Invesco Ltd. IVZ
30.92
0.24
0.78%
as of 25 Sep
- Market cap
- $13.6B
- P/E
- 0.0×
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Invesco Ltd. (IVZ) Return on equity
Invesco Ltd.'s return on equity over the twelve months to 30 June 2026 was −2.81%, up 3.9 percentage points from fiscal 2025 (−6.75%). Over the past ten years it has ranged from −6.75% (fiscal 2025) to 13.6% (fiscal 2017) — the current reading is the lowest in ten years. That is below the Asset Management industry median of 4.83% and below the Financial sector median of 9.01%.
Return on equity, annual
Annual
| Period | Return on equity | Change (points) |
|---|---|---|
| FY2025 | −6.75% | (11.58) |
| FY2024 | 4.83% | 7.73 |
| FY2023 | −2.90% | (8.60) |
| FY2022 | 5.70% | (6.44) |
| FY2021 | 12.1% | 7.17 |
| FY2020 | 4.97% | (0.90) |
| FY2019 | 5.87% | (4.00) |
| FY2018 | 9.87% | (3.74) |
| FY2017 | 13.6% | 3.44 |
| FY2016 | 10.2% | (0.42) |
Against its own ten years
Low −6.75%
High 13.6%
Ten-year median
5.87%
Current reading's percentile
9
Return on equity against peers
| Company | Return on equity |
|---|---|
| SEIC SEI Investments Company compare | 29.0% |
| CRBG Corebridge Financial, Inc. compare | 7.39% |
| ARCC Ares Capital Corporation compare | 6.88% |
| TPG TPG Inc. compare | 6.47% |
| BEN Franklin Resources Inc compare | 5.84% |
| CG Carlyle Group Inc. compare | 5.22% |
| OWL Blue Owl Capital Inc. compare | 1.35% |
| IVZ Invesco Ltd. | −2.81% |
| EQH Equitable Holdings, Inc. compare | −168.3% |
| Asset Management industry median | 4.83% |
| Financial sector median | 9.01% |
| Market median | 1.76% |
What Return on equity is
ROE shows how much profit a company earns for its shareholders on the equity they have in the business.
Annual: Net Income Allotted to Shareholders ÷ Average Common Equity; TTM: Net Income Allotted to Shareholders ÷ Average Common Equity (latest quarter)
More on IVZ
- Revenue
- Net income
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- EV/EBITDA
- EV/Sales
- Return on assets
- Return on invested capital
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- The full statement