Company facts
- Industry
- Investment Advice
- Headquarters
- Atlanta, Georgia
- Most recent report
- 8-K, filed Aug 31, 2026
- Filings on record
- 1,009+ filings
- On EDGAR
- CIK 914208
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 19
News 8 of 88
- 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
- 8-K Current report on a material event Jul 10, 2026
- 8-K Current report on a material event Jun 9, 2026
- 8-K Shareholder vote results May 22, 2026
- 8-K Current report on a material event May 11, 2026
- 8-K Quarterly results Apr 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 868
- 144 Notice of a proposed sale of restricted stock Sep 8, 2026
- 144 Notice of a proposed sale of restricted stock Sep 8, 2026
- 4 Insider reported a trade Sep 2, 2026
- 4 Insider reported a trade Sep 2, 2026
- 4 Insider reported a trade Sep 2, 2026
- 4 Insider reported a trade Sep 2, 2026
- 13F-HR Quarterly report of institutional holdings Aug 14, 2026
- SCHEDULE 13G Large holder reported a passive stake Aug 13, 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: Jun 2026 10-Q
SECSift found 2 of 11 sections worth reading, with 4 positive, 4 notable, and 0 negative flags.
Financial Statements (Item 1)
Core financial statements with strong growth and key one-time items.Notable- Canadian restructuring: sold 98 fund management agreements for net $62.3M, incurred $50.6M costs, net benefit $11.7M.
- Undrawn co-invest capital commitments dropped from $683.6M to $412.0M at June 30, 2026.
- MassMutual owns ~18.4% of common stock and substantially all $2.5B preferred shares (related party).
Management's Discussion (Item 2)
Detailed financial results, record inflows, margin expansion, and a business sale with quantified impact.Positive- Record net long-term inflows of $45.1B in Q2 2026, nearly triple the $15.6B in Q2 2025.
- Ending AUM reached $2.47 trillion, up 23.4% from $2.00 trillion a year ago. Average AUM up 24.8%.
- Debt reduced by $342.7M in Q2 2026, and leverage ratio improved to 0.54x from 0.73x at Dec 2025.
- Covenant leverage ratio of 0.54x is far below the 3.25x maximum; interest coverage of 19.66x well above 4.00x minimum.
What changed: Jun 2026 vs. Mar 2026
About 12% of IVZ's Jun 2026 10-Q is new information. 40 paragraphs were added, 148 changed, and 22 removed. Below are the most important lines SECSift identified.
New
Changed
- TRS fair value moved from $9.5M liability at Mar 2026 to $52.5M asset at June 2026. Item 1
- Bye-laws now filed as Exhibit 3.2, previously incorporated by reference; includes amendment dated May 21, 2026. Item 6
- Employee share surrenders for tax withholding dropped from 1,134,634 in Q1 2026 to 22,081 in Q2 2026. Item 2
- Pending accounting pronouncements now cite ASU 2024-03; prior quarter referenced 10-K only. Item 1
- QQQ's conversion to an open-end fund ETF in Dec 2025 now fully flows through revenues and costs, notably adding management fees and marketing spend. Item 2
Everything here comes from Invesco Ltd.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 20, 2026, from the 10-Q for Jun 2026.