Invesco
IVZ
30.50
+0.12
+0.40%
Invesco
US · IVZ
#1217 by market cap
Listed 1970
30.50
+0.12
+0.40%
Live - 5344 symbols - heartbeat 225s ago
· 2026-10-08 07:36
Pre-market
30.50
0.00%
After-hours
30.40
-0.33%
- Market cap
- 13.47B
- P/E (TTM)i
- -44.85
- P/Bi
- 1.35
- EPSi
- -1.60
- Div yieldi
- 2.77%
- 52W posi
- 77%
Reader sentiment
Are you bullish or bearish on IVZ?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Financial Health how this is computed
Weak
- Altman Z-Score is 1.47, below the 1.8 "distress zone" threshold.
- Most reliable for industrial/manufacturing companies; less meaningful for banks, insurers and other financials.
Revenue annual, last 8 years
Latest year +5.11% YoY
Margins
- Gross margin
- 35.24%
- Operating margin
- -10.91%
- Net margin
- -11.39%
Key ratios & quality
- Altman Z-Scorei
- 1.47
Altman Z-Score below ~1.8 suggests financial distress risk, above ~3.0 suggests low risk; the model is most reliable for industrial/manufacturing companies and less meaningful for banks and other financial firms.
Income statement
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 5.31B | 6.12B | 6.15B | 6.89B | 6.05B | 5.72B | 6.07B | 6.38B |
| Gross profit | 2.21B | 2.52B | 2.39B | 2.83B | 2.44B | 2.01B | 2.03B | 2.25B |
| Selling & admin expenses | 459.20M | 539.80M | 564.10M | 522.70M | 588.20M | 649.70M | 676.00M | 660.50M |
| Research & development | -- | -- | -- | -- | -- | -- | -- | -- |
| Operating profit | 1.34B | 1.43B | 1.25B | 1.72B | 1.34B | -393.20M | 832.10M | -695.70M |
| Pretax profit | 1.14B | 972.90M | 1.07B | 2.50B | 1.25B | -237.90M | 1.01B | -379.40M |
| Tax | 255.00M | 235.10M | 261.60M | 531.10M | 322.20M | -69.70M | 252.90M | -204.60M |
| Net profit | 883.10M | 737.80M | 807.50M | 1.97B | 925.50M | -168.20M | 752.40M | -174.80M |
| Basic EPS | 2 | 1 | 1 | 3 | 2 | -1 | 1 | -2 |
| Diluted EPS | 2.14 | 1.28 | 1.13 | 2.99 | 1.49 | -0.73 | 1.18 | -1.60 |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Revenue | 1.53B | 1.52B | 1.64B | 1.69B | 1.74B | 1.83B |
| Gross profit | 555.60M | 504.40M | 560.50M | 626.70M | 630.40M | 651.80M |
| Selling & admin expenses | 154.30M | 162.30M | 171.40M | 172.50M | 184.50M | 170.20M |
| Research & development | -- | -- | -- | -- | -- | -- |
| Operating profit | 277.30M | 214.20M | 270.90M | -1.46B | 333.20M | 364.20M |
| Pretax profit | 344.90M | 274.40M | 346.70M | -1.35B | 300.20M | 455.40M |
| Tax | 77.60M | 77.00M | -9.70M | -349.50M | 81.10M | 116.50M |
| Net profit | 267.30M | 197.40M | 356.40M | -995.90M | 219.10M | 338.90M |
| Basic EPS | 0 | 0 | 1 | -3 | 1 | 1 |
| Diluted EPS | 0.38 | -0.03 | 0.66 | -2.63 | 0.51 | 0.76 |
Balance sheet
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Total current assets | 2.84B | 3.04B | 2.89B | 3.46B | 8.75B | 9.72B | 8.40B | 10.77B |
| Cash & ST investments | 1.81B | 1.70B | 1.71B | 2.15B | 1.43B | 1.93B | 1.50B | 1.98B |
| Inventory | -- | -- | -- | -- | -- | -- | -- | -- |
| Total assets | 30.98B | 39.42B | 36.50B | 32.69B | 29.76B | 28.93B | 27.01B | 27.09B |
| Total current liabilities | 13.20B | 12.42B | 8.79B | 2.76B | 1.50B | 1.25B | 830.40M | 897.00M |
| Short-term debt | -- | -- | -- | -- | -- | -- | -- | -- |
| Long-term debt | 7.63B | 8.31B | 8.80B | 9.42B | 8.08B | 8.61B | 7.09B | 9.38B |
| Total liabilities | 21,646,000,000.00 | 24,718,500,000.00 | 21,483,400,000.00 | 16,006,800,000.00 | 12,914,600,000.00 | 13,017,800,000.00 | 11,340,100,000.00 | 14,089,100,000.00 |
| Total equity | 9.33B | 14.70B | 15.02B | 16.68B | 16.84B | 15.92B | 15.67B | 13.00B |
| Retained earnings | 5.88B | 5.92B | 6.09B | 7.17B | 7.52B | 6.83B | 6.99B | 5.89B |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Total current assets | 9.48B | 9.54B | 10.02B | 10.77B | 10.67B | 11.03B |
| Cash & ST investments | 1.87B | 1.49B | 1.52B | 1.98B | 1.71B | 1.61B |
| Inventory | -- | -- | -- | -- | -- | -- |
| Total assets | 28.14B | 28.50B | 28.44B | 27.09B | 26.83B | 27.47B |
| Total current liabilities | 1.42B | 1.43B | 1.50B | 897.00M | 1.51B | 1.62B |
| Short-term debt | -- | -- | -- | -- | -- | -- |
| Long-term debt | 964.80M | 1.88B | 1.62B | 9.38B | 9.44B | 9.27B |
| Total liabilities | 12,356,200,000.00 | 13,538,000,000.00 | 13,646,600,000.00 | 14,089,100,000.00 | 13,572,300,000.00 | 14,002,900,000.00 |
| Total equity | 15.79B | 14.96B | 14.79B | 13.00B | 13.26B | 13.47B |
| Retained earnings | 7.07B | 6.96B | 7.17B | 5.89B | 6.02B | 6.27B |
Cash flow
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | 828.80M | 1.12B | 1.23B | 1.08B | 703.20M | 1.30B | 1.19B | 1.53B |
| Depreciation & amortization | 142.10M | 177.60M | 203.50M | 205.30M | 195.30M | 182.80M | 179.60M | 155.90M |
| Free cash flow | 726.30M | 992.30M | 1.12B | 969.30M | 510.30M | 1.14B | 1.12B | 1.44B |
| Dividends paid | -490.60M | -652.70M | -594.20M | -544.50M | -571.60M | -594.70M | -608.30M | -581.90M |
| Stock buybacks / issuance | -51.80M | -469.80M | -47.10M | -60.90M | -244.70M | -187.50M | -79.30M | -123.60M |
| Ending cash balance | 1.81B | 1.70B | 1.84B | 2.15B | 1.43B | 1.93B | 1.50B | 1.98B |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| Operating cash flow | -84.60M | 547.90M | 606.20M | 455.80M | 212.60M | 734.20M |
| Depreciation & amortization | 41.50M | 40.10M | 38.30M | 36.00M | 33.20M | 32.20M |
| Free cash flow | -108.00M | 530.40M | 586.40M | 432.20M | 198.40M | 703.70M |
| Dividends paid | -151.70M | -151.80M | -139.40M | -139.00M | -133.50M | -133.80M |
| Stock buybacks / issuance | -43.10M | -25.50M | -29.20M | -25.80M | -69.20M | -50.40M |
| Ending cash balance | 1.87B | 1.49B | 1.52B | 1.98B | 1.71B | 1.61B |
Returns & efficiency
| Line item | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| ROE %i | 9.91 | 6.13 | 5.20 | 12.76 | 6.03 | -3.06 | 5.09 | -7.17 |
| ROA %i | 2.73 | 1.60 | 1.38 | 4.03 | 2.19 | -1.14 | 1.92 | -2.68 |
| ROIC %i | 5.83 | 3.72 | 3.19 | 7.12 | 3.56 | -1.60 | 2.85 | -3.75 |
| 5-year avg ROE %i | 11.61 | 10.54 | 9.25 | 9.64 | 8.07 | 5.41 | 5.20 | 2.73 |
| EBIT margin %i | 23.51 | 18.12 | 19.50 | 37.64 | 22.04 | -2.93 | 17.53 | -4.66 |
| FCF / sales %i | 13.67 | 16.22 | 18.15 | 14.06 | 8.44 | 19.88 | 18.48 | 22.60 |
| Current ratioi | 0.22 | 0.24 | 0.33 | 1.25 | 5.82 | 7.75 | 10.12 | 12.00 |
| Quick ratioi | 0.21 | 0.23 | 0.31 | 1.25 | 5.82 | 7.75 | 10.12 | 12.00 |
| Debt / assetsi | 24.65 | 22.02 | 24.97 | 29.71 | 28.76 | 31.26 | 27.94 | 36.11 |
| LT debt / equityi | 89.00 | 88.10 | 88.07 | 84.55 | 76.39 | 85.43 | 71.53 | 100.66 |
| Interest coveragei | 11.21 | 8.17 | 9.27 | 27.40 | 15.64 | -2.37 | 18.33 | -3.60 |
| Revenue CAGR (3Y) %i | 1.23 | 8.92 | 6.00 | 9.07 | -0.37 | -2.38 | -4.17 | 1.78 |
| Net income CAGR (3Y) %i | -3.03 | -6.95 | -12.25 | 22.68 | 10.18 | -- | -21.95 | -- |
| FCF CAGR (3Y) %i | -10.23 | 25.14 | 2.16 | 10.10 | -19.88 | 0.63 | 4.96 | 41.34 |
| Line item | 2025-03 | 2025-06 | 2025-09 | 2025-12 | 2026-03 | 2026-06 |
|---|---|---|---|---|---|---|
| ROE %i | 5.35 | 3.95 | 6.16 | -7.17 | -6.53 | -2.97 |
| ROA %i | 2.02 | 1.52 | 2.39 | -2.68 | -2.43 | -1.10 |
| ROIC %i | 3.67 | 2.75 | 4.42 | -3.75 | -4.16 | -1.76 |
| 5-year avg ROE %i | -- | -- | -- | -- | -- | -- |
| EBIT margin %i | 18.34 | 18.55 | 21.59 | -4.66 | -5.01 | -2.12 |
| FCF / sales %i | 17.78 | 18.79 | 21.23 | 22.60 | 26.51 | 27.83 |
| Current ratioi | 6.69 | 6.66 | 6.70 | 12.00 | 7.06 | 6.82 |
| Quick ratioi | 6.69 | 6.66 | 6.70 | 12.00 | 7.06 | 6.82 |
| Debt / assetsi | 3.43 | 6.61 | 5.71 | 36.11 | 35.18 | 33.73 |
| LT debt / equityi | 9.03 | 17.34 | 14.78 | 100.66 | 96.87 | 93.01 |
| Interest coveragei | 20.34 | 19.15 | 18.85 | -3.60 | -3.53 | -1.52 |
| Revenue CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
| Net income CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
| FCF CAGR (3Y) %i | -- | -- | -- | -- | -- | -- |
Revenue breakdown most recent period
Business
Investment management100.00%
Region
Americas74.74%
EMEA20.63%
Asia Pacific (APAC)4.63%
Quote time 2026-10-08 07:36:53 · For reference only, not investment advice and not tailored to your situation.