IVZ · Invesco Ltd. - Financials
Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.
Income Statement
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B |
| Cost of Revenue | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - |
| R&D | - | - | - | - | - | - |
| SG&A | $576.50M | $594.70M | $450.40M | $380.20M | $424.10M | $480.80M |
| Total Operating Expenses | $7.07B | $5.23B | $6.15B | $4.73B | $5.11B | $5.23B |
| D&A | $155.90M | $179.60M | $182.80M | $195.30M | $205.30M | $203.50M |
| Operating Income | ($695.70M) | $832.10M | ($434.80M) | $1.32B | $1.79B | $920.40M |
| Interest Expense | $82.50M | $58.00M | $70.50M | $85.20M | $94.70M | $129.30M |
| Income Tax | ($204.60M) | $252.90M | ($69.70M) | $322.20M | $531.10M | $261.60M |
| Net Income | $538.00M | $538.00M | ($333.70M) | $683.90M | $1.39B | $524.80M |
| EPS - Basic | ($1.60) | $1.18 | ($0.73) | $1.50 | $3.01 | $1.14 |
| EPS - Diluted | ($1.60) | $1.18 | ($0.73) | $1.49 | $2.99 | $1.13 |
Balance Sheet
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.04B | $986.50M | $1.47B | $1.70B | $1.90B | $1.41B |
| Accounts Receivable | - | - | - | - | - | - |
| Inventory | - | - | - | - | - | - |
| Accounts Payable | - | - | - | - | - | - |
| Current Assets | - | - | - | - | - | - |
| Total Assets | $27.09B | $27.01B | $28.93B | $29.76B | $32.69B | $36.50B |
| Current Liabilities | - | - | - | - | - | - |
| Long-term Debt | $1.83B | $890.60M | $1.49B | $1.49B | $2.09B | $2.08B |
| Total Liabilities | $14.09B | $11.34B | $13.02B | $12.91B | $16.01B | $21.48B |
| Stockholders' Equity | $12.23B | $14.56B | $14.60B | $15.21B | $15.50B | $14.36B |
| Retained Earnings | $5.89B | $6.99B | $6.83B | $7.52B | $7.17B | $6.08B |
Cash Flow
| Line item | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | $1.53B | $1.19B | $1.30B | $703.20M | $1.08B | $1.23B |
| Investing Cash Flow | ($974.40M) | $68.40M | ($244.30M) | ($375.60M) | ($847.90M) | ($865.10M) |
| Financing Cash Flow | ($149.50M) | ($1.66B) | ($585.40M) | ($966.90M) | $117.30M | ($285.90M) |
| CapEx | $84.30M | $69.10M | $164.30M | $192.90M | $108.80M | $115.00M |
| Free Cash Flow | $1.44B | $1.12B | $1.14B | $510.30M | $969.30M | $1.12B |
Ratios
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Gross margin | - | - | - | - | - | - |
| Operating margin | -10.9% | 13.7% | -7.6% | 21.8% | 25.9% | 15.0% |
| EBITDA margin | -8.5% | 16.7% | -4.4% | 25.0% | 28.9% | 18.3% |
| Net margin | 8.4% | 8.9% | -5.8% | 11.3% | 20.2% | 8.5% |
| Free cash flow margin | 22.6% | 18.5% | 19.9% | 8.4% | 14.1% | 18.1% |
| FCF / Net income | 2.68 | 2.08 | -3.41 | 0.75 | 0.70 | 2.13 |
| R&D / Revenue | - | - | - | - | - | - |
| SG&A / Revenue | 9.0% | 9.8% | 7.9% | 6.3% | 6.2% | 7.8% |
| Effective tax rate | -61.4% | 32.0% | - | 32.0% | 27.6% | 33.3% |
| Return on assets | 2.0% | 2.0% | -1.2% | 2.3% | 4.3% | 1.4% |
| Return on equity | 4.4% | 3.7% | -2.3% | 4.5% | 9.0% | 3.7% |
| Return on invested capital | -4.9% | 3.7% | -2.1% | 5.4% | 7.4% | 3.7% |
| Liquidity | ||||||
| Current ratio | - | - | - | - | - | - |
| Quick ratio | - | - | - | - | - | - |
| Cash ratio | - | - | - | - | - | - |
| Leverage | ||||||
| Debt / Equity | 0.15 | 0.06 | 0.10 | 0.10 | 0.13 | 0.15 |
| Debt / Assets | 0.07 | 0.03 | 0.05 | 0.05 | 0.06 | 0.06 |
| Debt / EBITDA | - | 0.88 | - | 0.98 | 1.05 | 1.85 |
| Interest coverage | -8.4x | 14.3x | -6.2x | 15.5x | 18.9x | 7.1x |
| Equity multiplier | 2.22 | 1.86 | 1.98 | 1.96 | 2.11 | 2.54 |
| Liabilities / Assets | 0.52 | 0.42 | 0.45 | 0.43 | 0.49 | 0.59 |
| Efficiency | ||||||
| Asset turnover | 0.24 | 0.22 | 0.20 | 0.20 | 0.21 | 0.17 |
| Inventory turnover | - | - | - | - | - | - |
| Days sales outstanding | - | - | - | - | - | - |
| Days inventory outstanding | - | - | - | - | - | - |
| Days payable outstanding | - | - | - | - | - | - |
| Cash conversion cycle | - | - | - | - | - | - |
| Valuation | ||||||
| P / E | - | 14.8x | - | 12.1x | 7.7x | 15.4x |
| P / B | 1.0x | 0.5x | 0.6x | 0.5x | 0.7x | 0.6x |
| P / S | 1.9x | 1.3x | 1.4x | 1.4x | 1.6x | 1.3x |
| EV / EBITDA | - | 7.8x | - | 5.3x | 5.5x | 7.8x |
| Growth | ||||||
| Revenue growth (YoY) | 5.1% | 6.1% | -5.5% | -12.3% | 12.2% | 0.5% |
| Revenue CAGR (3y) | 1.8% | -4.2% | -2.4% | -0.4% | 9.1% | 6.0% |
| Revenue CAGR (5y) | 0.7% | -0.2% | 1.5% | 3.2% | 7.8% | 3.7% |
| Gross profit growth (YoY) | - | - | - | - | - | - |
| Operating income growth (YoY) | - | - | - | -26.3% | 94.3% | 13.9% |
| Net income growth (YoY) | 0.0% | - | - | -50.9% | 165.4% | -7.1% |
| EPS growth (YoY) | - | - | - | -50.2% | 164.6% | -11.7% |
| EPS CAGR (3y) | - | -26.6% | - | 5.2% | 11.8% | -25.7% |
| EPS CAGR (5y) | - | -1.6% | - | -11.5% | 7.7% | -12.9% |
| FCF growth (YoY) | 28.6% | -1.4% | 122.7% | -47.4% | -13.1% | 12.4% |
| FCF CAGR (5y) | 5.3% | 2.5% | 9.4% | -16.5% | - | 3.7% |
| Book value growth (YoY) | -16.0% | -0.3% | -4.0% | -1.8% | 7.9% | 3.6% |
Sales by segment
From XBRL dimensional facts in the 10-K period ending 2025-12-31.
Product / service
$6.38B totalInvestment Advice$4.62B · 72.4%
Distribution And Shareholder Service$1.52B · 23.8%
Financial Service Other$202.20M · 3.2%
Investment Performance$41.50M · 0.7%
Geographic
$6.38B totalAmericas$4.77B · 74.7%
EMEA$1.32B · 20.6%
Asia Pacific$295.30M · 4.6%
Stability scores
Piotroski F-score
FY 2025 · 9-point quality
5/9
Neutral
- ✓Net income positive
- ✓Operating cash flow positive
- ✗ROA improved YoY
- ✓Cash flow > net income
- ✗Long-term debt decreased
- -Current ratio improved
- ✓No share dilution
- -Gross margin improved
- ✓Asset turnover improved
Peer comparison
Same SIC group: Investment Advice
Comparing Invesco Ltd. against the 5 most active filers in the same SIC group.
Dividends
$0.84/share trailing 12 months · +2.4% YoY
| Ex-date | Per share |
|---|---|
| May 15, 2026 | $0.2150 |
| Feb 13, 2026 | $0.2100 |
| Nov 14, 2025 | $0.2100 |
| Aug 14, 2025 | $0.2100 |
| May 14, 2025 | $0.2100 |
| Feb 14, 2025 | $0.2050 |
| Nov 14, 2024 | $0.2050 |
| Aug 16, 2024 | $0.2050 |
| May 13, 2024 | $0.2050 |
| Feb 15, 2024 | $0.2000 |
| Nov 9, 2023 | $0.2000 |
| Aug 10, 2023 | $0.2000 |
| May 8, 2023 | $0.2000 |
| Feb 15, 2023 | $0.1880 |
| Nov 9, 2022 | $0.1880 |
| Aug 11, 2022 | $0.1880 |
| May 9, 2022 | $0.1880 |
| Feb 15, 2022 | $0.1700 |
| Nov 10, 2021 | $0.1700 |
| Aug 12, 2021 | $0.1700 |
| May 10, 2021 | $0.1700 |
| Feb 12, 2021 | $0.1550 |
| Nov 10, 2020 | $0.1550 |
| Aug 13, 2020 | $0.1550 |