Invesco Ltd. SEC 10-Q Report

Invesco Ltd., a leading global investment management firm, has released its Form 10-Q report for the second quarter of 2025. The report provides a comprehensive overview of the company's financial and operational performance, showcasing both growth and strategic initiatives aimed at enhancing shareholder value.

Financial Highlights

Invesco Ltd. reported the following key financial metrics for the three months ended June 30, 2025:

• Total Operating Revenues: $1,515.5 million, reflecting a slight increase from the previous year, driven by higher investment management fees.
• Operating Income: $214.2 million, showing an improvement over the prior year, indicating effective cost management and operational efficiency.
• Net Income/(Loss) Attributable to Invesco Ltd.: $(12.5) million, a decrease compared to the previous year, primarily due to the cost of preferred share repurchase.
• Diluted EPS: $(0.03), reflecting the impact of the preferred share repurchase and dividends declared on preferred shares.

Business Highlights

Invesco Ltd. also reported significant operational achievements and strategic initiatives during the second quarter of 2025:

• Revenue Segments: Invesco's operating revenues are derived from various segments, including investment management fees, service and distribution fees, and performance fees. The company reported total operating revenues of $1,515.5 million for the three months ended June 30, 2025, with investment management fees contributing the largest portion.
• Geographical Performance: The Americas region remains the largest contributor to Invesco's operating revenues, generating $1,141.3 million for the three months ended June 30, 2025. The Asia-Pacific region and Europe, Middle East, and Africa (EMEA) also showed strong performance, with revenues of $71.7 million and $302.5 million, respectively.
• Assets Under Management (AUM): Invesco reached a record $2 trillion in AUM during the second quarter of 2025, driven by long-term organic inflows and market gains. The average AUM for the three months ended June 30, 2025, was $1,897.4 billion.
• Sales Units: The company experienced net long-term inflows of $15.6 billion for the three months ended June 30, 2025, with significant contributions from both active and passive investment products.
• New Product Launches: Invesco announced a proposal to add Barings as a sub-advisor to an existing private credit fund, with MassMutual intending to invest $150 million into the fund. This is part of a broader strategic partnership with Barings, supported by an initial investment totaling $650 million.
• Future Outlook: Invesco remains focused on expanding its private markets business and strengthening its investment returns. The company is also committed to maintaining a strong balance sheet while returning excess cash to shareholders through dividends and share repurchases.

SEC Filing: Invesco Ltd. [ IVZ ] - 10-Q - Aug. 01, 2025