Invesco Ltd Stock Price, News & Analysis

Invesco (NYSE: IVZ) reported preliminary total assets under management of $2,124.8 billion as of September 30, 2025, a 3.0% increase versus the prior month-end. The firm recorded $11.9 billion of net long-term inflows in September, with $1.1 billion in non-management fee earning net inflows and $2.0 billion of money market net outflows.

Market returns added $49.0 billion to AUM while FX reduced AUM by $0.3 billion; reinvested distributions contributed $1.0 billion. Preliminary average total AUM for the quarter through September 30 was $2,060.4 billion and preliminary average active AUM was $1,102.5 billion. Segment AUM included $605.7 billion in ETFs & Index Strategies and $385.8 billion in QQQ on September 30, 2025.

Invesco (NYSE: IVZ) completed the first initiative of its strategic partnership with Barings on Oct. 7, 2025, launching the jointly managed Invesco Dynamic Credit Opportunity Fund, a closed-end interval fund focused on private corporate credit.

Invesco's private markets business totals $131 billion. Barings' parent MassMutual intends to back the partnership with $650 million of support, including an intended $150 million investment in the new fund. Invesco will co-manage the fund with Barings and maintain execution authority under CIO Scott Baskind, with Barings portfolio managers Matthew Freund and Michael Searles joining the team.

Invesco (NYSE:IVZ) has scheduled its third quarter 2025 earnings release for Tuesday, October 28, 2025. The company will publish its earnings release and presentation materials on its investor relations website at approximately 7:00 AM ET.

A conference call to discuss the results will be held at 9:00 AM ET the same day, with both live audio webcast and replay available through the company's website. The audio replay will remain accessible until November 13, 2025.

Invesco Mortgage Capital (NYSE:IVR) has declared a quarterly cash dividend of $0.34 per share for the third quarter of 2025. The dividend will be distributed on October 24, 2025 to shareholders of record as of October 6, 2025. The ex-dividend date is set for October 6, 2025.

Invesco Mortgage Capital (NYSE: IVR) announced significant changes to its Board leadership. Board Chair John Day will retire on December 31, 2025, after serving since 2009. Don Liu, current Chair of the Nomination and Corporate Governance Committee, will become the new Board Chair on November 4, 2025.

Additional changes include Wes McMullan becoming Chair of the Nomination and Corporate Governance Committee, Robert Fleshman taking over as Audit Committee Chair, and the planned departures of Carolyn Handlon and Carolyn Gibbs. The Board plans to search for new independent and executive directors to fill the upcoming vacancies.

Invesco (NYSE: IVZ) reported preliminary assets under management (AUM) of $2,063.6 billion for August 31, 2025, marking a 1.9% increase from the previous month. The growth was driven by $11.1 billion in net long-term inflows, $27 billion in favorable market returns, and $6.1 billion in positive FX impact.

The firm experienced $1.9 billion in non-management fee earning net inflows, while money market funds saw net outflows of $7.4 billion. Preliminary average total AUM for the quarter through August stood at $2,039.5 billion, with average active AUM at $1,097.4 billion.

Invesco (NYSE:IVZ) announced that its top executives will participate in an upcoming industry event. President and CEO Andrew Schlossberg and CFO Allison Dukes will engage in a fireside chat at the Barclays Global Financial Services Conference on September 9, 2025, at 7:30 a.m. ET.

The presentation will be accessible through a live audio webcast on Invesco's Investor Relations website, with a replay available after the event for those unable to attend the live session.

Carlyle (NASDAQ: CG) has agreed to acquire intelliflo from Invesco (NYSE: IVZ) for up to $200 million. The deal includes a $135 million payment at closing and potential future earn-outs of up to $65 million.

intelliflo is a leading cloud-based practice management software provider serving over 30,000 professionals at 2,600 advisory firms, managing approximately £450 billion in client assets. The transaction includes intelliflo's US subsidiaries, which will be established as a standalone business called RedBlack.

The acquisition will be funded by Carlyle Europe Technology Partners V, a €3 billion fund. The deal is expected to close in Q4 2025, subject to closing conditions. The separation will allow both intelliflo and RedBlack to focus on their respective markets - UK/Australia and US respectively.

Invesco (NYSE: IVZ) reported preliminary assets under management (AUM) of $2,024.5 billion for July 31, 2025, marking a 1.2% increase from the previous month. The growth was driven by positive market returns adding $22 billion, partially offset by FX impacts decreasing AUM by $8.5 billion.

The firm achieved net long-term inflows of $5.8 billion and money market net inflows of $4.0 billion, while experiencing non-management fee earning net outflows of $0.4 billion. Preliminary average total AUM for the quarter through July stood at $2,029.0 billion, with average active AUM at $1,095.9 billion.