Invesco Ltd. IVZ
Invesco Ltd. (the Parent), along with its consolidated entities (collectively, Invesco or the company), is an independent investment management firm dedicated to delivering a superior investment experience. Our comprehensive range of active, passive and alternative investment capabilities has been constructed over many years to help clients achieve their investment objectives. We draw on this comprehensive range of capabilities to provide solutions designed to deliver key outcomes aligned to client needs.
With approximately 7,500 employees and an on-the-ground presence in more than 20 countries, Invesco is well positioned to meet the needs of investors across the globe. We have specialized investment teams managing investments across a broad range of asset classes, investment styles and geographies. For decades, individuals and institutions have viewed Invesco as a trusted partner for a comprehensive set of investment needs. We have a significant presence in the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East and Africa (EMEA) and Asia-Pacific (APAC), serving clients in more than 120 countries. As of December 31, 2025, the firm managed approximately $2.2 trillion in assets for investors around the world.
Valuation FY2025 figures against the last close
Where the revenue comes from as reported in the latest 10-K
Revenue by geography
- Americas
- Emea
- Apac
| Region | FY2025 | FY2024 | FY2023 |
|---|---|---|---|
| Americas | $4.77B | $4.65B | $4.38B |
| Emea | $1.32B | $1.14B | $1.07B |
| Apac | $295.3M | $270.9M | $263.8M |
As the company reported it, from the “SEGMENT AND GEOGRAPHIC INFORMATION - Revenue and Long-lived Assets (Details)” note of its latest 10-K. Every figure here has been checked against the total revenue the same filing reported. Regions are the filer's own and are not mapped onto a standard list — one company's “Americas” and another's “United States” are different areas, and making them look comparable would mean making at least one of them wrong. Slices under 1% are folded into “Other”.
Annual financial statements
Income statement
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B | $6.12B | $5.31B | $5.16B | $4.73B |
| SG&A | $576.5M | $594.7M | $567.6M | $493.6M | $424.1M | $480.8M | $404.2M | $324.4M | $306.9M | $294.4M |
| Total operating expenses | $7.07B | $5.23B | $6.15B | $4.73B | $5.11B | $5.23B | $5.31B | $4.11B | $3.88B | $3.58B |
| Operating income | -$695.7M | $832.1M | -$434.8M | $1.32B | $1.79B | $920.4M | $808.2M | $1.20B | $1.28B | $1.15B |
| Interest expense | $82.5M | $58.0M | $70.5M | $85.2M | $94.7M | $129.3M | $135.7M | $111.5M | $94.8M | $93.4M |
| Pre-tax income | -$379.4M | $1.01B | -$237.9M | $1.25B | $2.50B | $1.07B | $972.9M | $1.14B | $1.43B | $1.21B |
| Income tax | $204.6M | $252.9M | $69.7M | $322.2M | $531.1M | $261.6M | $235.1M | $255.0M | $268.2M | $338.3M |
| Net income | -$174.8M | $752.4M | -$168.2M | $683.9M | $1.39B | $524.8M | $564.7M | $882.8M | $1.13B | $854.2M |
| EPS, basic | -1.60 | 1.18 | -0.73 | 1.50 | 3.01 | 1.14 | 1.29 | 2.14 | 2.75 | 2.06 |
| EPS, diluted | -1.60 | 1.18 | -0.73 | 1.49 | 2.99 | 1.13 | 1.28 | 2.14 | 2.75 | 2.06 |
| Shares, diluted (wtd. avg.) | 455.0M | 457.7M | 456.2M | 459.5M | 465.4M | 462.5M | 440.5M | 412.5M | 409.9M | 415.0M |
Balance sheet
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | $1.04B | $986.5M | $1.47B | $1.43B | $2.15B | $1.84B | $1.70B | $1.15B | $2.01B | $1.33B |
| Property, plant and equipment | $378.9M | $479.0M | $599.5M | $561.1M | $518.1M | $563.8M | $583.5M | $468.7M | $490.7M | $464.7M |
| Goodwill | $8.48B | $8.32B | $8.69B | $8.56B | $8.88B | $8.92B | $8.51B | $7.16B | $6.59B | $6.13B |
| Other intangibles | $3.93B | $5.75B | $5.85B | $7.14B | $7.23B | $7.31B | $7.36B | $2.18B | $1.56B | $1.40B |
| Total assets | $27.09B | $27.01B | $28.93B | $29.76B | $32.69B | $36.50B | $39.42B | $30.98B | $31.67B | $25.73B |
| Long-term debt | $1.83B | $890.6M | $1.49B | $1.49B | $2.09B | $2.08B | $2.08B | $2.41B | $2.08B | $2.10B |
| Total liabilities | $14.09B | $11.34B | $13.02B | $12.91B | $16.01B | $21.48B | $24.72B | $21.65B | $22.47B | $17.84B |
| Retained earnings | $5.89B | $6.99B | $6.83B | $7.52B | $7.17B | $6.08B | $5.92B | $5.88B | $5.49B | $4.83B |
| Total equity | $12.23B | $14.56B | $15.17B | $15.84B | $16.17B | $14.81B | $14.32B | $8.94B | $8.96B | $7.61B |
Cash flow
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $1.53B | $1.19B | $1.30B | $703.2M | $1.08B | $1.23B | $1.12B | $828.8M | $1.16B | $654.0M |
| Depreciation and amortisation | $155.9M | $179.6M | $182.8M | $195.3M | $205.3M | $203.5M | $177.6M | $142.1M | $116.8M | $101.2M |
| Stock-based compensation | $80.0M | $104.6M | $114.6M | $106.2M | $140.1M | $188.5M | $207.5M | $172.4M | $175.3M | $159.7M |
| Capital expenditure | $84.3M | $69.1M | $164.3M | $192.9M | $108.8M | $115.0M | $124.3M | $102.5M | $111.7M | $147.7M |
| Investing cash flow | -$974.4M | $68.4M | -$244.3M | -$375.6M | -$847.9M | -$859.6M | -$1.43B | -$2.90B | -$974.4M | -$1.01B |
| Financing cash flow | -$149.5M | -$1.66B | -$585.4M | -$966.9M | $117.3M | -$285.9M | $201.3M | $1.54B | $169.0M | $470.1M |
| Dividends paid | $377.3M | $371.5M | $357.9M | $334.8M | $307.7M | $357.4M | $529.1M | $490.6M | $471.6M | $460.4M |
| Buybacks | $123.6M | $79.3M | $187.5M | $244.7M | $60.9M | $47.1M | $664.8M | $348.9M | $63.8M | $535.0M |
Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0000914208-26-000079.
Plot the figures US dollars
- Revenue
- Gross profit
- Net income
| Fiscal year | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.73B | $5.16B | $5.31B | $6.12B | $6.15B | $6.89B | $6.05B | $5.72B | $6.07B | $6.38B |
| Gross profit | — | — | — | — | — | — | — | — | — | — |
| Net income | $854.2M | $1.13B | $882.8M | $564.7M | $524.8M | $1.39B | $683.9M | -$168.2M | $752.4M | -$174.8M |
Recent filings and events
- Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
- Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
- Regulation FD disclosure Item 7.01
- Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
- Regulation FD disclosure Item 7.01
- Regulation FD disclosure Item 7.01
- Shareholder vote The results of the annual meeting or a special vote. Item 5.07
- Regulation FD disclosure Item 7.01
- Results announced Item 2.02
- Regulation FD disclosure Item 7.01
- Regulation FD disclosure Item 7.01
- Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.
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| AMG | AFFILIATED MANAGERS GROUP, INC. | $9.92B | 16.9x | 1.6% |