IVZ

Invesco Ltd.

$30.08previous close on: 9/16/2026

Insider Sentiment

Last purchase: —
Last sale: 2025-10-31
Shares purchased (TTM): 0
Shares sold (TTM): 263,192

Buy ratio (TTM)0.0%

Institutional Sentiment

As of: 2026-03-31
Institutional shares owned: 401,911,567
Shares outstanding: 451,100,000
Ownership: 89.10%

+2.36% Y/Y

Earnings Market Reaction

Filing date: 2026-08-04
Price on filing date: —
1-month reaction: 3.37%
3-month reaction: Pending

Drift continued7/11 (64%)

Faded / reversed4/11 (36%)

Export data

Recent filings

10-Q2026-06-30Filed 2026-08-04
10-Q2026-03-31Filed 2026-05-05
10-K2025-12-31Filed 2026-02-24
10-Q2025-09-30Filed 2025-11-04
10-Q2025-06-30Filed 2025-08-01
10-Q2025-03-31Filed 2025-04-28
10-K2024-12-31Filed 2025-02-25
10-Q2024-09-30Filed 2024-10-29
10-Q2024-06-30Filed 2024-07-31
10-Q2024-03-31Filed 2024-05-01
10-K2023-12-31Filed 2024-02-21
10-Q2023-09-30Filed 2023-10-31

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Balance Sheet

Values in millions ($)

Line item	2026-06-30	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
Cash And Cash Equivalents At Carrying Value	915	807	1,038	973	923	822	987	1,045	879	896	1,469	1,242
Accounts Receivable Net	806	911	885	811	747	795	741	711	677	708	702	645
Investments	1,455	1,321	1,381	1,164	1,129	1,076	1,240	1,129	980	964	919	933
Consolidated Investment Products C I P Assets
Separate Account Assets	-	-	-	-	-	-	-	0	0	0	394	408
Other Assets	1,047	972	858	1,356	1,236	1,252	1,121	884	834	823	1,227	764
Property Plant And Equipment Net	370	365	379	388	454	458	479	580	574	584	600	586
Intangible Assets Net Excluding Goodwill	3,906	3,916	3,927	5,731	5,751	5,747	5,749	5,817	5,819	5,832	5,848	7,100
Goodwill	8,400	8,416	8,477	8,460	8,583	8,373	8,318	8,730	8,606	8,621	8,692	8,569
Assets	27,473	26,835	27,094	28,439	28,497	28,144	27,009	27,503	27,168	28,077	28,934	29,432
Employee Related Liabilities Current And Noncurrent	811	579	1,091	893	716	543	1,029	887	590	453	900	734
Accounts Payable And Accrued Liabilities Current And Noncurrent	1,618	1,511	1,304	1,496	1,432	1,416	1,285	1,456	1,363	1,321	1,688	1,292
Liabilities
Liabilities	14,003	13,572	14,089	13,647	13,538	12,356	11,340	11,596	11,402	12,224	13,018	12,840
Consolidated Investment Products C I P Liabilities
Long Term Debt	1,624	1,967	1,825	1,625	1,884	965	891	890	890	1,258	1,490	1,489
Deferred Income Tax Liabilities Net	942	942	902	1,319	1,313	1,328	1,282	1,317	1,357	1,364	1,326	1,613
Temporary Equity
Temporary Equity Carrying Amount Including Portion Attributable To Noncontrolling Interests	363	325	75	151	532	546	545	581	569	668	746	754
Stockholders Equity
Separate Accounts Liability	-	-	-	-	-	-	-	0	0	0	394	408
Stockholders Equity Attributable To Parent
Preferred Stock Value	2,511	2,511	2,511	3,011	3,011	4,011	4,011	4,011	4,011	4,011	4,011	4,011
Common Stock Value	113	113	113	113	113	113	113	113	113	113	113	113
Additional Paid In Capital Common Stock	7,202	7,178	7,269	7,254	7,250	7,236	7,335	7,325	7,316	7,315	7,452	7,443
Treasury Stock Common Value	-2,813	-2,769	-2,826	-2,804	-2,798	-2,782	-2,853	-2,832	-2,850	-2,864	-3,003	-3,011
Retained Earnings Accumulated Deficit	6,270	6,022	5,887	7,168	6,961	7,069	6,990	6,874	6,917	6,878	6,827	7,659
Accumulated Other Comprehensive Income Loss Net Of Tax	-812	-799	-723	-736	-664	-948	-1,036	-737	-922	-897	-802	-961
Stockholders Equity	12,472	12,937	12,231	14,642	14,427	14,699	15,124	15,326	15,197	15,185	14,598	15,254
Minority Interest	635	682	699	636	554	543	564	572	612	630	573	584
Liabilities And Stockholders Equity	27,473	26,835	27,094	28,439	28,497	28,144	27,009	27,503	27,168	28,077	28,934	29,432
Preferred Stock Par Or Stated Value Per Share	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20
Preferred Stock Liquidation Preference	0	0	0	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Authorized	4	4	4	4	4	4	4	4	4	4	4	4
Preferred Stock Shares Issued	4	4	4	4	4	4	4	4	4	4	4	4
Preferred Stock Shares Outstanding	3	3	3	3	3	4	4	4	4	4	4	4
Common Stock Par Or Stated Value Per Share	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20	0.20
Common Stock Shares Authorized	1,050	1,050	1,050	1,050	1,050	1,050	1,050	1,050	1,050	1,050	1,050	1,050
Common Stock Shares Issued	566	566	566	566	566	566	566	566	566	566	566	566

Select a line item above to chart it.

Recent filings

10-Q2026-06-30Filed 2026-08-04
10-Q2026-03-31Filed 2026-05-05
10-K2025-12-31Filed 2026-02-24
10-Q2025-09-30Filed 2025-11-04
10-Q2025-06-30Filed 2025-08-01
10-Q2025-03-31Filed 2025-04-28
10-K2024-12-31Filed 2025-02-25
10-Q2024-09-30Filed 2024-10-29
10-Q2024-06-30Filed 2024-07-31
10-Q2024-03-31Filed 2024-05-01
10-K2023-12-31Filed 2024-02-21
10-Q2023-09-30Filed 2023-10-31

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

Invesco Ltd. (IVZ) is a investment advice company, incorporated in D0. Invesco Ltd. trades on NYSE as: IVZ. Invesco Ltd. (IVZ)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-04. Based on that filing, Invesco Ltd. carries a market cap of $11.83B, a P/E ratio of -22.04x, a P/B ratio of 0.90x, a P/S ratio of 1.71x, an enterprise value of $11.84B, and an EV/EBITDA multiple of -33.83x. On profitability, it posts a gross margin of 69.76%, an operating margin of -7.10%, a net margin of -7.78%, a Return on Equity (ROE) of -3.90%, and a Return on Invested Capital (ROIC) of -1.16%. Per share, it reports EPS of $-1.19, diluted EPS of $-1.18, free cash flow per share of $4.26, and a dividend per share of $0.85. Over the trailing year, it posted revenue growth of 12.18% year-over-year, net income growth of -184.83% year-over-year, and EPS growth of -185.30% year-over-year. On the balance sheet, it maintains an interest coverage ratio of -5.07x, free cash flow of $1.92B (TTM), and net debt of $13.70M. Figures sourced from SEC EDGAR.

Market Cap: $11.83B
P/E TTM: -22.04x
EPS TTM: $-1.19
P/B TTM: 0.90x
ROE TTM: -3.90%
Free Cash Flow TTM: $1.92B
Net Revenue TTM Growth 1Y: 12.18%

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Invesco Ltd. in?

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

What exchange does IVZ trade on?

Invesco Ltd. (IVZ) trades on the NYSE.

Where is Invesco Ltd. incorporated?

Invesco Ltd. is incorporated in Bermuda.

When was Invesco Ltd. (IVZ)'s most recent SEC filing?

Invesco Ltd. (IVZ)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-04.

What is IVZ's market cap?

Invesco Ltd. (IVZ) has a market capitalization of $11.83B as of 2026-06-30.

What is IVZ's EPS (earnings per share)?

Invesco Ltd. (IVZ)'s trailing twelve month EPS is $-1.19 as of 2026-06-30.

What is IVZ's ROE (return on equity)?

Invesco Ltd. (IVZ)'s trailing twelve month Return on Equity (ROE) is -3.90% as of 2026-06-30.

What is IVZ's ROIC (return on invested capital)?

Invesco Ltd. (IVZ)'s trailing twelve month Return on Invested Capital (ROIC) is -1.16% as of 2026-06-30.

What is IVZ's EV/EBITDA?

Invesco Ltd. (IVZ)'s trailing twelve month EV/EBITDA is -33.83x as of 2026-06-30.

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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IVZ

Company Information

Insider Sentiment

Institutional Sentiment

Earnings Market Reaction

Recent filings

Recent filings

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

Frequently Asked Questions

GeminIQ Research & Analysis

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Main Street's price.