Invesco Ltd.

For the period ended Dec 31, 2025. Filed Feb 24, 2026.

About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2025 · Filed Feb 24, 2026

IVZ$28.91+6.8%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

See the whole filing, with its images and exhibits

Contents

Glossary of Defined Termsi

GLOSSARY OF DEFINED TERMS
Adjusted SOFR	—		Secured Overnight Financing Rate plus 0.10% adjustment
AI	—		Artificial Intelligence
AIFs	—		Alternative Investment Funds
AML/CFT		Anti-money laundering and the financing of terrorism
APAC	—		Asia-Pacific
AUM	—		Assets under management
Board	—		Board of Directors
bps	—		Basis points
CIP	—		Consolidated investment products
CISO	—		Chief Information Security Officer
CLOs	—		Collateralized loan obligations
Companies Act	—		Companies Act 1981 of Bermuda
CODM	—		Chief Operating Decision Maker
COSO	—		Committee of Sponsoring Organizations of the Treadway Commission
Covenant Adjusted EBITDA	—		A financial measure set forth in covenants in our Credit Agreements (defined below), which is defined to be earnings before income tax, depreciation, amortization, interest expense, common share-based compensation expense, unrealized (gains)/losses from investments, net, and unusual or otherwise non-recurring gains and losses
Credit Agreements	—		Revolving Credit Agreement (defined below) and Term Loan Agreements (defined below), collectively, Credit Agreements
EMEA	—		Europe, Middle East and Africa
EPS	—		Earnings per share
ERISA	—		U.S. Employee Retirement Income Security Act of 1974
ESG	—		Environmental, social and governance
ETFs	—		Exchange-traded funds
EU	—		European Union
FASB	—		Financial Accounting Standards Board
GCSO	—		Global Chief Security Officer
GEIP ST	—		2010 Global Equity Incentive Plan ST
ICT	—		Information, technology and communication
IGW or Invesco Great Wall	—		Invesco Great Wall Fund Management Company Limited
Long-Term Awards	—		Common share-based awards and other long-term awards
MassMutual	—		Massachusetts Mutual Life Insurance Company
NAV	—		Net asset value
NYSE	—		New York Stock Exchange
OECD	—		Organization for Economic Cooperation and Development
PCAOB	—		Public Company Accounting Oversight Board
Revolving Credit Agreement	—		Seventh amended and restated credit agreement, dated as of May 16, 2025, among Invesco Finance PLC and Bank of America included as Exhibit 10.3 on Form 10-Q for the period ended June 30, 2025
RSAs	—		Restricted stock awards
RSUs	—		Restricted stock units
S&P	—		Standard & Poor's
SEC	—		U.S. Securities and Exchange Commission
SMAs	—		Separately managed accounts
SOFR	—		Secured Overnight Financing Rate
Term Loan Agreements	—		$500.0 million three-year and $500.0 million five-year Term Loan Credit Agreements, dated as of May 16, 2025, among Invesco Finance, Inc. and Bank of America included as Exhibit 10.1 on Form 10-Q for the period ended June 30, 2025
the company	—		Invesco Ltd. and its consolidated entities
the Parent	—		Invesco Ltd.
TRS	—		Total return swap
UIT	—		Unit investment trust
U.K.	—		United Kingdom
U.S.	—		United States
U.S. GAAP	—		U.S. Generally Accepted Accounting Principles
UCITS	—		Undertakings for the Collective Investment in Transferable Securities
UTBs	—		Unrecognized tax benefits

VIE	—	Variable interest entity
VOE	—	Voting interest entity

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.