Invesco Ltd. (IVZ)
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.
- Symbol
- IVZ
- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Asset Management
- Market cap
- $13.54B
- 52 week range
- 20.67 - 33.66
Valuation
- Share price
- $30.66 (close of 2026-10-02)
- P/E (TTM)
- -45.76x
- Price to book
- 1.03x
- Price to free cash flow
- 7.05x
- Enterprise value
- $21.89B
- Book value per share
- $29.69
Price performance
| Period | Change |
|---|---|
| 1 day | +0.79% |
| 5 days | -0.84% |
| 1 month | -3.34% |
| 3 months | +13.51% |
| 6 months | +27.01% |
| Year to date | +16.71% |
| 1 year | +29.86% |
| 3 years | +115.76% |
| 5 years | +24.68% |
| 10 years | -1.95% |
| All time | +350.88% |
Members of Congress who disclosed IVZ trades
Gilbert Ray Cisneros · Kevin Hern · Robert Bresnahan
Super investors holding IVZ
Ken Griffin (Citadel) · Nelson Peltz (Trian Fund Management) · Robert Olstein (Olstein Capital Management)
Profitability and growth
- Return on equity
- -1.35%
- Return on invested capital
- -2.27%
- Return on assets
- -0.65%
- Net margin
- -2.74%
- EBITDA margin
- -8.46%
- Revenue growth
- 5.11%
- Net income growth
- -132.49%
- Free cash flow growth
- 28.56%
Cash flow and balance sheet
- Free cash flow yield (TTM)
- 14.19%
- Net debt to EBITDA
- 4.74x
Latest reported year
- Period end
- 2025-12-31
- Fiscal year
- 2025
- Revenue
- $6.38B
- EBITDA
- -$539.80M
- Net income
- -$174.80M
- Earnings per share
- $-1.60
- Shares outstanding
- 452.60M
Income statement by year
| Period end | Revenue | Gross profit | Net income | EPS |
|---|---|---|---|---|
| 2025-12-31 | $6.38B | - | -$174.80M | $-1.60 |
| 2024-12-31 | $6.07B | $1.51B | $538.00M | $1.18 |
| 2023-12-31 | $5.72B | $214.90M | -$333.70M | $-0.73 |
| 2022-12-31 | $6.05B | $1.91B | $683.90M | $1.50 |
| 2021-12-31 | $6.89B | $2.31B | $1.39B | $3.01 |
| 2020-12-31 | $6.15B | $1.48B | $524.80M | $1.14 |
| 2019-12-31 | $6.12B | $1.35B | $564.70M | $1.29 |
| 2018-12-31 | $5.31B | $1.66B | $882.80M | $2.14 |
| 2017-12-31 | $5.16B | $1.71B | $1.13B | $2.75 |
| 2016-12-31 | $4.73B | $1.56B | $854.20M | $2.06 |
Margins and returns by year
| Period end | Gross margin | Net margin | Return on equity | Return on capital |
|---|---|---|---|---|
| 2025-12-31 | - | -2.74% | -1.35% | -2.27% |
| 2024-12-31 | 24.86% | 8.87% | 3.56% | 2.67% |
| 2023-12-31 | 3.76% | -5.84% | -2.20% | -1.61% |
| 2022-12-31 | 31.51% | 11.31% | 4.32% | 4.30% |
| 2021-12-31 | 33.52% | 20.20% | 8.62% | 7.55% |
| 2020-12-31 | 24.16% | 8.54% | 3.54% | 4.17% |
| 2019-12-31 | 22.04% | 9.23% | 3.94% | 3.65% |
| 2018-12-31 | 31.31% | 16.61% | 9.88% | 9.32% |
| 2017-12-31 | 33.09% | 21.85% | 12.59% | 11.20% |
| 2016-12-31 | 32.98% | 18.04% | 11.22% | 9.71% |
Cash and debt by year
| Period end | Cash | Debt |
|---|---|---|
| 2025-12-31 | $1.04B | $1.83B |
| 2024-12-31 | $986.50M | $890.60M |
| 2023-12-31 | $1.47B | $1.49B |
| 2022-12-31 | $1.23B | $1.49B |
| 2021-12-31 | $1.90B | $2.09B |
| 2020-12-31 | $1.41B | $2.08B |
| 2019-12-31 | $1.05B | $2.08B |
| 2018-12-31 | $1.15B | $2.41B |
| 2017-12-31 | $2.01B | $2.08B |
| 2016-12-31 | $1.33B | $2.10B |
Free cash flow by year
| Period end | Free cash flow | Stock-based compensation |
|---|---|---|
| 2025-12-31 | $1.44B | $80.00M |
| 2024-12-31 | $1.12B | $104.60M |
| 2023-12-31 | $1.14B | $114.60M |
| 2022-12-31 | $510.30M | $106.20M |
| 2021-12-31 | $969.30M | $140.10M |
| 2020-12-31 | $1.12B | $188.50M |
| 2019-12-31 | $992.30M | $207.50M |
| 2018-12-31 | $726.30M | $172.40M |
| 2017-12-31 | $1.05B | $175.30M |
| 2016-12-31 | $506.30M | $159.70M |
Dividend history
- Most recent payment
- 2026-08-14
- Paid in the last twelve months
- $0.85
| Payment date | Dividend per share |
|---|---|
| 2026-08-14 | $0.21 |
| 2026-05-15 | $0.21 |
| 2026-02-13 | $0.21 |
| 2025-11-14 | $0.21 |
| 2025-08-14 | $0.21 |
| 2025-05-14 | $0.21 |
| 2025-02-14 | $0.20 |
| 2024-11-14 | $0.20 |
Investor relations
Next earnings report
- Next confirmed report
- 2026-10-27
- Consensus EPS estimate
- $0.75
Past earnings dates
| Reported | Fiscal period | EPS estimate |
|---|---|---|
| 2026-07-28 | Jun/2026 | $0.67 |
| 2026-04-28 | Mar/2026 | $0.58 |
| 2026-01-27 | Dec/2025 | $0.57 |
| 2025-10-28 | Sep/2025 | $0.44 |
| 2025-07-22 | Jun/2025 | $0.41 |
| 2025-04-22 | Mar/2025 | $0.39 |
| 2025-01-28 | Dec/2024 | $0.49 |
| 2024-10-22 | Sep/2024 | $0.44 |
Filings and sources
- Company website
- invesco.com
- SEC filings
- 10-K, 10-Q and 8-K on EDGAR
- Earnings calendar
- All upcoming reports
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Understanding these figures
Price-to-earnings ratio · Discounted cash flow · Free cash flow · Earnings per share · Return on equity · Gross margin vs net margin · Reading a balance sheet · Debt and leverage · Dividend yield · Insider transactions and Form 4 · How to read a stock chart
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