A Business at a Glance
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Invesco Ltd. (the Parent), along with its consolidated entities (collectively, Invesco or the company), is an independent investment management firm dedicated to delivering a superior investment experience. Our comprehensive range of active, passive and alternative investment capabilities has been constructed over many years to help clients achieve their investment objectives. We draw on this comprehensive range of capabilities to provide solutions designed to deliver key outcomes aligned to client needs. With approximately 7,500 employees and an on-the-ground presence in more than 20 countries, Invesco is well positioned to meet the needs of investors across the globe. We have specialized investment teams managing investments across a broad range of asset classes, investment styles and geographies. For decades, individuals and institutions have viewed Invesco as a trusted partner for a comprehensive set of investment needs.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 6.4B | 6.4B | 6.1B | 5.7B | 6.0B | 6.9B |
| Net Income | -726M | -726M | 538M | -334M | 684M | 1.4B |
| EPS | $-1.60 | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 |
| Free Cash Flow | 1.4B | 1.4B | 1.1B | 1.1B | 510M | 969M |
| ROIC | -4.2% | -4.9% | 3.5% | -2.1% | 4.1% | 7.9% |
| Gross Margin | 68.6% | 68.6% | 66.8% | 67.0% | 71.5% | 72.3% |
| Debt/Equity | 0.15 | 0.15 | 0.06 | 0.10 | 0.10 | 0.13 |
| Dividends/Share | $0.83 | $0.84 | $0.82 | $0.79 | $0.73 | $0.67 |
| Operating Income | -696M | -696M | 832M | -435M | 1.3B | 1.8B |
| Operating Margin | -10.9% | -10.9% | 13.7% | -7.6% | 21.8% | 25.9% |
| ROE | -5.9% | -5.4% | 3.7% | -2.3% | 4.5% | 9.0% |
| Shares Outstanding | 454M | 454M | 456M | 457M | 459M | 466M |
Invesco Ltd. passes 4 of 9 quality checks, suggesting mixed fundamentals.
On a free-cash-flow basis, the stock trades at 7.5x vs a median of 6.8x. The company's 5-year average ROIC is 1.7% with a gross margin of 69.2%. Total shareholder yield (dividends + buybacks) is 4.5%. At current prices, the estimated annualized return to fair value is +4.0%.
Invesco Ltd. (IVZ) has a 5-year average return on invested capital (ROIC) of 1.7%. This is below average and may indicate limited pricing power.
Invesco Ltd. (IVZ) has a market capitalization of $11.0B. It is classified as a large-cap stock.
Yes, Invesco Ltd. (IVZ) pays a dividend with a trailing twelve-month yield of 3.42%. The company also returns capital through share buybacks, with a buyback yield of 1.12%.
Invesco Ltd. (IVZ) operates in the Investment Advice industry, within the Financials sector.
Invesco Ltd. (IVZ) reported annual revenue of $6.4 billion in its most recent fiscal year, based on SEC EDGAR filings.
Invesco Ltd. (IVZ) has a net profit margin of -11.4%. The company is currently unprofitable.
Invesco Ltd. (IVZ) generated $1.4 billion in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Invesco Ltd. (IVZ) has a debt-to-equity ratio of 0.15. This indicates a conservatively financed balance sheet.
Invesco Ltd. (IVZ) reported earnings per share (EPS) of $-1.60 in its most recent fiscal year.
Invesco Ltd. (IVZ) has a return on equity (ROE) of -5.4%. A negative ROE may indicate losses or negative equity.
Invesco Ltd. (IVZ) has a 5-year average gross margin of 69.2%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 19 years of financial data for Invesco Ltd. (IVZ), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Invesco Ltd. (IVZ) has a book value per share of $26.94, based on its most recent annual SEC filing.