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Invesco Ltd.(IVZ)Earnings, Financials & Key Ratios
IVZ•NYSE•Banking & Credit
$27.35
$12.15B mkt cap·Price updated May 6, 2026
AboutInvesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.Show more
- Net Interest Income-$29M-3277.8%
- Total Revenue$6.38B+5.1%
- Net Income-$282M-136.4%
- Return on Equity-1.96%-140.0%
- Net Interest Margin-0.11%-3267.8%
- Efficiency Ratio54.09%+174.6%
- ROA-1.04%-137.6%
- Equity / Assets48%-17.3%
- Book Value per Share28.66-16.3%
- Tangible BV/Share1.32-62.2%
- Debt/Equity0.78+61.6%
IVZ Key Insights
Invesco Ltd. (IVZ) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Efficient operations: 54.1% efficiency ratio
- ✓Well capitalized: 48.0% equity/assets
- ✓Healthy dividend yield of 3.0%
- ✓Diversified revenue: 99.2% from non-interest income
- ✓Trading at only 1.0x book value
✗Weaknesses
- ✗Weak 3Y average ROE of 0.8%
- ✗Weak NIM of -0.1%
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
IVZ Price & Volume
Invesco Ltd. (IVZ) stock price & volume — 10-year historical chart
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IVZ Growth Metrics
Invesco Ltd. (IVZ) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.21%
5 Years0.74%
3 Years1.78%
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-130.26%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-217.6%
Return on Capital
10 Years3.85%
5 Years1.94%
3 Years-0.35%
Last Year-2.62%
IVZ Recent Earnings
Invesco Ltd. (IVZ) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Apr 28, 2026EPS
$0.57
Est $0.58
-1.7%
Revenue
$1.3B
Est $1.3B
-0.3%
Q1 2026
Jan 27, 2026EPS
$0.62
Est $0.58
+6.9%
Revenue
$1.3B
Est $1.3B
+0.4%
Q4 2025
Oct 28, 2025EPS
$0.61
Est $0.45
+36.1%
Revenue
$1.6B
Est $1.2B
+39.5%
Q3 2025
Jul 22, 2025EPS
$0.36
Est $0.41
-12.2%
Revenue
$1.5B
Est $1.2B
+29.4%
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.57vs $0.58-1.7% | $1.3Bvs $1.3B-0.3% |
| Q1 2026 | Jan 27, 2026 | $0.62vs $0.58+6.9% | $1.3Bvs $1.3B+0.4% |
| Q4 2025 | Oct 28, 2025 | $0.61vs $0.45+36.1% | $1.6Bvs $1.2B+39.5% |
| Q3 2025 | Jul 22, 2025 | $0.36vs $0.41-12.2% | $1.5Bvs $1.2B+29.4% |
Based on last 12 quarters of dataView full earnings history →
IVZ Peer Comparison
Invesco Ltd. (IVZ) competitors in Traditional active asset managers — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 BEN | 16.19B | 31.16 | 34.24 | 3.45% | 5.64% | 0.94 | ||
 TROW | 23.09B | 106.13 | 11.47 | 3.12% | 17.56% | 0.07 | ||
 AMG | 8.17B | 306.02 | 13.46 | 19.83% | 16.01% | 0.61 | ||
 VRTS | 960.2M | 143.41 | 7.18 | -8% | 13.51% | 2.74 | ||
 DHIL | 473.29M | 174.99 | 9.77 | 4.48% | 27.03% | 36.26 | ||
 BLK | 166.54B | 1073.57 | 25.56 | 14.27% | 9.86% | 0.29 | ||
 STT | 42.68B | 151.24 | 18.42 | 19.64% | 10.78% | 1.45 | ||
 APAM | 2.67B | 37.84 | 9.34 | 7.63% | 44.91% | 0.52 |
Compare IVZ vs Peers
Invesco Ltd. (IVZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
IVZ Income Statement
Invesco Ltd. (IVZ) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | -81.4M | -90.2M | -107.2M | -108.8M | -69.5M | -60.8M | -22.7M | 900K | -28.6M | -41.9M |
| NII Growth % | -0.25% | -10.81% | -18.85% | -1.49% | 36.12% | 12.52% | 62.66% | 103.96% | -3277.78% | -1450.82% |
| Net Interest Margin % | -0.26% | -0.29% | -0.27% | -0.3% | -0.21% | -0.2% | -0.08% | 0% | -0.11% | -0.16% |
| Interest Income | 13.4M | 21.3M | 28.5M | 20.5M | 25.2M | 24.4M | 47.8M | 58.9M | 53.9M | 51.8M |
| Interest Expense | 94.8M | 111.5M | 135.7M | 129.3M | 94.7M | 85.2M | 70.5M | 58M | 82.5M | 93.7M |
| Loan Loss Provision | 2.89B | 2.99B | 3.47B | 3.63B | 3.97B | 3.53B | 3.64B | 3.98B | 3.54B | 3.16B |
| Non-Interest Income | 5.15B | 5.29B | 6.09B | 6.13B | 6.87B | 6.02B | 5.67B | 6.01B | 6.32B | 6.54B |
| Non-Interest Income % | 99.74% | 99.6% | 99.53% | 99.67% | 99.63% | 99.6% | 99.16% | 99.03% | 99.15% | 99.21% |
| Total Revenue | 5.16B▲ 0% | 5.31B▲ 3.0% | 6.12B▲ 15.1% | 6.15B▲ 0.5% | 6.89B▲ 12.2% | 6.05B▼ 12.3% | 5.72B▼ 5.5% | 6.07B▲ 6.1% | 6.38B▲ 5.1% | 6.59B▲ 0% |
| Revenue Growth % | 9% | 2.98% | 15.12% | 0.46% | 12.19% | -12.26% | -5.5% | 6.13% | 5.11% | 30.71% |
| Non-Interest Expense | 895.1M | 1.01B | 1.71B | 1.47B | 1.05B | 1.12B | 2.44B | 1.2B | 3.45B | 3.98B |
| Efficiency Ratio | 17.35% | 18.94% | 27.9% | 23.91% | 15.17% | 18.51% | 42.69% | 19.7% | 54.09% | 60.38% |
| Operating Income | 1.28B▲ 0% | 1.2B▼ 5.8% | 808.2M▼ 32.9% | 920.4M▲ 13.9% | 1.79B▲ 94.3% | 1.32B▼ 26.3% | -434.8M▼ 133.0% | 832.1M▲ 291.4% | -695.7M▼ 183.6% | -639.8M▲ 0% |
| Operating Margin % | 24.79% | 22.67% | 13.21% | 14.98% | 25.94% | 21.78% | -7.61% | 13.72% | -10.91% | -9.71% |
| Operating Income Growth % | 10.99% | -5.8% | -32.92% | 13.88% | 94.29% | -26.31% | -133% | 291.38% | -183.61% | - |
| Pretax Income | 1.43B▲ 0% | 1.14B▼ 20.4% | 972.9M▼ 14.5% | 1.07B▲ 9.9% | 2.5B▲ 133.9% | 1.25B▼ 50.1% | -237.9M▼ 119.1% | 1.01B▲ 522.6% | -379.4M▼ 137.7% | -424.1M▲ 0% |
| Pretax Margin % | 27.7% | 21.42% | 15.9% | 17.4% | 36.27% | 20.63% | -4.16% | 16.57% | -5.95% | -6.43% |
| Income Tax | 268.2M | 255M | 235.1M | 261.6M | 531.1M | 322.2M | -69.7M | 252.9M | -204.6M | -201.1M |
| Effective Tax Rate % | 18.77% | 22.41% | 24.16% | 24.47% | 21.24% | 25.82% | 29.3% | 25.16% | 53.93% | 47.42% |
| Net Income | 1.13B▲ 0% | 882.8M▼ 21.7% | 688.3M▼ 22.0% | 761.6M▲ 10.6% | 1.63B▲ 114.0% | 920.7M▼ 43.5% | -96.9M▼ 110.5% | 774.8M▲ 899.6% | -281.7M▼ 136.4% | -243.4M▲ 0% |
| Net Margin % | 21.85% | 16.61% | 11.25% | 12.39% | 23.64% | 15.22% | -1.7% | 12.77% | -4.42% | -3.69% |
| Net Income Growth % | 31.97% | -21.69% | -22.03% | 10.65% | 114% | -43.51% | -110.52% | 899.59% | -136.36% | -130.26% |
| Net Income (Continuing) | 1.16B | 883.1M | 737.8M | 807.5M | 1.97B | 925.5M | -168.2M | 752.4M | -174.8M | -223M |
| EPS (Diluted) | 2.75▲ 0% | 2.14▼ 22.2% | 1.28▼ 40.2% | 1.13▼ 11.7% | 2.99▲ 164.6% | 1.49▼ 50.2% | -0.73▼ 149.0% | 1.18▲ 261.6% | -1.60▼ 235.6% | -0.54▲ 0% |
| EPS Growth % | 29.72% | -22.18% | -40.19% | -11.72% | 164.6% | -50.17% | -148.99% | 261.64% | -235.59% | -217.6% |
| EPS (Basic) | 2.75 | 2.14 | 1.29 | 1.14 | 3.01 | 1.50 | -0.73 | 1.18 | -1.61 | - |
| Diluted Shares Outstanding | 409.9M | 412.5M | 440.5M | 462.5M | 465.4M | 459.5M | 456.2M | 457.7M | 453.8M | 453.7M |
IVZ Balance Sheet
Invesco Ltd. (IVZ) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 2.52B | 1.81B | 1.7B | 1.71B | 2.15B | 1.43B | 1.93B | 1.5B | 1.98B | 5.8B |
| Cash & Due from Banks | 2.52B | 1.81B | 1.7B | 1.71B | 2.15B | 1.43B | 1.93B | 1.5B | 1.98B | 806.9M |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 6.33B | 6.83B | 8.64B | 8.74B | 9.97B | 2.66B | 9.22B | 2.5B | 10.32B | 0 |
| Investments Growth % | 7.13% | 7.81% | 26.52% | 1.15% | 14.1% | -73.31% | 246.55% | -72.88% | 312.72% | -215.95% |
| Long-Term Investments | 6.33B | 6.83B | 8.64B | 8.74B | 9.97B | 2.66B | 9.22B | 2.5B | 10.32B | 15.32B |
| Accounts Receivables | 754M | 714.8M | 855.6M | 916.6M | 1.32B | 1.01B | 0 | 1.11B | 884.7M | 0 |
| Goodwill & Intangibles | 8.15B | 9.33B | 15.87B | 16.22B | 16.11B | 15.7B | 14.54B | 14.07B | 12.4B | 12.33B |
| Goodwill | 6.59B | 7.16B | 8.51B | 8.92B | 8.88B | 8.56B | 8.69B | 8.32B | 0 | 0 |
| Intangible Assets | 1.56B | 2.18B | 7.36B | 7.31B | 7.23B | 7.14B | 5.85B | 5.75B | 12.4B | 12.33B |
| PP&E (Net) | 490.7M | 468.7M | 583.5M | 563.8M | 518.1M | 561.1M | 599.5M | 479M | 676.1M | 0 |
| Other Assets | 61.7M | 126.1M | 11.3B | 8.1B | 2.62B | 8.4B | 1.69B | 7.35B | 817.9M | 0 |
| Total Current Assets | 4.19B | 2.84B | 3.04B | 2.89B | 3.46B | 2.44B | 2.88B | 2.61B | 2.86B | 806.9M |
| Total Non-Current Assets | 15.03B | 16.75B | 17.91B | 33.62B | 29.22B | 27.32B | 26.05B | 24.4B | 24.23B | 12.33B |
| Total Assets | 31.67B▲ 0% | 30.98B▼ 2.2% | 39.42B▲ 27.3% | 36.5B▼ 7.4% | 32.69B▼ 10.5% | 29.76B▼ 9.0% | 28.93B▼ 2.8% | 27.01B▼ 6.7% | 27.09B▲ 0.3% | 26.83B▲ 0% |
| Asset Growth % | 23.06% | -2.18% | 27.25% | -7.4% | -10.46% | -8.96% | -2.77% | -6.65% | 0.32% | 3.96% |
| Return on Assets (ROA) | 3.93% | 2.82% | 1.96% | 2.01% | 4.71% | 2.95% | -0.33% | 2.77% | -1.04% | -0.88% |
| Accounts Payable | 320.1M | 284.3M | 414.6M | 348.9M | 39.2M | 59.6M | 31.5M | 30.6M | 0 | 0 |
| Total Debt | 6.88B | 7.63B | 8.68B | 9.12B | 9.71B | 8.56B | 9.04B | 7.55B | 10.12B | 10.54B |
| Net Debt | 4.36B | 5.83B | 6.98B | 7.41B | 7.56B | 7.12B | 7.11B | 6.05B | 8.14B | 9.73B |
| Long-Term Debt | 6.88B | 7.63B | 8.31B | 8.8B | 9.42B | 8.08B | 8.61B | 7.09B | 9.72B | 10.54B |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 66.6M | 0 |
| Other Liabilities | 616.6M | 489.8M | 2.09B | 2.05B | 1.91B | 1.19B | 372.7M | 1.68B | 3.06B | 3.03B |
| Total Current Liabilities | 14.7B | 13.2B | 12.42B | 8.79B | 2.76B | 1.5B | 2.27B | 830.4M | 66.6M | 0 |
| Total Non-Current Liabilities | 7.77B | 8.45B | 12.3B | 12.69B | 13.25B | 11.41B | 10.74B | 10.51B | 14.02B | 13.57B |
| Total Liabilities | 22.47B | 21.65B | 24.72B | 21.48B | 16.01B | 12.91B | 13.02B | 11.34B | 14.09B | 13.57B |
| Total Equity | 9.2B▲ 0% | 9.33B▲ 1.5% | 14.7B▲ 57.5% | 15.02B▲ 2.2% | 16.68B▲ 11.0% | 16.84B▲ 1.0% | 15.92B▼ 5.5% | 15.67B▼ 1.6% | 13B▼ 17.0% | 13.26B▲ 0% |
| Equity Growth % | 16.51% | 1.45% | 57.54% | 2.17% | 11.04% | 0.98% | -5.5% | -1.55% | -17% | -45.12% |
| Equity / Assets (Capital Ratio) | 29.05% | 30.13% | 37.29% | 41.15% | 51.03% | 56.6% | 55.01% | 58.01% | 48% | 49.42% |
| Return on Equity (ROE) | 13.19% | 9.53% | 5.73% | 5.12% | 10.28% | 5.49% | -0.59% | 4.91% | -1.96% | -1.74% |
| Book Value per Share | 22.44 | 22.62 | 33.38 | 32.48 | 35.84 | 36.65 | 34.89 | 34.23 | 28.66 | 29.23 |
| Tangible BV per Share | 2.56 | -0.00 | -2.65 | -2.60 | 1.22 | 2.49 | 3.02 | 3.50 | 1.32 | 2.05 |
| Common Stock | 98.1M | 98.1M | 113.2M | 113.2M | 113.2M | 113.2M | 113.2M | 113.2M | 113.2M | 0 |
| Additional Paid-in Capital | 6.28B | 6.33B | 7.86B | 7.81B | 7.69B | 7.55B | 7.45B | 7.33B | 7.27B | 0 |
| Retained Earnings | 5.49B | 5.88B | 5.92B | 6.08B | 7.17B | 7.52B | 6.83B | 6.99B | 5.89B | 0 |
| Accumulated OCI | -391.2M | -735M | -587.3M | -404.5M | -441.5M | -942.4M | -801.8M | -1.04B | -722.9M | 0 |
| Treasury Stock | -2.78B | -3B | -3.45B | -3.25B | -3.04B | -3.04B | -3B | -2.85B | -2.83B | 0 |
| Preferred Stock | 0 | 0 | 4.01B | 4.01B | 4.01B | 4.01B | 4.01B | 4.01B | 2.51B | 0 |
IVZ Cash Flow Statement
Invesco Ltd. (IVZ) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 1.16B | 828.8M | 1.12B | 1.23B | 1.08B | 703.2M | 1.3B | 1.19B | 1.53B | 1.53B |
| Operating CF Growth % | 77.03% | -28.42% | 34.72% | 10.18% | -12.37% | -34.77% | 84.98% | -8.52% | 28.18% | 445.43% |
| Net Income | 1.16B | 883.1M | 737.8M | 807.5M | 1.97B | 925.5M | -96.9M | 752.4M | 0 | -243.4M |
| Depreciation & Amortization | 116.8M | 142.1M | 177.6M | 203.5M | 205.3M | 195.3M | 182.8M | 179.6M | 0 | -3.2M |
| Deferred Taxes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Non-Cash Items | -316.6M | -315.7M | -191.7M | 99.1M | -942.4M | -152.3M | 1.27B | 7.2M | 1.74B | 1.27B |
| Working Capital Changes | 21.3M | -53.1M | 185.4M | -68.3M | -294.3M | -371.5M | -173M | 146.2M | -216.4M | 460.1M |
| Cash from Investing | -974.4M | -2.9B | -1.43B | -859.6M | -847.9M | -375.6M | -244.3M | 68.4M | -974.4M | -1.62B |
| Purchase of Investments | -5.89B | -4.64B | -5.48B | -4.7B | -6.19B | -2.95B | -3.26B | -4.47B | 0 | -465.8M |
| Sale/Maturity of Investments | 5.2B | 3.33B | 3.78B | 3.93B | 5.41B | 2.74B | 3.21B | 4.48B | 0 | 215.4M |
| Net Investment Activity | -683M | -1.31B | -1.7B | -771.2M | -784M | -215.3M | -53.2M | 10.7M | 0 | -250.4M |
| Acquisitions | -299.2M | -1.47B | 290.5M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Investing | 119.5M | -18.3M | 104.1M | 26.6M | 44.9M | 32.6M | -26.8M | 126.8M | -974.4M | -1.37B |
| Cash from Financing | 169M | 1.54B | 201.3M | -285.9M | 117.3M | -966.9M | -585.4M | -1.66B | -149.5M | -407.5M |
| Dividends Paid | -471.6M | -490.6M | -652.7M | -594.2M | -544.5M | -571.6M | -594.7M | -608.3M | -581.9M | -430.2M |
| Share Repurchases | -63.8M | -51.8M | -469.8M | -47.1M | -60.9M | -244.7M | -187.5M | -79.3M | -1.86B | -670.5M |
| Stock Issued | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | -63.8M | -51.8M | -469.8M | -47.1M | -60.9M | -244.7M | -187.5M | -79.3M | -1.86B | -670.5M |
| Debt Issuance (Net) | 1000K | 1000K | 1000K | 1000K | 1000K | -1000K | 1000K | -1000K | 1000K | 1000K |
| Other Financing | 330.8M | 333.2M | 125.4M | -121.5M | -191.9M | 424.4M | -54.4M | -51.1M | 20.6M | -825.5M |
| Net Change in Cash | 447.5M▲ 0% | -712.3M▼ 259.2% | -104.2M▲ 85.4% | 138.1M▲ 232.5% | 307.8M▲ 122.9% | -713M▼ 331.6% | 497.5M▲ 169.8% | -435.6M▼ 187.6% | 483.8M▲ 211.1% | -167.3M▲ 0% |
| Exchange Rate Effect | 104.1M | -44.8M | 10.7M | 53.3M | -39.7M | -73.7M | 26.4M | -32.4M | 82.4M | 57.7M |
| Cash at Beginning | 2.07B | 2.52B | 1.81B | 1.7B | 1.84B | 2.15B | 1.43B | 1.93B | 1.5B | 1.98B |
| Cash at End | 2.52B | 1.81B | 1.7B | 1.84B | 2.15B | 1.43B | 1.93B | 1.5B | 1.98B | 1.71B |
| Interest Paid | 85.4M | 100.8M | 99.4M | 93.1M | 85.7M | 67.4M | 68.2M | 53.6M | 77.2M | 0 |
| Income Taxes Paid | 256.5M | 322M | 193.7M | 223.8M | 431.7M | 301.4M | 195.1M | 236.3M | 238.7M | 0 |
| Free Cash Flow | 1.05B▲ 0% | 726.3M▼ 30.6% | 992.3M▲ 36.6% | 1.12B▲ 12.4% | 969.3M▼ 13.1% | 510.3M▼ 47.4% | 1.14B▲ 122.7% | 1.12B▼ 1.4% | 1.44B▲ 28.6% | 1.88B▲ 0% |
| FCF Growth % | 106.62% | -30.57% | 36.62% | 12.4% | -13.09% | -47.35% | 122.71% | -1.37% | 28.56% | 72.78% |
IVZ Banking Ratios
Invesco Ltd. (IVZ) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 13.19% | 9.53% | 5.73% | 5.12% | 10.28% | 5.49% | -0.59% | 4.91% | -1.96% | -1.74% |
| Return on Assets (ROA) | 3.93% | 2.82% | 1.96% | 2.01% | 4.71% | 2.95% | -0.33% | 2.77% | -1.04% | -0.88% |
| Net Interest Margin | -0.26% | -0.29% | -0.27% | -0.3% | -0.21% | -0.2% | -0.08% | 0% | -0.11% | -0.16% |
| Efficiency Ratio | 17.35% | 18.94% | 27.9% | 23.91% | 15.17% | 18.51% | 42.69% | 19.7% | 54.09% | 60.38% |
| Equity / Assets | 29.05% | 30.13% | 37.29% | 41.15% | 51.03% | 56.6% | 55.01% | 58.01% | 48% | 49.42% |
| Book Value / Share | 22.44 | 22.62 | 33.38 | 32.48 | 35.84 | 36.65 | 34.89 | 34.23 | 28.66 | 29.23 |
| NII Growth | -0.25% | -10.81% | -18.85% | -1.49% | 36.12% | 12.52% | 62.66% | 103.96% | -3277.78% | -1711.54% |
| Dividend Payout | 41.83% | 55.57% | 76.87% | 46.93% | 18.88% | 36.36% | - | 47.95% | - | -117.01% |
IVZ SEC Filings & Documents
Invesco Ltd. (IVZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
IVZ Frequently Asked Questions
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Growth & Financials
Invesco Ltd. (IVZ) grew revenue by 5.1% over the past year. This is steady growth.
Invesco Ltd. (IVZ) reported a net loss of $243.4M for fiscal year 2025.
Dividend & Returns
Yes, Invesco Ltd. (IVZ) pays a dividend with a yield of 3.04%. This makes it attractive for income-focused investors.
Invesco Ltd. (IVZ) has a return on equity (ROE) of -2.0%. Negative ROE indicates the company is unprofitable.
Industry Metrics
Invesco Ltd. (IVZ) has a net interest margin (NIM) of -0.1%. NIM has been under pressure due to interest rate environment.
Invesco Ltd. (IVZ) has an efficiency ratio of 54.1%. This is excellent, indicating strong cost control.
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