IVZ - NYSE

Invesco Ltd.

IVZ·NYSE

$26.95

-2.3%

Financial ServicesAsset Management

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.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$11.94B

EPS-1.6100

P/E Ratio-16.74

Earnings Date07/28/2026

27.09B

Assets

3Y-9.0%

5Y-26.0%

10Y+5.0%

14.09B

Total Liabilities

24%

3Y+9.0%

5Y-34.0%

10Y-21.0%

13.00B

Total Equity

-17%

3Y-23.0%

5Y-13.0%

10Y+65.0%

Invesco Ltd. Funding & Solvency Profile

IVZ · NYSE

Current Assets

Cash & Cash Equivalents1.98B

Net Receivables884.70M

Inventory0.00

Other Current Assets0.00

Total Current Assets3 B

Non-Current Assets

Property, Plant & Equipment676.10M

Goodwill & Intangible Assets12.40B

Long-Term Investments10.32B

Other Non-Current Assets817.90M

Total Non-Current Assets12 B

Total Assets

27.09B

Financial Health Analysis

Current Ratio

43.01x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

1.08x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

3 B

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

11% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Invesco Ltd. Balance Sheet

IVZ • NYSE

Invesco Ltd. Balance Sheet	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
ASSETS
CURRENT ASSETS
Cash and Cash Equivalents	2B	1.5B	1.9B	1.4B	2.1B	1.7B	1.7B	1.8B	2.5B	2.1B	2.2B	1.9B	1.9B	1.1B	1.1B	1.4B	790M	585.2M	952.4M	789.6M
Short-Term Investments	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	319.1M	305.8M	108.5M	145.2M	283.7M	308.8M	182.4M	123.6M	177.2M	134.9M
Cash & Short-Term Investments	2B	1.5B	1.9B	1.4B	2.1B	1.7B	1.7B	1.8B	2.5B	2.1B	2.5B	2.2B	2B	1.5B	1.4B	1.7B	972.4M	708.8M	1.1B	1B
Net Receivables	884.7M	1.1B	701.5M	1B	1.3B	1B	1B	906.1M	1.5B	1.2B	1.3B	1.4B	1.5B	1.1B	967.3M	1.1B	672.4M	543M	1.1B	999.6M
Accounts Receivables	884.7M	1.1B	0.0	1B	1.3B	916.6M	855.6M	714.8M	754M	650.4M	701.6M	707.2M	559.1M	533.5M	522.9M	583.5M	289.3M	239.3M	451.8M	438M
Other Receivables	0.0	0.0	701.5M	0.0	0.0	109.4M	162.7M	191.3M	793.8M	672.9M	566.3M	732.4M	932.4M	550.1M	444.4M	513.4M	383.1M	303.7M	605.5M	561.6M
Inventory	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	116.9M	121.2M	132.1M	108.8M	44.9M	0.0	0.0	0.0	4.9M	0.0	0.0
Prepaids	0.0	0.0	0.0	0.0	166M	149.2M	144M	127.1M	124.4M	116.9M	121.2M	132.1M	101.4M	99.9M	51.2M	64M	57.6M	55.6M	65.9M	68.5M
Other Current Assets	0.0	0.0	250.1M	0.0	-166M	0.0	172.9M	0.0	0.0	8.2B	6.1B	1.7B	1.4B	1.2B	1.4B	1.4B	1.4B	1.1B	1.9B	1.6B
Total Current Assets	2.9B	2.6B	2.9B	2.4B	3.5B	2.9B	3B	2.8B	4.2B	11.7B	10B	5.5B	5B	3.9B	3.8B	4.3B	3.1B	2.4B	4.2B	3.7B
NON-CURRENT ASSETS
Property, Plant, and Equipment (Net)	676.1M	479M	599.5M	561.1M	518.1M	563.8M	583.5M	468.7M	490.7M	464.7M	426.9M	402.6M	350.8M	349.6M	312.8M	272.4M	220.7M	205.3M	180M	198.7M
Goodwill	0.0	8.3B	8.7B	8.6B	8.9B	8.9B	8.5B	7.2B	6.6B	6.1B	6.2B	6.6B	6.9B	7B	6.9B	7B	6.5B	6B	6.8B	5B
Intangible Assets	12.4B	5.7B	5.8B	7.1B	7.2B	7.3B	7.4B	2.2B	1.6B	1.4B	1.4B	1.2B	1.3B	1.3B	1.3B	1.3B	139.1M	142.8M	154.2M	196.7M
Goodwill & Intangible Assets	12.4B	14.1B	14.5B	15.7B	16.1B	16.2B	15.9B	9.3B	8.1B	7.5B	7.5B	7.8B	8.1B	8.3B	8.2B	8.3B	6.6B	6.1B	7B	6.5B
Long-Term Investments	10.3B	2.5B	9.2B	2.7B	10B	8.7B	8.6B	6.8B	6.3B	5.9B	7B	6.6B	5.6B	4.8B	6.8B	7.4B	842.4M	965.1M	0.0	-1.4B
Tax Assets	8.6M	0.0	0.0	0.0	0.0	0.0	-18.5B	0.0	0.0	0.0	0.0	-12.5M	7.4M	38.4M	40.5M	42.2M	89.6M	37.2M	133.8M	212.1M
Other Non-Current Assets	817.9M	7.4B	1.7B	8.4B	2.6B	8.1B	11.3B	126.1M	61.7M	95M	107M	79.5M	167.3M	63.5M	99.1M	167.2M	29.2M	60.8M	1.4B	-1.1B
Total Non-Current Assets	24.2B	24.4B	26.1B	27.3B	29.2B	33.6B	17.9B	16.8B	15B	14B	15.1B	15B	14.2B	13.6B	15.5B	16.2B	7.8B	7.4B	8.7B	5.8B
Other Assets	0.0	0.0	0.0	0.0	0.0	0.0	18.5B	11.4B	12.4B	0.0	0.0	12.5M	0.0	0.0	0.0	0.0	0.0	0.0	0.0	-212.2M
Total Assets	27.1B	27B	28.9B	29.8B	32.7B	36.5B	39.4B	31B	31.7B	25.7B	25.1B	20.5B	19.3B	17.5B	19.3B	20.4B	10.9B	9.8B	12.9B	9.3B
LIABILITIES
CURRENT LIABILITIES
Total Payables	0.0	246M	293.2M	896.8M	2.1B	8.4B	12B	12.2B	13.7B	9.2B	7B	2.9B	2.8B	2.1B	2B	2.2B	1.9B	1.2B	235.4M	168.5M
Accounts Payable	0.0	30.6M	31.5M	59.6M	39.2M	348.9M	414.6M	284.3M	320.1M	274.3M	302.6M	343.5M	334.6M	287.9M	272.6M	302.5M	148.1M	1.1B	235.4M	168.5M
Other Payables	0.0	215.4M	261.7M	837.2M	2.1B	8.1B	11.6B	11.9B	13.4B	9B	6.7B	2.5B	2.4B	1.8B	1.7B	1.9B	1.7B	37.9M	0.0	0.0
Accrued Expenses	0.0	584.4M	567.5M	606.5M	655.7M	384.2M	403.9M	360.4M	302.3M	280.6M	328.6M	263.8M	248.6M	233.2M	504.6M	584.2M	394.7M	0.0	692.7M	582.3M
Short Term Debt	66.6M	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	35.7M	0.0	215.1M	0.0	0.0	297.2M	0.0	300M
Capital Lease Obligations (Current)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	-59.6M	0.0	0.0	0.0	0.0	0.0
Tax Payables	0.0	146M	110.5M	89.1M	80.6M	67.2M	118.2M	43.2M	155.5M	91.6M	78.8M	95.2M	123.6M	77.9M	59.6M	72.2M	82.8M	37.9M	0.0	0.0
Deferred Revenue	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	59.6M	0.0	0.0	0.0	0.0	0.0
Other Current Liabilities	0.0	0.0	1.4B	0.0	0.0	0.0	0.0	646.5M	696.1M	654.3M	661.3M	667.3M	676.4M	609.8M	179.8M	505.4M	21.9M	639.8M	2.7B	2.5B
Total Current Liabilities	66.6M	830.4M	2.3B	1.5B	2.8B	8.8B	12.4B	13.2B	14.7B	10.2B	8B	3.8B	3.7B	2.9B	3B	3.3B	2.3B	2.1B	3.6B	3.6B
NON-CURRENT LIABILITIES
Long Term Debt	9.7B	7.1B	8.6B	8.1B	9.4B	8.8B	8.3B	7.6B	6.9B	6.5B	7.5B	6.7B	5.8B	5.1B	6.6B	7.2B	745.7M	862M	1.3B	972.7M
Deferred Tax Liabilities (Non-Current)	901.5M	1.3B	1.3B	1.7B	1.6B	1.5B	1.5B	326.4M	275.5M	309.7M	288.9M	304.8M	323.6M	311.4M	274M	229M	0.0	0.0	0.0	0.0
Other Non-Current Liabilities	3.1B	1.7B	372.7M	1.2B	1.9B	2.1B	2.1B	489.8M	616.6M	1.1B	441M	458.9M	470.1M	333.6M	378.5M	408.6M	244.7M	195.3M	296.1M	221.8M
Total Non-Current Liabilities	14B	10.5B	10.7B	11.4B	13.2B	12.7B	12.3B	8.5B	7.8B	7.9B	8.2B	7.5B	6.6B	5.7B	7.2B	7.8B	990.4M	1.1B	1.6B	1.2B
Other Liabilities	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	-283.7M	-14.2M	-110.7M	0.0	-229.3M	0.0	0.0	0.0	0.0	0.0	240M
Capital Lease Obligations	340.1M	454.9M	433.7M	480.2M	289.8M	319.2M	364.8M	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Total Liabilities	14.1B	11.3B	13B	12.9B	16B	21.5B	24.7B	21.6B	22.5B	17.8B	16.2B	11.2B	10.3B	8.4B	10.2B	11.1B	3.3B	3.2B	5.2B	5B
SHAREHOLDERS' EQUITY
Treasury Stock	-2.8B	-2.9B	-3B	-3B	-3B	-3.3B	-3.5B	-3B	-2.8B	-2.8B	-2.4B	-1.9B	-1.7B	-1.4B	-1.3B	-991.5M	-892.4M	-1.1B	-954.4M	-577.9M
Preferred Stock	2.5B	4B	4B	4B	4B	4B	4B	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	2.3B
Common Stock	113.2M	113.2M	113.2M	113.2M	113.2M	113.2M	113.2M	98.1M	98.1M	98.1M	98.1M	98.1M	98.1M	98.1M	98.1M	98.1M	91.9M	85.3M	84.9M	83.2M
Additional Paid-In Capital	7.3B	7.3B	7.5B	7.6B	7.7B	7.8B	7.9B	6.3B	6.3B	6.2B	6.2B	6.1B	6.1B	6.1B	6.2B	6.3B	5.7B	5.4B	5.3B	5B
Retained Earnings	5.9B	7B	6.8B	7.5B	7.2B	6.1B	5.9B	5.9B	5.5B	4.8B	4.4B	3.9B	3.5B	2.9B	2.7B	2.4B	1.6B	1.5B	1.2B	700.7M
Accumulated Other Comprehensive Income/Loss	-722.9M	-1B	-801.8M	-942.4M	-441.5M	-404.5M	-587.3M	-735M	-391.2M	-809.3M	-446M	48.8M	427.9M	530.5M	373.3M	495.5M	393.6M	-95.8M	952.1M	614.5M
Other Total Stockholders' Equity	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	377.4M
Total Stockholders' Equity	12.2B	14.6B	14.6B	15.2B	15.5B	14.4B	13.9B	8.6B	8.7B	7.5B	7.9B	8.3B	8.4B	8.3B	8.1B	8.3B	6.9B	5.7B	6.6B	6.2B
Total Equity	13B	15.7B	15.9B	16.8B	16.7B	15B	14.7B	9.3B	9.2B	7.9B	8.9B	9.3B	9B	9B	9.1B	9.4B	7.6B	6.6B	7.7B	6.2B
Minority Interest	773.9M	1.1B	1.3B	1.6B	1.2B	658.9M	839.3M	753.6M	502.7M	391.7M	977.7M	959.3M	584.7M	732.2M	1B	1.1B	707.9M	906.7M	1.1B	5M
SUMMARY
Total Liabilities & Equity	27.1B	27B	28.9B	29.8B	32.7B	36.5B	39.4B	31B	31.7B	25.7B	25.1B	20.5B	19.3B	17.5B	19.3B	20.4B	10.9B	9.8B	12.9B	9.3B
Total Investments	10.3B	2.5B	9.2B	2.7B	10B	8.7B	8.6B	6.8B	6.3B	5.9B	7.4B	7B	5.7B	4.9B	7.1B	7.7B	1B	1.1B	177.2M	134.9M
Total Debt	10.1B	7.5B	9B	8.6B	9.7B	9.1B	8.7B	7.6B	6.9B	6.5B	7.5B	6.7B	5.8B	5.1B	6.8B	7.2B	745.7M	1.2B	1.3B	1.3B
Net Debt	8.1B	6.1B	7.1B	7.1B	7.6B	7.4B	7B	5.8B	4.4B	4.4B	5.3B	4.8B	3.9B	4B	5.7B	5.8B	-16.3M	574M	324M	483.1M
Shares Outstanding	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975	445,150,975

SEC Filings

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	View Filing
8-K 8-K 2026 N/A	May 11, 2026	May 11, 2026	2026	View Filing
10-Q 10-Q 2026 Q1 Q1	May 05, 2026	March 31, 2026	2026	View Filing
8-K 8-K 2026 N/A	April 28, 2026	April 28, 2026	2026	View Filing
8-K 8-K 2026 N/A	April 10, 2026	April 10, 2026	2026	View Filing
DEF 14A DEF 14A 2026 N/A	April 02, 2026	May 21, 2026	2026	View Filing
8-K 8-K 2026 N/A	March 10, 2026	March 10, 2026	2026	View Filing
10-K 10-K 2025 FY FY	February 24, 2026	December 31, 2025	2025	View Filing
8-K 8-K 2026 N/A	February 23, 2026	February 18, 2026	2026	View Filing
8-K 8-K 2026 N/A	February 10, 2026	February 10, 2026	2026	View Filing

Showing 1 to 10 of 2093 filings

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