Welcome to our dedicated page for Invesco SEC filings (Ticker: IVZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Invesco Ltd. (IVZ) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Invesco uses current reports on Form 8-K to communicate material events, including preliminary monthly assets under management, quarterly financial results, and significant agreements such as capital transactions with major shareholders.
Recent Form 8-K filings show Invesco announcing preliminary assets under management for specific month-end dates, along with details on long-term flows, non-management fee earning flows and money market flows. Other 8-Ks reference the release of quarterly financial results and the filing of related press releases as exhibits. In addition, Invesco filed an 8-K describing a Preferred Share Repurchase Agreement with Massachusetts Mutual Life Insurance Company for a portion of its outstanding preference shares, illustrating how the firm reports capital management actions.
Invesco’s SEC record also includes a Form 25 filed by the New York Stock Exchange relating to the removal from listing and registration of a class of Invesco’s 3.750% Senior Notes due 2026. This type of filing documents changes in the listing status of specific debt securities. Together, these filings provide insight into Invesco’s financing activities, shareholder arrangements and ongoing disclosure practices.
On Stock Titan, investors can review these filings alongside AI-powered summaries that explain key points in plain language. As new 8-Ks, 10-Qs, 10-Ks, proxy statements and Form 4 insider transaction reports are posted to EDGAR, the platform can surface them quickly and highlight items such as assets under management updates, earnings disclosures, capital structure changes and governance information relevant to IVZ.
Invesco Ltd. reported higher Q1 2026 results, supported by strong asset growth and net inflows. Operating revenues rose to $1,744.5 million from $1,529.2 million, while operating income increased to $333.2 million. Net income attributable to Invesco grew to $230.4 million, and diluted EPS reached $0.51.
Adjusted metrics also improved, with adjusted net income of $260.8 million and adjusted diluted EPS of $0.57. Average assets under management were $2,218.9 billion, up from $1,880.8 billion, helped by $21.8 billion of net long-term inflows and $11.5 billion into money market funds. The company redeemed $500 million of senior notes, repurchased $40 million of stock, and the Board approved a quarterly dividend increase to $0.215 per common share and a new $1.0 billion share repurchase authorization.
Invesco Real Estate Income Trust Inc. reported insider transactions involving its external adviser, Invesco Advisers, Inc. (IAI), an indirect wholly owned subsidiary of Invesco Ltd. The filing shows IAI disposed of 5,778.639 shares of Class E Common Stock in a disposition to the issuer on April 30, 2026, at $28.2659 per share, leaving 142,368.089 shares held directly. On May 1, 2026, IAI acquired 13,478.513 shares of Class E Common Stock as payment of its management fee at $28.2659 per share, increasing its direct holdings to 155,846.602 shares. These are compensation-related and issuer disposition transactions by an affiliated advisory entity, not open-market buying or selling.
Invesco Ltd reported that Vanguard Capital Management beneficially owned 31,740,914 shares of common stock, representing 7.15% of the class. The filing states Vanguard has sole voting power for 3,775,851 shares and sole dispositive power for 31,740,914 shares. The Schedule 13G is signed by Ashley Grim on 04/30/2026.
Invesco Ltd. reported solid first quarter 2026 results, with diluted EPS of $0.51 and adjusted diluted EPS of $0.57. Operating revenues rose to $1,744.5m, up 14.1% from Q1 2025, and operating income reached $333.2m with a 19.1% operating margin.
The firm generated $21.8b of net long‑term inflows, its 11th consecutive quarter of positive organic growth, and ended the period with $2.2t in AUM. Adjusted operating margin improved to 34.5%, while adjusted net income grew 30.1% year over year to $260.8m. Invesco redeemed $500m of maturing senior notes, repurchased $40m of common shares, and increased its quarterly common dividend to $0.215 per share.
Invesco Ltd. reported preliminary assets under management of $2,159.5 billion as of March 31, 2026, a 4.4% decrease from the prior month-end. The firm recorded net long-term inflows of $0.3 billion and money market net outflows of $1.8 billion for the month.
AUM declined mainly due to unfavorable market returns, which reduced assets by $91 billion, and FX movements, which cut a further $7.0 billion, partly offset by $0.9 billion of reinvested distributions. Preliminary average total AUM for the quarter through March 31 was $2,218.9 billion, and preliminary average active AUM was $1,146.2 billion.
Invesco Ltd. is asking shareholders to elect 11 directors, approve executive pay on an advisory basis, ratify PricewaterhouseCoopers as auditor for 2026, and amend its Bye-Laws to allow shareholders to remove directors with or without cause. The 2026 annual meeting will be held virtually on May 21, 2026, for holders of record on March 16, 2026.
Management highlights 2025 as a strong year, with assets under management reaching $2.2 trillion and net revenues of $4,658 million, up six percent. Adjusted operating income rose 14 percent, adjusted diluted EPS increased 19 percent, and net long-term inflows of $81.2 billion drove six percent organic growth. The company repurchased $1.5 billion of Series A preferred stock and converted more than $400 billion of QQQ assets into long-term revenue-earning AUM. CEO total compensation for 2025 was $18.5 million, with incentives at 129 percent of target, and director equity and ownership requirements were increased to further align with shareholders.
Invesco Advisers, Inc., a wholly owned indirect subsidiary of Invesco Ltd., reported routine Class E Common Stock movements in Invesco Real Estate Income Trust Inc.. On April 1, it acquired 11,257.143 shares at $28.164 per share as payment of its management fee.
On March 31, the issuer repurchased 5,778.639 shares from Invesco Advisers in a disposition to the issuer. After these compensation- and repurchase-related transactions, Invesco Advisers directly holds 148,146.728 shares of Class E Common Stock, with no derivative positions disclosed.
The Vanguard Group amended its Schedule 13G/A to report 0 shares of Invesco Ltd common stock. The filing states The Vanguard Group completed an internal realignment on January 12, 2026 and, in reliance on SEC Release No. 34-39538, certain subsidiaries or business divisions will report beneficial ownership separately. The filing lists Amount beneficially owned: 0 and Percent of class: 0%. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Invesco Ltd.'s Senior Managing Director and Chief Human Resources Officer, Alan Leonard Smith, reported routine equity compensation activity. On March 13, 2026, he exercised 8,641 Restricted Stock Units, converting them into the same number of common shares. The filing also records an acquisition of 8,641 common shares at a price of $0.00 per share, reflecting a grant or award rather than a market purchase. To cover tax obligations, 3,849 common shares were withheld at $23.00 per share, a non‑market disposition. After these transactions, he directly holds 14,489 common shares. Footnotes note that each Restricted Stock Unit represents a contingent right to receive one common share and that such units vest in four equal annual installments.