Company facts
- Industry
- Investment Advice
- Headquarters
- Atlanta, Georgia
- Most recent report
- 10-Q, filed Nov 3, 2026
- Incorporated
- N/A
- Filings on record
- 1,009+ filings
- On EDGAR
- CIK 914208
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 20
News 8 of 93
- 8-K Quarterly results Oct 27, 2026
- 8-K Significant contract Oct 27, 2026
- 8-K/A Current report on a material event, amended Oct 9, 2026
- 8-K Current report on a material event Oct 9, 2026
- 8-K Current report on a material event Sep 10, 2026
- 8-K Leadership change Aug 31, 2026
- 8-K Current report on a material event Aug 11, 2026
- 8-K Quarterly results Jul 28, 2026
Prospectuses and Registrations 7
- 25-NSE Notice that a security was delisted Jan 15, 2026
- S-3 Shelf registration statement Feb 25, 2025
- S-3ASR Automatic shelf registration Jul 31, 2024
- S-8 Registration statement for an employee plan Jul 31, 2024
- 25-NSE Notice that a security was delisted Jan 30, 2024
- S-8 Registration statement for an employee plan Jun 28, 2022
- 25-NSE Notice that a security was delisted May 6, 2022
Proxies 8 of 13
- DEFA14A Extra proxy material Apr 2, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 2, 2026
- PRE 14A Preliminary proxy statement Mar 16, 2026
- DEFA14A Extra proxy material Mar 28, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 28, 2025
- DEFA14A Extra proxy material Mar 28, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 28, 2024
- DEFA14A Extra proxy material Mar 31, 2023
Ownership 8 of 862
- 4 Insider reported a trade Nov 2, 2026
- 4 Insider reported a trade Oct 20, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Sep 14, 2026
- 144 Notice of a proposed sale of restricted stock Sep 11, 2026
- 4 Insider reported a trade Sep 10, 2026
- 4 Insider reported a trade Sep 10, 2026
- 144 Notice of a proposed sale of restricted stock Sep 9, 2026
Other 8 of 14
- ARS Annual report sent to shareholders Apr 2, 2026
- N-PX Record of how a fund voted its shares Aug 28, 2025
- ARS Annual report sent to shareholders Mar 28, 2025
- EFFECT Notice that a registration became effective Mar 27, 2025
- CORRESP Reply to SEC staff Mar 25, 2025
- UPLOAD Comment letter from SEC staff Mar 5, 2025
- POSASR Feb 25, 2025
- N-PX Record of how a fund voted its shares Aug 29, 2024
What to read: Sep 2026 10-Q
SECSift found 2 of 11 sections worth reading, with 4 positive, 6 notable, and 1 negative flags.
Financial Statements (Item 1)
Balance sheet shows debt paydown, but a large post-period preferred repurchase funded by new debt is a concern.Notable- In Q2 2026, Invesco sold 98 Canadian fund management agreements for $62.3M net proceeds, with $50.6M restructuring costs.
- Undrawn co-invest capital commitments fell to $441.3M at Sep 30, 2026 from $683.6M at Dec 31, 2025.
- MassMutual owned 18.5% of common stock and substantially all $2.5B preferred shares as of Sep 30, 2026.
Management's Discussion (Item 2)
Strong operating results with key capital events: debt reduction, buyback increase, and preferred stock repurchase.Positive- Net long-term inflows of $35.1B in Q3 2026, up from $28.9B in Q3 2025, driven by ETFs, QQQ, and China JV.
- Average AUM rose 21.8% to $2.5T in Q3 2026 vs $2.06T in Q3 2025, boosting revenue.
- Debt reduced by $342.7M in Q3 2026; leverage ratio fell to 0.33:1.00 from 0.73:1.00 at Dec 2025.
- Common share buybacks increased to $65M (2.1M shares) in Q3 2026, up from $25M in Q3 2025.
Notable- Net revenue yield excluding performance fees fell to 22.3 bps for 9M 2026 from 23.2 bps in 9M 2025, due to product mix shift.
- Headcount fell 11.4% to 7,416 at Sep 2026 from 8,368 a year ago, due to divestitures of intelliflo and India business.
- Effective tax rate rose to 23.3% in Q3 2026 from (2.8)% in Q3 2025, due to absence of prior-year favorable tax resolution.
What changed: Sep 2026 vs. Jun 2026
About 4% of IVZ's Sep 2026 10-Q is new information. 13 paragraphs were added, 166 changed, and 21 removed. Below are the most important lines SECSift identified.
Changed
- Operating income rose to $436.5M from $364.2M for the three months ended September 30, 2026 vs June 30, 2026.
- Revolving credit balance fell to $393.0 million from $736.0 million.
- Seed capital dropped to $132.0M from $187.4M at September 30, 2026 vs June 30, 2026.
- Total return swap flipped to a $20.5M liability from a $52.5M asset at September 30, 2026 vs June 30, 2026.
- Interest rates fixed on 30.6% of borrowings for 17.18 years, up from 24.1% for 17.43 years.
- Exhibit 101 now references the quarter ended September 30, 2026 instead of June 30, 2026.
- Exhibit 104 now references the quarter ended September 30, 2026 instead of June 30, 2026.
- Exhibit 3.2 now references the Fourth Amended and Restated Bye-Laws incorporated by reference to the June 30, 2026 10-Q, instead of being filed as an amendment dated May 21, 2026.
- Shares surrendered for tax withholding rose to 346,858 from 22,081.
Everything here comes from Invesco Ltd.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 3, 2026, from the 10-Q for Sep 2026.