Inferra AIResearch Tools

Inferra AI / Company / IVZ

Invesco

IVZ · Financials

Last earnings Oct 27, 2026

Key results

EPSquarter

$0.66

Diluted EPS of $0.66 Adjusted Diluted EPS (1) of $0.61

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Adjusted EPSquarter

$0.61

Diluted EPS of $0.66 Adjusted Diluted EPS (1) of $0.61

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Operating marginquarter

16%

We continued to generate significant positive operating leverage and operating margin improvement as long-term assets under management grew 16% over last year, driving revenue growth, while expenses were well managed.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Operating revenuequarter

8.2 %

GAAP Financial Measures Operating revenues $1,640.4 m $1,515.5 m 8.2 % $1,515.4 m 8.2 % Operating income $270.9 m $214.2 m 26.5 % $100.5 m 169.6 % Operating margin 16.5 % 14.1 % 6.6 % Net income (loss) attributable to Invesco Ltd.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Operating incomequarter

$270.9

GAAP Financial Measures Operating revenues $1,640.4 m $1,515.5 m 8.2 % $1,515.4 m 8.2 % Operating income $270.9 m $214.2 m 26.5 % $100.5 m 169.6 % Operating margin 16.5 % 14.1 % 6.6 % Net income (loss) attributable to Invesco Ltd.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

$301.3 m ($12.5 m) N A $55.0 m 447.8 % Diluted EPS $0.66 ($0.03) N A $0.12 450.0 % Adjusted Financial Measures (1) Net revenues $1,186.3 m $1,104.6 m 7.4 % $1,104.3 m 7.4 % Adjusted operating income $406.1 m $344.4 m 17.9 % $348.8 m 16.4 % Adjusted operating margin 34.2 % 31.2 % 31.6 % Adjusted net income attributable to Invesco Ltd.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

$275.4 m $165.2 m 66.7 % $199.8 m 37.8 % Adjusted diluted EPS $0.61 $0.36 69.4 % $0.44 38.6 % Assets Under Management Ending AUM $2,124.8 bn $2,001.4 bn 6.2 % $1,795.6 bn 18.3 % Average AUM $2,060.4 bn $1,897.4 bn 8.6 % $1,742.0 bn 18.3 % Headcount 8,368 8,407 (0.5) % 8,524 (1.8) % (1) Represents non-GAAP financial measure.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Revenuequarter

$5.9 million

Foreign exchange rate changes increased operating revenues by $5.9 million.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Non operating incomequarter

$34.8 million

Non-operating income and expenses Equity in earnings of unconsolidated affiliates was $34.8 million, earned primarily from our China joint venture.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

The impairment charge related to the divestiture of intelliflo negatively impacted third quarter diluted EPS by $0.08.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

AI analysis

Q3 2025 · reported Oct 28, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$5.9M
EX-99 · Oct 28, 2025
EPS · Q3 2025
$0.66
EX-99 · Oct 28, 2025
Operating income · Q3 2025
$270.9M
EX-99 · Oct 28, 2025
Adjusted EPS · Q3 2025
$0.61
EX-99 · Oct 28, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
EPS$0.66——
Adjusted EPS$0.61——
Operating margin16%——
Operating revenue8.2 %——
Operating income$270.9M——
Revenue$5.9 million——
Non operating income$34.8 million——

EX-99 · Oct 28, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin16%

Capital allocation

Dividend$10.5M

We reduced debt during the quarter while making ongoing common share repurchases as we remain focused on strengthening the balance sheet and returning capital to shareholders.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Invesco Q3 2025 — Diluted EPS of $0.66 Adjusted Diluted EPS (1) of $0.61

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

We reduced debt during the quarter while making ongoing common share repurchases as we remain focused on strengthening the balance sheet and returning capital to shareholders.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Interest and dividend income was $10.5 million earned primarily from cash and cash equivalents and seed capital investments.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Interest and dividend income was $12.4 million.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Debt $1,624.6 million at September 30, 2025 ($1,883.9 million at June 30, 2025).

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Common share repurchases During the third quarter of 2025, the company repurchased 1.2 million common shares for $25 million in the open market.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Common shares outstanding (end of period) 445.1 million Diluted common shares outstanding (end of period) 453.9 million Dividends paid $95.0 million (common) $44.4 million (preferred).

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Strategy & priorities

We reduced debt during the quarter while making ongoing common share repurchases as we remain focused on strengthening the balance sheet and returning capital to shareholders.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Property, office and technology costs decreased $9.0 million primarily due to an $8.0 million software impairment recorded in the second quarter related to a strategic change to the company's fixed income investment platform.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

(8) Software impairment In the second quarter of 2025, the company removed the non-cash software impairment related to a strategic change in our fixed income investment platform.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

(b) Investment capabilities are descriptive groupings of AUM by investment strategy.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

(c) ETFs and Index includes ETFs and Indexed Strategies and excludes Invesco QQQ Trust.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Risks & headwinds

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions.

SEC original ↗Invesco — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials
Documents

Filings

27 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Invesco are held in this edition of the library.

Transcripts

0 documents

No transcripts for Invesco are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Invesco by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.