Recent Updates — IVZ
Invesco Ltd. reported third-quarter results ending September 30, 2026, with diluted earnings per share of $0.65 and adjusted diluted EPS of $0.72. The asset manager generated $35.1 billion in net long-term inflows, driven by ETFs and index products, bringing total assets under management to $2.5 trillion. Operating revenue increased 2.6% year-over-year to $1.87 billion, while operating expenses declined slightly compared to the prior quarter. The company also announced a quarterly cash dividend of $0.215 per common share, payable on December 2, 2026, to shareholders of record as of November 13, 2026. Invesco Ltd. is a global asset management firm providing investment solutions across public and private markets.
Invesco Ltd. borrowed $1.5 billion via an unsecured five-year term loan from a syndicate led by Bank of America to finance the immediate repurchase of $1.5 billion in aggregate liquidation preference of its 5.9% Fixed Rate Non-Cumulative Perpetual Series A Preference Shares held by Massachusetts Mutual Life Insurance Company (MassMutual). The company paid MassMutual a premium of 12.5% on the $1,000 per share liquidation value. Following the transaction, MassMutual retains $1 billion in preferred stock and continues to hold approximately 18.5% of Invesco's common shares. The term loan bears interest at Term SOFR plus a margin of 1.350% or a base rate plus 0.350%, with amortization payments of 2.5% per quarter starting in the third year and full repayment due October 26, 2031. Invesco Ltd. is a global investment management firm.
Invesco Ltd. announced preliminary assets under management (AUM) of $2,537.8 billion for the month ended September 30, 2026, representing a decrease of 0.9% from the previous month-end. The firm experienced net long-term outflows of $1.1 billion and money market net outflows of $5.7 billion during the period. AUM was negatively impacted by unfavorable market returns which decreased assets by $16 billion, while foreign exchange movements reduced AUM by $2.7 billion, partially offset by reinvested distributions of $0.9 billion. Preliminary average total AUM for the quarter through September 30 was $2,510.2 billion, and preliminary average active AUM was $1,246.0 billion. Invesco Ltd. is a leading global asset management firm serving clients in more than 120 countries.
Invesco Ltd. announced preliminary month-end assets under management (AUM) of $2,537.8 billion for September 30, 2026, representing a 0.9% decrease from the prior month. The decline was driven by unfavorable market returns that reduced AUM by $16 billion and foreign exchange movements that decreased it by $2.7 billion. These losses were partially offset by reinvested distributions of $0.9 billion. The firm recorded net long-term outflows of $1.1 billion and money market net outflows of $5.7 billion. Preliminary average total AUM for the quarter was $2,510.2 billion, with preliminary average active AUM at $1,246.0 billion. Invesco Ltd. is a leading global asset management firm providing investment solutions across public and private markets.
Invesco Ltd. announced on August 31, 2026, that Andrew Lo will retire from his position as Senior Managing Director and Head of Asia Pacific effective March 31, 2027. Following a transition period in the first quarter of 2027, Marty Franc, currently CEO for Australia, Greater China, and Southeast Asia, will succeed Lo. Upon retirement, Lo will serve as Chairman Emeritus for Asia Pacific, providing strategic counsel and representing Invesco on the boards of its joint ventures in China and India. These regions are described as significant contributors to the firm's overall success. Invesco Ltd. is a global asset management firm managing approximately US$2.5 trillion in assets.