Jun 2026 (Q2 FY26) — Jul 28, 2026
Invesco Q2 FY26 — Record Inflows and Margin Expansion
Read the full callInvesco (IVZ) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Invesco earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,826 | +20.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 19.9 | +5.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. |
Price
$28.29 +0.32% · +$0.09
Performance +24.1% 1Y
1Y: $22.79 on 17 Oct 2025 → $28.29. High $33.31 (27 Aug 2026), low $22.44 (17 Nov 2025).
- Previous close
- $28.2
- 52-week range
- $22.44 – $33.31
- One year
- +23.86%
Overview
- Symbol
- IVZ
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 28, 2026
Invesco Q1 FY26 — Strong Inflows and Operating Leverage
Read the full callEvery analysed call
Invesco earnings calls (IVZ)
Financials
What the filings say
Net profit, against the quarter before: −18% (quarter to mar 2025 against dec 2024).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,515 | 1,593 | 1,529 | 1,516 | 1,640 | 1,692 | 1,745 | 1,826 |
| Operating profit | 101 | 312 | 277 | 214 | 271 | -1,458 | 333 | 364 |
| Operating margin | 6.6% | 19.6% | 18.1% | 14.1% | 16.5% | −86.2% | 19.1% | 19.9% |
| Interest | 13 | 12 | 13 | 21 | 26 | 23 | 24 | 24 |
| Profit before tax | 145 | 317 | 345 | 274 | 347 | -1,345 | 300 | 455 |
| Tax rate | 28.6% | 24.8% | 22.5% | 28.1% | −2.8% | 26.0% | 27.0% | 25.6% |
| Net profit | 55 | 209 | 171 | — | — | — | — | — |
| EPS ($ per share) | 0.12 | — | 0.38 | -0.03 | 0.67 | — | 0.51 | 0.77 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 98 | 113 | 113 | 113 | 113 | 113 | 113 | 113 |
| Reserves | 5,885 | 5,918 | 6,085 | 7,169 | 7,518 | 6,827 | 6,990 | 5,887 |
| Total liabilities | 21,646 | 24,719 | 21,483 | 16,007 | 12,915 | 13,018 | 11,340 | 14,089 |
| Fixed assets | 469 | 584 | 564 | 518 | 561 | 600 | 479 | 379 |
| Total assets | 30,978 | 39,420 | 36,504 | 32,686 | 29,757 | 28,934 | 27,009 | 27,094 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 829 | 1,117 | 1,230 | 1,078 | 703 | 1,301 | 1,190 | 1,525 |
| Cash from investing | -2,899 | -1,433 | -860 | -848 | -376 | -244 | 68 | -974 |
| Cash from financing | 1,540 | 201 | -286 | 117 | -967 | -585 | -1,662 | -149 |
| Net cash flow | -530 | — | — | — | — | — | — | — |
| Capital expenditure | -102 | -124 | -115 | -109 | -193 | -164 | -69 | -84 |
| Free cash flow | 726 | 992 | 1,115 | 969 | 510 | 1,137 | 1,121 | 1,441 |
IVZ revenue by segment
Investment Advice grew from 73% to 80% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Investment Advice | 73% | 71% | 72% | 73% | 72% | 73% | 79% | 80% | +32.8% |
| Distribution and Shareholder Service | 24% | 24% | 24% | 24% | 24% | 23% | 17% | 17% | -14.8% |
| Financial Service Other | 3% | 3% | 4% | 3% | 3% | 3% | 3% | 3% | +4.1% |
| Investment Performance | <1% | 2% | <1% | <1% | <1% | 2% | 1% | <1% | +42.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
IVZ operating KPIs by quarter
| KPI | 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.
Revenue by region
Q2 FY2026 · share of revenue
- Americas 76%
- EMEA 20% ↑ 1 pt
- Asia Pacific 4%
- BM 0%
As IVZ cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
69 filings between Oct 31, 2025 and Sep 11, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$11.00M
6 sales by 5 insiders
Compensation
not trading decisions- 39
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 21
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Lo Andrew Tak Shing | — | $4.64M | Sep 9, 2026 |
| Sharp Douglas J | — | $3.77M | Oct 31, 2025 |
| Butcher Stephanie | — | $1.46M | Sep 9, 2026 |
| DUKES LAURA ALLISON | — | $1.03M | Sep 4, 2026 |
| WOOD PHOEBE A | — | $97.3K | Sep 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 11, 2026 | WOOD PHOEBE A Director | Sale | 3,000 | $97.3K |
| Sep 9, 2026 | Butcher Stephanie Senior Managing Director | Sale | 45,095 | $1.46M |
| Sep 9, 2026 | Lo Andrew Tak Shing Senior Managing Director | Sale | 100,840 | $3.25M |
| Sep 8, 2026 | Lo Andrew Tak Shing Senior Managing Director | Sale | 42,530 | $1.40M |
| Sep 4, 2026 | DUKES LAURA ALLISON Chief Financial Officer | Gift | 7,600 | $0 |
| Sep 4, 2026 | DUKES LAURA ALLISON Chief Financial Officer | Sale | 31,075 | $1.03M |
| Aug 31, 2026 | Butcher Stephanie Senior Managing Director | Tax withheld | 9,761 | $320.0K |
| Aug 31, 2026 | Butcher Stephanie Senior Managing Director | Award | 25,497 | $0 |
| Aug 31, 2026 | Butcher Stephanie Senior Managing Director | Award | 19,179 | $0 |
| Aug 31, 2026 | Sharp Douglas J Senior Managing Director | Tax withheld | 5,524 | $181.1K |
| Aug 31, 2026 | Sharp Douglas J Senior Managing Director | Tax withheld | 6,331 | $207.5K |
| Aug 31, 2026 | Butcher Stephanie Senior Managing Director | Tax withheld | 11,984 | $392.8K |
| Aug 31, 2026 | Sharp Douglas J Senior Managing Director | Award | 11,891 | $0 |
| Aug 31, 2026 | Butcher Stephanie Senior Managing Director | Tax withheld | 9,015 | $295.5K |
| Aug 31, 2026 | Sharp Douglas J Senior Managing Director | Tax withheld | 10,358 | $339.5K |
| Aug 31, 2026 | Sharp Douglas J Senior Managing Director | Award | 22,642 | $0 |
| Aug 31, 2026 | Sharp Douglas J Senior Managing Director | Award | 22,404 | $0 |
| Aug 31, 2026 | Butcher Stephanie Senior Managing Director | Award | 20,766 | $0 |
| Aug 31, 2026 | Sharp Douglas J Senior Managing Director | Award | 13,548 | $0 |
| Jul 2, 2026 | DUKES LAURA ALLISON Chief Financial Officer | Tax withheld | 52,003 | $1.40M |
| Jul 2, 2026 | Schlossberg Andrew President and CEO | Tax withheld | 156,007 | $4.21M |
| Jul 2, 2026 | Lo Andrew Tak Shing Senior Managing Director | Option exercise | 116,754 | $0 |
| Jul 2, 2026 | Kupor Jeffrey H Senior Managing Director | Tax withheld | 26,002 | $702.3K |
| May 15, 2026 | WOOD PHOEBE A Director | Award | 8,112 | $0 |
| May 15, 2026 | WOMACK CHRISTOPHER C Director | Award | 8,112 | $0 |
| May 15, 2026 | Johnson Elizabeth S. Director | Award | 8,112 | $0 |
| May 15, 2026 | Tolliver Paula Director | Award | 8,112 | $0 |
| May 15, 2026 | Beshar Sarah Director | Award | 8,112 | $0 |
| May 15, 2026 | WAGONER G RICHARD JR Director | Award | 8,112 | $0 |
| May 15, 2026 | Sheinwald Nigel Director | Award | 8,112 | $0 |
| May 15, 2026 | Finke Thomas M Director | Award | 8,112 | $0 |
| May 15, 2026 | Glavin William Francis Jr Director | Award | 8,112 | $0 |
| May 15, 2026 | GIBBONS THOMAS P Director | Award | 8,112 | $0 |
| Mar 13, 2026 | Smith Alan Leonard SMD and CHRO | Tax withheld | 3,849 | $88.5K |
| Mar 13, 2026 | Smith Alan Leonard SMD and CHRO | Award | 8,641 | $0 |
| Feb 28, 2026 | Kupor Jeffrey H Senior Managing Director | Award | 6,140 | $0 |
| Feb 28, 2026 | Kupor Jeffrey H Senior Managing Director | Award | 5,003 | $0 |
| Feb 28, 2026 | DUKES LAURA ALLISON Chief Financial Officer | Tax withheld | 58,064 | $1.52M |
| Feb 28, 2026 | DUKES LAURA ALLISON Chief Financial Officer | Award | 26,362 | $0 |
| Feb 28, 2026 | DUKES LAURA ALLISON Chief Financial Officer | Award | 17,659 | $0 |
| Feb 28, 2026 | Lo Andrew Tak Shing Senior Managing Director | Award | 17,923 | $0 |
| Feb 28, 2026 | Lo Andrew Tak Shing Senior Managing Director | Award | 83,419 | $0 |
| Feb 28, 2026 | Lo Andrew Tak Shing Senior Managing Director | Award | 14,333 | $0 |
| Feb 28, 2026 | DUKES LAURA ALLISON Chief Financial Officer | Award | 63,131 | $0 |
| Feb 28, 2026 | Lo Andrew Tak Shing Senior Managing Director | Award | 16,479 | $0 |
| Feb 28, 2026 | Schlossberg Andrew President and CEO | Award | 54,915 | $0 |
| Feb 28, 2026 | JOHNSTON SHANNON A SMD and CIOO | Tax withheld | 3,970 | $104.3K |
| Feb 28, 2026 | JOHNSTON SHANNON A SMD and CIOO | Award | 8,913 | $0 |
| Feb 28, 2026 | Schlossberg Andrew President and CEO | Award | 80,970 | $0 |
| Feb 28, 2026 | Butcher Stephanie Senior Managing Director | Tax withheld | 9,237 | $242.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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