$26.95
-2.3%Invesco 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.
Strong gross margins indicate healthy pricing and efficient production or service delivery.
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net losses indicate the company is burning cash. Sustainability depends on path to profitability.
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
IVZ โข NYSE
| Invesco Ltd. Income Statement | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 | Dec 2018 | Dec 2017 | Dec 2016 | Dec 2015 | Dec 2014 | Dec 2013 | Dec 2012 | Dec 2011 | Dec 2010 | Dec 2009 | Dec 2008 | Dec 2007 | Dec 2006 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
REVENUE | ||||||||||||||||||||
6.4B | 6.1B | 5.7B | 6B | 6.9B | 6.1B | 6.1B | 5.3B | 5.2B | 4.7B | 5.1B | 5.1B | 4.6B | 4.1B | 4.1B | 3.5B | 2.6B | 3.3B | 3.9B | 3.2B | |
GROSS PROFIT | ||||||||||||||||||||
(3.6B) | (4B) | (3.7B) | (3.6B) | (4.1B) | (3.8B) | (3.6B) | (3.1B) | (3B) | (2.8B) | (3B) | (3B) | (2.8B) | (2.5B) | (2.5B) | (2.2B) | (0.0) | (0.0) | (0.0) | (0.0) | |
2.8B | 2B | 2B | 2.4B | 2.8B | 2.4B | 2.5B | 2.2B | 2.2B | 2B | 2.1B | 2.1B | 1.8B | 1.5B | 1.5B | 1.3B | 2.6B | 3.3B | 3.9B | 3.2B | |
OPERATING INCOME | ||||||||||||||||||||
(3.4B) | (1.2B) | (2.4B) | (1.1B) | (1B) | (1.5B) | (1.7B) | (1B) | (895.1M) | (805.4M) | (789.1M) | (845M) | (705.9M) | (671.6M) | (640.1M) | (729.1M) | (2.1B) | (2.6B) | (2.9B) | (2.5B) | |
(660.5M) | (676M) | (649.7M) | (588.2M) | (522.7M) | (564.1M) | (539.8M) | (459.2M) | (428.7M) | (409.2M) | (477.1M) | (508.6M) | (409.9M) | (398.3M) | (367.8M) | (340.7M) | (2.1B) | (2.6B) | (2.6B) | (2.2B) | |
(0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (11.7M) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | (0.0) | |
-695.7M | 832.1M | -434.8M | 1.3B | 1.8B | 920.4M | 808.2M | 1.2B | 1.3B | 1.2B | 1.4B | 1.3B | 1.1B | 842.6M | 898.1M | 589.9M | 484.3M | 747.8M | 994.3M | 785.4M | |
PRE-TAX INCOME | ||||||||||||||||||||
(82.5M) | (58M) | (70.5M) | (85.2M) | (94.7M) | (129.3M) | (135.7M) | (111.5M) | (94.8M) | (93.4M) | (81.7M) | (73.1M) | (167.9M) | (220.6M) | (248.8M) | (177.2M) | (64.5M) | (76.9M) | (0.0) | (0.0) | |
-28.6M | 900K | -22.7M | -60.8M | -69.5M | -108.8M | -107.2M | -90.2M | -81.4M | -81.2M | -68.7M | -60M | 32.1M | 47.7M | 69.4M | 74.1M | -54.7M | -39.7M | 0.0 | 0.0 | |
(2.8B) | (519.1M) | (1.8B) | (531.7M) | (523M) | (905.6M) | (1.2B) | (547.4M) | (466.4M) | (396.2M) | (312M) | (336.4M) | (296M) | (273.3M) | (272.3M) | (388.4M) | (0.0) | (0.0) | (242.5M) | (243.8M) | |
316.3M | 173.2M | 196.9M | -70M | 712.3M | 148.7M | 164.7M | -66.8M | 150.1M | 54.2M | 3.7M | 118.2M | 135M | 16.9M | 10M | 243.9M | -126.8M | -90.8M | 249.5M | -30.8M | |
-379.4M | 1B | -237.9M | 1.2B | 2.5B | 1.1B | 972.9M | 1.1B | 1.4B | 1.2B | 1.4B | 1.4B | 1.3B | 859.5M | 908.1M | 833.8M | 357.5M | 657M | 1.2B | 754.6M | |
NET INCOME | ||||||||||||||||||||
-204.6M | (252.9M) | -69.7M | (322.2M) | (531.1M) | (261.6M) | (235.1M) | (255M) | (268.2M) | (338.3M) | (398M) | (390.6M) | (336.9M) | (272.2M) | (286.1M) | (197M) | (148.2M) | (236M) | (357.3M) | (263.8M) | |
-281.7M | 774.8M | -96.9M | 920.7M | 1.6B | 761.6M | 688.3M | 882.8M | 1.1B | 854.2M | 968.1M | 991.5M | 940.3M | 677.1M | 729.7M | 465.7M | 322.5M | 481.7M | 673.6M | 490.1M |
IVZ - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
8-K 8-K 2026 N/A | May 22, 2026 | May 21, 2026 | 2026 | |
8-K 8-K 2026 N/A | May 11, 2026 | May 11, 2026 | 2026 | |
10-Q 10-Q 2026 Q1 Q1 | May 05, 2026 | March 31, 2026 | 2026 | |
8-K 8-K 2026 N/A | April 28, 2026 | April 28, 2026 | 2026 | |
8-K 8-K 2026 N/A | April 10, 2026 | April 10, 2026 | 2026 | |
DEF 14A DEF 14A 2026 N/A | April 02, 2026 | May 21, 2026 | 2026 | |
8-K 8-K 2026 N/A | March 10, 2026 | March 10, 2026 | 2026 | |
10-K 10-K 2025 FY FY | February 24, 2026 | December 31, 2025 | 2025 | |
8-K 8-K 2026 N/A | February 23, 2026 | February 18, 2026 | 2026 | |
8-K 8-K 2026 N/A | February 10, 2026 | February 10, 2026 | 2026 |
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