IVZ Invesco Ltd
fund
SEC Filings & Insider Trading Activity 2026

CIK: 914208
Financials
Investment Advice 142 filings
S&P 500

Latest Invesco Ltd (IVZ) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 24, 2026, a 10-Q quarterly report filed on November 4, 2025, an 8-K current report filed on April 28, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Invesco Ltd (IVZ) (SEC CIK 914208), with AI-powered section-by-section summaries updated daily.

SC 13G: 92
13F-HR: 20
10-Q: 15
8-K: 9
10-K: 5
SC 13D: 1

Latest 2026 SEC Filing Dates

10-K Annual Report
Feb 24, 2026
10-Q Quarterly Report
Nov 4, 2025
8-K Current Report
Apr 28, 2026

AI 10-Q Quarterly Report Analysis
Latest 10-Q (2025-09-30)

Risk Factors

  • No new risk factors added this quarter, consistent with 2024 10-K disclosures
  • Carried-forward regulatory risk: compliance with evolving SEC rules on fund disclosures and fiduciary duties

Management Discussion & Analysis

  • Revenue $1,640.4M Q3 2025 vs $1,515.4M Q3 2024, up $125M (+8.2%); Net revenues $1,186.3M (+7.4%) including $94.3M from IGW
  • Operating margin 16.5% Q3 2025 vs 6.6% Q3 2024; Adjusted operating margin 34.2% vs 31.6% YoY; Net income $301.3M vs $55.0M YoY
Read full Q3 2025 10-Q analysis →

Annual Reports Archive
10-K

AI-powered analysis of Invesco Ltd (IVZ) 10-K annual reports filed with SEC EDGAR.

Quarterly Reports Archive
10-Q

AI-powered analysis of Invesco Ltd (IVZ) 10-Q quarterly reports filed with SEC EDGAR.

Financial Summary
XBRL

FY2022FY2023FY2024FY2025
Profitability
Revenue$6.0B$5.7B$6.1B$6.4B
Operating Income$1.3B-$434.8M$832.1M-$695.7M
Net Income$683.9M-$333.7M$538.0M-$726.3M
Op. Margin21.8%-7.6%13.7%-10.9%
Net Margin11.3%-5.8%8.9%-11.4%
Balance Sheet
Total Assets$29.8B$28.9B$27.0B$27.1B
Equity$15.2B$14.6B$14.6B$12.2B
ROE4.5%-2.3%3.7%-5.9%

Source: XBRL financial data from Invesco Ltd (IVZ) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.

Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4

FormFiling DatePeriodAnalysisSEC
8-K
Apr 28, 2026
8-K
Apr 10, 2026
8-K
Mar 10, 2026
10-K
Feb 24, 2026Dec 31, 2025
8-K
Feb 23, 2026
13F-HR
Feb 19, 2026Dec 31, 2025
8-K
Feb 10, 2026
8-K
Jan 27, 2026
8-K
Jan 12, 2026
8-K
Dec 9, 2025
8-K
Dec 9, 2025
13F-HR
Nov 13, 2025Sep 30, 2025
10-Q
Nov 4, 2025Sep 30, 2025Analysis
13F-HR
Aug 13, 2025Jun 30, 2025
10-Q
Aug 1, 2025Jun 30, 2025
13F-HR
May 12, 2025Mar 31, 2025
10-Q
Apr 28, 2025Mar 31, 2025
10-K
Feb 25, 2025Dec 31, 2024Analysis
13F-HR
Feb 13, 2025Dec 31, 2024
13F-HR
Nov 12, 2024Sep 30, 2024
SC 13G
Nov 8, 2024
SC 13G
Nov 8, 2024
SC 13G
Nov 8, 2024
SC 13G
Nov 8, 2024
SC 13G
Nov 8, 2024

Frequently Asked Questions

What are the latest IVZ SEC filings in 2026?

Invesco Ltd (IVZ) has filed a 10-K annual report on February 24, 2026, a 10-Q quarterly report on November 4, 2025, an 8-K current report on April 28, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did IVZ file its most recent 10-K annual report?

Invesco Ltd (IVZ) filed its most recent 10-K annual report on February 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view IVZ 10-Q quarterly reports?

Invesco Ltd (IVZ)'s most recent 10-Q quarterly report was filed on November 4, 2025. SignalX displays every IVZ 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has IVZ filed recently?

Invesco Ltd (IVZ)'s most recent 8-K was filed on April 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find IVZ insider trading activity (Form 4)?

SignalX aggregates every IVZ Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does IVZ file with the SEC?

Invesco Ltd (IVZ) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new IVZ filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Invesco Ltd (IVZ).

What is IVZ's SEC CIK number?

Invesco Ltd (IVZ)'s SEC CIK (Central Index Key) number is 914208. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 914208 to look up all IVZ filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find IVZ return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Invesco Ltd (IVZ) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.

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