8-K ·Filed Aug 11, 2026

IVZ

Invesco Ltd.
MIXED
Impact 5/10
Horizonweeks Processed1mo ago SEC0000914208-26-000252
8-K context-dependent: Items 7.01
Actionable Insight ◆ Mixed

The strong net inflows signal healthy organic growth, offsetting the market-driven AUM decline. Monitor the next monthly AUM release for continued inflow momentum and market recovery, which would support revenue growth.

DirectionMixed
Confidencehigh
Horizonweeks
Latest settled — T+20d
IVZ ▲ +2.36% at T+20d
NEUTRAL call ✓ call won +2.36% · α vs SPY +3.42% · entry $31.36 → $32.10
Next anchor: T+60d in 5w
Latest observation: T+35 -0.56% FF3 residual α
Entry anchored
Aug 10, 04:08 PM ET
via 1-min bar
T+1d
+0.60%
call +0.60% · α +0.35%
$31.55
settled 7w ago
T+5d
+3.22%
call +3.22% · α +3.62%
$32.37
settled 6w ago
T+20d
+2.36%
call +2.36% · α +3.42%
$32.10
settled 23d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

Invesco reported preliminary July 2026 AUM of $2,447.1 billion, down 0.9% month-over-month, driven by unfavorable market returns of -$59 billion. However, the firm generated strong net long-term inflows of $8.6 billion and money market inflows of $22.8 billion, partially offsetting the market-driven decline. The AUM decrease is a modest negative, but the robust inflow momentum is a positive signal for future fee revenue.

Key Facts

  • Preliminary July 31, 2026 AUM: $2,447.1 billion, down 0.9% from June 30, 2026 AUM of $2,470.3 billion.
  • Net long-term inflows of $8.6 billion in July.
  • Money market net inflows of $22.8 billion.
  • Unfavorable market returns decreased AUM by $59 billion.
  • FX increased AUM by $4.6 billion.
  • Preliminary average total AUM for the quarter through July 31: $2,453.0 billion.
  • Preliminary average active AUM for the quarter through July 31: $1,216.9 billion.

Financial Impact

AUM decreased by $23.2 billion (0.9%) month-over-month, but net inflows of $31.4 billion ($8.6B long-term + $22.8B money market) demonstrate strong organic growth.

assets under managementnet inflows

Risk Factors

  • Sustained unfavorable market returns could further pressure AUM and fee revenue.
  • AUM decline may signal broader market weakness impacting investor sentiment.

Market Snapshot

Exchange
NYSE
Sector
Investment Advice
Analyst Consensus
44% bullish (18 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000914208-26-000252
Document: ivz-20260811.htm0000914208-26-000252
Document: 0000914208-26-000252-index-headers.html0000914208-26-000252
Document: 0000914208-26-000252-index.html0000914208-26-000252
Document: 0000914208-26-000252.txt0000914208-26-000252
10 reports for IVZ
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+60▲ +19.12%Jun 9, 2026
Filters
Rows
Reports for IVZ — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$31.51 $31.38▼ −0.41%▼ −0.52%$30.66 (−2.70%)
Sep 10, 2026
22d ago
Insider Cluster
NEUTRAL ★ 4/10
$31.93 $30.22▼ −5.36%▼ −4.86%$30.66 (−3.98%)
Aug 31, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$31.99 $32.09▲ +0.31%▲ +0.23%$30.66 (−4.16%)
Aug 11, 2026
7w ago
8-K
MIXED ★ 5/10
$31.36 $32.37▲ +3.22%▲ +3.62%$30.66 (−2.23%)
Jul 28, 2026
9w ago
8-K
BULLISH ★ 7/10
$29.43 $30.91▲ +5.03%▲ +2.76%$30.66 (+4.18%)
Jul 10, 2026
12w ago
8-K
NEUTRAL ★ 4/10
$28.98 $30.30▲ +4.55%▲ +5.12%$30.66 (+5.80%)
Jun 9, 2026
16w ago
8-K
BULLISH ★ 5/10
$27.46 $29.20▲ +6.34%▲ +2.90%$30.66 (+11.65%)
May 11, 2026
20w ago
8-K
BULLISH ★ 6/10
$28.38 $27.39▼ −3.48%▼ −3.56%$30.66 (+8.04%)
Apr 28, 2026
22w ago
8-K
NEUTRAL ★ 4/10
$25.88 $26.80▲ +3.56%▲ +1.86%$30.66 (+18.48%)
Apr 10, 2026
25w ago
8-K
BEARISH ★ 5/10
$23.57 $24.81▼ −5.27%▼ −0.77%$30.66 (−30.09%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (64h 41m)

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