IVZ · Financials
Invesco Ltd.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-08
- Revenue Performance and MixImportance 59 · Surprise 48Invesco reported Q2 2026 revenue of $1.83 billion, representing a 20.5% year-over-year increase. Growth was driven by robust net long-term inflows, particularly in ETFs/Index products and the QQQ ETF. The reported…
- Market Demand TrendsImportance 59 · Surprise 48Invesco reported robust net long-term inflows in the second quarter, led particularly by ETFs/Index products and the QQQ ETF. Ending assets under management reached $2.47 trillion, up 23% year over year. Investor…
News · 2026-08-07
- Capital Return ProgramImportance 40 · Surprise 42Invesco affirmed its commitment to returning capital through dividends and share buybacks after reporting Q2 2026 results. The company declared a quarterly dividend of $0.215 per share. The dividend and buyback…
- Interest Rate EnvironmentImportance 14 · Surprise 24Weaker-than-expected U.S. employment data increased expectations for easier Federal Reserve policy. The resulting rate outlook supported investor demand for broad U.S. equity and mega-cap technology ETFs, including…
News · 2026-08-05
- Market Demand TrendsImportance 59 · Surprise 48Invesco reported robust net long-term inflows in the second quarter, led particularly by ETFs/Index products and the QQQ ETF. Ending assets under management reached $2.47 trillion, up 23% year over year. Investor…
- QETH Asset OutflowsImportance 38 · Surprise 58The Invesco Galaxy Ethereum ETF, QETH, recorded a $2.4 million outflow on July 27, 2026. The redemption reduced QETH assets by 15.2% in one day, leaving the ETF with $15.8 million in assets under management. The 15.2%…
- Ethereum ETF OutflowsImportance 35 · Surprise 48The Invesco Galaxy Ethereum ETF (QETH) experienced a $2.4 million outflow on July 27, 2026. The redemption reduced the ETF’s assets by 15.2% in a single day, leaving $15.8 million in assets under management. The…
10-Q · 2026-08-04
- Product Launch and TransitionImportance 91 · Surprise 92QQQ converted to an open-end fund ETF on December 20, 2025, causing its flows to be classified as long-term flows rather than non-management-fee-earning AUM. QQQ generated $13.8 billion of quarterly net long-term…
- Revenue Performance and MixImportance 73 · Surprise 66Six-month operating revenues increased 17.3% year over year to $3,570.1 million, while net revenues increased 17.2% to $2,593.4 million. Investment management fees rose 29.2% to $2,844.0 million, primarily because QQQ…
- AUM Growth and FlowsImportance 73 · Surprise 66Ending AUM increased 23.4% year over year to $2,470.3 billion at June 30, 2026, while average AUM rose 24.8% in the second quarter to $2,368.8 billion. Second-quarter net long-term inflows reached a record $45.1…
- Operating Expense TrendsImportance 69 · Surprise 64Six-month operating expenses increased 12.5% to $2,872.7 million, including a 21.7% increase in third-party distribution, service and advisory costs to $1,228.5 million. Third-party costs rose primarily because of QQQ…
- Operating Income and MarginsImportance 69 · Surprise 64Six-month GAAP operating income increased 41.9% to $697.4 million from $491.5 million, while second-quarter operating income increased 70.0% to $364.2 million from $214.2 million. Six-month operating margin expanded to…
- Capital Return ProgramImportance 69 · Surprise 64Invesco repurchased 3.4 million common shares for $90.0 million in the first six months of 2026, compared with 3.2 million shares for $50.0 million in the prior-year period. The company paid $192.1 million of common…
- Operating Cash Flow TrendsImportance 69 · Surprise 64Six-month operating cash flow excluding CIP increased to $572.5 million in 2026 from $366.5 million in 2025, a 56.2% year-over-year improvement. The increase was primarily driven by operating income and changes in…
- Liquidity and Debt PositionImportance 68 · Surprise 58Debt carrying value decreased to $1,624.0 million at June 30, 2026 from $1,825.1 million at December 31, 2025 after redemption of $500.0 million of senior notes that matured on January 15, 2026 and net Revolving Credit…
- Interest Rate EnvironmentImportance 66 · Surprise 74Interest expense rose to $47.9 million for the six months ended June 30, 2026 from $33.8 million a year earlier, a 41.7% increase. The increase primarily reflected higher borrowings under the Revolving Credit Agreement…
- Other Gains and LossesImportance 63 · Surprise 64Other gains and losses increased to a $105.4 million gain for the six months ended June 30, 2026 from a $35.4 million gain in the prior-year period. The $70.0 million increase represented a 197.7% year-over-year change…
- Liquidity and Cash PositionImportance 54 · Surprise 40Cash and cash equivalents declined $122.1 million to $915.4 million at June 30, 2026 from $1,037.5 million at December 31, 2025. Available borrowing capacity under the Revolving Credit Agreement declined to $1,764.0…
- Acquisition / Partnership / DivestitureImportance 47 · Surprise 60Invesco completed the sale of management agreements for 98 Canadian funds to CI GAM on June 1, 2026. The transaction reduced AUM by $11.0 billion and generated an $11.7 million net benefit in second-quarter general and…
- Geographic Market CommentaryImportance 45 · Surprise 64The Americas generated $30.8 billion of quarterly net long-term inflows, compared with $8.2 billion in APAC and $6.1 billion in EMEA. On a six-month basis, net long-term inflows were $31.8 billion in the Americas,…
- Distribution ChannelsImportance 44 · Surprise 24Retail remained Invesco’s stronger internal distribution channel, producing $47.3 billion of quarterly net long-term inflows, while institutional AUM recorded $2.2 billion of net long-term outflows. Six-month retail…
- Regulatory RiskImportance 36 · Surprise 14Certain Invesco subsidiaries must maintain minimum regulatory capital, liquidity and working-capital levels, which can restrict capital withdrawals, intercompany-loan repayments and dividends. Invesco reported…
- FX / Currency ImpactImportance 19 · Surprise 6Foreign-exchange movements increased Invesco’s investment management fees by $27.2 million for the six months ended June 30, 2026 compared with the prior-year period. The same currency movements increased operating…
- Income Tax Rate ChangesImportance 15 · Surprise 14The six-month effective tax rate increased to 26.2% for 2026 from 25.0% for 2025, a 1.2-percentage-point increase. The higher rate was primarily driven by the unfavorable effect of increased net loss attributable to…
News · 2026-08-04
- Revenue Performance and MixImportance 59 · Surprise 48Invesco reported Q2 2026 revenue of $1.83 billion, representing a 20.5% year-over-year increase. Growth was driven by robust net long-term inflows, particularly in ETFs/Index products and the QQQ ETF. The reported…
- Assets Under Management GrowthImportance 59 · Surprise 48Ending assets under management reached $2.47 trillion in Q2 2026, up 23% year over year. The increase was supported by record net long-term inflows, with ETFs/Index products and QQQ identified as key contributors. The…
- Market Demand TrendsImportance 59 · Surprise 48Invesco reported robust net long-term inflows in the second quarter, led particularly by ETFs/Index products and the QQQ ETF. Ending assets under management reached $2.47 trillion, up 23% year over year. Investor…
- Net Income and ProfitabilityImportance 44 · Surprise 24Invesco swung to Q2 2026 net income of $382.3 million from a loss in the prior-year period. Diluted EPS reached $0.76, significantly improving year over year and exceeding market expectations. Third-party reporting…
- Capital Return ProgramImportance 40 · Surprise 42Invesco affirmed its commitment to returning capital through dividends and share buybacks after reporting Q2 2026 results. The company declared a quarterly dividend of $0.215 per share. The dividend and buyback…