TickerFacts.

Company research / IVZ

Invesco Ltd. (IVZ)

Build a valuation ↗↓ Download CSV

CIK 0000914208 · NYSE · Investment Advice

  • Sector Finance & Real Estate
  • Fiscal year ends Dec 31

For the year ended 2025-12-31, Invesco Ltd. reported revenue of $6.38B. Revenue grew 5.1% from the prior annual period. Over the twelve months to 2026-06-30, revenue was $6.90B.

Key ratios (year ended 2025-12-31)

-10.9%
Operating margin
-2.7%
Net margin
-1.4%
Return on year-end equity
5.1%
Revenue growth (YoY)

Beyond the statements

Follow the company.

Explore new filings, reported insider transactions and company relationships.

Open company research ↗

Latest selected filing: Form 8-K/A (current report) · 2026-10-09

Headquarters locality: Atlanta · View on map

Annual financials

Annual flows and balances are grouped by their actual period end. Select a figure to open its SEC filing. n/a means a matching observation is unavailable. Free cash flow is operating cash flow minus capital expenditures, and EBITDA is operating income plus depreciation and amortization, for the same period, computed by TickerFacts.

The first column covers the twelve months to 2026-06-30 from the latest quarterly report: flows are the last fiscal year plus this year to date minus the same months a year earlier, and balances are as of that date. Per-share figures are annual only.

Period endedTTM to
2026-06-30		2025-12-312024-12-312023-12-312022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-31
Revenue$6.90B$6.38B$6.07B$5.72B$6.05B$6.89B$6.15B$6.12B$5.31B$5.16B$4.73B
Operating Income-$489.80M-$695.70M$832.10M-$434.80M$1.32B$1.79B$920.40M$808.20M$1.20B$1.28B$1.15B
Depreciation & Amortization$139.70M$155.90M$179.60M$182.80M$195.30M$205.30M$203.50M$177.60M$142.10M$116.80M$101.20M
EBITDA-$350.10M-$539.80M$1.01B-$252.00M$1.51B$1.99B$1.12B$985.80M$1.35B$1.40B$1.25B
Net Income-$81.50M-$174.80M$752.40M-$168.20M$925.50M$1.97B$807.50M$737.80M$883.10M$1.16B$868.30M
EPS (Diluted)n/a-$1.60$1.18-$0.73$1.49$2.99$1.13$1.28$2.14$2.75$2.06
Total Assets$27.47B$27.09B$27.01B$28.93B$29.76B$32.69B$36.50B$39.42B$30.98B$31.67B$25.73B
Total Liabilities$14.00B$14.09B$11.34B$13.02B$12.91B$16.01B$21.48B$24.72B$21.65B$22.47B$17.84B
Long-Term Debt$1.62B$1.83B$890.60M$1.49B$1.49B$2.09B$2.08B$2.08B$2.41B$2.08B$2.10B
Shareholders' Equity$13.11B$12.93B$15.12B$15.17B$15.84B$16.17B$14.81B$14.32B$8.94B$8.96B$7.61B
Cash & Equivalents$915.40M$1.04B$986.50M$1.47B$1.23B$1.90B$1.41B$1.05B$1.15B$2.01B$1.33B
Operating Cash Flow$2.01B$1.53B$1.19B$1.30B$703.20M$1.08B$1.23B$1.12B$828.80M$1.16B$654.00M
Capital Expenditures$88.10M$84.30M$69.10M$164.30M$192.90M$108.80M$115.00M$124.30M$102.50M$111.70M$147.70M
Free Cash Flow$1.92B$1.44B$1.12B$1.14B$510.30M$969.30M$1.12B$992.30M$726.30M$1.05B$506.30M
Share Repurchases$174.60M$123.60M$79.30M$187.50M$244.70M$60.90Mn/a$110.80M$0$63.80M$535.00M
Dividends Paid$381.70M$377.30M$371.50M$357.90M$334.80M$307.70M$357.40M$529.10M$490.60M$471.60M$460.40M
Shares Outstanding441.50M444.00M448.00M449.50M454.80M461.20M459.10M453.30M397.10M407.10M403.80M
Dividends Per Sharen/a$0.83$0.81$0.79$0.73$0.67$0.78$1.23$1.19$1.15$1.11
Weighted Average Diluted Sharesn/a455.00M457.70M456.20M459.50M465.40M462.50M440.50M412.50M409.90M415.00M
EPS (Basic)n/a-$1.60$1.18-$0.73$1.50$3.01$1.14$1.29$2.14$2.75$2.06

Price chart

Chart and quotes by TradingView. Exchange coverage and delays vary.

Open chart on TradingView