GoAI
Get started
Invesco Ltd. logo

Invesco Ltd.

IVZ

NYSEFinancial ServicesAsset Management

Open in GoAI

Latest quote

$32.02

+$0.66 · +2.10%

Aug 21, 3:55 PM ET

IVZ company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

72

Undervalued

Momentum

58

Neutral

Sentiment

67

Bullish

Risk resilience

65

Moderate Risk

Full GoAI research

Thesis, catalysts, evidence, and risk analysis.

View full GoAI research

AI-generated, informational only, and not investment advice.

Company profile

Company website

Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

Industry
Asset Management
Sector
Financial Services
Headquarters
US
CEO
Andrew Ryan Schlossberg
Listed since
Aug 24, 1995
Employees
7,405

Market position

Volume
2.05M
0.39× average
Average volume
5.26M
Average daily volume
Market cap
14.19B USD
Beta
1.6
Market reference 1

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
20B USD
EV / EBITDA
14.52×
Earnings yield
-2.38%
Free cash flow yield
12.16%

Profitability & efficiency

Return on equity
-2.30%
Return on assets
-1.04%
Return on invested capital
-1.18%

Financial health

Current ratio
43.01×
Altman Z-score
1.09
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends49%27%5%-16%Gross margin, FY2021: 41.10%Gross margin, FY2022: 40.30%Gross margin, FY2023: 35.08%Gross margin, FY2024: 33.41%Gross margin, FY2025: 43.18%Operating margin, FY2021: 25.94%Operating margin, FY2022: 21.78%Operating margin, FY2023: -7.61%Operating margin, FY2024: 13.72%Operating margin, FY2025: -10.91%Net margin, FY2021: 23.64%Net margin, FY2022: 15.22%Net margin, FY2023: -1.70%Net margin, FY2024: 12.77%Net margin, FY2025: -4.42%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 41.10%. Gross margin FY2022 40.30%. Gross margin FY2023 35.08%. Gross margin FY2024 33.41%. Gross margin FY2025 43.18%. Operating margin FY2021 25.94%. Operating margin FY2022 21.78%. Operating margin FY2023 -7.61%. Operating margin FY2024 13.72%. Operating margin FY2025 -10.91%. Net margin FY2021 23.64%. Net margin FY2022 15.22%. Net margin FY2023 -1.70%. Net margin FY2024 12.77%. Net margin FY2025 -4.42%.

Income trends

Revenue

6.38B USD+5.11%

Operating income

−695.7M USD−1.53B USD

Net income

−281.7M USD−1.06B USD
Income trends across reported periods7.65B USD4.62B USD1.58B USD−1.45B USDRevenue, FY2021: 6.89B USDRevenue, FY2022: 6.05B USDRevenue, FY2023: 5.72B USDRevenue, FY2024: 6.07B USDRevenue, FY2025: 6.38B USDOperating income, FY2021: 1.79B USDOperating income, FY2022: 1.32B USDOperating income, FY2023: −434.8M USDOperating income, FY2024: 832.1M USDOperating income, FY2025: −695.7M USDNet income, FY2021: 1.63B USDNet income, FY2022: 920.7M USDNet income, FY2023: −96.9M USDNet income, FY2024: 774.8M USDNet income, FY2025: −281.7M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 6.89B USD. Revenue FY2022 6.05B USD. Revenue FY2023 5.72B USD. Revenue FY2024 6.07B USD. Revenue FY2025 6.38B USD. Operating income FY2021 1.79B USD. Operating income FY2022 1.32B USD. Operating income FY2023 −434.8M USD. Operating income FY2024 832.1M USD. Operating income FY2025 −695.7M USD. Net income FY2021 1.63B USD. Net income FY2022 920.7M USD. Net income FY2023 −96.9M USD. Net income FY2024 774.8M USD. Net income FY2025 −281.7M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue6.38B USD6.07B USD5.72B USD6.05B USD6.89B USD
Cost of goods sold3.62B USD4.04B USD3.71B USD3.61B USD4.06B USD
Gross profit2.75B USD2.03B USD2.01B USD2.44B USD2.83B USD
Selling, general, and administrative660.5M USD676M USD649.7M USD588.2M USD522.7M USD
Operating expenses3.45B USD1.2B USD2.44B USD1.12B USD1.05B USD
Interest income53.9M USD58.9M USD47.8M USD24.4M USD25.2M USD
Interest expense82.5M USD58M USD70.5M USD85.2M USD94.7M USD
Depreciation and amortization1.92B USD179.6M USD1.3B USD195.3M USD205.3M USD
Operating income−695.7M USD832.1M USD−434.8M USD1.32B USD1.79B USD
Net income−281.7M USD774.8M USD−96.9M USD920.7M USD1.63B USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 3 misses, 0 met estimates
Average EPS surprise
+6.41%
11 comparable reports
Latest EPS result
0.71
Estimate 0.67 · Beat by 6.61%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.790.630.480.32Q1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 28, 2025: actual 0.52, estimate 0.48, surprise +8.33%, Beat. Q2 2025, reported Apr 22, 2025: actual 0.44, estimate 0.39, surprise +12.82%, Beat. Q3 2025, reported Jul 22, 2025: actual 0.36, estimate 0.41, surprise -12.20%, Miss. Q4 2025, reported Oct 28, 2025: actual 0.61, estimate 0.448, surprise +36.10%, Beat. Q1 2026, reported Jan 27, 2026: actual 0.62, estimate 0.58, surprise +6.90%, Beat. Q2 2026, reported Apr 28, 2026: actual 0.57, estimate 0.577, surprise -1.21%, Miss. Q3 2026, reported Jul 28, 2026: actual 0.71, estimate 0.666, surprise +6.61%, Beat. Q4 2026, reported Oct 27, 2026: actual —, estimate 0.75, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.45B1.31B1.18B1.05BQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 28, 2025: actual 1.16B USD, estimate 1.15B USD, surprise +0.60%, Beat. Q2 2025, reported Apr 22, 2025: actual 1.11B USD, estimate 1.11B USD, surprise +0.17%, Beat. Q3 2025, reported Jul 22, 2025: actual 1.1B USD, estimate 1.1B USD, surprise +0.17%, Beat. Q4 2025, reported Oct 28, 2025: actual 1.19B USD, estimate 1.18B USD, surprise +0.91%, Beat. Q1 2026, reported Jan 27, 2026: actual 1.26B USD, estimate 1.25B USD, surprise +0.42%, Beat. Q2 2026, reported Apr 28, 2026: actual 1.26B USD, estimate 1.27B USD, surprise -0.34%, Miss. Q3 2026, reported Jul 28, 2026: actual 1.33B USD, estimate 1.32B USD, surprise +0.83%, Beat. Q4 2026, reported Oct 27, 2026: actual —, estimate 1.39B USD, surprise —, Comparison unavailable.

Corporate actions

Corporate action history

Stock split

Effective Nov 8, 2000

5:2

Stock split

Effective Apr 27, 1998

2:1

IVZ peers

Berkshire Hathaway Inc. logo

BRK-B

Berkshire Hathaway Inc.

$495.82

-0.21%

Berkshire Hathaway Inc. logo

BRK-A

Berkshire Hathaway Inc.

$743,500

-0.15%

JPMorgan Chase & Co. logo

JPM

JPMorgan Chase & Co.

$351.58

+0.01%

Visa Inc. logo

V

Visa Inc.

$371.04

+1.45%

Mastercard Incorporated logo

MA

Mastercard Incorporated

$580.63

+1.18%

Bank of America Corporation logo

BAC

Bank of America Corporation

$61.69

-0.27%

ETFs holding IVZ

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
397.05M
Weight
0.02%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard S&P 500 ETF logoVanguard S&P 500 ETFVOO
Market value
344.49M
Weight
0.02%
AUM
1.7T USD
Expense ratio
0.03%
Price / 1D
$703.71+0.39%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
286.39M
Weight
0.15%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
Invesco S&P 500 Equal Weight ETF logoInvesco S&P 500 Equal Weight ETFRSP
Market value
213.17M
Weight
0.22%
AUM
100.27B USD
Expense ratio
0.20%
Price / 1D
$221.67+0.63%
Vanguard Morningstar Small-Cap Value ETF logoVanguard Morningstar Small-Cap Value ETFVBR
Market value
182.01M
Weight
0.27%
AUM
68.3B USD
Expense ratio
0.05%
Price / 1D
$249.18+0.68%
State Street SPDR S&P 500 ETF logoState Street SPDR S&P 500 ETFSPY
Market value
173.27M
Weight
0.02%
AUM
817.87B USD
Expense ratio
0.09%
Price / 1D
$765.72+0.41%
State Street Financial Select Sector SPDR ETF logoState Street Financial Select Sector SPDR ETFXLF
Market value
95.95M
Weight
0.17%
AUM
55.49B USD
Expense ratio
0.08%
Price / 1D
$57.48+0.93%
Dimensional - US Targeted Value ETF logoDimensional - US Targeted Value ETFDFAT
Market value
79.98M
Weight
0.55%
AUM
14.66B USD
Expense ratio
0.28%
Price / 1D
$71.67+0.67%

Continue in GoAI

Research IVZ

research.disclaimer