Invesco (IVZ) is trading up at $30.44 (+0.18%) on NYSE/NASDAQ, as of the latest quote. It is a S&P 500 constituent in the Financials sector.
| FY2016Dec 2016 | FY2017Dec 2017 | FY2018Dec 2018 | FY2019Dec 2019 | FY2020Dec 2020 | FY2021Dec 2021 | FY2022Dec 2022 | FY2023Dec 2023 | FY2024Dec 2024 | FY2025Dec 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||||
| Revenue | $4.73B | $5.16B | $5.31B | $6.12B | $6.15B | $6.89B | $6.05B | $5.72B | $6.07B | $6.38B |
| Growth (year over year) | −7.6% | +9.0% | +3.0% | +15.1% | +0.5% | +12.2% | −12.3% | −5.5% | +6.1% | +5.1% |
| Operating income | $1.15B | $1.28B | $1.20B | $808.2M | $920.4M | $1.79B | $1.32B | −$434.8M | $832.1M | −$695.7M |
| Operating margin | 24.3% | 24.8% | 22.7% | 13.2% | 15.0% | 25.9% | 21.8% | −7.6% | 13.7% | −10.9% |
| Net income | $854.2M | $1.13B | $882.8M | $564.7M | $524.8M | $1.39B | $683.9M | −$333.7M | $538.0M | −$726.3M |
| Net margin | 18.0% | 21.8% | 16.6% | 9.2% | 8.5% | 20.2% | 11.3% | −5.8% | 8.9% | −11.4% |
| EPS (diluted) | $2.06 | $2.75 | $2.14 | $1.28 | $1.13 | $2.99 | $1.49 | −$0.73 | $1.18 | −$1.60 |
| Balance sheet | ||||||||||
| Cash and equivalents | $1.33B | $2.01B | $1.15B | $1.05B | $1.41B | $1.90B | $1.23B | $1.47B | $986.5M | $1.04B |
| Total assets | $25.7B | $31.7B | $31.0B | $39.4B | $36.5B | $32.7B | $29.8B | $28.9B | $27.0B | $27.1B |
| Total liabilities | $17.8B | $22.5B | $21.6B | $24.7B | $21.5B | $16.0B | $12.9B | $13.0B | $11.3B | $14.1B |
| Long-term debt | $2.10B | $2.08B | $2.41B | $2.08B | $2.08B | $2.09B | $1.49B | $1.49B | $890.6M | $1.83B |
| Shareholders' equity | $7.50B | $8.70B | $8.58B | $13.9B | $14.4B | $15.5B | $15.2B | $14.6B | $14.6B | $12.2B |
| Cash flow | ||||||||||
| Operating cash flow | $654.0M | $1.16B | $828.8M | $1.12B | $1.23B | $1.08B | $703.2M | $1.30B | $1.19B | $1.53B |
| Capital expenditure | $147.7M | $111.7M | $102.5M | $124.3M | $115.0M | $108.8M | $192.9M | $164.3M | $69.1M | $84.3M |
| Free cash flow | $506.3M | $1.05B | $726.3M | $992.3M | $1.12B | $969.3M | $510.3M | $1.14B | $1.12B | $1.44B |
| Dividends paid | $460.4M | $471.6M | $490.6M | $529.1M | $357.4M | $307.7M | $334.8M | $357.9M | $371.5M | $377.3M |
| Share buybacks | $535.0M | $63.8M | $0 | $110.8M | — | $60.9M | $244.7M | $187.5M | $79.3M | $123.6M |
| Q3 FY24Sep 2024 | Q4 FY24†Dec 2024 | Q1 FY25Mar 2025 | Q2 FY25Jun 2025 | Q3 FY25Sep 2025 | Q4 FY25†Dec 2025 | Q1 FY26Mar 2026 | Q2 FY26Jun 2026 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $1.52B | $1.59B | $1.53B | $1.52B | $1.64B | $1.69B | $1.74B | $1.83B |
| Growth (year over year) | +5.1% | +12.7% | +3.7% | +2.2% | +8.2% | +6.2% | +14.1% | +20.5% |
| Operating income | $100.5M | $311.7M | $277.3M | $214.2M | $270.9M | −$1.46B | $333.2M | $364.2M |
| Operating margin | 6.6% | 19.6% | 18.1% | 14.1% | 16.5% | −86.2% | 19.1% | 19.9% |
| Net income | $55.0M | $209.3M | $171.1M | −$12.5M | $301.3M | −$1.19B | $230.4M | $345.3M |
| Net margin | 3.6% | 13.1% | 11.2% | −0.8% | 18.4% | −70.1% | 13.2% | 18.9% |
| EPS (diluted) | $0.12 | $0.46 | $0.38 | −$0.03 | $0.66 | −$2.61 | $0.51 | $0.76 |
| Balance sheet | ||||||||
| Cash and equivalents | $1.04B | $986.5M | $821.7M | $922.7M | $973.1M | $1.04B | $806.9M | $915.4M |
| Total assets | $27.5B | $27.0B | $28.1B | $28.5B | $28.4B | $27.1B | $26.8B | $27.5B |
| Total liabilities | $11.6B | $11.3B | $12.4B | $13.5B | $13.6B | $14.1B | $13.6B | $14.0B |
| Long-term debt | $890.3M | $890.6M | $964.8M | $1.88B | $1.62B | $1.83B | $1.97B | $1.62B |
| Shareholders' equity | $14.8B | $14.6B | $14.7B | $13.9B | $14.0B | $12.2B | $12.3B | $12.5B |
| Cash flow | ||||||||
| Operating cash flow | $438.4M | $316.9M | −$84.6M | $547.9M | $606.2M | $455.8M | $212.6M | $734.2M |
| Capital expenditure | $28.4M | −$7.00M | $23.4M | $17.5M | $19.8M | $23.6M | $14.2M | $30.5M |
| Free cash flow | $410.0M | $323.9M | −$108.0M | $530.4M | $586.4M | $432.2M | $198.4M | $703.7M |
| Dividends paid | $95.3M | $92.8M | $92.5M | $95.2M | $95.0M | $94.6M | $95.3M | $96.8M |
| Share buybacks | $30.2M | $26.0M | $43.1M | $25.5M | $29.2M | $25.8M | $69.2M | $50.4M |
From Invesco's 10-K and 10-Q filings with the SEC; its fiscal year ends in December. Each period shows the latest figure the company has reported for it, including restatements. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries.
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