Invesco's earnings are almost entirely fee-based, with non-interest income comprising over 99% of revenue, yet the company's profitability has been strained by a $1.5B impairment in 2025Q4, which drove a negative TTM net income. Despite this, the company has s...
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Revenue grew 5.1% in the TTM, but operating margin was -10.9% due to a $1.5B impairment in 2025Q4, with fee income comprising over 99% of revenue and efficiency ratio averaging around 20% excluding that quarter.
Invesco shares have outperformed the S&P 500, delivering significant total returns. Assets under management have grown substantially, reaching $2.2 trillion as of Q1 2026, driven by inflows into ETFs and index products.
The planned conversion of QQQ from a unit investment trust to an open-ended ETF is expected to boost Invesco's annual revenue by an estimated $140 million, with much of this flowing directly to net income. This conversion is seen as a major positive for the stock.
Invesco's broad range of investment capabilities, including active, passive, and alternative strategies, positions it well for continued stabilization and growth. The firm's focus on broadening wealth management exposure, particularly in alternative credit and real estate, is also a strategic positive.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $0.71+6.6% vs $0.67 | $1.3B+0.8% vs $1.3B |
Q2 2026 Apr 28, 2026 | $0.57-1.2% vs $0.58 | $1.3B-0.3% vs $1.3B |
Q1 2026 Jan 27, 2026 | $0.62+6.9% vs $0.58 | $1.3B+0.4% vs $1.3B |
Q4 2025 Oct 28, 2025 | $0.61+36.1% vs $0.45 | $1.2B+0.9% vs $1.2B |
U.S. spot bitcoin exchange-traded funds needed less than two years to approach $120 billion in assets, a pace that took gold ETFs well over a decade to match, Bloomberg Intelligence senior ETF analyst Eric Balchunas said. Key Takeaways: Bitcoin ETFs reached $120 billion in assets within two years, a pace that outran gold ETFs.
The Invesco QQQ Trust returned 20.67% over the past year, versus 16.54% for the Vanguard S&P 500 ETF. The fund's 10 biggest holdings make up 47.14% of assets, versus 37.62% for the S&P 500 fund.
ATLANTA, Sept. 15, 2026 /PRNewswire/ -- Invesco Mortgage Capital Inc. (NYSE: IVR) (the "Company") today announced that the Company declared a cash dividend of $0.12 per share of common stock for the month of September 2026.
IVZ's August AUM jumps 4.7% to $2.56 trillion, fueled by market gains, net inflows and FX benefits, extending its strong 2026 asset-gathering momentum.
Benchmark IVZ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Invesco Ltd. (IVZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $30.85 | $13.68B | -19.28 | 4.75% | -4.42% | -1.96% | 2.7% | |
| $33.13 | $17.22B | 36.41 | 3.52% | 9.56% | 6.35% | — | |
| $104.18 | $22.32B | 11.26 | 3.12% | 29.26% | 18.49% | — | |
| $360.28 | $9.52B | 15.84 | 21.05% | 33.86% | 19.67% | — | |
| $130.31 | $870.75M | 6.53 | -7.13% | 15.72% | 11.02% | — | |
| $174.99 | $473.29M | 9.77 | 4.48% | 30.89% | 27.03% | — |
Invesco Ltd. (IVZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Invesco Ltd. (IVZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jul 10, 2026·SEC
Jun 9, 2026·SEC
Feb 24, 2026·SEC
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Invesco Ltd. (IVZ) stock FAQ — growth, dividends, profitability & financials explained
Invesco Ltd. (IVZ) grew revenue by 4.8% over the past year. Growth has been modest.
Invesco Ltd. (IVZ) reported a net loss of $64.5M for fiscal year 2025.
Yes, Invesco Ltd. (IVZ) pays a dividend with a yield of 2.70%. 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.
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.
