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AI English summary of an SEC filing — figures as filed

Invesco logoInvesco IVZ

The company said net long-term inflows for Q3 2026 were $35.1 billion, and ending AUM was $2.5 trillion. Net long-term inflows for the prior quarter were $45.1 billion.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said net long-term inflows for Q3 2026 were $35.1 billion, and ending AUM was $2.5 trillion. Net long-term inflows for the prior quarter were $45.1 billion.

  2. Invesco reported operating revenues of $1,873.2 million, operating income of $436.5 million and an operating margin of 23.3% for Q3 2026. Operating income for the prior quarter was $364.2 million, and the operating margin was 19.9%.

  3. The company said net income attributable to Invesco Ltd. for Q3 2026 was $294.5 million, and diluted EPS was $0.65. Adjusted diluted EPS was $0.72, compared with $0.71 in the prior quarter and $0.61 in the year-earlier period.

  4. Invesco said it reduced net debt by $393 million during Q3 2026, bringing net debt to $315.8 million as of September 30. It also said it repurchased $1.5 billion of the Series A Preferred Stock held by MassMutual on October 26, funded through a $1.5 billion 5-year floating-rate bank term loan.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q3 Net Long-Term Inflows and AUM

The company said net long-term inflows for Q3 2026 were $35.1 billion, and ending AUM was $2.5 trillion. Net long-term inflows for the prior quarter were $45.1 billion.

Source · Based on the filing body and exhibits

Q3 Operating Income and Margin

Invesco reported operating revenues of $1,873.2 million, operating income of $436.5 million and an operating margin of 23.3% for Q3 2026. Operating income for the prior quarter was $364.2 million, and the operating margin was 19.9%.

Source · Based on the filing body and exhibits

Q3 Net Income and Adjusted EPS

The company said net income attributable to Invesco Ltd. for Q3 2026 was $294.5 million, and diluted EPS was $0.65. Adjusted diluted EPS was $0.72, compared with $0.71 in the prior quarter and $0.61 in the year-earlier period.

Source · Based on the filing body and exhibits

Net Debt Reduction and Preferred Stock Repurchase

Invesco said it reduced net debt by $393 million during Q3 2026, bringing net debt to $315.8 million as of September 30. It also said it repurchased $1.5 billion of the Series A Preferred Stock held by MassMutual on October 26, funded through a $1.5 billion 5-year floating-rate bank term loan.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.