Invesco Ltd. 8-K filed 2026-09-10

Invesco Ltd. filed an 8-K on 2026-09-10 under Item 7.01, the Regulation FD item used for disclosures a company wants on the public record without treating them as a material event. The substance is a press release, attached as an exhibit and incorporated by reference, announcing preliminary assets under management for the month ended August 31, 2026. The report was signed by L. Allison Dukes, Senior Managing Director and Chief Financial Officer. Invesco trades on the NYSE under IVZ, is classified under SIC 6282, Investment Advice, and is a large accelerated filer with a business address at 1331 Spring Street NW, Suite 2500, Atlanta, GA, 30309. The headline number is preliminary month-end AUM of $2,562.1 billion, an increase of 4.7% versus the previous month-end. Invesco attributes the move to several separately disclosed components: net long-term inflows of $27.6 billion in the month, money market net inflows of $35.8 billion, favorable market returns that increased AUM by $49 billion, and FX that increased AUM by $2.7 billion. The company also gave two quarter-to-date averages, which are the figures that feed fee revenue rather than the point-in-time month-end balance: preliminary average total AUM for the quarter through August 31 of $2,492.2 billion, and preliminary average active AUM for the quarter through August 31 of $1,236.6 billion. For an analyst or a journalist, the value here is that the flow components are broken out, so the gap between money raised from clients and money added by markets and currency is visible rather than buried in a single AUM total. The release also breaks the total down across product categories in a table that this excerpt reproduces but that is best read from the source filing directly. Every August figure is flagged as preliminary and subject to adjustment, so these numbers are not final. The release describes Invesco as serving clients in more than 120 countries with US$2.5 trillion in assets under management as of June 30, 2026. Revenue, earnings, margins and any management commentary on the drivers of the flows are not in the filing.