Company Overview
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
Why Investors Should Care
Operating margin of 19.1% supports profitability.
Carries low leverage with a debt-to-equity ratio of 0.15.
Offers a dividend yield of 2.97%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $6.38B (+5.1% YoY); net profit $-281.70M.
- Trailing 12 Months Year-on-year growth — revenue +14.1%, earnings +35.0%.
- 5-Year Trend Long-term compounding — revenue CAGR 1.8%, profit CAGR -43.5%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 1.78% |
| 1 Year: | 14.10% |
Compounded Profit Growth
| 5 Years: | -43.53% |
| 1 Year: | 35.00% |
Stock Price Performance
| 1 Year: | +71.49% |
| 6 Months: | +2.16% |
| 3 Months: | +19.15% |
| 1 Month: | +1.56% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)58.17 · Neutral
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Attractive dividend yield of 2.97%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Earnings shrank at -43.5% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVZ Invesco Ltd. SPX | 28.73 | -19.54 | $12.74B | 2.97% | -1.13% | -1.54% | 1.78% | -43.53% |
| 2 | JPM JPMorgan Chase & Co. SPX | 342.89 | 16.42 | $918.78B | 1.87% | - | 16.47% | 5.35% | 7.56% |
| 3 | BRK-B Berkshire Hathaway Inc. SPX | 491.09 | 14.61 | $686.70B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPX | 356.02 | 31.01 | $590.89B | 0.83% | 37.15% | 60.35% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPX | 538.02 | 31.10 | $471.86B | 0.71% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPX | 60.62 | 15.04 | $430.20B | 2.00% | - | 10.64% | 6.00% | 3.49% |
| 7 | MS Morgan Stanley SPX | 227.67 | 20.62 | $359.10B | 1.87% | - | 16.39% | 3.76% | 9.66% |
| 8 | GS The Goldman Sachs Group, Inc. SPX | 1,140.00 | 20.83 | $336.31B | 1.69% | - | 14.55% | - | 2.21% |
| 9 | WFC Wells Fargo & Company SPX | 85.29 | 13.18 | $261.00B | 2.11% | - | 12.03% | 4.02% | 15.98% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2013 | Mar 2014 | Jun 2014 | Sep 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | 1.25B | 1.34B | 1.36B | 1.36B | 1.34B | 1.21B | 1.44B | 1.72B | 1.60B | 1.42B | 1.50B | 1.66B | 1.72B | 1.75B | 1.63B | 1.53B | 1.45B | 1.42B | 1.44B | 1.44B | 1.48B | 1.48B | - | - | 1.53B | 1.52B | 1.64B | 1.69B | 1.74B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 973.60M | 1.01B | 1.08B | 1.07B | 1.11B |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 555.60M | 504.40M | 560.50M | 626.70M | 630.40M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 278.30M | 290.20M | 289.60M | 2.08B | 297.20M |
| Operating Income | 286.00M | 244.30M | 354.80M | 329.60M | 338.10M | 364.00M | 352.70M | 274.40M | 301.50M | 306.30M | 257.90M | 318.30M | 360.30M | 321.10M | 331.30M | 322.10M | 200.20M | 18.30M | 275.10M | 317.00M | 117.10M | 268.50M | 344.30M | 470.90M | 463.80M | 377.70M | 344.70M | 350.20M | 209.50M | 203.80M | 227.70M | 213.10M | 206.80M | - | - | 277.30M | 214.20M | 270.90M | -1.46B | 333.20M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 399.50M | 335.20M | 410.70M | 481.20M | 357.70M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 13.10M | 20.70M | 25.70M | 23.00M | 24.30M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 344.90M | 274.40M | 346.70M | -1.35B | 300.20M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 77.60M | 77.00M | -9.70M | -349.50M | 81.10M |
| Net Income | 228.10M | 187.80M | 274.50M | 256.00M | 259.60M | 257.30M | 249.30M | 161.00M | 225.50M | 241.20M | 212.00M | 239.60M | 267.50M | 253.90M | 245.10M | 269.60M | 177.70M | 40.10M | 167.10M | 81.50M | 40.50M | 191.70M | 267.80M | 368.30M | 330.10M | 197.70M | 121.00M | 177.40M | 145.00M | 132.20M | 131.40M | 141.50M | 132.20M | - | - | 230.30M | 203.40M | 345.70M | -1.06B | 268.60M |
| Diluted EPS | 0.51 | 0.43 | 0.63 | 0.59 | 0.60 | 0.60 | 0.58 | 0.38 | 0.54 | 0.58 | 0.52 | 0.58 | 0.65 | 0.62 | 0.59 | 0.65 | 0.44 | 0.09 | 0.36 | 0.18 | 0.09 | 0.41 | 0.58 | 0.79 | 0.71 | 0.43 | 0.26 | 0.39 | 0.32 | 0.29 | 0.29 | 0.31 | 0.29 | - | - | 0.38 | -0.03 | 0.66 | -2.63 | 0.51 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.88B | 3.31B | 2.63B | 3.49B | 3.98B | 4.05B | 4.64B | 5.15B | 5.12B | 4.73B | 5.16B | 5.31B | 6.12B | 6.15B | - | 6.05B | 5.72B | 6.07B | 6.38B |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.61B | 3.71B | 4.04B | 4.13B |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.44B | 2.01B | 2.03B | 2.25B |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.10B | 2.40B | 1.20B | 2.94B |
| Operating Income | 994.30M | 747.80M | 484.30M | 589.90M | 882.10M | 842.60M | 1.12B | 1.28B | 1.36B | 1.15B | 1.28B | 1.20B | 808.20M | 920.40M | - | 1.34B | -393.20M | 832.10M | -695.70M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.53B | 1.13B | 1.24B | 1.54B |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 85.20M | 70.50M | 58.00M | 82.50M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.25B | -237.90M | 1.01B | -379.40M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 322.20M | -69.70M | 252.90M | -204.60M |
| Net Income | 673.60M | 481.70M | 322.50M | 465.70M | 729.70M | 677.10M | 940.30M | 988.10M | 968.10M | 854.20M | 1.13B | 882.80M | 564.70M | 524.80M | - | 920.70M | -96.90M | 774.80M | -281.70M |
| Diluted EPS | 1.64 | 1.21 | 0.76 | 1.01 | 1.57 | 1.49 | 2.10 | 2.27 | 2.26 | 2.06 | 2.75 | 2.14 | 1.28 | 1.13 | - | 1.49 | -0.73 | 1.18 | -1.60 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2006 | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 9.76B | 10.91B | 20.44B | 19.35B | 17.49B | 19.27B | 20.45B | 25.07B | 25.73B | 31.67B | 30.98B | 39.42B | 36.50B | - | 29.76B | 28.93B | 27.01B | 27.09B |
| Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 8.75B | 9.72B | 8.40B | 10.77B |
| Cash & Equivalents | 778.90M | 915.80M | 762.00M | 762.00M | 740.50M | 727.40M | 835.50M | 1.33B | 1.51B | 1.85B | 1.33B | 2.01B | 1.15B | 1.05B | 1.41B | - | 1.43B | 1.93B | 1.50B | 1.98B |
| Inventory | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1.01B | 951.60M | 1.11B | 1.15B |
| Total Liabilities | - | - | 3.16B | 3.29B | 11.08B | 10.21B | 8.44B | 10.29B | 11.16B | 16.21B | 17.84B | 22.47B | 21.65B | 24.72B | 21.48B | - | 12.91B | 13.02B | 11.34B | 14.09B |
| Current Liabilities | - | - | 2.10B | 2.30B | 3.26B | 2.97B | 2.71B | - | - | - | - | - | - | - | - | - | 1.50B | 1.25B | 830.40M | 897.00M |
| Long Term Debt | - | - | 862.00M | 745.70M | 1.32B | 1.07B | 1.19B | 1.59B | 1.58B | 2.07B | 2.10B | 2.08B | 2.41B | 2.08B | 2.08B | - | 8.08B | 8.61B | 7.09B | 9.38B |
| Total Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 8.56B | 9.04B | 7.55B | 9.78B |
| Total Equity | 7.67B | 7.71B | 5.69B | 6.91B | 8.26B | 8.12B | 8.32B | 8.39B | 8.33B | 7.89B | 7.50B | 8.70B | 8.58B | 13.86B | 14.36B | - | 15.21B | 14.60B | 14.56B | 12.23B |
| Shares Outstanding | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 566.10M | 566.10M | 566.10M | 566.07M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 915.50M | 525.50M | 362.70M | 379.20M | 964.80M | 819.30M | 780.20M | 1.20B | 1.13B | 654.00M | 1.16B | 828.80M | 1.12B | 1.23B | 1.08B | 703.20M | 1.30B | 1.19B | 1.53B |
| Investing Cash Flow | -48.20M | -98.40M | -102.40M | -337.80M | 348.10M | -82.40M | -239.90M | -1.83B | -664.80M | -1.01B | -974.40M | -2.90B | -1.43B | -859.60M | -847.90M | -375.60M | -244.30M | 68.40M | -974.40M |
| Financing Cash Flow | -740.80M | -666.40M | -100.70M | -65.90M | -1.32B | -645.90M | -59.30M | 862.50M | -51.60M | 470.10M | 169.00M | 1.54B | 201.30M | -285.90M | 117.30M | -966.90M | -585.40M | -1.66B | -149.50M |
| Capital Expenditure | -36.70M | -84.10M | -39.50M | -89.60M | -107.00M | -99.30M | -88.20M | -133.20M | -124.50M | -147.70M | -111.70M | -102.50M | -124.30M | -115.00M | -108.80M | -192.90M | -164.30M | -69.10M | -84.30M |
| Free Cash Flow | 878.80M | 441.40M | 323.20M | 289.60M | 857.80M | 720.00M | 692.00M | 1.07B | 1.00B | 506.30M | 1.05B | 726.30M | 992.30M | 1.12B | 969.30M | 510.30M | 1.14B | 1.12B | 1.44B |
| Share Buybacks | 716.00M | 313.40M | 0 | 192.20M | 436.50M | 265.00M | 470.50M | 269.60M | 623.70M | 535.00M | 63.80M | 0 | 110.80M | - | 60.90M | 244.70M | 187.50M | 79.30M | 123.60M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 40.3% | 35.1% | 33.4% | 35.2% |
| Operating Margin % | 25.6% | 22.6% | 18.4% | 16.9% | 22.2% | 20.8% | 24.1% | 24.8% | 26.5% | 24.3% | 24.8% | 22.7% | 13.2% | 15.0% | - | 22.1% | -6.9% | 13.7% | -10.9% |
| Net Margin % | 17.4% | 14.6% | 12.3% | 13.4% | 18.3% | 16.7% | 20.2% | 19.2% | 18.9% | 18.0% | 21.8% | 16.6% | 9.2% | 8.5% | - | 15.2% | -1.7% | 12.8% | -4.4% |
| ROE % | 8.7% | 8.5% | 4.7% | 5.6% | 9.0% | 8.1% | 11.2% | 11.9% | 12.3% | 11.4% | 13.0% | 10.3% | 4.1% | 3.7% | - | 6.1% | -0.7% | 5.3% | -2.3% |
| ROCE % | - | 9.8% | 5.6% | 3.4% | 5.4% | 5.7% | - | - | - | - | - | - | - | - | - | 4.7% | -1.4% | 3.2% | -2.7% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Massachusetts Mutual Life Insurance Co. | 18.35% | 81.33M | $2.26B |
| 2 | Blackrock Inc. | 8.74% | 38.75M | $1.08B |
| 3 | Vanguard Capital Management LLC | 6.31% | 27.97M | $777.71M |
| 4 | Millennium Management Llc | 4.88% | 21.65M | $602.05M |
| 5 | Dimensional Fund Advisors LP | 4.82% | 21.36M | $594.05M |
| 6 | Vanguard Portfolio Management LLC | 4.35% | 19.26M | $535.70M |
| 7 | State Street Corporation | 3.77% | 16.71M | $464.57M |
| 8 | Geode Capital Management, LLC | 2.90% | 12.84M | $357.11M |
| 9 | AQR Capital Management, LLC | 2.83% | 12.52M | $348.30M |
| 10 | Price (T.Rowe) Associates Inc | 2.73% | 12.12M | $336.99M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for IVZ
Is Invesco (IVZ) Stock Undervalued Right Now? - Yahoo Finance
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Invesco (IVZ) Stock Stays Reasonable After An 85% Three Year Return - simplywall.st
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Value Line Rallies 15% in a Month: Should You Buy the Stock? - TradingView
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IVZ Maintained by Barclays -- Price Target Raised to $31.00 - GuruFocus
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Invesco (IVZ) Upgraded to Buy: Here's Why - Yahoo Finance
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$2.47T under Invesco management as cash funds add $14.3B - Stock Titan
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IVZ — Frequently Asked Questions
What is the current share price of Invesco Ltd. (IVZ)?
As of 2026-07-14 21:23 PDT, Invesco Ltd. (IVZ) trades at $28.73 on NYSE. Its 52-week range is $16.17 to $29.20.
What is the market capitalisation of IVZ?
Invesco Ltd. (IVZ) has a market capitalisation of $12.74B on NYSE.
What is the P/E ratio of IVZ?
IVZ trades at a trailing price-to-earnings (P/E) ratio of -19.54. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 1.32.
Does IVZ pay a dividend?
Invesco Ltd. (IVZ) currently offers a dividend yield of 2.97%.
What is the return on equity (ROE) of IVZ?
IVZ has a return on equity (ROE) of -1.54%. Its return on capital employed (ROCE) is -1.13%.
Is IVZ a good stock to buy?
This page provides a data-driven analysis of Invesco Ltd. (IVZ), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.