Invesco Ltd. (IVZ) Form 8-K — Oct 27, 2026
Invesco reported Q3 2026 diluted EPS of $0.65 and adjusted diluted EPS of $0.72, up 18% year over year, on operating revenues of $1,873.2 million (+14.2% YoY). The firm posted $35.1 billion of net long-term inflows — its 13th consecutive quarter of inflows — driven by ETFs and Index ($28.5B) and QQQ ($6.7B), lifting ending AUM to a record $2.5 trillion. The company repurchased $1.5 billion of the Series A preferred stock held by MassMutual on October 26, 2026, funded with a $1.5 billion five-year floating-rate bank term loan, bringing total preferred buybacks to $3 billion over 18 months with $1 billion outstanding.
Key figures
- Eps
- $0.65
- Revenue
- $1,873.2 million
- Net Income
- $294.5 million
- Total Debt
- $1,281.3 million
- Revenue Yoy
- 14.2%
- Cash Position
- $965.5 million
- Shares Outstanding
- 439.5 million
- Net debt
- $315.8 million
- Term loan
- $1.5 billion five-year floating-rate bank term loan
- Ending aum
- $2,537.8 billion
- Ending aum yoy
- 19.4%
- Common buybacks
- $65 million (2.1 million shares)
- Common dividend
- $0.215 per share
- Adjusted eps yoy
- 18.0%
- Operating margin
- 23.3%
- Net debt reduction
- $393 million
- Preferred dividend
- $14.75 per share
- Adjusted diluted eps
- $0.72
- Money market inflows
- $52.9 billion
- Net long term inflows
- $35.1 billion
- Adjusted operating margin
- 40.7%
- Organic growth annualized
- 6.3%
- Massmutual preferred repurchase
- $1.5 billion
- Preferred outstanding remaining
- $1.0 billion
- Total preferred repurchased 18mo
- $3.0 billion
AI analysis
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