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IVZ
NYSE Finance

Invesco Q3 EPS $0.65, Adjusted $0.72; $35.1B Net Long-Term Inflows, 40.7% Adjusted Margin

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Asset Management Stocks · Financial
Sentiment info
Positive
Importance info
7
Price
$28.2
Mkt Cap
$12.596B
52W Low
$20.67
52W High
$33.66
52W Position info
36% above low
Off High info
16% below high
Rel. Volume info
1.9× avg
Market data snapshot near publication time

IVZ sits 36% above its 52-week low of $20.67 on elevated volume (1.9× avg).

Summary

Invesco reported Q3 2026 adjusted diluted EPS of $0.72 on $35.1 billion of net long-term inflows and a 40.7% adjusted operating margin, with net debt cut to $315.8 million.


Key Events · Earnings and Guidance · IVZ

  • Q3 Adjusted EPS $0.72, GAAP $0.65

    Adjusted diluted EPS rose to $0.72 from $0.71 in Q2 and $0.61 a year ago; GAAP diluted EPS was $0.65 versus $0.76 in Q2, when a $105.8 million other-gains line flattered results.

  • $35.1B Net Long-Term Inflows

    A thirteenth consecutive quarter of net long-term inflows, though below Q2's $45.1 billion; retail added $41.7 billion while institutional saw $6.6 billion of outflows. Ending AUM was $2,537.8 billion, up 2.7%.

  • Margin Expands to 40.7% Adjusted

    Net revenues of $1,381.7 million rose 4.0% sequentially while adjusted operating expenses fell $11.0 million, pushing adjusted operating margin to 40.7% from 37.5% and GAAP operating margin to 23.3% from 19.9%.

  • Net Debt Cut to $315.8M

    Debt fell to $1,281.3 million from $1,624.0 million at June 30 as the credit facility balance dropped to $393.0 million; net debt is $315.8 million versus $708.6 million.


Analysis · IVZ · Finance

The operating leverage story held in Invesco's third quarter: net revenues rose 4.0% sequentially to $1,381.7 million while adjusted operating expenses fell $11.0 million, lifting adjusted operating margin to 40.7% from 37.5%. Net long-term inflows of $35.1 billion marked a 13th straight positive quarter, though that is down from $45.1 billion in Q2 and institutional flows were a $6.6 billion net outflow. GAAP diluted EPS of $0.65 fell 14.5% sequentially because Q2 carried a $105.8 million other-gains line that reversed to a $34.2 million loss this quarter. The quieter positive is balance sheet progress: net debt fell to $315.8 million from $708.6 million, helped by the $1.5 billion preferred repurchase funded with a matching term loan that leaves $1 billion of the MassMutual preferred outstanding.

How filings like this one have moved

In the 30 days to Oct 27, 2026, 29.9% of the 1374 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.12%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, IVZ was trading at $28.20 on NYSE in the Finance sector, with a market capitalization of approximately $12.6B. The 52-week trading range was $20.67 to $33.66. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.

View Main SEC Filing

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IVZ - Latest Insights

IVZ
Oct 27, 2026, 6:55 AM EDT
Source: Dow Jones Newswires
Importance Score:
7
Price at Filing: $28.20
Real-time Price: $29.04 info
Change: +$0.835 (+3%) info
Market Cap: $12.819B info
IVZ
Oct 27, 2026, 6:40 AM EDT
Filing Type: 8-K
Importance Score:
8
Price at Filing: $28.20
Real-time Price: $29.04 info
Change: +$0.835 (+3%) info
Market Cap: $12.819B info
IVZ
Sep 10, 2026, 4:19 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $31.93
Real-time Price: $29.04 info
Change: -$2.89 (-9%) info
Market Cap: $12.819B info
IVZ
Aug 20, 2026, 12:28 PM EDT
Source: Reuters
Importance Score:
7
Price at Filing: $31.83
Real-time Price: $29.04 info
Change: -$2.79 (-9%) info
Market Cap: $12.819B info
IVZ
Aug 11, 2026, 6:58 AM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $31.50
Real-time Price: $29.04 info
Change: -$2.47 (-8%) info
Market Cap: $12.819B info