NYSE : IVZ
Invesco Ltd. — Key statistics
Financials · Asset Management · United States
Last price 29.02 USD (Oct 29, 2026, 4:00 PM EDT) · Market cap 12.75B
Overview · Financial statements · Key statistics · Dividends · Company profile · Price history · Reports
Key statistics
Valuation
| Measure | Value |
|---|
| Market Cap | 12.20B |
| Enterprise Value | 12.52B |
Dates
| Measure | Value |
|---|
| Earnings Date | Oct 27, 2026 |
| Ex-Dividend Date | Nov 13, 2026 |
Shares
| Measure | Value |
|---|
| Current Share Class | 439.50M |
| Shares Outstanding | 439.50M |
| Shares Change (YoY) | -1.04% |
| Shares Change (QoQ) | -0.42% |
| Owned by Insiders (%) | 0.69% |
| Owned by Institutions (%) | 79.82% |
| Float | 354.52M |
Ratios
| Measure | Value |
|---|
| PE Ratio | n/a |
| Forward PE | 8.86 |
| PS Ratio | 1.74 |
| Forward PS | 2.20 |
| PB Ratio | 0.97 |
| P/TBV Ratio | 37.16 |
| P/FCF Ratio | 6.93 |
| P/OCF Ratio | 6.62 |
| PEG Ratio | 0.40 |
Evratios
| Measure | Value |
|---|
| EV / Earnings | n/a |
| EV / Sales | 1.79 |
| EV / EBITDA | 8.07 |
| EV / EBIT | 8.67 |
| EV / FCF | 7.11 |
Financialposition
| Measure | Value |
|---|
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | 0.09 |
| Debt / EBITDA | 0.77 |
| Debt / FCF | 0.71 |
| Interest Coverage | n/a |
Financialefficiency
| Measure | Value |
|---|
| Return on Equity (ROE) | -0.58% |
| Return on Assets (ROA) | 3.28% |
| Return on Invested Capital (ROIC) | 10.46% |
| Return on Capital Employed (ROCE) | n/a |
| Weighted Average Cost of Capital (WACC) | 11.98% |
| Revenue Per Employee | $963,579 |
| Profits Per Employee | -$42,674 |
| Employee Count | 7,405 |
| Asset Turnover | 0.25 |
| Inventory Turnover | n/a |
Taxes
| Measure | Value |
|---|
| Income Tax | -43.60M |
| Effective Tax Rate | n/a |
Stockprice
| Measure | Value |
|---|
| Beta (5Y) | 1.63 |
| 52-Week Price Change | +17.64% |
| 50-Day Moving Average | 30.45 |
| 200-Day Moving Average | 27.98 |
| Relative Strength Index (RSI) | 38.65 |
| Average Volume (20 Days) | 5,038,678 |
Shortselling
| Measure | Value |
|---|
| Short Interest | 16.40M |
| Short Previous Month | 13.08M |
| Short % of Shares Out | 3.73% |
| Short % of Float | 4.63% |
| Short Ratio (days to cover) | 3.46 |
Incomestatement
| Measure | Value |
|---|
| Revenue | 7.14B |
| Gross Profit | 2.22B |
| Operating Income | 1.47B |
| Pretax Income | -125.90M |
| Net Income | -316.00M |
| EBITDA | 1.58B |
| EBIT | 1.47B |
| Loss Per Share | -$0.70 |
Balancesheet
| Measure | Value |
|---|
| Cash & Cash Equivalents | 965.50M |
| Total Debt | 1.28B |
| Net Cash | -315.80M |
| Net Cash Per Share | -$0.72 |
| Equity (Book Value) | 13.63B |
| Book Value Per Share | 28.74 |
| Working Capital | 965.50M |
Cashflow
| Measure | Value |
|---|
| Operating Cash Flow | 1.88B |
| Capital Expenditures | -84.30M |
| Depreciation & Amortization | 109.40M |
| Net Borrowing | 930.40M |
| Free Cash Flow | 1.79B |
| FCF Per Share | $4.08 |
Margins
| Measure | Value |
|---|
| Gross Margin | 31.06% |
| Operating Margin | 20.61% |
| Pretax Margin | -1.76% |
| Profit Margin | -1.10% |
| EBITDA Margin | 22.14% |
| EBIT Margin | 20.61% |
| FCF Margin | 25.13% |
Dividends
| Measure | Value |
|---|
| Dividend Per Share | $0.86 |
| Dividend Yield | 3.10% |
| Dividend Growth (YoY) | 2.40% |
| Years of Dividend Growth | 4 |
| Payout Ratio | n/a |
| FCF Payout Ratio | 21.08% |
| Buyback Yield | 1.04% |
| Shareholder Yield | 4.07% |
| Earnings Yield | -2.53% |
| FCF Yield | 14.42% |
Analystforecasts
| Measure | Value |
|---|
| Price Target | $34.86 |
| Price Target Difference | 25.53% |
| Analyst Consensus | Buy |
| Analyst Count | 15 |
| Revenue Growth Forecast (3Y) | -0.94% |
| EPS Growth Forecast (3Y) | 22.87% |
Stocksplits
| Measure | Value |
|---|
| Last Split Date | Nov 8, 2000 |
| Split Type | Forward |
| Split Ratio | 2.5:1 |
Scores
| Measure | Value |
|---|
| Altman Z-Score | n/a |
| Piotroski F-Score | 5 |
Fairvalue
| Measure | Value |
|---|
| Lynch Fair Value | n/a |
| Lynch Upside | n/a |
| Graham Number | n/a |
| Graham Upside | n/a |