Saturday 17 October 2026 Export IVZ’s income statement to Excel — free account

Invesco Ltd.

Invesco Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $6.4 billion, up 5.11% from fiscal 2024. In the quarter to June 2026, revenue grew 20.5%, EPS grew 2,666.7%, free cash flow grew 32.7% and total debt rose 5.51%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for five consecutive years.

28.20 0.60 −2.08%

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Market cap: $12.7B
P/E: 0.0×
Fwd P/E: 11.1×
Dividend yield: 3.01%
F-score: 6/9
Altman Z: n/a
Beneish M: n/a
Dividend safety: n/a

Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios Filings 10-Q 10-K

Insider Decisions trades per month

Total sells 7.23

Totals in millions of $.

	Dec 25			Mar 26			Jun 26			Sep 26
Buy	—	—	—	—	—	—	—	—	—	—	—	—
Sell	—	—	—	—	—	—	—	—	—	—	4	—

Insider Ownership 2.86%

Capital & Financial Ratios $m

Market Cap 12,720.00

Revenue 6,902.50

Net Income (81.50)

Free Cash Flow 1,920.70

Net Debt 9,716.30

Current Ratio 1.31

Debt/Equity 0.81

P/E ratio 0.00

Fwd P/E 11.10

P/S ratio 1.84

P/B ratio 1.20

Past 5Y EPS Growth —

This Y EPS Growth 38.21%

Next Y EPS Growth 16.49%

Next Y revenue growth (15.06%)

Next 5Y EPS Growth 22.74%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/S against its own 10 years 66.27%

10-year low 10-year high

P/B against its own 10 years 72.80%

10-year low 10-year high

Dividends

Payout Ratio —

Annual Dividend Rate 0.85

Annual Dividend Yield 3.01%

	total	individual payouts
2028	Powerpack
2027	Powerpack
2026	0.86	0.21 0.22 0.22
2025	0.84	0.21 0.21 0.21 0.21
2024	0.82	0.20 0.21 0.21 0.21
2023	0.79	0.19 0.20 0.20 0.20
2022	0.73	0.17 0.19 0.19 0.19
2021	0.67	0.16 0.17 0.17 0.17
2020	0.78	0.31 0.16 0.16 0.16
2019	1.23	0.30 0.31 0.31 0.31
2018	1.19	0.29 0.30 0.30 0.30
2017	1.15	0.28 0.29 0.29 0.29
2016	1.39	0.27 0.28 0.28 0.28 0.28

predictions special payouts not included in total or ratios

Assets vs Liabilities $m

	2023	2024	2025	Q'26
Cash	1,469	987	1,038	915
Receivables	702	741	885	806
Inventory	—	—	—	—
Other	—	—	—	—
	3,090	2,967	3,303	3,176

	2023	2024	2025	Q'26
Payables	1,688	1,285	1,304	1,618
ST’ Debt	—	—	—	—
Other	—	—	—	—
	2,589	2,315	2,395	2,429

Compound Annual Growth %

	10y	5y	3y
Sales	2.21%	0.74%	1.78%
Cash Flow	3.06%	4.39%	29.45%
Earnings	0.00%	0.00%	0.00%
Book Value	4.05%	(2.68%)	(6.55%)

Revenue $m

	Mar	Jun	Sep	Dec	Year
’26	1,745	1,826	—	—	—
’25	1,529	1,516	1,640	1,692	6,377
’24	1,475	1,483	1,515	1,593	6,067
’23	1,418	1,443	1,442	1,413	5,716
’22	1,629	1,530	1,446	1,443	6,049
’21	1,660	1,721	1,750	1,763	6,895
’20	1,599	1,419	1,498	1,630	6,146

Fiscal quarters ending in the months shown.

Operating Cash Flow $m

	Mar	Jun	Sep	Dec	Year
’26	213	734	—	—	—
’25	(85)	548	606	456	1,525
’24	(54)	489	438	317	1,190
’23	(99)	331	354	714	1,301
’22	(375)	123	492	464	703
’21	(27)	508	601	(4)	1,078
’20	(77)	338	402	568	1,230

Fiscal quarters ending in the months shown.

Free Cash Flow $m

	Mar	Jun	Sep	Dec	Year
’26	198	704	—	—	—
’25	(108)	530	586	432	1,441
’24	(75)	462	410	324	1,121
’23	(137)	285	315	674	1,137
’22	(399)	90	429	390	510
’21	(47)	481	575	(39)	969
’20	(96)	310	375	526	1,115

Fiscal quarters ending in the months shown.

EPS $

	Mar	Jun	Sep	Dec	Year
’26	0.51	0.76	—	—	—
’25	0.38	(0.03)	0.66	(2.61)	(1.60)
’24	0.31	0.29	0.12	0.46	1.18
’23	0.32	0.29	0.29	(1.64)	(0.73)
’22	0.43	0.26	0.39	0.41	1.49
’21	0.58	0.79	0.71	0.92	2.99
’20	0.18	0.09	0.41	0.46	1.13

Fiscal quarters ending in the months shown.

Group	Line	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	2026e
Price, $
Price, $	Low	23.02	28.75	15.38	15.15	6.38	16.92	13.20	12.48	14.16	11.60	Analyst estimates 2026–2028 Powerpack
	High	33.54	37.85	38.43	22.18	19.01	29.71	25.33	20.56	18.94	27.48
People
People	Employees	6,790	7,030	7,459	8,821	8,512	8,513	8,611	8,500	8,500	7,500
	Revenue/emp, $m	0.70	0.73	0.71	0.69	0.72	0.81	0.70	0.67	0.71	0.85
Income, $m
Income, $m	Revenue	4,734	5,160	5,314	6,117	6,146	6,895	6,049	5,716	6,067	6,377
	Gross margin, %	70.28	71.19	69.74	69.06	68.31	68.83	68.82	68.07	66.61	66.64
	EBT	1,207	1,429	1,138	973	1,069	2,501	1,248	(238)	1,005	(379)
	EBT margin, %	25.49	27.70	21.42	15.90	17.40	36.27	20.63	(4.16)	16.57	(5.95)
	Net income	868	1,161	883	738	808	1,969	926	(168)	752	(175)
	Depreciation	101	117	142	178	204	205	195	1,432	180	1,951
Per share, $
Per share, $	Revenue	11.76	12.60	12.89	13.97	13.37	14.90	13.22	12.57	13.28	14.09
	Earnings	2.06	2.75	2.14	1.29	1.14	3.01	1.50	(0.73)	1.18	(1.60)
	Cash flow	1.62	2.83	2.01	2.55	2.68	2.33	1.54	2.86	2.60	3.37
	Capex	(0.37)	(0.27)	(0.25)	(0.28)	(0.25)	(0.24)	(0.42)	(0.36)	(0.15)	(0.19)
	Free cash flow	1.26	2.56	1.76	2.27	2.43	2.09	1.12	2.50	2.45	3.18
	Book value	18.91	21.87	21.67	32.71	32.23	34.94	34.63	33.36	33.09	28.57
	Shares, m	403	409	412	438	460	463	458	455	457	453
Valuation, ×
Valuation, ×	P/E	15.09	13.22	7.82	13.94	15.16	7.65	12.15	0.00	14.81	0.00
	P/S	2.63	2.88	1.30	1.29	1.30	1.55	1.38	1.41	1.32	1.86
	P/B	1.64	1.66	0.77	0.76	0.74	0.88	0.70	0.72	0.72	1.14
	EV/Sales	3.57	3.73	2.40	2.37	2.46	2.60	2.48	2.75	2.43	3.39
	EV/FCF	33.36	18.39	17.53	14.60	13.54	18.50	29.35	13.82	13.16	15.02
Cash, $m
Cash, $m	Operating cash flow	654	1,158	829	1,117	1,230	1,078	703	1,301	1,190	1,525
	Capex	(148)	(112)	(102)	(124)	(115)	(109)	(193)	(164)	(69)	(84)
	Free cash flow	506	1,046	726	992	1,115	969	510	1,137	1,121	1,441
Balance, $m
Balance, $m	Working capital	7,296	7,472	7,753	8,585	8,630	11,214	9,792	501	653	908
	Total debt	6,506	6,876	7,635	8,315	8,797	9,421	8,078	9,103	7,744	10,793
	Net debt	4,435	4,358	5,829	6,614	7,087	7,274	6,644	7,634	6,757	9,755
	Shareholders’ equity	7,612	8,956	8,936	14,318	14,809	16,168	15,844	15,170	15,124	12,930
Returns, %
Returns, %	ROA	3.26	3.93	2.82	1.60	1.38	4.03	2.19	(1.14)	1.92	(2.68)
	ROIC	5.98	6.00	5.10	2.41	2.63	4.77	3.66	(1.19)	2.38	(1.92)
	ROE	10.17	13.61	9.87	5.87	4.97	12.14	5.70	(2.90)	4.83	(6.75)

Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Company	Market cap	P/E	Fwd P/E	Revenue growth (Q)	EPS growth (Q)	FCF growth (Q)	Gross margin (Q)	EBIT margin (Q)	Compare
BEN Franklin Resources Inc	$15.9B	21.1×	18.2×	+14.26% (above 0%: growing)	+106.67% (above 0%: growing)	−55.71% (below 0%: shrinking)	100.00%	9.15%	Compare
CRBG Corebridge Financial, Inc.	$15.4B	20.1×	7.5×	+43.58% (above 0%: growing)	n/m	+83.01% (above 0%: growing)	31.27%	4.68%	Compare
EQH Equitable Holdings, Inc.	$14.6B	— (loss-making)	6.8×	−29.81% (below 0%: shrinking)	n/m	+89.52% (above 0%: growing)	50.84%	(26.36%)	Compare
OWL Blue Owl Capital Inc.	$14.0B	73.8×	28.8×	+7.10% (above 0%: growing)	−33.33% (below 0%: shrinking)	+9.82% (above 0%: growing)	100.00%	15.46%	Compare
ARCC Ares Capital Corporation	$13.6B	13.9×	12.0×	+3.09% (above 0%: growing)	−53.85% (below 0%: shrinking)	+254.13% (above 0%: growing)	100.00%	75.65%	Compare
CG Carlyle Group Inc.	$13.1B	36.0×	11.9×	−28.57% (below 0%: shrinking)	−57.30% (below 0%: shrinking)	+82.56% (above 0%: growing)	100.00%	39.97%	Compare
IVZ Invesco Ltd.	$12.7B	— (loss-making)	11.1×	+20.46% (above 0%: growing)	n/m	+32.67% (above 0%: growing)	65.65%	19.95%
SEIC SEI Investments Company	$12.6B	18.0×	15.6×	+14.66% (above 0%: growing)	−10.44% (below 0%: shrinking)	+30.30% (above 0%: growing)	100.00%	30.71%	Compare
AMG Affiliated Managers Group, Inc.	$9.9B	12.3×	14.3×	+29.91% (above 0%: growing)	+138.18% (above 0%: growing)	+4.18% (above 0%: growing)	100.00%	30.36%	Compare
Median of peers	$13.8B	20.1×	13.2×	+10.68%	−21.88%	+56.43%	100.00%	22.91%

All 120 Asset Management stocks →

Invesco Ltd. (IVZ) key facts

Strength: Invesco Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $6.4 billion, up 5.11% from fiscal 2024.
Invesco Ltd. (IVZ) is an Asset Management company in the Financial sector, listed on the New York Stock Exchange.
As of October 16, 2026, IVZ traded at $28.20, a market capitalization of $12.7 billion.
Invesco Ltd. pays an annual dividend of $0.85 per share, a yield of 3.01%.
Return on equity was −6.75% and debt-to-equity 0.81.
Its Piotroski F-score is 6 out of 9 for fiscal 2025.