IVZ Invesco Ltd

Price (delayed)

$29.6

Market cap

$13.12B

P/E Ratio

N/A

Dividend/share

$0.85

EPS

-$1.47

Enterprise value

$22.85B

Relative Growth: Rel. Growth:
Relative Strength: Rel. Strength:
Relative Valuation: Rel. Valuation:
Relative Profitability: Rel. Profitability: 37

Invesco Ltd. is one of the world's leading asset management firms serving clients in more than 120 countries. With US$2.2 trillion in assets under management as of March 31, 2026, ...

Highlights
The revenue is up by 8% year-on-year and by 3.4% since the previous quarter
Invesco's net income has increased by 8% from the previous quarter
The debt has grown by 16% YoY but it has contracted by 2.3% from the previous quarter
The equity has contracted by 17% YoY

Key stats

What are the main financial stats of IVZ

IVZ stock price

How has the Invesco stock price performed over time
Intraday
0.61%
1 week
-1.1%
1 month
12.16%
1 year
40.89%
YTD
12.68%
QTD
12.16%

Financial performance

How have Invesco's revenue and profit performed over time
Revenue
$6.59B
Gross profit
$6.59B
Operating income
-$639.8M
Net income
-$667M
Gross margin
100%
Net margin
-10.1%
IVZ's operating income has plunged by 171% YoY but it is up by 8% from the previous quarter
The company's operating margin has shrunk by 166% YoY but it rose by 11% QoQ
The net margin has grown by 11% from the previous quarter
The revenue is up by 8% year-on-year and by 3.4% since the previous quarter

Price vs fundamentals

How does IVZ's price correlate with its fundamentals

Growth

What is Invesco's growth rate over time

Valuation

What is Invesco stock price valuation
P/E
N/A
P/B
1.07
P/S
1.99
EV/EBIT
N/A
EV/EBITDA
N/A
EV/Sales
3.47
The EPS has increased by 8% from the previous quarter
IVZ's price to book (P/B) is 78% higher than its 5-year quarterly average of 0.6 and 34% higher than its last 4 quarters average of 0.8
The equity has contracted by 17% YoY
The P/S is 42% above the 5-year quarterly average of 1.4 and 24% above the last 4 quarters average of 1.6
The revenue is up by 8% year-on-year and by 3.4% since the previous quarter

Efficiency

How efficient is Invesco business performance
The ROS has plunged by 181% YoY but it has increased by 12% from the previous quarter
IVZ's return on invested capital has dropped by 173% year-on-year but it is up by 8% since the previous quarter
Invesco's return on assets has increased by 7% QoQ
The return on equity rose by 2.4% since the previous quarter

Dividends

What is IVZ's dividend history
DPS
$0.85
Dividend yield
2.85%
Payout ratio
N/A
Recent dividends

Special dividends are included in TTM DPS and yield

Financial health

How did Invesco financials performed over time
Invesco's total assets is 98% more than its total liabilities
The company's total liabilities rose by 10% YoY but it fell by 3.7% QoQ
Invesco's total assets has decreased by 4.7% YoY
The debt is 14% less than the equity
The debt to equity is up by 39% year-on-year but it has declined by 2.3% since the previous quarter
The equity has contracted by 17% YoY

All financial data is based on trailing twelve months (TTM) periods - updated quarterly, unless otherwise specified.