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Invesco Ltd.

IVZ

Companies in Investment Advice

BXBAMAPOARESAMPTROW

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Financial Statements

Values in Millions ($)
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
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Cash And Cash Equivalents At Carrying Value
8071,0389739238229871,0458798961,4691,2421,010
Accounts Receivable Net
911885811747795741711677708702645703
Investments
1,3211,3811,1641,1291,0761,2401,129980964919933992
Consolidated Investment P…
Separate Account Assets
------000394408444
Other Assets
9728581,3561,2361,2521,1218848348231,227764844
Property Plant And Equipment Net
365379388454458479580574584600586585
Intangible Assets Net Excluding Goodwill
3,9163,9275,7315,7515,7475,7495,8175,8195,8325,8487,1007,118
Goodwill
8,4168,4778,4608,5838,3738,3188,7308,6068,6218,6928,5698,675
Assets
26,83527,09428,43928,49728,14427,00927,50327,16828,07728,93429,43229,458
Employee Related Liabilities Current And Noncurren…
5791,0918937165431,029887590453900734571
Accounts Payable And Accrued Liabilities Current A…
1,5111,3041,4961,4321,4161,2851,4561,3631,3211,6881,2921,361
Liabilities
Liabilities
13,57214,08913,64713,53812,35611,34011,59611,40212,22413,01812,84012,749
Consolidated Investment P…
Long Term Debt
1,9671,8251,6251,8849658918908901,2581,4901,4891,489
Deferred Income Tax Liabilities Net
9429021,3191,3131,3281,2821,3171,3571,3641,3261,6131,644
Temporary Equity
Temporary Equity Carrying Amount Including Portion…
32575151532546545581569668746754842
Separate Accounts Liability
------000394408444
Stockholders Equity
Stockholders Equity Attri…
Preferred Stock Value
2,5112,5113,0113,0114,0114,0114,0114,0114,0114,0114,0114,011
Common Stock Value
113113113113113113113113113113113113
Additional Paid In Capital Common Stock
7,1787,2697,2547,2507,2367,3357,3257,3167,3157,4527,4437,433
Treasury Stock Common Value
-2,769-2,826-2,804-2,798-2,782-2,853-2,832-2,850-2,864-3,003-3,011-3,027
Retained Earnings Accumulated Deficit
6,0225,8877,1686,9617,0696,9906,8746,9176,8786,8277,6597,618
Accumulated Other Comprehensive Income Loss Net Of…
-799-723-736-664-948-1,036-737-922-897-802-961-818
Stockholders Equity
12,25512,23114,64214,42714,69914,56014,75415,19714,55514,59815,83815,867
Minority Interest
682699636554543564572612630573584538
Liabilities And Stockholders Equity
26,83527,09428,43928,49728,14427,00927,50327,16828,07728,93429,43229,458
Preferred Stock Par Or Stated Value Per Share
0.20.20.20.20.20.20.20.20.20.20.20.2
Preferred Stock Liquidation Preference
000000000000
Preferred Stock Shares Authorized
444444444444
Preferred Stock Shares Issued
444444444444
Preferred Stock Shares Outstanding
333344444444
Common Stock Par Or Stated Value Per Share
0.20.20.20.20.20.20.20.20.20.20.20.2
Common Stock Shares Authorized
1,0501,0501,0501,0501,0501,0501,0501,0501,0501,0501,0501,050
Common Stock Shares Issued
566566566566566566566566566566566566

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Earnings Market Reaction

Fiscal Year
Q1 1 Month
Q1 2 Month
Q1 3 Month
Q2 1 Month
Q2 2 Month
Q2 3 Month
Q3 1 Month
Q3 2 Month
Q3 3 Month
Q4 1 Month
Q4 2 Month
Q4 3 Month
20266.90%-1.74%12.43%---------
20254.56%7.69%44.84%5.59%10.20%11.67%6.14%17.03%23.28%-11.14%-5.02%4.64%
202410.45%6.63%14.55%0.88%0.70%9.27%0.10%-2.21%-2.94%-11.60%-26.14%-9.69%
2023----6.03%-10.36%-21.43%8.10%38.56%33.78%-0.96%-1.54%0.06%

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Performance and Valuation Metrics

Metrics
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
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Leverage & Debt
Interest Coverage TTM
-6.83
-8.43
14.94
15.16
16.24
14.35
-8.90
-6.46
-6.30
-6.17
12.43
13.89
Per Share Metrics
Diluted EPS TTM
-1.50
-1.60
1.63
1.09
1.09
1.18
-0.25
-0.08
-0.22
-0.37
1.85
1.93
Free Cash Flow Per Share TTM
3.87
3.18
2.91
2.52
2.37
2.42
3.23
3.02
2.64
2.50
1.89
2.11
Dividend Per Share TTM
0.84
0.83
0.83
0.83
0.83
0.81
0.81
0.80
0.80
0.79
0.78
0.76
Margin Metrics
Gross Profit Margin TTM
68.89%
68.59%
68.77%
66.45%
74.88%
82.58%
90.21%
101.14%
101.18%
101.23%
101.24%
101.26%
Operating Profit Margin TTM
-9.71%
-10.91%
17.11%
14.69%
14.64%
13.72%
-9.43%
-7.36%
-7.47%
-7.61%
15.42%
17.54%
Net Profit Margin TTM
-10.29%
-11.39%
11.83%
8.07%
8.09%
8.87%
-1.90%
-0.61%
-1.71%
-2.94%
14.58%
15.37%
Growth Metrics
Net Revenue Growth (1Y)
7.70%
5.11%
6.64%
5.83%
6.02%
6.13%
2.45%
1.11%
-1.10%
-5.50%
-9.77%
-13.83%
Net Income Growth (1Y)
-237.06%
-235.00%
-764.91%
-1,506.23%
-599.90%
-419.86%
-113.33%
-103.99%
-111.34%
-118.17%
38.83%
-9.03%
EPS Growth (1Y)
-237.60%
-236.31%
-768.58%
-1,511.50%
-600.23%
-418.32%
-113.24%
-104.01%
-111.47%
-118.28%
40.46%
-9.31%
Valuation Metrics
P/E TTM
-16.03
-16.11
13.63
13.93
13.23
14.00
-66.62
-177.66
-68.97
-43.24
6.91
7.60
P/B TTM
0.84
0.91
0.69
0.48
0.43
0.50
0.49
0.41
0.45
0.48
0.37
0.42
P/S TTM
1.65
1.84
1.61
1.12
1.07
1.24
1.26
1.08
1.18
1.27
1.01
1.17
Market Cap
10.87B
11.70B
10.13B
6.91B
6.55B
7.53B
7.44B
6.27B
6.83B
7.27B
5.79B
6.72B
Enterprise Value
11.13B
11.55B
10.23B
7.31B
5.64B
6.92B
6.69B
5.62B
6.66B
6.83B
5.73B
6.92B
Calculated Values
Free Cash Flow TTM
1.75B
1.44B
1.32B
1.14B
1.07B
1.11B
1.47B
1.38B
1.20B
1.14B
852.90M
967.30M
Net Debt
260.60M
-154.70M
100.80M
392.00M
-908.60M
-605.40M
-749.10M
-651.20M
-168.00M
-442.10M
-66.00M
201.50M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2025-10-31Sale
Owner: Sharp, Douglas J
Title: Senior Managing Director
Shares: 160,000
Price/Share: $23.56
Value: $3,769,600.00
Shares Owned: 192
Relationship: Officer
Ownership: Direct
2025-09-10Sale
Owner: Butcher, Stephanie
Title: Senior Managing Director
Shares: 103,192
Price/Share: $22.12
Value: $2,282,607.04
Shares Owned: 29,855
Relationship: Officer
Ownership: Direct
2023-03-01Sale
Owner: Flanagan, Martin L
Title: President & CEO
Shares: 232,413
Price/Share: $17.43
Value: $4,050,958.59
Shares Owned: 452,584
Relationship: Director,Officer
Ownership: Direct
2023-01-30Sale
Owner: Trian, Fund Management, L…
Title: -
Shares: 786,378
Price/Share: $18.11
Value: $14,241,305.58
Shares Owned: 45,419,188
Relationship: TenPercentOwner
Ownership: Indirect
2023-01-25Sale
Owner: Trian, Fund Management, L…
Title: -
Shares: 2,374,019
Price/Share: $18.10
Value: $42,969,743.90
Shares Owned: 48,573,043
Relationship: TenPercentOwner
Ownership: Indirect

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Institutional Ownership

No data available for chart
2026-03-31
89.10%
Inst. Shares: 401,911,567
Shares Outstanding: 451,100,000
2025-12-31
87.95%
Inst. Shares: 398,072,649
Shares Outstanding: 452,600,000
2025-09-30
90.23%
Inst. Shares: 408,181,475
Shares Outstanding: 452,400,000
2025-06-30
92.98%
Inst. Shares: 421,960,528
Shares Outstanding: 453,800,000
2025-03-31
86.74%
Inst. Shares: 392,833,316
Shares Outstanding: 452,900,000

Invesco Ltd. (IVZ) — SEC Financial Statements & Analysis

Invesco Ltd. (IVZ) is a investment advice company, incorporated in D0. Invesco Ltd. trades on IVZ: NYSE as: IVZ. Based on its latest SEC filing (Form 10-Q, period ending 2026-03-31), Invesco Ltd. reported a 7.70% year-over-year revenue growth, a Gross Profit Margin of 68.89% (TTM), a Price-to-Sales (P/S) ratio of 1.65x (TTM), a Price-to-Book (P/B) ratio of 0.84 (TTM), at a market cap of $10.87B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y
7.70%
Gross Profit Margin TTM
68.89%
P/S TTM
1.65x
P/B TTM
0.84
Market Cap
$10.87B

Data as of 2026-03-31 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Invesco Ltd. in?

Invesco Ltd. (IVZ) operates in the Investment Advice industry.

What is IVZ's market cap?

Invesco Ltd. (IVZ) has a market capitalization of $10.87B as of 2026-03-31.

What exchange does IVZ trade on?

Invesco Ltd. (IVZ) trades on the IVZ: NYSE.

Where is Invesco Ltd. incorporated?

Invesco Ltd. is incorporated in Bermuda.

GeminIQ Research & Analysis

July 9, 2026Stock Buybacks vs. Stock Compensation: Running in PlaceA ranked leaderboard of the companies where stock-based compensation issuance offset the entire share-count benefit of a multi-billion-dollar buyback program, built from ten years of as-filed SEC 10-K data via GeminIQ.

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Invesco Ltd. (IVZ) financial data sourced directly from SEC EDGAR filings — including the latest 10-K annual report, 10-Q quarterly filings, insider transactions (SEC Form 4), institutional ownership (SEC Form 13F), Earning Marker Reaction Heat Map and 50+ calculated financial metrics like Price to Earnings Ratio (P/E), Return on Equity (ROE), Debt to Equity (D/E), Free Cash Flow Per Share (FCF/S), and Return on Invested Capital (ROIC). Unlike platforms that rely on third-party data aggregators, GeminIQ parses raw SEC filings directly — delivering institutional-grade accuracy at a fraction of the cost of Bloomberg Terminal or S&P Capital IQ.