IVZ Invesco (IVZ) Q1 FY26 earnings call
Invesco delivered strong Q1 FY26 results, driven by significant net long-term inflows and robust operating leverage, with the operating margin expanding to 34.5%. The firm continues to prioritize strategic growth areas like ETFs, fixed income, and private markets, while also strengthening its balance sheet and increasing capital returns to shareholders. Management remains focused on disciplined execution and innovation to navigate evolving market conditions and drive profitable growth.
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IVZ operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Long-term net inflows | $21.8BNet long-term inflows were $21.8 billion, marking the 11th straight quarter of net inflows and representing annualized organic growth of 4%.Source: earnings call transcript | $45.1BNet long-term inflows during the period were a record $45.1 billion, marking the 12th straight quarter of net inflows and representing annualized organic growth of nearly 9%.Source: earnings call transcript | +106.9% |
| Assets under management (AUM) Global Liquidity | $200B+It is also worth noting that we generated $11.6 billion in global liquidity inflows and we ended the period with over $200 billion in AUM.Source: earnings call transcript | $215BAdditionally, we generated $13.2 billion in global liquidity inflows ending the period with $215 billion in AUM.Source: earnings call transcript | — |
| Assets under management (AUM) Active ETF | $20B+We have built a robust active ETF platform currently managing over $20 billion in assets, which increases to more than $35 [ billion ] when you include index strategies implemented by our active teams.Source: earnings call transcript | $25BWe currently manage $25 billion in active ETFs across more than 40 products and the AUM base increases to more than $40 billion when including index strategies that are executed by our active investment teams.Source: earnings call transcript | — |
| Long-term net inflows Fundamental Fixed Income | $3.7BSo let's move on to fundamental fixed income were regarded a very healthy $3.7 billion in net long-term inflows or 5% annualized organic growth with strong attribution across geographies and channels.Source: earnings call transcript | $400MWhile we report on this slide, net inflows of a modest $0.4 billion for the quarter, when you widen the scope to include the fixed income flows from our ETF and China JV, it expands our overall asset class net long-term inflows to $14 billion during the quarter or 11% annualized organic growth.Source: earnings call transcript | -89.2% |
| Assets under management (AUM) SMA | $37BOur entire SMA platform, which also includes a portion of equity assets, now stands at $37 billion in AUM.Source: earnings call transcript | <$40BOur entire US wealth management SMA platform which also includes a portion of equity assets now stands at nearly $40 billion in AUM.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
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