$IVZ: Invesco Incurs Term Loan to Fund $1.5B Preferred Stock Repurchase from

$IVZ

$IVZ � Invesco Incurs Term Loan to Fund $1.5B Preferred Stock Repurchase from MassMutual

Invesco Ltd.

2026-10-27 00:00:00 UTC � SEC_8K � All $IVZ

? Neutral AI Sentiment (-1.0 / 10)

• Invesco borrows term loan to repurchase $1.5 billion of 5.9% perpetual Series A preferred stock from MassMutual. • Paid a 12.5% premium over liquidation preference to MassMutual. • MassMutual retains $1.0B in preferred shares and approx. 18.5% common equity.