Earnings summaries and quarterly performance for Invesco.
Executive leadership at Invesco.
AR
Andrew R. Schlossberg
Detailed
President and Chief Executive Officer
CEO
AL
Alan L. Smith
Detailed
Senior Managing Director and Chief Human Resources Officer
AT
Andrew T.S. Lo
Detailed
Senior Managing Director and Head of Asia Pacific
DJ
Douglas J. Sharp
Detailed
Senior Managing Director and Head of the Americas and EMEA
JH
Jeffrey H. Kupor
Detailed
Senior Managing Director and General Counsel
LA
L. Allison Dukes
Detailed
Senior Managing Director and Chief Financial Officer
SJ
Shannon Johnston
Detailed
Senior Managing Director and Chief Information and Operations Officer
SC
Stephanie C. Butcher
Detailed
Senior Managing Director and Co-Head of Investments
TL
Tony L. Wong
Detailed
Senior Managing Director and Co-Head of Investments
Board of directors at Invesco.
CC
Christopher C. Womack
Detailed
Director
ES
Elizabeth S. Johnson
Detailed
Director
GR
G. Richard Wagoner, Jr.
Detailed
Chair of the Board
PC
Paula C. Tolliver
Detailed
Director
PA
Phoebe A. Wood
Detailed
Director
SE
Sarah E. Beshar
Detailed
Director
SN
Sir Nigel Sheinwald
Detailed
Director
TM
Thomas M. Finke
Detailed
Director
TP
Thomas P. Gibbons
Detailed
Director
WF
William F. Glavin, Jr.
Detailed
Director
Research analysts who have asked questions during Invesco earnings calls.
Alexander Blostein
Goldman Sachs
7 questions for IVZ
Also covers: AB, AMG, AMP +31 more
Brian Bedell
Deutsche Bank
7 questions for IVZ
Also covers: AMG, AMTD, APO +23 more
Patrick Davitt
Autonomous Research
7 questions for IVZ
Also covers: ABL, AMG, APO +10 more
GS
Glenn Schorr
Evercore ISI
6 questions for IVZ
Also covers: APO, BAC, BEN +14 more
KW
Kenneth Worthington
JPMorgan Chase & Co.
6 questions for IVZ
Also covers: APO, ARES, BAM +27 more
Michael Cyprys
Morgan Stanley
6 questions for IVZ
Also covers: AAMI, AMP, AMTD +30 more
Benjamin Budish
Barclays PLC
5 questions for IVZ
Also covers: AB, APO, ARES +24 more
WK
William Katz
TD Cowen
5 questions for IVZ
Also covers: AB, AMG, AMTD +25 more
BH
Brennan Hawken
UBS Group AG
4 questions for IVZ
Also covers: AMP, AMTD, APO +27 more
DF
Daniel Fannon
Jefferies Financial Group Inc.
3 questions for IVZ
Also covers: AB, AMG, AMTD +27 more
Ben Budish
Barclays PLC
2 questions for IVZ
Also covers: AB, APO, ARES +20 more
Craig Siegenthaler
Bank of America
2 questions for IVZ
Also covers: AB, AMP, AMTD +26 more
DF
Dan Fannon
Jefferies & Company Inc.
2 questions for IVZ
Also covers: AB, AMG, AMTD +24 more
BK
Bill Katz
TD Securities
1 question for IVZ
Also covers: AB, AMTD, ARES +8 more
MB
Michael Brown
Wells Fargo Securities
1 question for IVZ
Also covers: APO, ARES, BAM +18 more
Recent press releases and 8-K filings for IVZ.
Invesco reports Q4 2025 results
IVZ
Earnings
Share Buyback
M&A
- Invesco’s assets under management reached a record $2.2 trillion at quarter end, driven by $19 billion in net long-term inflows and $11 billion in market gains.
- Fourth-quarter operating margin improved by 220 bps to 36.4%, with adjusted diluted earnings per share of $0.62.
- Returned capital: repurchased $1.5 billion of preferred stock (including $5 million in December) and $25 million of common shares in Q4.
- Completed strategic transactions, including the sale of Intelliflo and a majority stake in the Indian asset management business to Hinduja Group, and announced a Canadian mutual fund partnership with CI Global Asset Management.
9 hours ago
Invesco reports Q4 2025 results
IVZ
Earnings
Share Buyback
M&A
- Record AUM of $2.2 trillion underpinned by $19 billion in net long-term inflows, driving net revenue of $1.3 billion, adjusted operating margin of 36.4%, and adjusted EPS of $0.62.
- $1.5 billion of preferred stock repurchased and remaining $240 million of term loan repaid in 2025, improving leverage to 2.2× (0.73× ex-preferred).
- Completed strategic actions including the sale of Intelliflo, majority stake JV in India, and Canadian mutual fund partnership with CI GAM; launched hybrid alpha platform onboarding by end-2026.
- Hybrid investment platform incurred $13 million of implementation costs in Q4; expect $25–30 million higher combined costs in 2026 with full rollout by year-end.
- Common share buybacks of $25 million in Q4; targeting $40 million in Q1 and a total payout ratio near 60% for 2026.
10 hours ago
Invesco announces Q4 2025 results
IVZ
Earnings
Share Buyback
New Projects/Investments
- Record AUM of $2.2 trillion at quarter-end, up 18% year-over-year, driven by $19 billion of net long-term inflows in Q4 and $80 billion for full-year 2025 (6% organic growth).
- Net revenue of $1.3 billion in Q4, up $102 million versus Q4 2024; full-year 2025 net revenue grew 6%.
- Operating margin expanded to 36.4% in Q4 (↑220 bps sequentially; ↑270 bps YoY); adjusted diluted EPS was $0.62 for Q4, supporting 19% EPS growth in 2025.
- Advanced strategic initiatives, including co-managed private market products with Barings and LGT, and converted the QQQ ETF (>$400 billion AUM) to a lower-fee structure.
- Strengthened balance sheet by repurchasing $1.5 billion of preferred stock (reducing annual dividends by $88.5 million) and improving leverage to 2.2×; common share buybacks increased to $40 million planned for Q1 2026.
10 hours ago
Invesco reports Q4 2025 results
IVZ
Earnings
Share Buyback
- Net revenues of $1.26 B, adjusted operating income of $457.8 M, and adjusted EPS of $0.62, driving a 36.4% operating margin in Q4 2025
- Net long-term inflows of $19.1 B in Q4, lifting ending AUM to $2.17 T and ending long-term AUM to $1.94 T
- For full-year 2025, net revenues were $4.7 B (+6.8% YoY), adjusted EPS rose to $2.03, and leverage ratio improved to 2.20×
- Enhanced capital position by repurchasing $500 M of preferred stock in Q4 ’25 (total $1.5 B), repaying a $500 M term loan, and redeeming a $500 M senior note; captured $0.11 EPS accretion run-rate (ultimate $0.20)
- ETFs & Index AUM reached $630.2 B with net inflows of $11.9 B; China JV delivered $8.9 B of flows
14 hours ago
Invesco reports Q4 and year-end 2025 results
IVZ
Earnings
Share Buyback
- Diluted EPS of $(2.61) and adjusted diluted EPS of $0.62 in Q4 2025, impacted by a $1.8 billion non-cash intangible impairment ($3.01 per share)
- Net long-term inflows of $19.1 billion in Q4 and $81.2 billion for full year 2025, driving AUM to $2.2 trillion, up 17.5% year-over-year
- Reported operating margin of (86.2)% in Q4 2025 versus an adjusted operating margin of 36.4%, reflecting strong operating leverage excluding impairment
- Strengthened balance sheet by repurchasing $500 million of Series A preferred stock, repaying the remaining $240 million of the bank term loan, converted Invesco QQQ Trust to an open-end ETF, and completed sale of Intelliflo and majority stake in Invesco AM India
14 hours ago
Invesco reports Q4 and FY2025 results
IVZ
Earnings
Share Buyback
Dividends
- Diluted EPS of $(2.61) and adjusted diluted EPS of $0.62 for Q4 2025, driven by a $1.8 billion non-cash intangible impairment reducing GAAP EPS by $3.01.
- Net long-term inflows of $19.1 billion in Q4 and $81.2 billion for the full year 2025, led by ETFs & Index, China JV and Fundamental Fixed Income.
- Ending AUM of $2.17 trillion, up 2.1% quarter-over-quarter and 17.5% year-over-year at December 31, 2025.
- GAAP operating margin of (86.2)% in Q4 (reflecting the impairment) versus an adjusted margin of 36.4%.
- Returned capital: repurchased $500 million of Series A preferred stock, repaid $240 million of bank term loan, and repurchased 1 million common shares for $25 million in Q4.
14 hours ago
Invesco to divest Canadian fund management to CI GAM
IVZ
M&A
- CI Global Asset Management will acquire management agreements for 100 Invesco Canada mutual funds and ETFs with combined AUM of C$26 billion.
- Under a long-term strategic partnership, Invesco affiliates will continue sub-advisory services on 63 funds totaling C$13 billion in AUM.
- The deal will boost CI GAM’s total AUM to C$170 billion post-transaction.
- The transaction is expected to close in Q2 2026, subject to regulatory and securityholder approvals.
Jan 13, 2026, 2:00 PM
Invesco Ltd. reports December 31, 2025 assets under management
IVZ
- Preliminary month-end AUM of $2,169.9 billion, up 0.7% from November 30, 2025.
- Net long-term inflows of $7.7 billion in December; non-management fee earning inflows of $6.1 billion and money market outflows of $0.7 billion.
- AUM was impacted by unfavorable market returns of –$23 billion and benefited from FX and reinvested distributions of +$25.4 billion.
- Preliminary average total AUM for Q4 was $2,161.8 billion, with average active AUM of $1,116.1 billion.
Jan 12, 2026, 9:20 PM
Invesco announces December 2025 assets under management
IVZ
- Preliminary month-end AUM of $2,169.9 billion, up 0.7% versus November.
- Net long-term inflows of $7.7 billion, including $6.1 billion in non-management fee earning flows and $0.7 billion of money market outflows.
- Market performance decreased AUM by $23 billion, while foreign exchange and reinvested distributions added $25.4 billion.
- Preliminary quarterly average AUM of $2,161.8 billion and average active AUM of $1,116.1 billion through December 31, 2025.
Jan 12, 2026, 9:15 PM
Invesco announces QQQ ETF modernization
IVZ
Proxy Vote Outcomes
- Shareholders approved conversion of Invesco QQQ from a unit investment trust ETF to an open-end fund ETF, effective December 22, 2025.
- The fund’s total expense ratio will decrease from 0.20% to 0.18%, a 10% reduction.
- The new structure enables reinvestment of income and participation in securities lending, with no tax implications for investors.
- Invesco QQQ will continue tracking the Nasdaq-100 Index under existing licensing, governed by a board of trustees.
Dec 19, 2025, 1:53 PM
Quarterly earnings call transcripts for Invesco.
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