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 +22 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 +23 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 +26 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 +19 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 +22 more
BK
Bill Katz
TD Securities
1 question for IVZ
Also covers: AB, AMTD, ARES +7 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 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.
6 days ago
Invesco launches Galaxy Solana ETP (QSOL)
IVZ
Product Launch
- Invesco and Galaxy Asset Management have launched the Invesco Galaxy Solana ETP (QSOL), providing investors direct exposure to Solana (SOL) by tracking the Lukka Prime Solana Reference Rate within a regulated ETP structure.
- QSOL is structured as a grantor trust supporting both cash and in-kind creations and redemptions, with SOL held in institutional custody by Coinbase Custody Trust and priced independently by Lukka Inc..
- The ETP will stake its SOL holdings through Galaxy Digital Infrastructure to potentially generate additional staking rewards for the trust.
- QSOL expands Invesco’s digital-asset suite alongside the Invesco Galaxy Bitcoin ETP (BTCO) and Invesco Galaxy Ethereum ETP (QETH), and will be listed on the Cboe BZX Exchange.
Dec 15, 2025, 2:00 PM
Invesco outlines 2026 growth strategy at Goldman Sachs US Financial Services Conference
IVZ
Share Buyback
Proxy Vote Outcomes
New Projects/Investments
- $75 billion of net long-term flows in the first 11 months of 2025 driven by broad product demand—ETFs, SMAs, active, passive, fixed income and private markets—with continued focus on personalization in wealth, income solutions, private markets and international expansion.
- Conversion of a major fund from a UIT to an ETF is on track for trading as an ETF on December 22, with over 92% of voted holders in favor and a reconvened vote set for December 19 to reach the required 51% approval.
- Private markets assets of $130 billion include $85 billion in real estate and $45 billion in private credit; two strategic partnerships with Barings and LGT will launch four new private credit and secondary strategies for wealth and DC channels by early 2026.
- Operating expense discipline continues, targeting a mid- to high-30% operating margin; implementing a hybrid Alpha and Aladdin platform by end-2026 with $10–$15 million quarterly costs, while managing fixed expenses at expected inflation of 2–4% and driving productivity.
- Capital priorities include repurchasing $1.5 billion of preferred stock by end-January, reducing leverage toward 1×, and maintaining a 60% payout ratio via quarterly buybacks initiated six quarters ago at $25 million per quarter.
Dec 9, 2025, 8:40 PM
Invesco outlines growth momentum and strategic initiatives at Goldman Sachs conference
IVZ
Proxy Vote Outcomes
Share Buyback
New Projects/Investments
- Invesco reported $75 billion of net long-term flows through November 2025, with positive inflows across active, passive, geographies, and asset classes, led by ETFs and SMAs.
- The firm’s Nasdaq 100 fund conversion to an ETF requires 51% shareholder approval by December 19, with over 50% of votes cast and 92% in favor; fee structure post-conversion will be 18 bps management fee and ~6 bps net revenue yield.
- Private markets AUM stands at $130 billion, including $85 billion in real estate and $45 billion in private credit; partnerships launched with Barings in Q4 2025 and with LGT for 2026 to expand wealth and DC offerings.
- Targeting a mid-30%+ operating margin, Invesco will cap fixed expense growth at 2–4%, maintain a 25% variable cost component, and complete its Aladdin-Alpha integration by end-2026.
- Capital priorities include repurchasing $1 billion+ of preferred securities by end-January 2026, aiming for ~1× leverage, while sustaining a ~60% payout ratio via dividends and $25 million/quarter buybacks.
Dec 9, 2025, 8:40 PM
IVZ
Share Buyback
Dividends
- Invesco garnered $75 billion of net long-term flows in the first 11 months of 2025, with broad strength across geographies, active and passive strategies, including $30 billion in active ETFs and SMAs that have grown to $35 billion (SMAs were half that size three–four years ago).
- The fixed income platform stands at $680 billion, with $30 billion of positive net flows in 2025 across institutions and wealth clients, leveraging capacity across money markets to private credit and expanding in SMAs, ETFs and international channels.
- Private markets assets total $130 billion—comprising $85 billion in real estate (equity and debt) and $45 billion in private credit—and Invesco has partnered with Barings and LGT to launch multiple private market strategies for wealth and defined-contribution channels in 2026.
- The firm aims to drive operating margin into the mid-to-high 30% range, maintaining disciplined expense growth (with ~25% variable costs) and completing its hybrid Alpha/Aladdin integration by end-2026 to unlock further efficiencies.
- In capital management, Invesco will repurchase $500 million of preferred stock from MassMutual (closing next week), redeem $1 billion of notes by January, target ~1× leverage, and return capital via a 60% payout ratio with dividends and ~$25 million in quarterly buybacks.
Dec 9, 2025, 8:40 PM
Invesco announces November 30, 2025 assets under management
IVZ
- Preliminary AUM of $2,154.3 billion as of November 30, 2025, down 0.6% from October
- Net long-term inflows of $3.4 billion; non-management fee net outflows of $1.1 billion and money market net outflows of $10.6 billion
- Unfavorable market returns reduced AUM by $4 billion, while FX contributed $0.6 billion
- Preliminary average total AUM for the quarter through November 30: $2,153.8 billion; average active AUM: $1,117.7 billion
Dec 9, 2025, 1:03 PM
Invesco reports November 2025 assets under management
IVZ
New Projects/Investments
- Invesco Ltd. announced preliminary month-end assets under management (AUM) of $2,154.3 billion as of November 30, 2025, representing a 0.6% decrease versus the previous month-end.
- The firm delivered net long-term inflows of $3.4 billion during November, while money market net outflows totaled $10.6 billion.
- AUM was negatively impacted by unfavorable market returns (decreasing AUM by $4 billion), partially offset by a $0.6 billion increase from FX.
- Preliminary average total AUM for the quarter through November 30 was $2,153.8 billion.
Dec 9, 2025, 1:00 PM
Invesco enters preferred share repurchase agreement with MassMutual
IVZ
Share Buyback
- On December 8, 2025, Invesco agreed to repurchase 500,000 of its 5.9% Fixed Rate Non-Cumulative Perpetual Series A Preferred Shares from MassMutual at $1,180 per share, representing an 18% premium to the $1,000 liquidation preference, for a total of $500 million.
- MassMutual, which holds approximately 18.3% of Invesco’s common shares, will retain $2.5 billion of Preferred Shares post-repurchase.
- The Q4 2025 dividend on the repurchased shares will be prorated from December 1, 2025 through the closing date and paid on March 2, 2026.
- The transaction is expected to close in mid-December 2025, specifically on the fifth business day following December 8, 2025, subject to customary closing conditions.
Dec 9, 2025, 11:02 AM
Invesco partners with LGT Capital Partners on US private market solutions
IVZ
New Projects/Investments
- Invesco has formed a strategic partnership with LGT Capital Partners to develop multi-alternative private market solutions targeting U.S. wealth and retirement investors, focusing on private equity, private credit, infrastructure assets, and secondary market stakes.
- The alliance leverages Invesco’s $190 billion in private markets and LGT’s expertise managing $120 billion in assets to simplify access to traditionally institutional investments through portfolio solutions and investor education.
- Invesco, the largest stable value provider in defined contribution retirement plans, manages over $1 trillion for U.S. wealth clients, underlining its strong retirement footprint.
- The collaboration follows Invesco’s recent partnership with Barings and aligns with a broader trend of traditional asset managers entering alternative markets to offer private assets to retail investors.
Dec 8, 2025, 1:13 PM
Invesco and LGT Capital Partners form strategic partnership
IVZ
New Projects/Investments
- Invesco and LGT Capital Partners will jointly develop multi-alternative private markets solutions for U.S. wealth and retirement investors, leveraging each firm’s expertise in portfolio construction.
- Invesco brings $190 billion in global private markets and alternatives AUM and over $1 trillion managed for U.S. wealth clients to the alliance.
- LGT Capital Partners contributes $120 billion in AUM and a network of 800 general partners across private equity, private credit, and infrastructure, plus a significant private markets secondaries platform.
- The partnership aims to simplify access to private markets and extend solutions traditionally reserved for institutional allocators to a broader U.S. wealth and retirement investor base.
Dec 8, 2025, 12:55 PM
Quarterly earnings call transcripts for Invesco.
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