Invesco Ltd.

Invesco Ltd.

IVZยทNYSE

$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.

At a Glance

Live Snapshot
Market Cap$11.94B
EPS-1.6100
P/E Ratio-16.74
Earnings Date07/28/2026
3Y+5.0%
5Y+4.0%
10Y+35.0%
3Y-131.0%
5Y-137.0%
10Y-133.0%
3Y+117.0%
5Y+24.0%
10Y+133.0%
Invesco Ltd.

Invesco Ltd. Profit Bridge

IVZ ยท NYSE
Revenue6.38B
Cost of Goods Sold (3.62B)
Gross Profit2.75B
Operating Expenses (3.45B)
Operating Income-695.70M
Interest Expense (82.50M)
Other Income/Expense316.30M
Pretax Income-379.40M
Income Tax (-204.60M)
Net Income-281.70M
Net Income
-281.70M

Profitability Analysis

Gross Margin

43.2%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

-10.9%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-4.4%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

Invesco Ltd. Income Statement

IVZ โ€ข NYSE

Invesco Ltd. Income StatementDec 2025Dec 2024Dec 2023Dec 2022Dec 2021Dec 2020Dec 2019Dec 2018Dec 2017Dec 2016Dec 2015Dec 2014Dec 2013Dec 2012Dec 2011Dec 2010Dec 2009Dec 2008Dec 2007Dec 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

SEC Filings

IVZ - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
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
Showing 1 to 10 of 2093 filings