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IVZ
NYSE Finance

Invesco Posts Record $45B Net Inflows, 37.5% Adjusted Margin in Q2

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Asset Management Stocks · Financial
Sentiment info
Positive
Importance info
8
Price
$30.31
Mkt Cap
$13.348B
52W Low
$20.08
52W High
$31.02
52W Position info
51% above low
Off High info
2.3% below high
Rel. Volume info
1.4× avg
Market data snapshot near publication time

IVZ sits 51% above its 52-week low of $20.08.

Summary

Invesco reported Q2 2026 results with record $45.1 billion in net long-term inflows, AUM reaching $2.5 trillion, and adjusted operating margin expanding to 37.5%. Adjusted EPS of $0.71 rose 25% sequentially, while net debt was cut by over $450 million.


Key Events · Earnings and Guidance · IVZ

  • Record $45.1B Net Long-Term Inflows

    Q2 net long-term inflows hit an all-time high of $45.1 billion, more than double the $21.8 billion in Q1 2026, driven by ETFs and Index ($30.1B), QQQ ($13.8B), and China JV ($6.9B). Annualized organic growth reached 8.5%.

  • AUM Surges to $2.5 Trillion

    Ending assets under management rose 14.4% sequentially to $2,470.3 billion, boosted by $256.8 billion in market gains and the record inflows. Average AUM increased 6.8% to $2,368.8 billion.

  • Adjusted Operating Margin Expands to 37.5%

    Adjusted operating income grew 14.4% sequentially to $498.7 million on a 5.1% increase in net revenues, while adjusted expenses were nearly flat. This lifted adjusted operating margin by 3 percentage points to 37.5%.

  • Adjusted EPS Rises 25% to $0.71

    Adjusted net income attributable to Invesco Ltd. was $322.3 million, up 23.6% from Q1, yielding adjusted diluted EPS of $0.71 versus $0.57 in the prior quarter. GAAP diluted EPS was $0.76.


Analysis · IVZ · Finance

Invesco delivered its strongest quarter of organic growth on record, pulling in $45.1 billion of net long-term inflows — nearly double the prior quarter's $21.8 billion. The surge was led by ETFs and Index ($30.1B), QQQ ($13.8B), and the China JV ($6.9B), pushing ending AUM to $2.5 trillion. Revenue growth of 5% sequentially on flat expenses drove adjusted operating margin to 37.5%, up 3 percentage points, and adjusted EPS of $0.71 beat the $0.57 from Q1 by 25%. The balance sheet also strengthened: net debt fell by over $450 million, and the company bought back $50 million in common shares. With the stock near its 52-week high, these results confirm that Invesco's strategic pivot toward ETFs, private markets, and Asia is translating into accelerating financial performance.

At the time of this filing, IVZ was trading at $30.31 on NYSE in the Finance sector, with a market capitalization of approximately $13.3B. The 52-week trading range was $20.08 to $31.02. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.

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