Recent developments include the release of quarterly and annual financial results, announcements of assets under management, and availability of options for Invesco shares.

• Invesco reported results for the three months and year ended December 31, 2025, providing updated financial and operational data [N1].
• The company announced its assets under management as of December 31, 2025, reflecting its scale and market position [N5].
• Following the Q4 adjusted earnings announcement, Invesco shares rose, indicating positive market reception [N2].
• Options for Invesco shares are now available for February 2026 and July 2026 expirations, reflecting active investor interest [N3][N4].

The company demonstrates operational transparency through detailed SEC filings and public disclosures. Its diversified investment capabilities and scale of assets under management support stable revenue streams. Recent positive market reactions to quarterly earnings and active options markets indicate investor engagement. The firm's liquidity position and earnings per share metrics reflect financial stability.

Risks include market volatility impacting assets under management and investment performance, which can affect fee revenues. The asset management industry is competitive, and client retention depends on sustained performance and service quality. Currency translation risks and regulatory changes may also impact financial results. The company's financial disclosures show some historical revenue data but lack the most recent full-year revenue figures, which may limit full visibility into current scale.

Invesco's moat is derived from its diversified investment capabilities, scale of assets under management, and established distribution networks. The firm's ability to deliver consistent investment performance and maintain client relationships supports its competitive position in the asset management industry. Its broad product offerings across multiple asset classes and geographies provide resilience and client retention potential.

• Market Risk: Fluctuations in financial markets can impact assets under management and investment performance, affecting fee income.
• Competitive Pressure: The asset management industry is highly competitive, requiring continuous delivery of strong investment results and client service.
• Regulatory and Compliance Risk: Changes in regulations or compliance requirements can increase costs or restrict business operations.
• Currency Risk: Foreign currency translation impacts reported earnings due to global operations.

• Invesco Ltd. operates in the Financial Services sector, specifically in Asset Management.
• The company reported net income of $171.1 million for the quarter ended March 31, 2025, as per the latest 10-Q filing [S2].
• As of September 30, 2025, Invesco had cash and cash equivalents of approximately $973.1 million and short-term investments of $309.2 million [S2].
• The current ratio as of September 30, 2025, was 1.46, indicating liquidity coverage of current liabilities by current assets [S2].
• Earnings per share (basic) were $0.67 and diluted EPS was $0.66 for the quarter ended September 30, 2025 [S2].
• Invesco reported total revenues of approximately $5.31 billion for the fiscal year ended December 31, 2018, as per the 10-K filing [S1].
• The company provides investment management services including actively managed investment products, ETFs, fixed income, equities, private markets, and distribution and shareholder services [S1].
• Assets under management (AUM) were publicly announced as of December 31, 2025, reflecting the scale of managed assets [N5].
• Recent quarterly results for the three months and year ended December 31, 2025, were reported publicly [N1].
• The company’s shares experienced positive market reaction following the Q4 adjusted earnings announcement [N2].
• Options for Invesco shares are available for February 2026 and July 2026 expirations [N3][N4].
• The company’s business model includes investment capabilities grouped by strategy, with a focus on delivering strong long-term investment performance for clients [S1].
• Liquidity ratios and financial figures are derived from the latest SEC filings and are provided for informational purposes only [S2].