S&P 500 7,350.29 â–ŧ 7.93 (-0.11%) DOW 51,869.66 ▲ 20.76 (+0.04%) NASDAQ 25,330.58 â–ŧ 146.05 (-0.57%) US Markets Closed â€ĸ 08:44 PM ET

IVZ

Invesco Ltd.

Price Chart
Latest Quote

$25.87

-0.10 (-0.39%)
Current Price
Previous Close $25.97
Open $26.43
Day High $26.68
Day Low $25.71
Volume 3,989,950
Fetched: 2026-06-26T00:44:39
Stock Information
Quarterly Dividend / Yield $0.86 / 3.31%
Shares Outstanding 443.30M
Quarterly Dividend Yield 3.31%
Quarterly Dividend $0.86
Total Debt $1.97B
Cash Equivalents $806.90M
Revenue $6.59B
Net Income $-667.00M
Sector Financial Services
Industry Asset Management
Market Cap $11.47B
EPS (TTM) $-1.47
Exchange NYQ
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📊 Comprehensive Analysis
Company Data
Enterprise Value$16.15B
Sales$6.59B
Income$-667.00M
Book/sh$21.98
Cash/sh$1.82
Employees7K
Financial Ratios
Quick Ratio0.82
Current Ratio0.82
Debt/Eq14.83
EPS Growth TTM16.60%
Returns & Margins
ROA2.68%
ROE-1.54%
Gross Margin28.92%
Operating Margin19.10%
Profit Margin-3.69%
Ownership
Insider Ownership0.65%
Institutional Ownership97.34%
Insider & Institutional transactions data not available
Valuation Ratios
Forward P/E8.68
PEG0.84
P/S1.74
P/B1.18
Analyst Data
Recommendationbuy
Target Price$29.68
Technical Indicators
SMA20$27.86
SMA50$26.92
SMA200$25.09
RSI35.94
ATR1.0700
Shares Float358.10M
Short Float6.26%
Short Ratio4.17
Volatility1.59
Rel Volume0.67
Performance History
Week-10.14%
Month-6.57%
Quarter+7.03%
6 Months-3.87%
YTD-2.44%
Year+75.12%
3 Years+79.29%
5 Years+17.44%
10 Years+75.51%
Stock Score: ⭐ Premium
Based on debt, profitability, growth, and cash flow metrics
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Recent Price History
Date Close Volume
2026-06-25 $25.87 3,989,950
2026-06-24 $25.97 8,747,200
2026-06-23 $27.02 11,272,800
2026-06-22 $28.78 3,656,600
2026-06-18 $28.14 11,867,800
2026-06-17 $28.79 5,777,000
2026-06-16 $29.20 2,901,100
2026-06-15 $29.10 3,339,800
2026-06-12 $28.92 3,024,800
2026-06-11 $28.29 5,253,300
2026-06-10 $27.46 4,625,900
2026-06-09 $27.91 6,131,500
2026-06-08 $27.55 6,029,700
2026-06-05 $27.35 6,776,500
2026-06-04 $28.17 2,924,800
2026-06-03 $26.94 3,928,500
2026-06-02 $27.58 8,322,900
2026-06-01 $27.62 8,460,600
2026-05-29 $28.46 7,973,000
2026-05-28 $28.06 4,700,500
2026-05-27 $27.61 2,264,700
2026-05-26 $27.69 2,666,500
About Invesco Ltd.

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.

Period:
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Income Statement (Annual)
Metric 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Revenue
Reconciled Cost Of Revenue $5,806,400,000 $3,905,000,000 $4,827,000,000 $3,479,800,000
Cost Of Revenue $4,129,900,000 $4,039,800,000 $3,711,000,000 $3,611,300,000
Total Revenue $6,377,100,000 $6,067,000,000 $5,716,400,000 $6,048,900,000
Operating Revenue $6,174,900,000 $5,868,400,000 $5,527,300,000 $5,832,100,000
Expenses
Interest Expense $82,500,000 $58,000,000 $70,500,000 $85,200,000
Total Expenses $7,072,800,000 $5,234,900,000 $6,109,600,000 $4,710,000,000
Other Income Expense $344,900,000 $172,300,000 $178,000,000 $-30,400,000
Other Non Operating Income Expenses $240,100,000 $129,300,000 $148,300,000 $-115,300,000
Net Non Operating Interest Income Expense $-28,600,000 $900,000 $-22,700,000 $-60,800,000
Interest Expense Non Operating $82,500,000 $58,000,000 $70,500,000 $85,200,000
Operating Expense $2,942,900,000 $1,195,100,000 $2,398,600,000 $1,098,700,000
Other Operating Expenses $450,000,000 $474,300,000 $450,100,000 $446,700,000
Selling And Marketing Expense $84,000,000 $81,300,000 $82,100,000 $94,600,000
General And Administrative Expense $576,500,000 $594,700,000 $567,600,000 $493,600,000
Income & Earnings
Net Income From Continuing Operation Net Minority Interest $-281,700,000 $774,800,000 $-96,900,000 $920,700,000
Net Interest Income $-28,600,000 $900,000 $-22,700,000 $-60,800,000
Interest Income $53,900,000 $58,900,000 $47,800,000 $24,400,000
Normalized Income $-281,700,000 $774,800,000 $-67,488,800 $936,430,400
Net Income From Continuing And Discontinued Operation $-281,700,000 $774,800,000 $-96,900,000 $920,700,000
Total Operating Income As Reported $-695,700,000 $832,100,000 $-434,800,000 $1,317,700,000
Net Income Common Stockholders $-726,300,000 $538,000,000 $-333,700,000 $683,900,000
Net Income $-281,700,000 $774,800,000 $-96,900,000 $920,700,000
Net Income Including Noncontrolling Interests $-174,800,000 $752,400,000 $-168,200,000 $925,500,000
Net Income Continuous Operations $-174,800,000 $752,400,000 $-168,200,000 $925,500,000
Pretax Income $-379,400,000 $1,005,300,000 $-237,900,000 $1,247,700,000
Special Income Charges $0 $0 $-41,600,000 $-21,200,000
Earnings From Equity Interest $104,800,000 $43,000,000 $71,300,000 $106,100,000
Interest Income Non Operating $53,900,000 $58,900,000 $47,800,000 $24,400,000
Operating Income $-695,700,000 $832,100,000 $-393,200,000 $1,338,900,000
Depreciation Amortization Depletion Income Statement $1,832,400,000 $44,800,000 $1,298,800,000 $63,800,000
Depreciation And Amortization In Income Statement $1,832,400,000 $44,800,000 $1,298,800,000 $63,800,000
Amortization Of Intangibles Income Statement $1,832,400,000 $44,800,000 $1,298,800,000 $63,800,000
Gross Profit $2,247,200,000 $2,027,200,000 $2,005,400,000 $2,437,600,000
Per Share
Diluted EPS $-1.60 $1.18 $-0.73 $1.49
Basic EPS $-1.60 $1.18 $-0.73 $1.50
Other
Tax Effect Of Unusual Items $0 $0 $-12,188,800 $-5,469,600
Tax Rate For Calcs $0 $0 $0 $0
Normalized EBITDA (Bullshit earnings) $1,535,500,000 $1,242,900,000 $1,173,000,000 $1,549,400,000
Total Unusual Items $0 $0 $-41,600,000 $-21,200,000
Total Unusual Items Excluding Goodwill $0 $0 $-41,600,000 $-21,200,000
Reconciled Depreciation $155,900,000 $179,600,000 $182,800,000 $195,300,000
EBITDA (Bullshit earnings) $1,535,500,000 $1,242,900,000 $1,131,400,000 $1,528,200,000
EBIT $-296,900,000 $1,063,300,000 $-167,400,000 $1,332,900,000
Diluted Average Shares $455,000,000 $457,700,000 $456,200,000 $459,500,000
Basic Average Shares $452,600,000 $457,000,000 $454,800,000 $457,500,000
Diluted NI Availto Com Stockholders $-726,300,000 $538,000,000 $-333,700,000 $683,900,000
Otherunder Preferred Stock Dividend $240,000,000 $0 $0 -
Preferred Stock Dividends $204,600,000 $236,800,000 $236,800,000 $236,800,000
Minority Interests $-106,900,000 $22,400,000 $71,300,000 $-4,800,000
Tax Provision $-204,600,000 $252,900,000 $-69,700,000 $322,200,000
Restructuring And Mergern Acquisition $0 $0 $41,600,000 $21,200,000
Amortization $1,832,400,000 $44,800,000 $1,298,800,000 $63,800,000
Selling General And Administration $660,500,000 $676,000,000 $649,700,000 $588,200,000
Other Gand A $576,500,000 $594,700,000 $567,600,000 $493,600,000
Write Off - - - -
Gain On Sale Of Security - - - -
Fetched: 2026-06-20
Balance Sheet (Annual)
Metric 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Assets
Net Tangible Assets $-173,400,000 $492,500,000 $58,000,000 $-485,300,000
Total Assets $27,094,000,000 $27,008,900,000 $28,933,800,000 $29,756,800,000
Total Non Current Assets $16,328,200,000 $18,606,800,000 $19,213,400,000 $21,002,100,000
Other Non Current Assets $857,600,000 $1,120,700,000 $1,226,500,000 $1,529,200,000
Non Current Note Receivables $7,635,200,000 $5,793,000,000 $6,837,200,000 $6,315,100,000
Investmentin Financial Assets $1,278,500,000 $1,217,700,000 $1,312,000,000 $1,553,800,000
Goodwill And Other Intangible Assets $12,404,400,000 $14,067,400,000 $14,539,600,000 $15,698,900,000
Other Intangible Assets $3,927,300,000 $5,749,300,000 $5,848,100,000 $7,141,200,000
Current Assets $10,765,800,000 $8,402,100,000 $9,720,400,000 $8,754,700,000
Receivables $8,786,000,000 $6,906,100,000 $7,788,800,000 $7,320,600,000
Loans Receivable $7,635,200,000 $5,793,000,000 $6,837,200,000 $6,315,100,000
Accounts Receivable $1,150,800,000 $1,113,100,000 $951,600,000 $1,005,500,000
Cash Cash Equivalents And Short Term Investments $1,979,800,000 $1,496,000,000 $1,931,600,000 $1,434,100,000
Prepaid Assets - - - -
Other Receivables - - - -
Debt
Net Debt $7,398,000,000 $5,595,500,000 $6,679,700,000 $6,643,900,000
Total Debt $9,784,500,000 $7,546,400,000 $9,045,000,000 $8,558,200,000
Long Term Debt And Capital Lease Obligation $9,784,500,000 $7,546,400,000 $9,045,000,000 $8,558,200,000
Long Term Debt $9,377,800,000 $7,091,500,000 $8,611,300,000 $8,078,000,000
Liabilities
Total Liabilities Net Minority Interest $14,089,100,000 $11,340,100,000 $13,017,800,000 $12,914,600,000
Total Non Current Liabilities Net Minority Interest $13,192,100,000 $10,509,700,000 $11,763,200,000 $11,411,300,000
Other Non Current Liabilities $1,414,900,000 $652,200,000 $492,100,000 $329,600,000
Non Current Deferred Liabilities $901,500,000 $1,281,900,000 $1,325,700,000 $1,662,700,000
Non Current Deferred Taxes Liabilities $901,500,000 $1,281,900,000 $1,325,700,000 $1,662,700,000
Current Liabilities $897,000,000 $830,400,000 $1,254,600,000 $1,503,300,000
Payables And Accrued Expenses $897,000,000 $830,400,000 $1,254,600,000 $1,503,300,000
Payables $231,500,000 $246,000,000 $687,100,000 $896,800,000
Other Payable $111,000,000 $69,400,000 $545,100,000 $748,100,000
Total Tax Payable $100,100,000 $146,000,000 $110,500,000 $89,100,000
Income Tax Payable $100,100,000 $146,000,000 $110,500,000 $89,100,000
Accounts Payable $20,400,000 $30,600,000 $31,500,000 $59,600,000
Derivative Product Liabilities - - - -
Equity
Common Stock Equity $9,720,500,000 $10,549,400,000 $10,587,100,000 $11,203,100,000
Preferred Stock Equity $2,510,500,000 $4,010,500,000 $4,010,500,000 $4,010,500,000
Total Equity Gross Minority Interest $13,004,900,000 $15,668,800,000 $15,916,000,000 $16,842,200,000
Stockholders Equity $12,231,000,000 $14,559,900,000 $14,597,600,000 $15,213,600,000
Gains Losses Not Affecting Retained Earnings $-722,900,000 $-1,036,100,000 $-801,800,000 $-942,400,000
Other Equity Adjustments $-722,900,000 $-1,036,100,000 $-801,800,000 $-942,400,000
Retained Earnings $5,886,800,000 $6,990,400,000 $6,826,700,000 $7,518,300,000
Long Term Equity Investment $1,375,100,000 $1,269,100,000 $1,057,300,000 $1,082,400,000
Investments In Other Ventures Under Equity Method $1,375,100,000 $1,269,100,000 $1,057,300,000 $1,082,400,000
Preferred Securities Outside Stock Equity - - - $998,700,000
Other
Treasury Shares Number $122,070,873 $118,100,000 $116,600,000 $111,300,000
Ordinary Shares Number $444,000,000 $448,000,000 $449,500,000 $454,800,000
Share Issued $566,070,873 $566,100,000 $566,100,000 $566,100,000
Tangible Book Value $-2,683,900,000 $-3,518,000,000 $-3,952,500,000 $-4,495,800,000
Invested Capital $19,098,300,000 $17,640,900,000 $19,198,400,000 $19,281,100,000
Working Capital $9,868,800,000 $7,571,700,000 $8,465,800,000 $7,251,400,000
Capital Lease Obligations $406,700,000 $454,900,000 $433,700,000 $480,200,000
Total Capitalization $21,608,800,000 $21,651,400,000 $23,208,900,000 $23,291,600,000
Minority Interest $773,900,000 $1,108,900,000 $1,318,400,000 $1,628,600,000
Treasury Stock $2,825,700,000 $2,852,700,000 $3,002,600,000 $3,040,900,000
Additional Paid In Capital $7,269,100,000 $7,334,600,000 $7,451,600,000 $7,554,900,000
Capital Stock $2,623,700,000 $4,123,700,000 $4,123,700,000 $4,123,700,000
Common Stock $113,200,000 $113,200,000 $113,200,000 $113,200,000
Preferred Stock $2,510,500,000 $4,010,500,000 $4,010,500,000 $4,010,500,000
Employee Benefits $1,091,200,000 $1,029,200,000 $900,400,000 $860,800,000
Long Term Capital Lease Obligation $406,700,000 $454,900,000 $433,700,000 $480,200,000
Current Accrued Expenses $665,500,000 $584,400,000 $567,500,000 $606,500,000
Investments And Advances $2,683,200,000 $2,501,100,000 $2,384,200,000 $2,660,900,000
Other Investments $29,600,000 $14,300,000 $14,900,000 $24,700,000
Held To Maturity Securities $674,200,000 $605,500,000 $669,800,000 $697,500,000
Available For Sale Securities $604,300,000 $612,200,000 $642,200,000 $7,171,400,000
Investment Properties $4,100,000 $438,600,000 $463,600,000 $552,000,000
Goodwill $8,477,100,000 $8,318,100,000 $8,691,500,000 $8,557,700,000
Net PPE $378,900,000 $479,000,000 $599,500,000 $561,100,000
Accumulated Depreciation $-910,000,000 $-954,700,000 $-944,700,000 $-1,129,800,000
Gross PPE $1,288,900,000 $1,433,700,000 $1,544,200,000 $1,690,900,000
Leases $244,800,000 $267,300,000 $277,700,000 $226,200,000
Construction In Progress $30,000,000 $62,400,000 $111,600,000 $173,100,000
Machinery Furniture Equipment $922,200,000 $1,018,800,000 $1,067,600,000 $1,203,800,000
Land And Improvements $91,900,000 $85,200,000 $87,300,000 $87,800,000
Properties $0 $0 $0 $0
Investmentsin Associatesat Cost - - $631,800,000 $621,200,000
Fetched: 2026-06-20
Cash Flow Statement (Annual)
Metric 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Free Cash Flow
Free Cash Flow $1,441,000,000 $1,120,900,000 $1,136,500,000 $510,300,000
Operating Activities
Operating Cash Flow $1,525,300,000 $1,190,000,000 $1,300,800,000 $703,200,000
Cash Flow From Continuing Operating Activities $1,525,300,000 $1,190,000,000 $1,300,800,000 $703,200,000
Operating Gains Losses $-172,700,000 $14,900,000 $105,000,000 $20,800,000
Investing Activities
Capital Expenditure $-84,300,000 $-69,100,000 $-164,300,000 $-192,900,000
Investing Cash Flow $-974,400,000 $68,400,000 $-244,300,000 $-375,600,000
Cash Flow From Continuing Investing Activities $-974,400,000 $68,400,000 $-244,300,000 $-375,600,000
Net Other Investing Changes - - $46,200,000 -
Financing Activities
Repurchase Of Capital Stock $-1,863,600,000 $-79,300,000 $-187,500,000 $-244,700,000
Financing Cash Flow $-149,500,000 $-1,661,600,000 $-585,400,000 $-966,900,000
Cash Flow From Continuing Financing Activities $-149,500,000 $-1,661,600,000 $-585,400,000 $-966,900,000
Net Other Financing Charges $20,600,000 $-51,100,000 $-54,400,000 $424,400,000
Cash Dividends Paid $-581,900,000 $-608,300,000 $-594,700,000 $-571,600,000
Preferred Stock Dividend Paid $-204,600,000 $-236,800,000 $-236,800,000 $-236,800,000
Common Stock Dividend Paid $-377,300,000 $-371,500,000 $-357,900,000 $-334,800,000
Net Preferred Stock Issuance $-1,740,000,000 $0 $0 -
Net Common Stock Issuance $-123,600,000 $-79,300,000 $-187,500,000 $-244,700,000
Dividends Received Cfi $63,100,000 $126,800,000 $23,300,000 $32,600,000
Dividend Received Cfo $46,800,000 $82,100,000 $69,400,000 $74,200,000
Other
Repayment Of Debt $-6,375,900,000 $-4,681,200,000 $-451,800,000 $-605,100,000
Issuance Of Debt $8,651,300,000 $3,758,300,000 $703,000,000 $30,100,000
Interest Paid Supplemental Data $77,200,000 $53,600,000 $68,200,000 $67,400,000
Income Tax Paid Supplemental Data $238,700,000 $236,300,000 $195,100,000 $301,400,000
End Cash Position $1,979,800,000 $1,496,000,000 $1,931,600,000 $1,434,100,000
Beginning Cash Position $1,496,000,000 $1,931,600,000 $1,434,100,000 $2,147,100,000
Effect Of Exchange Rate Changes $82,400,000 $-32,400,000 $26,400,000 $-73,700,000
Changes In Cash $401,400,000 $-403,200,000 $471,100,000 $-639,300,000
Preferred Stock Payments $-1,740,000,000 $0 $0 -
Common Stock Payments $-123,600,000 $-79,300,000 $-187,500,000 $-244,700,000
Net Issuance Payments Of Debt $2,275,400,000 $-922,900,000 $251,200,000 $-575,000,000
Net Long Term Debt Issuance $2,275,400,000 $-922,900,000 $251,200,000 $-575,000,000
Long Term Debt Payments $-6,375,900,000 $-4,681,200,000 $-451,800,000 $-605,100,000
Long Term Debt Issuance $8,651,300,000 $3,758,300,000 $703,000,000 $30,100,000
Net Investment Purchase And Sale $-1,189,700,000 $10,700,000 $-149,500,000 $-215,300,000
Sale Of Investment $4,207,700,000 $4,479,700,000 $3,138,400,000 $2,736,300,000
Purchase Of Investment $-5,397,400,000 $-4,469,000,000 $-3,287,900,000 $-2,951,600,000
Net Business Purchase And Sale $236,500,000 $0 $0 -
Sale Of Business $236,500,000 $0 $0 -
Net PPE Purchase And Sale $-84,300,000 $-69,100,000 $-164,300,000 $-192,900,000
Purchase Of PPE $-84,300,000 $-69,100,000 $-164,300,000 $-192,900,000
Change In Working Capital $-216,400,000 $146,200,000 $-173,000,000 $-371,500,000
Change In Payables And Accrued Expense $-210,800,000 $-173,500,000 $-621,700,000 $-1,284,300,000
Change In Payable $-210,800,000 $-173,500,000 $-621,700,000 $-1,284,300,000
Change In Receivables $-5,600,000 $319,700,000 $448,700,000 $912,800,000
Other Non Cash Items $11,600,000 $-89,800,000 $-78,700,000 $-247,300,000
Stock Based Compensation $80,000,000 $104,600,000 $114,600,000 $106,200,000
Asset Impairment Charge $1,794,900,000 $0 $1,248,900,000 $0
Depreciation Amortization Depletion $155,900,000 $179,600,000 $182,800,000 $195,300,000
Depreciation And Amortization $155,900,000 $179,600,000 $182,800,000 $195,300,000
Earnings Losses From Equity Investments $-104,800,000 $-43,000,000 $-71,300,000 $-106,100,000
Gain Loss On Investment Securities $-67,900,000 $57,900,000 $176,300,000 $126,900,000
Net Income From Continuing Operations $-174,800,000 $752,400,000 $-168,200,000 $925,500,000
Proceeds From Stock Option Exercised - - $0 $0
Net Short Term Debt Issuance - - - -
Purchase Of Business - - - -
Fetched: 2026-06-20