Invesco's July AUM slips 0.9% to $2.45T despite $8.6B in net long-term inflows
IVZ sits 54% above its 52-week low of $20.41.
Summary
Invesco reported preliminary July AUM of $2.45 trillion, down 0.9% from June, as $59 billion in market losses offset $8.6 billion in net long-term inflows. The update comes after a record Q2 and with the stock near a 52-week high.
Key Events · Earnings and Guidance · IVZ
-
July AUM Declines 0.9% to $2.45T
Preliminary assets under management fell to $2,447.1 billion from $2,470.3 billion at June 30, driven by $59 billion in unfavorable market returns, partially offset by $4.6 billion in FX gains.
-
Net Long-Term Inflows of $8.6B
The firm attracted $8.6 billion in net long-term inflows during July, a solid but slower pace than the record $45.1 billion in Q2 2026.
-
Money Market Inflows Surge $22.8B
Global liquidity products saw $22.8 billion in net inflows, reflecting continued demand for cash management solutions.
-
Quarter-to-Date Average AUM at $2.45T
Preliminary average total AUM for the quarter through July 31 was $2,453.0 billion, with average active AUM of $1,216.9 billion.
Analysis · IVZ · Finance
Preliminary July AUM for Invesco dipped 0.9% to $2.45 trillion, as $59 billion in unfavorable market returns overwhelmed $8.6 billion in net long-term inflows. The decline follows a record Q2 that saw $45.1 billion in net long-term inflows. While July's inflows remain solid, the sequential AUM drop and market headwinds could temper near-term revenue expectations. With the stock trading near its 52-week high, any softening in the growth narrative may draw scrutiny.
How filings like this one have moved
In the 30 days to Oct 19, 2026, 29.4% of the 1386 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.50%. 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 $31.50 on NYSE in the Finance sector, with a market capitalization of approximately $14B. The 52-week trading range was $20.41 to $32.55. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.