Welcome to our dedicated page for Invesco news (Ticker: IVZ), a resource for investors and traders seeking the latest updates and insights on Invesco stock.
Invesco Ltd. (IVZ), a leading global investment management firm, provides this centralized hub for all official news and financial disclosures. Track the latest developments through press releases, earnings reports, and strategic announcements from the $1.5 trillion AUM manager.
This resource offers investors and professionals immediate access to critical updates including quarterly results, product launches, leadership changes, and regulatory filings. All content is sourced directly from Invesco’s communications to ensure accuracy and timeliness.
Key categories include earnings announcements, fund performance updates, corporate governance changes, and market commentary. Bookmark this page to monitor Invesco’s active/passive strategy developments, ETF innovations, and global expansion efforts.
Invesco (NYSE: IVZ) has announced a significant financial restructuring and strategic partnership deal. The company will repurchase $1 billion of its $4 billion Series A Preferred Stock from MassMutual, with potential future repurchases of the remaining $3 billion. The all-cash transaction, funded through debt financing, is set to close in May 2025 and is expected to be earnings accretive.
The company also increased its quarterly dividend from $0.205 to $0.210 per common share. Additionally, Invesco formed a new strategic product and distribution partnership with Barings, MassMutual's $442 billion asset management subsidiary, focusing on private markets capabilities in U.S. Wealth channels. MassMutual will support this initiative with $650 million in initial funding to accelerate growth.
MassMutual maintains an 18.2% ownership of Invesco's common shares and continues as a strategic partner with previous commitments exceeding $3 billion and approximately $9 billion of Invesco managed assets through various platforms.
Invesco (NYSE: IVZ) reported strong Q1 2025 financial results with diluted EPS of $0.38 and adjusted EPS of $0.44. The company achieved $17.6 billion in net long-term inflows, primarily driven by ETFs, Index, and Fixed Income. Key highlights include:
- $1.8 trillion in ending Assets Under Management (AUM)
- 18.1% operating margin; 31.5% adjusted operating margin
- Increased quarterly dividend to $0.21 per share
- Repurchased 1.5 million shares for $25 million
The company announced a $1 billion repurchase of Series A Preferred Stock from MassMutual, expected in May. Additionally, Invesco formed a strategic partnership with Barings for U.S. Wealth channels, supported by a $650 million initial investment from MassMutual. Operating revenues reached $1,529.2 million, with net income of $171.1 million.
Invesco (NYSE: IVZ) reported preliminary assets under management (AUM) of $1,844.8 billion as of March 31, 2025, marking a 2.3% decrease from the previous month. The company experienced net long-term inflows of $6.5 billion and money market net inflows of $5.8 billion, while facing non-management fee earning net outflows of $1.7 billion.
Market performance negatively impacted AUM by $60 billion, though FX and reinvested distributions provided a positive offset of $5.2 billion. The preliminary average total AUM for the quarter was $1,880.8 billion, with average active AUM at $1,043.1 billion.
By segment, ETFs & Index Strategies stood at $490.0 billion, Fundamental Fixed Income at $294.1 billion, and QQQ at $297.2 billion, showing various changes from the previous month's figures.
Invesco (NYSE: IVZ) has scheduled the release of its first quarter 2025 results for Tuesday, April 22, 2025. The earnings release and presentation materials will be available on the company's 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 accessible through the corporate website. The audio replay will remain available until May 8, 2025.
Invesco Mortgage Capital (NYSE: IVR) has declared a quarterly cash dividend of $0.34 per share for Q1 2025. The dividend will be paid on April 25, 2025, to stockholders of record as of April 7, 2025, with an ex-dividend date of April 7, 2025.
CEO John Anzalone stated that despite market volatility, the company has reduced its dividend to maintain sustainability and competitiveness while preserving book value and improving capital structure. He emphasized that their diversified portfolio of agency residential and commercial mortgage-backed securities continues to provide robust earnings potential while effectively managing market risk.
Invesco Advisers (NYSE: IVZ) announced the immediate termination of Managed Distribution Plans for two funds: Invesco High Income Trust II (NYSE: VLT) and Invesco Senior Income Trust (NYSE: VVR). The VLT Plan previously provided fixed monthly distributions based on an 8.5% distribution rate of the closing market price as of August 1, 2018, while VVR paid $0.0380 per share monthly.
The Plans were designed to provide consistent periodic cash payments to shareholders, utilizing long-term capital gains and/or return of capital when investment income was insufficient. The Board's decision to terminate the Plans could adversely affect the funds' market prices. Future distributions will be declared alongside other Invesco closed-end funds.
Invesco (IVZ) has announced the launch of the Invesco QQQ 15 Index, which will be available through the Eagle Select Focus FIA. The new index incorporates equity exposure focused on the Invesco QQQ, targeting a volatility of 15% and aiming to deliver strong risk-adjusted returns.
The index leverages the Invesco QQQ, which marked its 25th anniversary in 2024. It employs a responsive methodology to adjust index exposure daily, using only cash to manage volatility while avoiding interest duration exposure. The 15% volatility target is designed to maintain high equity exposure and stable crediting over time.
The index will be integrated into Eagle Life's Select Focus series fixed index annuities, with Eagle Life receiving dedicated support from Invesco for marketing and distribution efforts. This launch represents an expansion of the collaboration between Invesco and Eagle Life, offering customers access to customizable indexes based on Invesco's high-profile products.
Invesco (NYSE: IVZ) reported its February 2025 assets under management (AUM), showing a 0.7% decrease to $1,888.6 billion compared to the previous month. The company experienced $6.0 billion in net long-term inflows and $4.4 billion in non-management fee earning net inflows. However, this was offset by $7.1 billion in money market net outflows.
Market performance negatively impacted AUM by $20 billion, while foreign exchange movements provided a positive impact of $2.0 billion. The preliminary average total AUM for the quarter through February stood at $1,888.4 billion, with preliminary average active AUM at $1,043.6 billion.
Invesco Real Estate, managing $88 billion in global real estate investments, has achieved significant lending momentum in 2024, securing $3 billion in loan commitments across 45 unique loans in North America and Europe. The platform demonstrated particular focus on multifamily and industrial sectors, which comprised 96% of transactions.
The company closed $1 billion in loan commitments in Q4 2024 alone, spanning 15 floating rate senior loans in North America and one whole loan facility in Europe. Since launching its real estate credit platform in 2017, Invesco Real Estate has committed $18 billion across 252+ transactions. The 2024 performance marked a 215% year-over-year increase in investment activity, with loan origination volume growing for four consecutive quarters.
Key transactions included a €272.0M floating-rate senior loan for logistics warehouses in Europe, a $260.5M industrial credit facility in the US, and multiple significant investments in industrial and multifamily properties across strategic locations.
Invesco has announced dividend declarations for its closed-end funds. The company will provide detailed tax information for these distributions in Form 1099-DIV for the calendar year 2025. Shareholders will receive a Section 19 Notice when distributions include sources other than net investment income, in compliance with the Investment Company Act of 1940.
The notice will be available on Invesco's website and is provided for informational purposes only, not for tax reporting. The company emphasizes that dividend amounts may vary over time, and past distributions do not guarantee future payments. Investors are reminded that investments in these funds carry risk, including potential loss of capital.
