Invesco
IVZ NYSE· Asset Management & Custody Banks
Last close · Oct 26, 2026
$28.53
KIRA · Stoqly’s AI analyst, in plain words
- Invesco had $6.4B of revenue in fiscal 2025, up 5.1% on the year before. Over five years, revenue changed +0.7% a year on average.
- Its operating margin was −10.9%, down 24.6 pts: of every 100 in sales, about −11 is left after running the business.
- Invesco lost $726M in fiscal 2025.
- Free cash flow was $1.4B in fiscal 2025, 22.6% of revenue.
- Invesco returned $501M to shareholders in fiscal 2025, 35% of free cash flow. The diluted share count fell 0.6%.
- Invesco owes $788M more than it holds in cash.
Market cap
$13.0B
P/E
—
Revenue
$6.4B
Net income
−$726M
Free cash flow
$1.4B
Operating margin
−10.9%
Invesco in 30 seconds · fiscal 2025
Are sales growing?
+5.1%
Yes. Sales grew 5.1% last year.
Does it make a profit?
−11.4%
No. It lost money last year.
Does profit turn into cash?
22.6%
Yes. 22.6% of sales ends up as free cash.
What Invesco does
No business description yet.
- Fiscal year ends
- December 31, 2025
- Latest annual report
- 10-K · Feb 24, 2026
- Legal name
- Invesco Ltd.
- CIK
- 0000914208
Invesco · IVZ
Results and finances
The last 5 fiscal years. Amounts in USD.
| Fiscal year | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Sales and profit | |||||
| Revenue | $6.9B | $6.0B | $5.7B | $6.1B | $6.4B |
| Revenue growth | 12.2% | −12.3% | −5.5% | 6.1% | 5.1% |
| Operating margin | 25.9% | 21.8% | −7.6% | 13.7% | −10.9% |
| Net income | $1.4B | $684M | −$334M | $538M | −$726M |
| Net margin | 20.2% | 11.3% | −5.8% | 8.9% | −11.4% |
| Diluted EPS | $2.99 | $1.49 | −$0.73 | $1.18 | −$1.60 |
| Cash | |||||
| Cash from operations | $1.1B | $703M | $1.3B | $1.2B | $1.5B |
| Capital expenditure | $109M | $193M | $164M | $69.1M | $84.3M |
| Free cash flow | $969M | $510M | $1.1B | $1.1B | $1.4B |
| FCF margin | 14.1% | 8.4% | 19.9% | 18.5% | 22.6% |
| Dividends paid | $308M | $335M | $358M | $372M | $377M |
| Share buybacks | $60.9M | $245M | $188M | $79.3M | $124M |
| Share count change | 0.6% | −1.3% | −0.7% | 0.3% | −0.6% |
| Debt and strength | |||||
| Cash and short-term investments | $1.9B | $1.2B | $1.5B | $987M | $1.0B |
| Debt incl. finance leases | $2.1B | $1.5B | $1.5B | $891M | $1.8B |
| Shareholders' equity | $15.5B | $15.2B | $14.6B | $14.6B | $12.2B |
| Net debt / EBITDA | 0.1x | 0.2x | — | −0.1x | — |
| Interest coverage | 18.9x | 15.5x | −6.2x | 14.4x | −8.4x |
| Returns and quality | |||||
| Return on capital | 8.9% | 6.0% | −2.2% | 4.1% | −3.8% |
| Return on equity | 9.3% | 4.5% | −2.2% | 3.7% | −5.4% |
Insiders bought, 12 months
$0.0M
0 insiders
Insiders sold, 12 months
$11.0M
5 insiders
Of sales under plans
0%
$0.0M
How to read these numbers
- Revenue:
- Total sales reported in the income statement.
- Operating margin:
- Operating income as a share of revenue.
- Net income:
- Profit after all expenses, interest and tax.
- Free cash flow:
- Cash from operations minus capital spending.
- Net debt / EBITDA:
- Years of EBITDA needed to pay off net debt. Below zero means more cash than debt.
- Return on capital:
- After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
Invesco · IVZ
Charts and comparison
Ten years at a glance, and how it stacks up against similar companies.
Revenue
Net income
Margins, % of revenue
Cash vs debt (incl. leases)
Free cash flow
Dividends and buybacks
Similar companies
Each company’s latest fiscal year. Fiscal years end in different months, so periods don’t line up exactly.
| Company | Market cap | Growth | Op. margin | FCF margin | ROIC | P/E | F-score |
|---|---|---|---|---|---|---|---|
| Invesco IVZ | $13.0B | 5.1% | −10.9% | 22.6% | −3.8% | — | — |
| T. Rowe Price TROW | $22.2B | 3.1% | 29.9% | 20.2% | 21.7% | 10.4x | — |
| Brookfield Asset Management BAM | — | 21.0% | — | 43.4% | — | — | — |
| Carlyle Group CG | $14.2B | −11.9% | — | −70.6% | 13.7% | 40.4x | — |
| Ares Management ARES | — | 28.9% | — | — | — | — | — |
KIRA
At $28.53 a share, the company is worth $13.0B.
Invesco grew sales faster than 2 of its 4 similar companies.
Source: SEC EDGAR XBRL filings (CIK 0000914208). Data updated October 9, 2026. For information only — not investment advice. Check the original filings before relying on any figure.