8-K ·Filed May 11, 2026

IVZ

Invesco Ltd.
BULLISH
Impact 6/10
Horizonweeks Processed4mo ago SEC0000914208-26-000191
8-K context-dependent: Items 7.01
Actionable Insight ▲ Bullish

Strong AUM growth and inflows signal improving revenue momentum for Invesco's fee-based business. Monitor the Q2 2026 earnings release for actual revenue and margin impact — the current trajectory supports positive sentiment but is already partially priced in given the monthly disclosure cadence.

DirectionBullish
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
IVZ ▲ +11.59% at T+60d
LONG call ✓ call won +11.59% · α vs SPY +7.48% · entry $28.38 → $31.67
Entry anchored
May 11, 2026
via day open
T+1d
+0.00%
call +0.00% · α -0.53%
$28.38
settled 5mo ago
T+5d
-3.48%
call -3.48% · α -3.56%
$27.39
settled 5mo ago
T+20d
-3.24%
call -3.24% · α -1.51%
$27.46
settled 4mo ago
T+60d
+11.59%
call +11.59% · α +7.48%
$31.67
settled 8w ago

Price Chart

Loading chart...

Executive Summary

Invesco reported preliminary April 2026 AUM of $2,339.4 billion, up 8.3% month-over-month, driven by $18.2 billion in net long-term inflows, $2.2 billion in money market inflows, $151 billion in favorable market returns, and $8.2 billion in FX. This is a routine monthly AUM update with strong organic and market-driven growth, but no earnings or guidance were provided.

Key Facts

  • Preliminary April 30, 2026 AUM of $2,339.4 billion, up 8.3% from $2,159.5 billion at March 31, 2026
  • Net long-term inflows of $18.2 billion in April
  • Money market net inflows of $2.2 billion
  • Favorable market returns increased AUM by $151 billion
  • FX increased AUM by $8.2 billion
  • Preliminary average total AUM for Q2 through April 30: $2,260.5 billion
  • Preliminary average active AUM for Q2 through April 30: $1,159.9 billion

Financial Impact

AUM increased by $179.9 billion (8.3%) month-over-month to $2,339.4 billion, with $18.2 billion in net long-term inflows and $151 billion from market returns

assets under managementnet inflows

Risk Factors

  • Preliminary AUM subject to adjustment
  • No earnings or revenue guidance provided — AUM growth may not fully translate to revenue if fee mix shifts toward lower-fee passive/ETF products
  • Market-driven AUM growth is volatile and may reverse

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)0000914208-26-000191
Document: ivz-20260511.htm0000914208-26-000191
Document: 0000914208-26-000191-index-headers.html0000914208-26-000191
Document: 0000914208-26-000191-index.html0000914208-26-000191
Document: 0000914208-26-000191.txt0000914208-26-000191
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