$IVZ

WOOD PHOEBE A sold $97K of IVZ

WOOD PHOEBE A sold 3,000 shares of Invesco Ltd. (IVZ) at $32.44 on 2026-09-11.

Original reporting
SEC EDGAR · WOOD PHOEBE A
Published Sep 14, 2026, 5:37 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 14, 2026, 5:47 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$IVZ
Neutral
high confidence
Mentioned
$IVZ
Relevance
3/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$IVZNeutralLow
01

Why it matters

The disclosed sale is modest and unlikely to affect IVZ's stock price materially.

02

Market read

Small insider sale with limited trading relevance.

03

What to watch

Potential upcoming corporate actions not disclosed could influence insider behavior.

Relevance 3/10Novelty 4/10Timing: filed Sep 14 2026

Background

Form 4 filings disclose insider trades; investors monitor for material signals.

Company-level read

Ticker impact

$IVZNeutralHigh confidence
Context

Director Phoebe A. Wood sold 3,000 shares of Invesco Ltd. for $97,320 on Sep 11, 2026.

Expected impact

No significant move; possible slight downward pressure.

Evidence & confidence

Sale size is small relative to market cap and typical trading volume.

Market effects

None; Invesco operates in asset management with broad diversification.

U.S. market only; no regional ripple.

Low; isolated insider transaction.

Counterpoint

If the director anticipates near-term weakness, the sale could signal concerns.

Key entities

  • Invesco Ltd.

    Asset management firm listed on NYSE.

  • Phoebe A. Wood

    Board member of Invesco Ltd.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$IVZMedAI 8/10

Invesco Ltd (IVZ) Q3 2026 Earnings Call Highlights: Record $2.5 Trillion AUM

Invesco Ltd (IVZ) reported Q3 2026 earnings, highlighting record AUM of $2.5 trillion and $100 billion in net long-term inflows. Operating margin expanded to 40.7%, with operating income up 13% sequentially and 39% year-over-year. The company repurchased $1.5 billion in preferred stock, reducing leverage. ETF AUM reached $775 billion with $29 billion in net inflows. However, fixed income and equities saw net outflows, and revenue yield declined to 21.5 basis points.

$IVZHighAI 8/10

Invesco Q3 Earnings Call Highlights

Invesco reported Q3 net outflows of $2.6B in fixed income but $1.3B inflows overall, with strong demand in active fixed-income ETFs and multi-asset strategies. China joint venture saw $1.5B inflows, while private markets had $400M outflows. Adjusted operating income rose 13% to $562M, with net revenue at $1.4B. The company repurchased $1.5B in preferred stock, expecting $88.5M annual savings. Invesco (IVZ) aims for a 60% total payout ratio, including dividends and buybacks.

$IVZMed

Invesco Ltd. Q3 2026 Earnings Call Summary

Invesco Ltd. reported Q3 2026 earnings with 6.5% year-to-date organic growth, driven by global inflows and record AUM in ETFs. Operating margin expanded to 40.7%, and management reduced leverage. The China JV saw record AUM, and the firm plans to repurchase $1.5B in preferred stock. Guidance includes a 60% payout ratio and high 30s margin sustainability. Strategic focus is on private markets, active ETFs, and model portfolios.

$IVZMed

Invesco expects preferred buyback to lift EPS by $0.17 in 2027, reaching $0.41 run rate after term loans repaid (NYSE:IVZ)

Invesco (IVZ) reported $100B in net long-term inflows for the first 9 months of 2026. CEO Andrew Schlossberg attributed stronger profitability to scale, with net revenue up 4% and operating expenses down 1%. The company expects a preferred stock buyback to boost EPS by $0.17 in 2027, reaching a $0.41 run rate after term loans are repaid.

$IVZHighAI 9/10

Invesco (IVZ) Q3 2026 Earnings Call Transcript

Invesco (IVZ) reported Q3 2026 earnings with $1.4B net revenue, $2.5T AUM, and $0.72 adjusted EPS. Key highlights include $35.1B net inflows, 6.3% organic growth, and 40.7% operating margin. The company repurchased $1.5B in preferred stock and reduced debt by $393M. Management noted risks from lower-yielding assets and market volatility in China.

$IVZMedAI 8/10

Invesco Posts Solid Q3 Earnings as Revenue Grows 16.5%

Invesco reported Q3 2026 adjusted earnings of $0.72 per share, missing estimates but up from $0.61 in Q3 2025. Revenue grew 16.5% to $1.4B. The company repurchased $1.5B of preferred stock, expecting earnings accretion in 2027. Net income rose 4.9% quarter-over-quarter to $355.6M, with AUM increasing 6% to $2.5T.