Invesco Ltd. IVZ SPX

Financial Services · Asset Management · United States

https://www.invesco.com/corporate/en/home.html

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.

Market & Price

Market Cap

$12.62B

Current Price

$28.46

High / Low (52W)

$28.98 / $13.77

Beta

1.57

Valuation

Stock P/E

Industry PE

12.01

Forward P/E

9.58

PEG Ratio

0.38

Book Value

$21.98

Price to Book

1.29

P/S

1.91

EV/EBITDA

13.03

Dividend Yield

3.02%

Profitability & Returns

ROCE

-1.13%

ROE

-1.54%

ROA

2.68%

Profit Margin

-3.69%

Op Margin

19.10%

EPS (Latest Qtr)

$0.51

EPS (TTM)

$-1.47

Balance Sheet & Liquidity

Debt/Equity

0.15

Quick Ratio

0.82

Current Ratio

0.82

Debt

$1.97B

Total Assets

$27.09B

Current Assets

$10.77B

Working Capital

$9.87B

Ownership

Promoter Holding

0.65%

Chg in Prom Hold

FII / Inst Holding

97.29%

Chg in FII Hold

0.01%

Financial Snapshot

Enterprise Value

$17.29B

Total Revenue (TTM)

$6.59B

EBITDA

$1.33B

Free Cash Flow

$861.86M

Operating Cash Flow

$1.82B

Shares Outstanding

443.30M

Gross Margin

28.92%

Payout Ratio

56.46%

Growth (CAGR)

Revenue 5Y

1.78%

Profit 5Y

-43.53%

Revenue (YoY)

14.10%

Earnings (YoY)

35.00%

PROS

Attractive dividend yield of 3.02%.
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.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Period: Metric:

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

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	28.46	-	$12.62B	3.02%	-1.13%	-1.54%	1.78%	-43.53%
2	JPM JPMorgan Chase & Co. SPX	299.31	14.33	$802.00B	2.00%	-	16.47%	12.50%	14.83%
3	V Visa Inc. SPX	326.36	28.48	$620.65B	0.82%	38.38%	60.35%	10.92%	10.28%
4	MA Mastercard Incorporated SPX	493.98	28.57	$436.47B	0.70%	61.47%	-	13.82%	14.66%
5	MS Morgan Stanley SPX	208.00	18.84	$328.08B	1.92%	-	16.39%	9.52%	15.20%
6	GS The Goldman Sachs Group, Inc. SPX	1,025.56	18.73	$302.55B	1.76%	-	14.55%	7.16%	15.11%
7	WFC Wells Fargo & Company SPX	77.54	11.98	$237.29B	2.32%	-	12.03%	4.02%	15.98%
8	BLK BlackRock, Inc. SPX	1,046.88	26.32	$162.51B	2.19%	4.89%	11.90%	10.65%	2.36%
9	SCHW The Charles Schwab Corporation SPX	87.35	17.37	$151.91B	1.47%	-	19.08%	4.83%	7.21%

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	-	-	-	-	-	-	-	-	-	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

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:	+103.71%
6 Months:	+19.33%
3 Months:	+9.22%
1 Month:	+11.87%

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	-	-	-	-	-	-	-	-	-	8.08B	8.61B	7.09B	9.38B
Total Debt	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	8.56B	9.04B	7.55B	9.78B
Total Equity	-	-	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	-	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	-	-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	-	-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	-	-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	-	510.30M	1.14B	1.12B	1.44B
Net Change in Cash	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-639.30M	471.10M	-403.20M	401.40M
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 %	-	-	-	-	-	-	-	-	-	24.3%	24.8%	22.7%	13.2%	15.0%	-	22.1%	-6.9%	13.7%	-10.9%
Net Margin %	-	-	-	-	-	-	-	-	-	18.0%	21.8%	16.6%	9.2%	8.5%	-	15.2%	-1.7%	12.8%	-4.4%
ROE %	-	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

Insiders

0.65%

Institutions

97.29%

Public Float

97.93%

Top Institutional Holders

#	Holder	% Held	Shares	Value
1	Massachusetts Mutual Life Insurance Co.	18.35%	81.33M	$2.31B
2	Blackrock Inc.	8.74%	38.75M	$1.10B
3	Vanguard Capital Management LLC	6.31%	27.97M	$795.89M
4	Millennium Management Llc	4.88%	21.65M	$616.12M
5	Dimensional Fund Advisors LP	4.82%	21.36M	$607.94M
6	Vanguard Portfolio Management LLC	4.35%	19.26M	$548.22M
7	State Street Corporation	3.77%	16.71M	$475.43M
8	Geode Capital Management, LLC	2.90%	12.84M	$365.46M
9	AQR Capital Management, LLC	2.83%	12.52M	$356.45M
10	Price (T.Rowe) Associates Inc	2.73%	12.12M	$344.87M

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IVZ · Financial Services

Invesco Ltd.

About

Key Facts

Sector	Financial Services
Industry	Asset Management
Headquarters	United States
Employees	7,421
Website	https://www.invesco.com/corporate/en/home.html

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Invesco Ltd. IVZ SPX

Market & Price

Valuation

Profitability & Returns

Balance Sheet & Liquidity

Ownership

Financial Snapshot

Growth (CAGR)

PROS

CONS

Price Chart

Technical Trend

Fundamental Growth

Peer comparison

Quarterly Results

Profit & Loss (Annual)

Compounded Sales Growth

Compounded Profit Growth

Stock Price Performance

Balance Sheet (Annual)

Cash Flows (Annual)

Ratios (Annual)

Shareholding Pattern

Top Institutional Holders

Analyst View

Latest News

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