8-K ·Filed Jul 28, 2026

IVZ

Invesco Ltd.
BULLISH
Impact 7/10
Horizonweeks Processed2mo ago SEC0000914208-26-000229
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish

The record inflows, margin expansion, and strong EPS beat confirm accelerating organic growth and operating leverage. Traders should watch for continued momentum in ETF and Index flows and any further balance sheet deleveraging as catalysts for multiple expansion.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+20d
IVZ ▲ +11.18% at T+20d
LONG call ✓ call won +11.18% · α vs SPY +7.80% · entry $29.43 → $32.72
Next anchor: T+60d in 19d
Latest observation: T+45 +0.07% FF3 residual α
Entry anchored
Jul 27, 03:59 PM ET
via exchange tick
T+1d
-4.62%
call -4.62% · α -3.08%
$28.07
settled 2mo ago
T+5d
+5.03%
call +5.03% · α +2.76%
$30.91
settled 8w ago
T+20d
+11.18%
call +11.18% · α +7.80%
$32.72
settled 5w ago
T+60d
—
call — · α —
—
in 19d

Price Chart

Loading chart...

Executive Summary

Invesco reported strong Q2 2026 results with adjusted diluted EPS of $0.71, beating consensus of $0.66 by 7.6%. Record net long-term inflows of $45.1 billion drove AUM to $2.5 trillion, while adjusted operating margin expanded 300 bps YoY to 37.5%. The company also reduced net debt by over $450 million and increased share buybacks, reinforcing a positive operational and financial trajectory.

Key Financial Metrics

EPS
$0.71
est $0.66 · +7.6%
Revenue
$1.3B
est $1.3B · -0.1% · +20.3% YoY
Rating
beat

Key Facts

  • Record net long-term inflows of $45.1 billion in Q2 2026, up from $21.8 billion in Q1 2026.
  • Ending AUM reached $2.5 trillion, up 14.4% from the prior quarter.
  • Adjusted diluted EPS of $0.71 beat consensus of $0.66 by 7.6%.
  • Adjusted operating margin expanded to 37.5% from 34.5% in Q1 2026 and 31.2% in Q2 2025.
  • Net debt reduced by more than $450 million during the quarter to $708.6 million.
  • Common share buybacks increased to $50 million in Q2 2026, up from $40 million in Q1 2026.

Financial Impact

Strong beat on EPS and record inflows driving AUM growth; net debt reduction of over $450 million strengthens balance sheet.

revenueepsdebtdilution

Risk Factors

  • Market downturn could reverse AUM gains and pressure fee revenue.
  • Outflows from Fundamental Equities ($7.7B in Q2) signal potential weakness in active equity strategies.

Market Snapshot

Exchange
NYSE
Sector
Investment Advice
Analyst Consensus
47% bullish (17 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000914208-26-000229
Document: ivz-20260728.htm0000914208-26-000229
Document: 0000914208-26-000229-index-headers.html0000914208-26-000229
Document: 0000914208-26-000229-index.html0000914208-26-000229
Document: 0000914208-26-000229.txt0000914208-26-000229
8-K Data (Synthetic)0000914208-26-000229
10 reports for IVZ
Performance horizon
67% Hit rate 2 of 3 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 38m)

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