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$33.07
+59.05% 1Y
Mkt Cap$14.60B
P/E-48.63
P/B1.40
Div. Yield2.71%
52W High$33.31
52W Low$20.03
Book Value$22.56
EPS (TTM)$-0.68

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

Healthy Margins

Operating margin of 20.0% supports profitability.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.12.

Dividend Income

Offers a dividend yield of 2.71%.

Positive Free Cash Flow

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 +20.5%, earnings -136.4%.
  • 5-Year Trend Long-term compounding — revenue CAGR 3.0%.

Growth & Price Performance

Compounded Sales Growth

5 Years:2.97%
1 Year:20.50%

Compounded Profit Growth

5 Years:-
1 Year:-136.36%

Stock Price Performance

1 Year:+59.05%
6 Months:+41.75%
3 Months:+21.72%
1 Month:+5.05%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 98% of range
$20.03 $33.31
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)60.90 · Neutral
Price Performance
1M+5.05%
3M+21.72%
6M+41.75%
1Y+59.05%

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

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 2.71%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
-48.63
Industry PE
14.52
Forward P/E
10.28
PEG Ratio
0.90
Book Value
$22.56
Price to Book
1.40
P/S
2.02
EV/EBITDA
12.57
Dividend Yield
2.71%

Growth (CAGR)

Revenue 5Y
2.97%
Profit 5Y
-
Revenue (YoY)
20.50%
Earnings (YoY)
-136.36%

Profitability & Returns

ROCE
-2.66%
ROE
-0.57%
ROA
2.92%
Profit Margin
-0.93%
Op Margin
19.95%
Gross Margin
29.52%
EPS (Latest Qtr)
$0.76
EPS (TTM)
$-0.68

Balance Sheet & Liquidity

Debt/Equity
0.12
Quick Ratio
0.71
Current Ratio
0.71
Debt
$1.62B
Total Assets
$27.47B
Current Assets
$10.77B
Working Capital
$9.87B

Ownership

Promoter Holding
0.61%
Chg in Prom Hold
0.00%
FII / Inst Holding
98.15%
Chg in FII Hold
0.01%

Financial Snapshot

Enterprise Value
$14.60B
Total Revenue (TTM)
$6.90B
EBITDA
$1.44B
Free Cash Flow
$1.14B
Operating Cash Flow
$2.01B
Shares Outstanding
441.50M
Gross Margin
29.52%
Payout Ratio
56.46%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 IVZ Invesco Ltd. SPXR3KFINANCIAL 33.07 -48.63 $14.60B 2.71% -2.66% -0.57% 2.97% -
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 358.64 15.37 $953.34B 1.68% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 506.03 15.07 $707.59B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 374.00 31.86 $637.34B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 579.21 31.82 $503.60B 0.60% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.68 14.48 $438.31B 2.03% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 759,350.00 15.07 $384.00B 0.00% - 10.50% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 107.11 15.30 $367.34B 3.62% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 217.72 17.59 $342.26B 2.15% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2014Jun 2014Sep 2014Mar 2015Jun 2015Sep 2015Mar 2016Jun 2016Sep 2016Mar 2017Jun 2017Sep 2017Mar 2018Jun 2018Sep 2018Mar 2019Jun 2019Sep 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue ----------1.25B1.34B1.36B1.36B1.34B1.21B1.44B1.72B1.60B1.42B1.50B1.66B1.72B1.75B1.63B1.53B1.45B1.42B1.44B1.44B1.48B1.48B--1.53B1.52B1.64B1.69B1.74B1.83B
Cost of Revenue ----------------------------------973.60M1.01B1.08B1.07B1.11B-
Gross Profit ----------------------------------555.60M504.40M560.50M626.70M630.40M-
Operating Expenses ----------------------------------278.30M290.20M289.60M2.08B297.20M-
Operating Income 244.30M354.80M329.60M338.10M364.00M352.70M274.40M301.50M306.30M257.90M318.30M360.30M321.10M331.30M322.10M200.20M18.30M275.10M317.00M117.10M268.50M344.30M470.90M463.80M377.70M344.70M350.20M209.50M203.80M227.70M213.10M206.80M--277.30M214.20M270.90M-1.46B333.20M364.20M
EBITDA ----------------------------------399.50M335.20M410.70M481.20M357.70M-
Interest Expense ----------------------------------13.10M20.70M25.70M23.00M24.30M-
Pretax Income ----------------------------------344.90M274.40M346.70M-1.35B300.20M-
Tax Provision ----------------------------------77.60M77.00M-9.70M-349.50M81.10M-
Net Income 187.80M274.50M256.00M259.60M257.30M249.30M161.00M225.50M241.20M212.00M239.60M267.50M253.90M245.10M269.60M177.70M40.10M167.10M81.50M40.50M191.70M267.80M368.30M330.10M197.70M121.00M177.40M145.00M132.20M131.40M141.50M132.20M--230.30M203.40M345.70M-1.06B268.60M-
Diluted EPS 0.430.630.590.600.600.580.380.540.580.520.580.650.620.590.650.440.090.360.180.090.410.580.790.710.430.260.390.320.290.290.310.29--0.38-0.030.66-2.630.510.76

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 3.88B3.31B2.63B3.49B3.98B4.05B4.64B5.15B5.12B4.73B5.16B5.31B6.12B6.15B-6.05B5.72B6.07B6.38B
Cost of Revenue ---------------3.61B3.71B4.04B4.13B
Gross Profit ---------------2.44B2.01B2.03B2.25B
Operating Expenses ---------------1.10B2.40B1.20B2.94B
Operating Income 994.30M747.80M484.30M589.90M882.10M842.60M1.12B1.28B1.36B1.15B1.28B1.20B808.20M920.40M-1.34B-393.20M832.10M-695.70M
EBITDA ---------------1.53B1.13B1.24B1.54B
Interest Expense ---------------85.20M70.50M58.00M82.50M
Pretax Income ---------------1.25B-237.90M1.01B-379.40M
Tax Provision ---------------322.20M-69.70M252.90M-204.60M
Net Income 673.60M481.70M322.50M465.70M729.70M677.10M940.30M988.10M968.10M854.20M1.13B882.80M564.70M524.80M-920.70M-96.90M774.80M-281.70M
Diluted EPS 1.641.210.761.011.571.492.102.272.262.062.752.141.281.13-1.49-0.731.18-1.60

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2006Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --9.76B10.91B20.44B19.35B17.49B19.27B20.45B25.07B25.73B31.67B30.98B39.42B36.50B-29.76B28.93B27.01B27.09B
Current Assets ----------------8.75B9.72B8.40B10.77B
Cash & Equivalents 778.90M915.80M762.00M762.00M740.50M727.40M835.50M1.33B1.51B1.85B1.33B2.01B1.15B1.05B1.41B-1.43B1.93B1.50B1.98B
Inventory --------------------
Receivables ----------------1.01B951.60M1.11B1.15B
Total Liabilities --3.16B3.29B11.08B10.21B8.44B10.29B11.16B16.21B17.84B22.47B21.65B24.72B21.48B-12.91B13.02B11.34B14.09B
Current Liabilities --2.10B2.30B3.26B2.97B2.71B---------1.50B1.25B830.40M897.00M
Long Term Debt --862.00M745.70M1.32B1.07B1.19B1.59B1.58B2.07B2.10B2.08B2.41B2.08B2.08B-8.08B8.61B7.09B9.38B
Total Debt ----------------8.56B9.04B7.55B9.78B
Total Equity 7.67B7.71B5.69B6.91B8.26B8.12B8.32B8.39B8.33B7.89B7.50B8.70B8.58B13.86B14.36B-15.21B14.60B14.56B12.23B
Shares Outstanding ----------------566.10M566.10M566.10M566.07M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 915.50M525.50M362.70M379.20M964.80M819.30M780.20M1.20B1.13B654.00M1.16B828.80M1.12B1.23B1.08B703.20M1.30B1.19B1.53B
Investing Cash Flow -48.20M-98.40M-102.40M-337.80M348.10M-82.40M-239.90M-1.83B-664.80M-1.01B-974.40M-2.90B-1.43B-859.60M-847.90M-375.60M-244.30M68.40M-974.40M
Financing Cash Flow -740.80M-666.40M-100.70M-65.90M-1.32B-645.90M-59.30M862.50M-51.60M470.10M169.00M1.54B201.30M-285.90M117.30M-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 878.80M441.40M323.20M289.60M857.80M720.00M692.00M1.07B1.00B506.30M1.05B726.30M992.30M1.12B969.30M510.30M1.14B1.12B1.44B
Share Buybacks 716.00M313.40M0192.20M436.50M265.00M470.50M269.60M623.70M535.00M63.80M0110.80M-60.90M244.70M187.50M79.30M123.60M

Ratios (Annual)

Figures in %.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 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

Insiders
0.61%
Institutions
98.15%
Public Float
98.75%

Top Institutional Holders

#Holder% HeldSharesValue
1 Massachusetts Mutual Life Insurance Co. 18.35% 81.33M $2.67B
2 Blackrock Inc. 8.73% 38.71M $1.27B
3 Vanguard Capital Management LLC 6.34% 28.10M $923.50M
4 Dimensional Fund Advisors LP 4.90% 21.72M $713.62M
5 Vanguard Portfolio Management LLC 4.16% 18.46M $606.56M
6 State Street Corporation 3.79% 16.79M $551.82M
7 Millennium Management Llc 3.54% 15.69M $515.56M
8 AQR Capital Management, LLC 2.84% 12.60M $414.17M
9 Geode Capital Management, LLC 2.82% 12.50M $410.85M
10 Goldman Sachs Group Inc 2.52% 11.15M $366.36M

Analyst View

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Latest News

Recent headlines for IVZ

Google News Fri, 04 Sep 2026

Invesco (IVZ) Stock Looks Below Fair Value But Above Fair Value On Sales - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxOSlRMVmFoTkh6T2YySURKc1FpSnpNNnRsNG5xbndocmN0cHVDTGJaVEpvQTRqbmNzekFwMnhJX21Lb1dweG5UWHhHUzJEdWU5ZTVSUENWVWgwTFZTVF80SFFHLW1OWWY3RVdVNHRkQVNzQU5uaG9LT0UwZ3NoRkVMUFNMeVlnTFZ1WkI1LU…

Google News Wed, 02 Sep 2026

Invesco (IVZ) Stock Looks Like A Bargain On Fair Value Yet Fully Priced On Sales - simplywall.st

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Google News Wed, 02 Sep 2026

Why Invesco (IVZ) is a Top Value Stock for the Long-Term - Eastern Progress

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Google News hu, 03 Sep 2026

IVZ or CG: Which Is the Better Value Stock Right Now? - Yahoo Finance

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Google News Sat, 05 Sep 2026

33,812 Shares in Invesco Ltd. $IVZ Acquired by AlphaGrep UK Ltd - marketbeat.com

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Google News Wed, 02 Sep 2026

Invesco (NYSE: IVZ) leader exercises RSUs, withholds shares at $32.78 - Stock Titan

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IVZ — Frequently Asked Questions

What is the current share price of Invesco Ltd. (IVZ)?

As of 2026-09-07 16:24 PDT, Invesco Ltd. (IVZ) trades at $33.07 on NYSE. Its 52-week range is $20.03 to $33.31.

What is the market capitalisation of IVZ?

Invesco Ltd. (IVZ) has a market capitalisation of $14.60B on NYSE.

What is the P/E ratio of IVZ?

IVZ trades at a trailing price-to-earnings (P/E) ratio of -48.63. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 1.40.

Does IVZ pay a dividend?

Invesco Ltd. (IVZ) currently offers a dividend yield of 2.71%.

What is the return on equity (ROE) of IVZ?

IVZ has a return on equity (ROE) of -0.57%. Its return on capital employed (ROCE) is -2.66%.

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.

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