IVZ — Invesco Ltd.

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NYSE · Financials · Capital Markets · CIK 914208 ·

Last close

$27.69

Market Cap

$12.27B

52W High

$28.38

52W Low

$21.65

ADV30

5,479,975

Next earnings

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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)

Period	Revenues	GrossProfit	OpIncome	NetIncome	Assets	Cash	Liabilities
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
Jun 2025	1,515,500,000	504,400,000	214,200,000	203,400,000	28,496,900,000	1,491,900,000	13,538,000,000

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

Yahoo Snapshot (yfinance, live)

Total Revenue

$6,592,399,872

EBITDA

$1,327,600,000

Free Cash Flow

$861,862,528

Enterprise Value

$16,668,773,376

Total Cash

$806,899,968

Total Debt

$1,966,700,032

Shares Out

443,296,629

Trailing EPS

$-1.47

Book Value

$21.98

ROE

-1.5%

ROA

2.7%

Div Yield

3.18%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY end	Revenues	OpIncome	NetIncome	Assets	Liabilities	Equity	OCF
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

Assets (Latest)

$27,008,900,000

Forward EPS

$2.97

Peers — same industry

Ticker	Name	Market Cap	Last	Daily %
TW	Tradeweb Markets Inc.	$11.87B	$102.28	—
EVR	Evercore Inc.	$13.30B	$343.88	—
SF	STIFEL FINANCIAL CORP	$11.14B	$72.62	—
SEIC	SEI INVESTMENTS CO	$10.92B	$90.76	—
JEF	Jefferies Financial Group Inc.	$10.62B	$51.95	—

News headlines (Yahoo Finance, 1h cache)

Should Invesco S&P 500 Pure Growth ETF (RPG) Be on Your Investing Radar?

2026-05-26 10:20 · Yahoo

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2026-05-26 10:20 · Yahoo

1 Cash-Producing Stock to Own for Decades and 2 We Avoid

2026-05-26 08:11 · Yahoo

Should Invesco RAFI US 1000 ETF (PRF) Be on Your Investing Radar?

2026-05-25 10:20 · Yahoo

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

2026-05-25 10:20 · Yahoo

1 Stock Under $50 to Own for Decades and 2 We Ignore

2026-05-22 18:28 · Yahoo

AdvizorPro: RIAs Continued Adding ETFs in Q1, Prioritized Risk Management

2026-05-22 17:20 · Yahoo

Invesco Canada announces cash distributions for its ETFs

2026-05-21 20:00 · Yahoo

Should Invesco S&P MidCap 400 GARP ETF (GRPM) Be on Your Investing Radar?

2026-05-21 10:20 · Yahoo

Should Invesco Dow Jones Industrial Average Dividend ETF (DJD) Be on Your Investing Radar?