The continued organic growth and AUM expansion support the revenue story, but FX headwinds and market volatility remain risks. Monitor the Q2 earnings report for management fee margin and operating leverage.
Price Chart
Executive Summary
Invesco reported preliminary June-end AUM of $2,470.3B, up 0.7% month-over-month, driven by $8.0B in net long-term inflows and $14.3B in money market inflows, partially offset by $6.4B in FX headwinds. The update is a routine monthly disclosure with modest organic growth but no material change to the investment thesis.
Key Facts
- Preliminary month-end AUM of $2,470.3 billion as of June 30, 2026, up 0.7% from May 31, 2026
- Net long-term inflows of $8.0 billion in June
- Money market net inflows of $14.3 billion
- Favorable market returns increased AUM by $9 billion; FX movements reduced AUM by $6.4 billion
- Preliminary average total AUM for Q2 through June 30: $2,368.8 billion
- Preliminary average active AUM for Q2: $1,184.3 billion
Financial Impact
AUM increased by $16.4B month-over-month; net long-term inflows of $8.0B and money market inflows of $14.3B, partly offset by $6.4B FX headwind
Risk Factors
- Foreign exchange headwinds reducing AUM ($6.4B in June alone)
- Market volatility could reverse AUM gains
- Potential net outflows in subsequent months
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000914208-26-000207 |
| Document: ivz-20260710.htm | 0000914208-26-000207 |
| Document: 0000914208-26-000207-index-headers.html | 0000914208-26-000207 |
| Document: 0000914208-26-000207-index.html | 0000914208-26-000207 |
| Document: 0000914208-26-000207.txt | 0000914208-26-000207 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | Insider Cluster | $31.51 $31.38 | ▼ −0.41% | ▼ −0.52% | $30.66 (−2.70%) |
Sep 10, 2026 22d ago | Insider Cluster | $31.93 $30.22 | ▼ −5.36% | ▼ −4.86% | $30.66 (−3.98%) |
Aug 31, 2026 4w ago | 8-K | $31.99 $32.09 | ▲ +0.31% | ▲ +0.23% | $30.66 (−4.16%) |
Aug 11, 2026 7w ago | 8-K | $31.36 $32.37 | ▲ +3.22% | ▲ +3.62% | $30.66 (−2.23%) |
Jul 28, 2026 9w ago | 8-K | $29.43 $30.91 | ▲ +5.03% | ▲ +2.76% | $30.66 (+4.18%) |
Jul 10, 2026 12w ago | 8-K | $28.98 $30.30 | ▲ +4.55% | ▲ +5.12% | $30.66 (+5.80%) |
Jun 9, 2026 16w ago | 8-K | $27.46 $29.20 | ▲ +6.34% | ▲ +2.90% | $30.66 (+11.65%) |
May 11, 2026 20w ago | 8-K | $28.38 $27.39 | ▼ −3.48% | ▼ −3.56% | $30.66 (+8.04%) |
Apr 28, 2026 22w ago | 8-K | $25.88 $26.80 | ▲ +3.56% | ▲ +1.86% | $30.66 (+18.48%) |
Apr 10, 2026 25w ago | 8-K | $23.57 $24.81 | ▼ −5.27% | ▼ −0.77% | $30.66 (−30.09%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access