Filings monitor · IVZ

What Invesco Ltd.'s SEC filings said

10-Q for 2026Q3, filed 3 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Product Launch and Transition78 · importance in its document · 10-Q · 2026Q3
   Invesco QQQ Trust converted to an open-end fund ETF on December 20, 2025, and its flows were included in long-term flows for the 2026 comparison period. QQQ generated $6.7 billion of third-quarter net long-term flows and $9.7 billion for…
2. Capital Return Program69 · importance in its document · 10-Q · 2026Q3
   During the nine months ended September 30, 2026, Invesco repurchased 5.6 million common shares for $155.0 million, compared with 4.4 million shares for $75.0 million in the prior-year period. At September 30, $1,077.2 million remained…
3. Distribution Channels69 · importance in its document · 10-Q · 2026Q3
   Retail generated $41.7 billion of third-quarter net long-term flows, compared with $19.7 billion in the prior-year quarter, while Institutional had $6.6 billion of net long-term outflows versus $9.2 billion of inflows. Including…
4. Operating Income and Margins63 · importance in its document · 10-Q · 2026Q3
   For the third quarter of 2026, U.S. GAAP operating income increased to $436.5 million from $270.9 million, and operating margin rose to 23.3% from 16.5%. For the first nine months, operating income increased to $1,133.9 million from…
5. Assets Under Management Growth25 · importance in its document · 8-K exhibit · 10 Nov 2026
   Preliminary AUM at October 31, 2026 was $2,453.5 billion, down 3.3% from $2,537.8 billion at September 30. October net long-term outflows were $1.0 billion and money market net outflows were $32.9 billion; unfavorable market returns…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 3 Nov 2026

Full report · Filing on EDGAR

• Product Launch and TransitionImportance 78
  Invesco QQQ Trust converted to an open-end fund ETF on December 20, 2025, and its flows were included in long-term flows for the 2026 comparison period. QQQ generated $6.7 billion of third-quarter net long-term flows…
• Capital Return ProgramImportance 69
  During the nine months ended September 30, 2026, Invesco repurchased 5.6 million common shares for $155.0 million, compared with 4.4 million shares for $75.0 million in the prior-year period. At September 30, $1,077.2…
• Distribution ChannelsImportance 69
  Retail generated $41.7 billion of third-quarter net long-term flows, compared with $19.7 billion in the prior-year quarter, while Institutional had $6.6 billion of net long-term outflows versus $9.2 billion of inflows.…
• Operating Income and MarginsImportance 63 · +1 more on this subject
  For the third quarter of 2026, U.S. GAAP operating income increased to $436.5 million from $270.9 million, and operating margin rose to 23.3% from 16.5%. For the first nine months, operating income increased to…
• Debt and Liquidity PositionImportance 61
  Invesco reduced debt by $342.7 million during the third quarter of 2026. On January 15, 2026, it redeemed $500.0 million of senior notes; lower interest expense from that redemption and repayment of a three-year term…
• Other Gains and LossesImportance 59
  Other gains and losses, net was a $34.2 million loss in the third quarter of 2026, compared with a $0.8 million loss in the third quarter of 2025. The quarterly loss was primarily driven by market-value losses in…
• Revenue Performance and MixImportance 54
  For the three months ended September 30, 2026, operating revenues rose 14.2% to $1,873.2 million, while net revenues increased 16.5% to $1,381.7 million. For the nine months, operating revenues grew 16.2% to $5,443.3…
• Assets Under Management GrowthImportance 53
  Ending AUM was $2,537.8 billion at September 30, 2026, up 19.4% year over year, and average AUM for the quarter was $2,510.2 billion, up 21.8% from $2,060.4 billion. Third-quarter net long-term flows were $35.1…
• Operating Expense TrendsImportance 50
  Operating expenses increased 4.9% to $1,436.7 million in the third quarter and 9.9% to $4,309.4 million in the first nine months of 2026. Nine-month third-party distribution, service and advisory expenses increased…
• Income Tax Rate ChangesImportance 38
  Invesco’s effective tax rate was 23.3% for the third quarter of 2026, compared with negative 2.8% in the third quarter of 2025. For the first nine months, the effective tax rate rose to 25.1% from 15.0%. The…
• Capital ExpendituresImportance 34
  For the nine months ended September 30, 2026, capital expenditures were $76.9 million, up from $60.7 million in the comparable 2025 period, an increase of approximately 26.8%. The expenditures related principally to…
• Headcount and RestructuringImportance 31
  Invesco had 7,416 employees at September 30, 2026, down from 8,368 a year earlier, an 11.4% decrease. The company attributed the reduction primarily to the fourth-quarter 2025 sale of the intelliflo business and sale…

8-K filings last 12 months

• Press release attached to an 8-K10 Nov 2026 · 8-K
  Read from the attached exhibit: Assets Under Management Growth · AUM Growth and Flows
• Results, no stated guidance change27 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Product Launch and Transition · Capital Return Program · Assets Under Management Growth
• New debt27 Oct 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 35
  “On October 23, 2026, Invesco Ltd. (the “ Company ”) entered into a Preferred Share Repurchase Agreement (the “ Repurchase Agreement ” and, together with the Term Loan Agreement, Company Guaranty and Amendment to the Shareholder Agreement…”
• Press release attached to an 8-K9 Oct 2026 · 8-K
  Read from the attached exhibit: AUM Growth and Flows · FX / Currency Impact · Market Demand Trends
• Press release attached to an 8-K10 Sept 2026 · 8-K
  Read from the attached exhibit: Assets Under Management Growth · AUM Growth and Flows
• Management change (filing not read)31 Aug 2026 · 8-K Item 5.02 · Routine · rule score 20
  Read from the attached exhibit: Leadership Transition
• Results (release not read)28 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)28 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)27 Jan 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 4 Aug 2026
  Product Launch and Transition · Revenue Performance and Mix · AUM Growth and Flows

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.