8-K ·Filed Jun 9, 2026

IVZ

Invesco Ltd.
BULLISH
Impact 5/10
Horizonweeks Processed3mo ago SEC0000914208-26-000202
8-K context-dependent: Items 7.01
Actionable Insight ▲ Bullish

The strong AUM growth and sustained net inflows support revenue momentum heading into Q2 earnings. Monitor the final June AUM print and any guidance updates for the full quarter.

DirectionBullish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
IVZ ▲ +19.12% at T+60d
LONG call ✓ call won +19.12% · α vs SPY +12.54% · entry $27.46 → $32.71
Entry anchored
Jun 9, 03:59 PM ET
via exchange tick
T+1d
+3.02%
call +3.02% · α +1.32%
$28.29
settled 4mo ago
T+5d
+6.34%
call +6.34% · α +2.90%
$29.20
settled 4mo ago
T+20d
+4.19%
call +4.19% · α +0.57%
$28.61
settled 3mo ago
T+60d
+19.12%
call +19.12% · α +12.54%
$32.71
settled 29d ago

Price Chart

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Executive Summary

Invesco reported preliminary May 2026 AUM of $2,453.9 billion, up 4.9% month-over-month, driven by $18.9 billion in net long-term inflows and $96 billion in favorable market returns. The strong AUM growth signals continued organic and market-driven expansion for the asset manager.

Key Facts

  • Preliminary May 31, 2026 AUM of $2,453.9 billion, up 4.9% vs. April 30, 2026 AUM of $2,339.4 billion
  • Net long-term inflows of $18.9 billion in May
  • Money market net inflows of $0.4 billion
  • Favorable market returns increased AUM by $96 billion
  • FX decreased AUM by $1.1 billion
  • Preliminary average total AUM for Q2 through May 31: $2,331.3 billion
  • Preliminary average active AUM for Q2 through May 31: $1,175.6 billion

Financial Impact

AUM increased by $114.5 billion month-over-month (4.9%), with $18.9 billion in net long-term inflows and $96 billion from market returns

assets under managementnet inflowsmarket returns

Risk Factors

  • Preliminary figures subject to adjustment
  • FX headwinds reduced AUM by $1.1 billion, signaling currency risk

Market Snapshot

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

Investment Themes

Traditional Finance

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0000914208-26-000202
Document: ivz-20260609.htm0000914208-26-000202
Document: 0000914208-26-000202-index-headers.html0000914208-26-000202
Document: 0000914208-26-000202-index.html0000914208-26-000202
Document: 0000914208-26-000202.txt0000914208-26-000202
10 reports for IVZ
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +11.59%May 11, 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)

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