IVZ — Invesco Ltd.

NYSE · Financials · Capital Markets · CIK 914208 ·
Last close
$29.60
Market Cap
$13.07B
52W High
$31.02
52W Low
$25.54
ADV30
5,477,498
Next earnings
2026-10-27
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.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
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
$-1.49
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$6,021,900,000
Inventory
Receivables
$8,959,400,000
ST Investments
EBIT TTM
$-330,400,000
Pretax Income TTM
$-424,100,000
Interest Exp TTM
$93,700,000
Analysts
11

Yahoo Snapshot (yfinance, live)

Total Revenue
$6,902,499,840
EBITDA
$1,428,700,032
Free Cash Flow
$861,862,528
Enterprise Value
$14,695,829,504
Total Cash
$915,400,000
Total Debt
$1,624,000,000
Shares Out
441,500,000
Trailing EPS
$-0.68
Book Value
$21.98
ROE
-0.6%
ROA
2.9%
Div Yield
2.92%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 6,377,100,000 -695,700,000 -281,700,000 27,094,000,000 14,089,100,000 1,525,300,000
Dec 2024 6,067,000,000 832,100,000 774,800,000 27,008,900,000 11,340,100,000 1,190,000,000
Dec 2023 5,716,400,000 -393,200,000 -96,900,000 28,933,800,000 13,017,800,000 1,300,800,000
Dec 2022 6,048,900,000 1,338,900,000 920,700,000 29,756,800,000 12,914,600,000 703,200,000

TTM Snapshot

Revenues TTM
$6,153,100,000
NetIncome TTM
$693,900,000
OpCashFlow TTM
$0
Assets (Latest)
$27,008,900,000
Forward EPS
$3.25

Peers — same industry

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PSLV Sprott Physical Silver Trust $11.95B $18.80

News headlines (Yahoo Finance, 1h cache)

Franklin Q3 Earnings Beat on Higher Revenues, AUM Hits Record High
2026-07-31 18:20 · Yahoo
Should Invesco’s Q2 Earnings Rebound and Capital Returns Shift Require Action From Invesco (IVZ) Investors?
2026-07-31 18:07 · Yahoo
T. Rowe Price Q2 Earnings Top Estimates on Higher Revenues & Record AUM
2026-07-31 17:59 · Yahoo
IVZ vs. CG: Which Stock Is the Better Value Option?
2026-07-31 15:40 · Yahoo
Ares Management Q2 Earnings Meet Estimates, AUM Rises Y/Y
2026-07-31 14:43 · Yahoo
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2026-07-31 10:20 · Yahoo
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2026-07-31 09:14 · Yahoo
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2026-07-30 15:15 · Yahoo
Are Investors Undervaluing Invesco (IVZ) Right Now?
2026-07-30 13:40 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.