IVZ Invesco Ltd.
Price Chart
Executive Summary
Invesco reported preliminary May 2026 AUM of $2,453.9 billion, up 4.9% month-over-month, driven by $18.9 billion in net long-term inflows and $96 billion in favorable market returns. The strong AUM growth signals continued organic and market-driven expansion for the asset manager.
Actionable Insight
The strong AUM growth and sustained net inflows support revenue momentum heading into Q2 earnings. Monitor the final June AUM print and any guidance updates for the full quarter.
Key Facts
- Preliminary May 31, 2026 AUM of $2,453.9 billion, up 4.9% vs. April 30, 2026 AUM of $2,339.4 billion
- Net long-term inflows of $18.9 billion in May
- Money market net inflows of $0.4 billion
- Favorable market returns increased AUM by $96 billion
- FX decreased AUM by $1.1 billion
- Preliminary average total AUM for Q2 through May 31: $2,331.3 billion
- Preliminary average active AUM for Q2 through May 31: $1,175.6 billion
Financial Impact
AUM increased by $114.5 billion month-over-month (4.9%), with $18.9 billion in net long-term inflows and $96 billion from market returns
Risk Factors
- Preliminary figures subject to adjustment
- FX headwinds reduced AUM by $1.1 billion, signaling currency risk
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000914208-26-000202 |
| Document: ivz-20260609.htm | 0000914208-26-000202 |
| Document: 0000914208-26-000202-index-headers.html | 0000914208-26-000202 |
| Document: 0000914208-26-000202-index.html | 0000914208-26-000202 |
| Document: 0000914208-26-000202.txt | 0000914208-26-000202 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 9, 2026
3d ago
|
8-K
| $27.91 awaiting T+5 | awaiting T+5 | — | $28.92 (+3.64%) |
|
May 11, 2026
4w ago
|
8-K
| $28.38 $27.39 | ▼ −3.48% | ▼ −3.56% | $28.92 (+1.91%) |
|
Apr 28, 2026
6w ago
|
8-K
| $25.88 $26.80 | ▲ +3.56% | ▲ +1.86% | $28.92 (+11.76%) |
|
Apr 10, 2026
9w ago
|
8-K
| $23.57 $24.81 | ▼ −5.27% | ▼ −0.77% | $28.92 (−22.71%) |
US Market Status
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