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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. 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%
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% (at or above 15%: strong)
Next Y EPS Growth 16.49% (at or above 15%: strong)
Next Y revenue growth (15.06%) (below 0%: weak)
Next 5Y EPS Growth 22.74% (at or above 15%: strong)

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.

Target Price Range

Analyst price targets

Recommendation Rating

2.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
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

Invesco Ltd. vs peers in Asset Management (Q) = latest quarter vs a year earlier

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 →

IVZ metrics, ten years each

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.

Source: company filings (standardised) and stockrow calculations.

Invesco Ltd. (IVZ) Latest News

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stockrow.com/IVZ · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com