Invesco (IVZ) Company Report

ARK Invest acquired 858,295 WeRide ADSs over three trading days, signaling strong confidence in the company’s growth prospects.
Leading global institutions—Invesco, Fidelity, M&G, Temasek, NVIDIA, Bosch, Grab and Uber—are now shareholders in WeRide.
Q3 2025 revenue reached US$24.0 million (+144.3% YoY), with Robotaxi business revenue of US$5.0 million (+761.0% YoY) and a 32.9% gross margin.
Bank of America initiated coverage at Buy with a US$12 price target (45.6% upside) for WeRide ADSs.

16 hours ago

Press Release

Invesco releases 2026 Investment Outlook

IVZ

Anticipates global equities may continue to rise in 2026, driven by resilient economies, policy support, and evolving market leadership amid AI concentration risks.
Highlights key themes including strong growth abroad in Europe, Japan, and China; private credit diversification; and EM strength fueled by a weaker USD and expected Fed rate cuts.
Recommends an overweight allocation to non-US equities, favoring developed markets outside the U.S. for valuation and multiple expansion, with emerging markets offering compelling valuations.
Favors EM local currency debt and U.S. high yield over developed market government bonds, with investment-grade credit stable but tight.
Expects a weakening U.S. dollar, supporting developed and EM currencies with positive carry, and sees opportunities in alternatives such as private credit and cryptocurrencies.

1 day ago

Press Release

Invesco announces October 2025 assets under management

IVZ

Invesco’s AUM was $2,166.6 billion as of October 31, 2025, a 2.0% increase month-over-month.
The firm recorded net long-term inflows of $8.0 billion, including $6.6 billion in non-management-fee net inflows and $11.1 billion in money market inflows.
Favorable market returns added $38 billion to AUM, while FX movements reduced it by $6.2 billion, and the sale of its India asset management business lowered AUM by $15.6 billion.
Preliminary average AUM for Q4 to date was $2,156.0 billion, with average active AUM of $1,128.6 billion.

Nov 12, 2025, 11:41 AM

8-K

Invesco announces October 31, 2025 assets under management

IVZ

Invesco reported $2,166.6 billion in preliminary AUM as of October 31, 2025, a 2.0% increase month-over-month.
The firm recorded net long-term inflows of $8.0 billion, including $6.6 billion in non-management fee earning and $11.1 billion in money market inflows.
Positive market performance added $38 billion to AUM, while FX impacts reduced it by $6.2 billion and the sale of its India asset management business reduced AUM by $15.6 billion.
Preliminary average total AUM and average active AUM for the quarter through October 31 were $2,156.0 billion and $1,128.6 billion, respectively.

Nov 11, 2025, 9:15 PM

Press Release

Invesco reports Q3 2025 results

IVZ

Earnings

Share Buyback

New Projects/Investments

AUM reached $2.1 trillion at quarter-end, up 6% from Q2, driven by $99 billion of market gains and $29 billion of net long-term inflows (8% annualized organic growth); ETF/index AUM milestone of $1 trillion
Net revenues of $1.2 billion (up $82 million YoY), adjusted operating margin of 34.2% (+300 bps sequentially, +260 bps YoY), and adjusted EPS of $0.61
Capital actions: repaid $260 million of term loans (remaining $240 million due by end-of-month), repurchased $25 million (1.2 million shares), and targeting ~60% total payout ratio in 2025-26
Strategic initiatives: launched the Invesco Dynamic Credit Opportunity Fund in partnership with Barings (supported by $650 million from MassMutual); agreed to sell majority of Indian business for ~$140 – 150 million (closing Q4); QQQ ETF proxy vote adjourned to Dec 5

Oct 28, 2025, 1:00 PM

Transcript

Invesco reports Q3 2025 results

IVZ

Earnings

M&A

Share Buyback

Record AUM of $2.1 trillion, driven by $29 billion of net long-term inflows (8% annualized organic growth) and ETF/index AUM reaching $1 trillion with 15% organic growth.
Net revenues of $1.2 billion, adjusted operating margin improved 300 bps sequentially to 34.2%, and adjusted EPS was $0.61.
Strengthened capital position by repaying $260 million of term loans (to repay remaining $240 million by month-end), repurchasing $25 million (1.2 million shares) of common stock, and capturing 60% of a $0.13 EPS run-rate benefit from preferred dividend reduction.
Key strategic actions include adjournment of the QQQ ETF proxy vote to December 5 for fee-structure changes, and planned Q4 closings of the IntelliFlow sale (~$100 million net cash plus up to $65 million earn-outs) and majority-interest sale of India asset management for $140–150 million proceeds.

Oct 28, 2025, 1:00 PM

Transcript

Invesco reports Q3 2025 financial results

IVZ

Earnings

Share Buyback

Proxy Vote Outcomes

Invesco reached record AUM of $2.1 trillion, driven by $29 billion net long-term inflows and $99 billion of market gains in Q3 2025.
Net revenues were $1.2 billion, delivering a 34.2% adjusted operating margin (+300 bps sequential) and $0.61 adjusted EPS.
Inflows were broad-based: $13 billion in fixed income, $8.1 billion in the China JV (AUM $122 billion), and $600 million in private markets.
Continued capital management and divestitures: repaid $260 million of term loan with the remaining $240 million due this month, $25 million in share buybacks, and Q4 closings expected for the IntelliFlow sale (~~$100 million net cash) and India JV minority stake (~~$140–150 million).
The special meeting to vote on the QQQ ETF structure was adjourned to December 5, with strong shareholder support for the proposals.

Oct 28, 2025, 1:00 PM

Transcript

Invesco reports Q3 2025 earnings

IVZ

Earnings

Share Buyback

In Q3 2025, net long-term inflows totaled $28.9 bn, driving 7.9% annualized organic growth and record ending AUM of $2.125 trn, up 18.3% YoY.
Net revenues rose 7.4% YoY to $1.186 bn, while adjusted operating expenses increased 3.3%, yielding an adjusted operating margin of 34.2%, a 260 bp YoY improvement.
Adjusted diluted EPS was $0.61, up 38.6% YoY and 69.4% sequentially.
Strengthened the balance sheet by repaying $260 M of term loans and executing $25 M of share buybacks.

Oct 28, 2025, 1:00 PM

Presentation

Invesco announces Q3 2025 results

IVZ

Earnings

Share Buyback

Dividends

Invesco reported GAAP diluted EPS of $0.66 and adjusted diluted EPS of $0.61, each reduced by $0.08 due to a non-cash impairment charge of $35.9 million.
Net long-term inflows totaled $28.9 billion, driving ending AUM to $2.125 trillion, up 6.2% from the prior quarter.
Operating income rose to $270.9 million with a 16.5% GAAP operating margin and a 34.2% adjusted operating margin, up 240 bps and 300 bps quarter-over-quarter.
Strengthened the balance sheet by repaying $260 million of term loans (revolver at zero), repurchasing 1.2 million shares for $25 million, and declaring a $0.21 common dividend.

Oct 28, 2025, 10:58 AM

8-K

Invesco reports Q3 2025 results

IVZ

Earnings

Share Buyback

Invesco generated $28.9 bn of net long-term inflows in Q3 2025, led by ETFs & Index, China JV & India, and Fundamental Fixed Income, and ended the quarter with $2.125 trn of AUM, up 6.2% from Q2 2025.
Operating margin expanded to 16.5% and adjusted operating margin to 34.2%, up 240 bps and 300 bps, respectively, from the prior quarter.
Reported GAAP diluted EPS of $0.66 and adjusted diluted EPS of $0.61, versus $0.12 and $0.44 in Q3 2024.
Strengthened the balance sheet by repaying $260 m of term loans, ending with no revolver borrowings, and repurchased 1.2 m common shares for $25 m.

Oct 28, 2025, 10:55 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for Invesco.

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