Invesco Ltd.

IVZ Financial Asset Management

Invesco Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $6.4 billion, up 5.11% from fiscal 2024.

Revenue
+14.2%
EPS
−1.49%
Free cash flow
−24.5%
Total debt
+4.48%

Quarter to September 2026, against a year earlier

27.36 0.28 +1.03%
Market cap
$11.9B
P/E
0.0×
Fwd P/E
10.1×
Dividend yield
3.13%
F-score
6/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Invesco Ltd. 8-K filed Oct 27, 2026

Period ended Oct 23, 2026 · Filed · accepted 6:40 AM ET · Document on sec.gov · Filing index

1.01 Entry into a material definitive agreement; 2.03 Creation of a direct financial obligation; 9.01 Financial statements and exhibits

What it says

Invesco entered agreements with MassMutual and closed a $1.5 billion repurchase of its Series A Preference Shares on October 26, 2026. Invesco Finance borrowed an unsecured $1.5 billion five-year term loan to fund the repurchase, guaranteed by Invesco. MassMutual will retain $1 billion aggregate liquidation preference of Preferred Stock.

  • The repurchase paid a 12.5% premium on the $1,000-per-share liquidation preference.

    A premium of 12.5% was paid to MassMutual on the liquidation preference of $1,000 per share. — the 8-K
  • The term loan matures October 26, 2031; quarterly 2.5% amortization begins on the third anniversary of closing.

    The Term Loan requires amortization payments of 2.5% per quarter commencing on the third anniversary of the Closing Date — the 8-K
  • The shareholder-agreement amendment lowered one Preferred Stock ownership-test threshold from $2.0 billion to $1.0 billion.

    from $2.0 billion to $1.0 billion. — the 8-K