IVZ · Invesco Ltd.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 28, 2026TL;DR. Invesco posted record Q2 net long-term inflows of $45.1 billion and ended with a record $2.5 trillion in AUM, driving adjusted operating margin to 37.5% (up 630 bps YoY) and adjusted diluted EPS to $0.71 (nearly doubled YoY). The company continued balance sheet deleveraging, reducing net debt by over $450 million and improving leverage to 1.9x, while increasing common buybacks 80% YTD.
- + Adjusted operating margin expanded to 37.5%, with adjusted operating income up 45% and adjusted EPS nearly doubling YoY to $0.71.
- + Leverage ratio improved to 1.9x (from 2.7x a year ago) with net debt reduced by over $450 million in Q2.
- + Common share buybacks increased 80% YTD versus the first half of last year, with dividend raised to $0.215/share, targeting ~60% total payout ratio.
- + QQQ contributed $13.8 billion in net inflows in Q2 and generated an incremental $130 million in net revenues in H1, with $10 billion+ raised via cross-listings in Hong Kong and Tokyo.
- − Fundamental Equities remained in net outflows of $7.7 billion in Q2, with management indicating returning to sustained positive flows is a challenge.
- − Hybrid investment platform implementation costs running at ~$15M/quarter in H2, with incremental platform expense building toward $10M/quarter later this year, weighing on expense base.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IVZ
this stock
Invesco Ltd.
|
$13.65B | +16.7% | +3.0% | — | 0.0% |
|
BLK
BlackRock, Inc.
|
$347.03B | -1.0% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -29.2% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.5% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -19.5% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IVZ | -0.8% | -6.3% | +26.2% | +1.7% | +16.7% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -0.6% | -5.8% | +14.0% | +0.7% | +3.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.