. (the “ Company ”) and its indirect subsidiary, Invesco Finance, Inc. (the “ Term Loan Borrower ”), entered into an unsecured $1.0 billion Credit Agreement (the “ Term Loan Agreement ”) with a syndicate of banks, financial institutions and other institutional lenders named therein, including Bank of America, N.A., as administrative agent. The Term Loan Agreement includes a $500 million 3-year term loan (the “ 3-Year Term Loan ”) and a $500 million 5-year term loan (the “ 5-Year Term Loan ”, and, together with the 3-Year Term Loan, collectively, the “ Term Loans ”), and are denominated in U.S. dollars.”
Invesco Ltd. reported the three months ended March 31, 2024 results: revenue $1,475.3 m, net income $141.5 m, EPS $0.31.
“and non-management fee earning AUM. First Quarter Highlights: Financial Results Q1-24 Q4-23 Q1-24 vs. Q4-23 Q1-23 Q1-24 vs. Q1-23 U.S. GAAP Financial Measures Operating revenues $1,475.3 m $1,413.4 m 4.4 % $1,418.2 m 4.0 % Operating income/(loss) $213.1 m ($1,075.8 m) N/A $209.5 m 1.7 % Operating margin 14.4 % (76.1) % 14.8 % Net income/(loss) attributable to”
Invesco Ltd. reported financial results for fiscal quarter ended December 31, 2023.
“On January 23, 2024, Invesco Ltd. (the "registrant") issued a press release announcing its financial results for the fiscal quarter ended December 31, 2023.”
Invesco Ltd. reported financial results for the three months ended September 30, 2023.
“On October 24, 2023, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended September 30, 2023.”
Invesco Ltd. reported the fiscal quarter ended June 30, 2023 results: revenue $1,442.8 m, net income $132.2 m, EPS $0.29.
“non-management fee earning AUM. Second Quarter Highlights: Financial Results Q2-23 Q1-23 Q2-23 vs. Q1-23 Q2-22 Q2-23 vs. Q2-22 U.S. GAAP Financial Measures Operating revenues $1,442.8 m $1,418.2 m 1.7 % $1,530.4 m (5.7) % Operating income $203.8 m $209.5 m (2.7) % $344.7 m (40.9) % Operating margin 14.1 % 14.8 % 22.5 % Net income attributable to Invesco Ltd.”
Invesco Ltd. shareholders approved Appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023 at the 2023-05-25 meeting.
“Appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023. The proposal was approved by the shareholders, and the voting results were as follows. There were no broker non-votes. Votes Cast “For” Votes Cast “Against” Abstentions 402,649,493 1,619,537 567,143”
Invesco Ltd. shareholders approved Approval of the amendment and restatement of the Bye-Laws to eliminate certain super majority voting requirements at the 2023-05-25 meeting.
“Approval of the amendment and restatement of the Bye-Laws to eliminate certain super majority voting requirements . The proposal was approved by shareholders. The total number of broker non-votes was 36,651,275. The table below sets forth the voting results. Votes Cast “For” Votes Cast “Against” Abstentions 366,146,198 1,522,604 516,096”
Invesco Ltd. shareholders approved Advisory vote on frequency of holding future advisory votes on executive compensation at the 2023-05-25 meeting.
“Advisory vote on frequency of holding future advisory votes on executive compensation. The Company’s shareholders selected one year, on an advisory, non-binding basis, as the frequency of the advisory vote on the compensation paid to the Company’s named executive officers. The total number of broker non-votes was 36,651,275. The table below sets forth the voting results. Votes Cast “One-Year” Votes Cast “Two-Years” Votes Cast “Three-Years” Abstentions 352,861,026 193,450 14,653,879 476,543”
Invesco Ltd. shareholders approved Advisory vote on executive compensation at the 2023-05-25 meeting.
“Advisory vote on executive compensation. The Company’s shareholders approved, on an advisory, non-binding basis, the compensation paid to the Company’s named executive officers. The total number of broker non-votes was 36,651,275. The table below sets forth the voting results. Votes Cast “For” Votes Cast “Against” Abstentions 348,387,480 18,968,381 829,037”
Invesco Ltd. shareholders approved Election of twelve members of the Board of Directors at the 2023-05-25 meeting.
“Election of Board of Directors. All the nominees for director were elected. With respect to each nominee, the total number of broker non-votes was 36,651,275. The table below sets forth the voting results for each director. Name of Nominee Votes Cast “For” Votes Cast “Against” Abstentions”
C. Robert Henrikson retired as Director at Invesco Ltd..
“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.”
Invesco Ltd. reported the fiscal quarter ended March 31, 2023 results: revenue $1,418.2 m, net income $145.0 m, EPS $0.32.
“and non-management fee earning AUM. First Quarter Highlights: Financial Results Q1-23 Q4-22 Q1-23 vs. Q4-22 Q1-22 Q1-23 vs. Q1-22 U.S. GAAP Financial Measures Operating revenues $1,418.2 m $1,443.4 m (1.7) % $1,629.4 m (13.0) % Operating income $209.5 m $245.1 m (14.5) % $377.7 m (44.5) % Operating margin 14.8 % 17.0 % 23.2 % Net income attributable to Invesco”
Thomas P. Gibbons was appointed as Director at Invesco Ltd..
“and Mr. Thomas P. Gibbons as a Director effective as of April 24, 2023”
Elizabeth S. Johnson was appointed as Director at Invesco Ltd..
“appointed Ms. Elizabeth S. Johnson as a Director effective as of February 15, 2023”
Gregory McGreevey retired as Senior Managing Director, Investments at Invesco Ltd..
“Gregory McGreevey has decided to retire from the Company effective October 1, 2023 and will step down as Senior Managing Director, Investments effective immediately.”
Gregory McGreevey changed role as Senior Managing Director, Investments at Invesco Ltd..
“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 was appointed as President and CEO at Invesco Ltd..
“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 retired as Chairman Emeritus at Invesco Ltd..
“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.”
Invesco Ltd. reported year ended December 31, 2022 results: revenue $6,048.9 m, net income $683.9 m, EPS $1.49.
“U.S. GAAP Financial Measures Operating revenues $6,048.9 m $6,894.5 m (12.3) % Operating income $1,317.7 m $1,788.2 m (26.3) % Operating margin 21.8 % 25.9 % Net income attributable to Invesco Ltd. $683.9 m $1,393.0 m (50.9) % Diluted EPS $1.49 $2.99 (50.2) %”
Invesco Ltd. reported three months ended December 31, 2022 results: revenue $1,443.4 m, net income $187.8 m, EPS $0.41.
“U.S. GAAP Financial Measures Operating revenues $1,443.4 m $1,445.7 m (0.2) % $1,763.4 m (18.1) % Operating income $245.1 m $350.2 m (30.0) % $509.2 m (51.9) % Operating margin 17.0 % 24.2 % 28.9 % Net income attributable to Invesco Ltd. $187.8 m $177.4 m 5.9 % $426.8 m (56.0) % Diluted EPS $0.41 $0.39 5.1 % $0.92 (55.4) %”
Ed Garden resigned as Director at Invesco Ltd..
“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.”
Nelson Peltz resigned as Director at Invesco Ltd..
“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 was appointed as Chief Accounting Officer at Invesco Ltd..
“Terry Vacheron, age 58, will assume the role of Chief Accounting Officer of the Company, including responsibility for global tax, effective March 15, 2022.”
Annette Lege resigned as Chief Accounting Officer at Invesco Ltd..
“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.”
Christopher C. Womack was appointed as Director at Invesco Ltd..
“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.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.