IVZ — Invesco Ltd.

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NYSE · Financials · Capital Markets · CIK 914208 ·

Last close

$30.92

Market Cap

$13.65B

52W High

$33.66

52W Low

$20.03

ADV30

4,004,680

Next earnings

2026-10-27

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

Period	Revenues	Gross profit	Op income	Net income	Assets	Cash	Liabilities
Jun 2026	—	—	—	—	—	—	—
Mar 2026	1,744,500,000	630,400,000	333,200,000	268,600,000	26,834,600,000	1,706,100,000	13,572,300,000
Dec 2025	1,692,000,000	626,700,000	-1,458,100,000	-1,061,100,000	27,094,000,000	1,979,800,000	14,089,100,000
Sep 2025	1,640,400,000	560,500,000	270,900,000	345,700,000	28,438,900,000	1,523,800,000	13,646,600,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF

$1,822,500,000

Investing CF

$-1,615,600,000

Financing CF

$-407,500,000

CapEx

$-75,100,000

Dividends Paid

$-563,700,000

Buybacks

$-1,889,700,000

EPS Diluted TTM

$-0.70

As of

2026-08-09

Balance + Analyst (yfinance extras)

Retained Earnings

$6,270,400,000

Inventory

—

Receivables

$9,420,200,000

ST Investments

—

EBIT TTM

$-146,500,000

Pretax Income TTM

$-243,100,000

Interest Exp TTM

$96,600,000

Analysts

Yahoo Snapshot (yfinance, live)

Total Revenue

$6,902,499,840

EBITDA

$1,444,800,000

Free Cash Flow

$1,140,787,456

Enterprise Value

$18,469,013,504

Total Cash

$915,400,000

Total Debt

$1,624,000,000

Shares Out

441,499,780

Trailing EPS

$-0.68

Book Value

$22.56

ROE

-0.6%

ROA

2.9%

Div Yield

2.66%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY end	Revenues	Op income	Net income	Assets	Liabilities	Equity	Op cash flow
Dec 2025	6,377,100,000	-695,700,000	-281,700,000	27,094,000,000	14,089,100,000	12,231,000,000	1,525,300,000
Dec 2024	6,067,000,000	832,100,000	774,800,000	27,008,900,000	11,340,100,000	14,559,900,000	1,190,000,000
Dec 2023	5,716,400,000	-393,200,000	-96,900,000	28,933,800,000	13,017,800,000	14,597,600,000	1,300,800,000
Dec 2022	6,048,900,000	1,338,900,000	920,700,000	29,756,800,000	12,914,600,000	15,213,600,000	703,200,000

TTM Snapshot

Revenues TTM

$5,932,300,000

NetIncome TTM

$534,900,000

OpCashFlow TTM

Assets (Latest)

$27,094,000,000

Forward EPS

$3.27

Max Pain — expiry 2026-10-16

max pain strike: $27.00 · spot: $30.31 · call oi: 4,260 · put oi: 1,791

Expected Move to 2026-10-16: ±$1.88 (6.19%) — implied range $28.43 – $32.18 · ATM straddle on $30.00 strike

Peers — same industry

Ticker	Name	Market Cap	Last	Daily %
PSLV	Sprott Physical Silver Trust	$13.28B	$21.01	—
CG	Carlyle Group Inc.	$14.26B	$40.03	—
SEIC	SEI INVESTMENTS CO	$12.68B	$105.65	—
PHYS	Sprott Physical Gold Trust	$15.34B	$32.35	—
TW	Tradeweb Markets Inc.	$11.54B	$101.19	—

News headlines (Yahoo Finance, 1h cache)

Should Invesco S&P SmallCap 600 Pure Value ETF (RZV) Be on Your Investing Radar?

2026-09-28 09:20 · Yahoo

3 Top-Ranked Invesco Mutual Funds Poised for Massive Returns

2026-09-25 12:00 · Yahoo

Should Invesco Large Cap Value ETF (PWV) Be on Your Investing Radar?

2026-09-25 09:20 · Yahoo

Invesco (IVZ) Opens QQQ Suite To Overseas Growth With First International ETF

2026-09-24 07:11 · Yahoo

Invesco (IVZ) Could Be a Great Choice

2026-09-23 15:45 · Yahoo

The Invesco QQQ Innovation Suite Expands with the Launch of Invesco Nasdaq International Innovators 100 ETF (QQI)

2026-09-23 13:00 · Yahoo

Better Healthcare ETF: Invesco's Biotech-Focused IBBQ vs. iShares' Broad IYH

2026-09-23 02:24 · Yahoo

Better Energy Sector ETF: Vanguard's VDE Targeting Traditional Oil and Gas Giants vs. Invesco's Solar-Focused TAN

2026-09-22 19:51 · Yahoo

Invesco Defined Contribution Survey Reveals Plan Participants are Open to Private Markets and AI Alongside Greater Education and Control

2026-09-21 14:01 · Yahoo

Should Invesco QQQ (QQQ) Be on Your Investing Radar?