Invesco Ltd.
For the period ended Mar 31, 2026. Filed May 5, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Mar 31, 2026 · Filed May 5, 2026
IVZ$28.91+6.8%Stored close · as of Nov 9, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Condensed Consolidated Statements of Changes in Equity
| Three months ended March 31, 2026 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Attributable to Invesco Ltd. | ||||||||||
| (in millions, except per share data) | Preferred Shares | Common Shares | Additional Paid-in-Capital | Treasury Shares | Retained Earnings | Accumulated Other Comprehensive Income/(Loss) | Total Equity Attributable to Invesco Ltd. | Nonredeemable Noncontrolling Interests in Consolidated Entities | Total Permanent Equity | Redeemable Noncontrolling Interests in Consolidated Entities/ Temporary Equity |
| January 1, 2026 | $2,510.5 | $113.2 | $7,269.1 | $(2,825.7) | $5,886.8 | $(722.9) | $12,231.0 | $698.5 | $12,929.5 | $75.4 |
| Net income | — | — | — | — | 268.6 | — | 268.6 | (43.9) | 224.7 | (5.6) |
| Other comprehensive income/(loss) | — | — | — | — | — | (76.1) | (76.1) | — | (76.1) | — |
| Change in noncontrolling interests in consolidated entities, net | — | — | — | — | — | — | — | 27.5 | 27.5 | 255.4 |
| Dividends declared - preferred ($14.75 per share) | — | — | — | — | (38.2) | — | (38.2) | — | (38.2) | — |
| Dividends declared - common ($0.21 per share) | — | — | — | — | (95.3) | — | (95.3) | — | (95.3) | — |
| Employee common share plans: | ||||||||||
| Common share-based compensation | — | — | 34.0 | — | — | — | 34.0 | — | 34.0 | — |
| Vested common shares | — | — | (126.1) | 126.1 | — | — | — | — | — | — |
| Other common share awards | — | — | 0.6 | — | — | — | 0.6 | — | 0.6 | — |
| Purchase of common shares | — | — | — | (69.6) | — | — | (69.6) | — | (69.6) | — |
| March 31, 2026 | $2,510.5 | $113.2 | $7,177.6 | $(2,769.2) | $6,021.9 | $(799.0) | $12,255.0 | $682.1 | $12,937.1 | $325.2 |
Condensed Consolidated Statements of Changes in Equity (continued)
| Three months ended March 31, 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Attributable to Invesco Ltd. | ||||||||||
| (in millions, except per share data) | Preferred Shares | Common Shares | Additional Paid-in-Capital | Treasury Shares | Retained Earnings | Accumulated Other Comprehensive Income/(Loss) | Total Equity Attributable to Invesco Ltd. | Nonredeemable Noncontrolling Interests in Consolidated Entities | Total Permanent Equity | Redeemable Noncontrolling Interests in Consolidated Entities/ Temporary Equity |
| January 1, 2025 | $4,010.5 | $113.2 | $7,334.6 | $(2,852.7) | $6,990.4 | $(1,036.1) | $14,559.9 | $564.2 | $15,124.1 | $544.7 |
| Net income | — | — | — | — | 230.3 | — | 230.3 | 32.1 | 262.4 | 4.9 |
| Other comprehensive income/(loss) | — | — | — | — | — | 88.2 | 88.2 | — | 88.2 | — |
| Change in noncontrolling interests in consolidated entities, net | — | — | — | — | — | — | — | (53.1) | (53.1) | (4.1) |
| Dividends declared - preferred ($14.75 per share) | — | — | — | — | (59.2) | — | (59.2) | — | (59.2) | — |
| Dividends declared - common ($0.205 per share) | — | — | — | — | (92.5) | — | (92.5) | — | (92.5) | — |
| Employee common share plans: | ||||||||||
| Common share-based compensation | — | — | 15.2 | — | — | — | 15.2 | — | 15.2 | — |
| Vested common shares | — | — | (114.1) | 114.1 | — | — | — | — | — | — |
| Other common share awards | — | — | 0.1 | — | — | — | 0.1 | — | 0.1 | — |
| Purchase of common shares | — | — | — | (43.3) | — | — | (43.3) | — | (43.3) | — |
| March 31, 2025 | $4,010.5 | $113.2 | $7,235.8 | $(2,781.9) | $7,069.0 | $(947.9) | $14,698.7 | $543.2 | $15,241.9 | $545.5 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.