Invesco Ltd.

IVZ Financial Asset Management

Invesco Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $6.4 billion, up 5.11% from fiscal 2024.

Revenue
+14.2%
EPS
−1.49%
Free cash flow
−24.5%
Total debt
+4.48%

Quarter to September 2026, against a year earlier

27.31 0.23 +0.85%
Market cap
$11.9B
P/E
0.0×
Fwd P/E
10.1×
Dividend yield
3.13%
F-score
6/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Invesco Ltd. (IVZ) Return on invested capital

Alert me on Return on invested capital

Invesco Ltd.'s return on invested capital over the twelve months to 30 September 2026 was −0.89%, up 1.0 percentage points from fiscal 2025 (−1.92%). Over the past ten years it has ranged from −1.92% (fiscal 2025) to 6.07% (fiscal 2015) — the current reading is the lowest in ten years. That is below the Asset Management industry median of 2.12% and below the Financial sector median of 4.70%.

Return on invested capital, annual

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Annual newest first

Period Return on invested capital Change (points)
FY2025 −1.92% (4.30)
FY2024 2.38% 3.57
FY2023 −1.19% (4.85)
FY2022 3.66% (1.11)
FY2021 4.77% 2.14
FY2020 2.63% 0.22
FY2019 2.41% (2.69)
FY2018 5.10% (0.90)
FY2017 6.00% 0.02
FY2016 5.98% (0.09)

Against its own ten years

Low −1.92% High 6.07%
Ten-year median 3.66%
Current reading's percentile 9

Return on invested capital against peers

Company Return on invested capital
SEIC SEI Investments Company compare 20.0%
CRBG Corebridge Financial, Inc. compare 13.4%
AMG Affiliated Managers Group, Inc. compare 4.68%
CG Carlyle Group Inc. compare 4.40%
OWL Blue Owl Capital Inc. compare 4.07%
ARCC Ares Capital Corporation compare 3.32%
BEN Franklin Resources Inc compare 2.27%
EQH Equitable Holdings, Inc. compare 0.00%
IVZ Invesco Ltd. −0.89%
Asset Management industry median 2.12%
Financial sector median 4.70%
Market median 0.00%

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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