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Invesco (IVZ) Financials

Invesco logo
$31.99 +0.63 (+2.01%)
As of 08/21/2026 03:58 PM Eastern
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Annual Income Statements for Invesco

Annual Income Statements for Invesco

This table shows Invesco's income and expenses over time, based on annual financial data. All values are USD millions unless otherwise specified.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024 12/31/2025
Net Income / (Loss) Attributable to Common Shareholders		 968 854 1,127 883 565 525 1,393 684 -334 538 -726
Consolidated Net Income / (Loss)		 964 868 1,161 883 738 808 1,969 926 -168 752 -175
Net Income / (Loss) Continuing Operations		 963 868 1,161 883 738 808 1,969 926 -168 752 -175
Total Pre-Tax Income 		1,362 1,207 1,429 1,138 973 1,069 2,501 1,248 -238 1,005 -379
Total Revenue		 5,101 4,734 -32 5,258 -107 6,154 -70 5,988 -23 6,068 -29
Net Interest Income / (Expense)		 -69 0.00 -81 -90 -107 -109 -70 -61 -23 0.90 -29
Total Interest Income		 13 0.00 13 21 29 21 25 24 48 59 54
Investment Securities Interest Income		 13 - 13 21 29 21 25 24 48 59 54
Total Interest Expense		 82 0.00 95 112 136 129 95 85 71 58 83
Long-Term Debt Interest Expense		 82 - 95 112 136 129 95 85 71 58 83
Total Non-Interest Income		 5,170 4,734 50 5,348 0.00 6,263 0.00 6,049 0.00 6,067 0.00
Total Non-Interest Expense		 3,737 3,549 -1,416 4,120 -958 5,085 -2,297 4,707 385 5,153 512
Salaries and Employee Benefits		 1,396 1,369 1,500 1,494 1,709 1,808 1,911 1,725 1,886 2,014 2,003
Net Occupancy & Equipment Expense		 312 327 365 411 494 512 526 447 450 474 450
Marketing Expense		 115 115 122 135 136 83 99 95 82 81 84
Other Operating Expenses		 1,942 1,702 -3,367 1,973 2,297 2,428 2,573 2,380 2,393 2,620 2,704
Amortization Expense		 - - - - 53 63 63 64 1,299 45 1,832
Restructuring Charge		 - -47 - - 620 - -66 - 42 - 0.00
Other Special Charges		 -27 83 -36 107 -6,267 191 -7,404 -3.00 -5,767 -82 -6,561
Nonoperating Income / (Expense), net		 - 12 - - 122 - 273 -33 169 91 161
Income Tax Expense		 398 338 268 255 235 262 531 322 -70 253 -205
Preferred Stock Dividends Declared		 - - 0.00 0.00 124 237 237 237 237 237 445
Net Income / (Loss) Attributable to Noncontrolling Interest		 -4.00 14 34 0.30 50 46 340 4.80 -71 -22 107
Basic Earnings per Share		 $2.26 $2.06 $2.75 $2.14 $1.29 $1.14 $3.01 $1.50 ($0.73) $1.18 ($1.60)
Weighted Average Basic Shares Outstanding		 428.90M 414.70M 409.90M 412.50M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M 443.67M
Diluted Earnings per Share		 $2.26 $2.06 $2.75 $2.14 $1.28 $1.13 $2.99 $1.49 ($0.73) $1.18 ($1.60)
Weighted Average Diluted Shares Outstanding		 428.90M 414.70M 409.90M 412.50M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M 443.67M
Weighted Average Basic & Diluted Shares Outstanding		 428.90M 414.70M 409.90M 412.50M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M 443.67M
Cash Dividends to Common per Share		 $1.06 $1.11 $1.15 $1.19 $1.23 $0.78 $0.67 $0.73 $0.79 $0.82 $0.84

Quarterly Income Statements for Invesco

This table shows Invesco's income and expenses over time, based on quarterly financial data. All values are USD millions unless otherwise specified.

Metric Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026
Period end date 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025 6/30/2025 9/30/2025 12/31/2025 3/31/2026 6/30/2026
Net Income / (Loss) Attributable to Common Shareholders		 -742 142 132 55 209 171 224 301 -1,186 230 345
Consolidated Net Income / (Loss)		 -667 214 196 104 239 267 197 356 -996 219 339
Net Income / (Loss) Continuing Operations		 -667 214 196 104 239 267 218 356 -996 219 339
Total Pre-Tax Income 		-934 283 260 145 317 345 274 347 -1,345 300 455
Total Revenue		 1,369 1,472 1,478 1,513 3,060 1,527 1,611 1,625 -4,757 1,729 1,812
Net Interest Income / (Expense)		 4.50 -3.50 -5.30 -2.50 12 -1.80 11 -15 -1.40 -15 -14
Total Interest Income		 21 12 11 11 25 11 11 11 22 9.20 9.90
Investment Securities Interest Income		 21 12 11 11 25 11 11 11 22 9.20 9.90
Total Interest Expense		 17 16 16 13 12 13 0.00 26 23 24 24
Long-Term Debt Interest Expense		 17 16 16 13 12 13 - 26 23 24 24
Total Non-Interest Income		 1,365 1,475 1,483 1,515 3,048 1,529 1,600 1,640 -4,756 1,745 1,826
Other Non-Interest Income		 - 1,475 1,483 1,515 - 1,529 1,516 1,640 - 1,745 1,826
Provision for Credit Losses		 - - - - - - - - - - -35
Total Non-Interest Expense		 2,418 1,232 1,236 1,398 2,803 1,178 1,316 1,313 -3,280 1,463 1,497
Salaries and Employee Benefits		 469 473 452 625 464 465 510 522 506 513 547
Net Occupancy & Equipment Expense		 116 118 116 119 121 114 118 109 109 105 109
Marketing Expense		 20 18 21 19 24 17 23 20 24 37 37
Other Operating Expenses		 624 643 676 640 662 646 640 710 708 749 761
Amortization Expense		 1,260 11 11 11 11 10 9.70 9.00 1,804 8.10 8.10
Other Special Charges		 - -31 -41 -17 1,522 -74 14 -57 - 52 36
Nonoperating Income / (Expense), net		 - 43 18 30 - -4.70 - 34 - 34 106
Income Tax Expense		 -266 69 64 42 79 78 77 -9.70 -350 81 117
Preferred Stock Dividends Declared		 59 59 59 59 59 59 - 44 125 38 37
Net Income / (Loss) Attributable to Noncontrolling Interest		 16 14 4.50 -11 -30 37 -6.00 11 65 -50 -43
Basic Earnings per Share		 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38 ($0.03) $0.67 ($2.62) $0.51 $0.77
Weighted Average Basic Shares Outstanding		 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M 441.50M
Diluted Earnings per Share		 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38 ($0.03) $0.66 ($2.61) $0.51 $0.76
Weighted Average Diluted Shares Outstanding		 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M 441.50M
Weighted Average Basic & Diluted Shares Outstanding		 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M 441.50M

Annual Cash Flow Statements for Invesco

This table details how cash moves in and out of Invesco's business through operations, investing, and financing, using annual figures. All values are USD millions unless otherwise specified.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024 12/31/2025
Net Change in Cash & Equivalents		 412 118 352 -530 -115 85 348 -639 471 -403 401
Net Cash From Operating Activities		 1,128 654 1,158 829 1,117 1,230 1,078 703 1,301 1,190 1,525
Net Cash From Continuing Operating Activities		 1,128 654 1,158 829 1,117 1,230 1,078 703 1,301 1,190 1,525
Net Income / (Loss) Continuing Operations		 964 868 1,161 883 738 808 1,969 926 -168 752 -175
Consolidated Net Income / (Loss)		 964 868 1,161 883 738 808 1,969 926 -168 752 -175
Depreciation Expense		 94 101 117 142 178 204 205 195 183 180 156
Non-Cash Adjustments to Reconcile Net Income		 54 -327 -141 -143 16 288 -802 -46 1,459 112 1,761
Changes in Operating Assets and Liabilities, net		 17 12 21 -53 185 -68 -294 -372 -173 146 -216
Net Cash From Investing Activities		 -665 -1,006 -974 -2,899 -1,433 -860 -848 -376 -244 68 -974
Net Cash From Continuing Investing Activities		 -665 -1,006 -974 -2,899 -1,433 -860 -848 -376 -244 68 -974
Purchase of Property, Leasehold Improvements and Equipment		 -125 -148 -112 -103 -124 -115 -109 -193 -164 -69 -84
Purchase of Investment Securities		 -4,821 -3,987 -6,186 -6,175 -5,157 -4,702 -6,173 -2,935 -3,233 -4,428 -5,397
Divestitures		 - - - - - - - - 0.00 0.00 237
Sale and/or Maturity of Investments		 4,281 3,105 5,323 3,379 3,856 3,952 5,456 2,769 3,162 4,607 4,270
Other Investing Activities, net		 - 23 - - -7.40 5.50 -22 -17 -8.30 -41 0.60
Net Cash From Financing Activities		 -52 470 169 1,540 201 -286 117 -967 -585 -1,662 -150
Net Cash From Continuing Financing Activities		 -52 470 169 1,540 201 -286 117 -967 -585 -1,662 -150
Issuance of Debt		 2,587 1,357 2,812 2,795 3,349 1,268 3,412 30 703 3,758 8,651
Repayment of Debt		 -1,584 -185 -2,452 -1,061 -2,170 -813 -2,509 -605 -452 -4,681 -6,376
Repurchase of Preferred Equity		 - - - - - - - - 0.00 0.00 -1,740
Repurchase of Common Equity		 -624 -535 -64 -52 -470 -47 -61 -245 -188 -79 -124
Payment of Dividends		 -455 -460 -472 -491 -653 -594 -545 -572 -595 -608 -582
Other Financing Activities, Net		 24 294 344 349 145 -99 -180 424 -54 -51 21
Cash Interest Paid		 68 81 85 101 99 93 86 67 68 54 77
Cash Interest Received		 8.80 5.80 3.10 8.90 9.20 2.70 0.70 8.70 31 36 28
Cash Income Taxes Paid		 389 299 257 322 194 224 432 301 195 236 239

Quarterly Cash Flow Statements for Invesco

This table details how cash moves in and out of Invesco's business through operations, investing, and financing, using quarterly figures. All values are USD millions unless otherwise specified.

Metric Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026
Period end date 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025 6/30/2025 9/30/2025 12/31/2025 3/31/2026 6/30/2026
Net Change in Cash & Equivalents		 342 -490 122 57 -93 353 -452 41 460 -249 -92
Net Cash From Operating Activities		 714 -54 489 438 317 -85 548 606 456 213 734
Net Cash From Continuing Operating Activities		 714 -54 489 438 317 -85 548 606 456 213 734
Net Income / (Loss) Continuing Operations		 -667 214 196 104 239 267 197 356 -996 219 339
Consolidated Net Income / (Loss)		 -667 214 196 104 239 267 197 356 -996 219 339
Depreciation Expense		 46 45 46 44 44 42 40 38 36 33 32
Non-Cash Adjustments to Reconcile Net Income		 1,576 11 55 -23 69 124 -49 25 1,660 187 -92
Changes in Operating Assets and Liabilities, net		 -241 -324 192 314 -35 -518 359 187 -245 -227 455
Net Cash From Investing Activities		 -262 -287 345 28 -17 -92 -275 -255 -352 -733 -706
Net Cash From Continuing Investing Activities		 -262 -287 345 28 -17 -92 -275 -255 -352 -733 -706
Purchase of Property, Leasehold Improvements and Equipment		 -40 -21 -27 -28 7.00 -23 -18 -20 -24 -14 -31
Purchase of Investment Securities		 -1,166 -509 -1,191 -1,529 -1,198 -829 -1,109 -1,152 -2,308 -1,459 -1,787
Sale and/or Maturity of Investments		 943 245 1,602 1,585 1,174 761 851 919 1,740 740 1,112
Net Cash From Financing Activities		 -110 -148 -712 -409 -393 529 -725 -310 356 271 -121
Net Cash From Continuing Financing Activities		 -110 -148 -712 -409 -393 529 -725 -310 356 271 -121
Issuance of Debt		 158 1,305 439 528 1,487 1,892 2,840 1,305 2,615 3,182 1,308
Repayment of Debt		 -136 -1,339 -937 -720 -1,685 -1,135 -2,244 -1,492 -1,505 -2,986 -1,279
Repurchase of Common Equity		 -4.40 -20 -2.70 -30 -26 -43 -26 -29 -26 -69 -50
Payment of Dividends		 -149 -149 -152 -155 -152 -152 -152 -139 -139 -134 -134
Other Financing Activities, Net		 21 56 -59 -32 -17 -33 6.50 46 0.90 278 35

Annual Balance Sheets for Invesco

This table presents Invesco's assets and liabilities at the end of each period, using annual balance sheet data. All values are USD millions unless otherwise specified.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024 12/31/2025
Total Assets		 25,073 25,734 31,669 30,978 39,420 36,504 32,686 29,757 28,934 27,009 27,094
Cash and Due from Banks		 2,215 2,070 2,518 1,148 1,701 1,710 2,147 1,434 1,469 987 1,038
Trading Account Securities		 1,019 795 675 614 830 827 926 997 919 1,240 1,381
Loans and Leases, Net of Allowance		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Premises and Equipment, Net		 427 465 491 469 584 564 518 561 600 479 379
Goodwill		 6,176 6,129 6,591 7,157 8,509 8,916 8,883 8,558 8,692 8,318 8,477
Intangible Assets		 1,354 1,399 1,559 2,176 7,358 7,306 7,228 7,141 5,848 5,749 3,927
Other Assets		 7,831 6,651 7,392 7,373 9,603 9,599 11,090 10,397 11,406 10,236 11,892
Total Liabilities & Shareholders' Equity		 25,073 25,734 31,669 30,978 39,420 36,504 32,686 29,757 28,934 27,009 27,094
Total Liabilities		 16,210 17,839 22,470 21,646 24,719 21,483 16,007 12,915 13,018 11,340 14,089
Long-Term Debt		 7,510 6,506 6,876 7,635 8,315 8,797 9,421 8,078 9,103 7,744 10,793
Other Long-Term Liabilities		 563 983 1,670 714 2,479 2,112 4,692 3,307 3,914 1,282 3,296
Commitments & Contingencies		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Redeemable Noncontrolling Interest		 167 284 243 396 384 212 511 999 746 545 75
Total Equity & Noncontrolling Interests		 8,696 7,612 8,956 8,936 14,318 14,809 16,168 15,844 15,170 15,124 12,930
Total Preferred & Common Equity		 7,885 7,504 8,696 8,579 13,863 14,362 15,496 15,214 14,598 14,560 12,231
Preferred Stock		 - - - 0.00 4,011 4,011 4,011 4,011 4,011 4,011 2,511
Total Common Equity		 7,885 7,504 8,696 8,579 9,852 10,351 11,485 11,203 10,587 10,549 9,721
Common Stock		 6,296 6,326 6,380 6,433 7,974 7,925 7,801 7,668 7,565 7,448 7,382
Retained Earnings		 4,440 4,833 5,489 5,885 5,918 6,085 7,169 7,518 6,827 6,990 5,887
Treasury Stock		 -2,404 -2,846 -2,782 -3,004 -3,453 -3,254 -3,044 -3,041 -3,003 -2,853 -2,826
Accumulated Other Comprehensive Income / (Loss)		 -446 -809 -391 -735 -587 -405 -442 -942 -802 -1,036 -723
Noncontrolling Interest		 810 108 260 357 456 447 672 630 573 564 699

Quarterly Balance Sheets for Invesco

This table presents Invesco's assets and liabilities at the end of each period, using quarterly balance sheet data. All values are USD millions unless otherwise specified.

Metric Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q1 2026 Q2 2026
Period end date 9/30/2023 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025 6/30/2025 9/30/2025 3/31/2026 6/30/2026
Total Assets		 29,432 28,934 28,077 27,168 27,503 27,009 28,144 28,497 28,439 26,835 27,473
Cash and Due from Banks		 1,555 1,469 1,426 1,541 1,639 987 822 923 973 807 915
Trading Account Securities		 933 919 964 980 1,129 1,240 1,076 1,129 1,164 1,321 1,455
Loans and Leases, Net of Allowance		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Premises and Equipment, Net		 586 600 584 574 580 479 458 454 388 365 370
Goodwill		 8,569 8,692 8,621 8,606 8,730 8,318 8,373 8,583 8,460 8,416 8,400
Intangible Assets		 7,100 5,848 5,832 5,819 5,817 5,749 5,747 5,751 5,731 3,916 3,906
Other Assets		 10,280 11,406 10,651 9,647 9,607 10,236 11,668 11,657 11,723 12,010 12,427
Total Liabilities & Shareholders' Equity		 29,432 28,934 28,077 27,168 27,503 27,009 28,144 28,497 28,439 26,835 27,473
Total Liabilities		 12,840 13,018 12,224 11,402 11,596 11,340 12,356 13,538 13,647 13,572 14,003
Long-Term Debt		 8,471 9,103 8,628 7,561 7,453 7,744 9,069 10,076 9,939 10,540 10,632
Other Long-Term Liabilities		 1,936 3,914 1,823 1,888 1,801 3,596 2,744 1,313 2,815 2,453 3,371
Commitments & Contingencies		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Redeemable Noncontrolling Interest		 754 746 668 569 581 545 546 532 151 325 363
Total Equity & Noncontrolling Interests		 15,838 15,170 15,185 15,197 15,326 15,124 15,242 14,427 14,642 12,937 13,107
Total Preferred & Common Equity		 15,254 14,598 14,555 14,585 14,754 14,560 14,699 13,873 14,006 12,255 12,472
Preferred Stock		 4,011 4,011 4,011 4,011 4,011 4,011 4,011 3,011 3,011 2,511 2,511
Total Common Equity		 11,243 10,587 10,544 10,575 10,744 10,549 10,688 10,863 10,995 9,745 9,961
Common Stock		 7,556 7,565 7,428 7,430 7,438 7,448 7,349 7,363 7,367 7,291 7,315
Retained Earnings		 7,659 6,827 6,878 6,917 6,874 6,990 7,069 6,961 7,168 6,022 6,270
Treasury Stock		 -3,011 -3,003 -2,864 -2,850 -2,832 -2,853 -2,782 -2,798 -2,804 -2,769 -2,813
Accumulated Other Comprehensive Income / (Loss)		 -961 -802 -897 -922 -737 -1,036 -948 -664 -736 -799 -812
Noncontrolling Interest		 584 573 630 612 572 564 543 554 636 682 635

Annual Metrics And Ratios for Invesco

This table displays calculated financial ratios and metrics derived from Invesco's official financial filings.

Metric 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Period end date 12/31/2015 12/31/2016 12/31/2017 12/31/2018 12/31/2019 12/31/2020 12/31/2021 12/31/2022 12/31/2023 12/31/2024 12/31/2025
Growth Metrics		 - - - - - - - - - - -
Profitability Metrics		 - - - - - - - - - - -
Valuation Ratios		 - - - - - - - - - - -
Leverage & Solvency		 - - - - - - - - - - -
Liquidity Ratios		 - - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - - -
Efficiency Ratios		 - - - - - - - - - - -
Capital & Investment Metrics		 - - - - - - - - - - -
Earnings Adjustments		 - - - - - - - - - - -
Adjusted Basic Earnings per Share		 $2.26 $2.06 $2.75 $2.14 $1.29 $1.14 $3.01 $1.50 ($0.73) $1.18 ($1.60)
Adjusted Weighted Average Basic Shares Outstanding		 416.42M 403.84M 407.15M 397.07M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M 443.67M
Adjusted Diluted Earnings per Share		 $2.26 $2.06 $2.75 $2.14 $1.28 $1.13 $2.99 $1.49 ($0.73) $1.18 ($1.60)
Adjusted Weighted Average Diluted Shares Outstanding		 416.42M 403.84M 407.15M 397.07M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M 443.67M
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $1.29 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 416.42M 403.84M 407.15M 397.07M 453.40M 459.07M 460.75M 454.75M 449.20M 447.60M 443.67M
Debt Service Ratios		 - - - - - - - - - - -
Payout Ratios		 - - - - - - - - - - -

Quarterly Metrics And Ratios for Invesco

This table displays calculated financial ratios and metrics derived from Invesco's official financial filings.

Metric Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026
Period end date 12/31/2023 3/31/2024 6/30/2024 9/30/2024 12/31/2024 3/31/2025 6/30/2025 9/30/2025 12/31/2025 3/31/2026 6/30/2026
DEI Shares Outstanding		 - - - - - - - - - 443,296,629.00 441,499,780.00
DEI Adjusted Shares Outstanding		 - - - - - - - - - 443,296,629.00 441,499,780.00
DEI Earnings Per Adjusted Shares Outstanding		 - - - - - - - - - 0.49 0.77
Growth Metrics		 - - - - - - - - - - -
Revenue Growth		 -6.88% 7.51% 1.62% -100.17% 123.54% 3.78% 6.61% 7.42% - 13.23% 12.49%
EBITDA Growth		 -346.35% 28.58% 10.46% -41.70% 130.03% 37.13% 8.90% 121.17% - -23.34% 13.90%
EBIT Growth		 -392.69% 35.81% 13.05% -50.13% 124.50% 45.61% 13.20% 172.62% - -23.74% 18.47%
NOPAT Growth		 -317.24% 46.19% 19.16% -51.46% 136.53% 49.04% 8.04% 292.51% - -28.19% 31.80%
Net Income Growth		 -321.78% 29.19% 19.16% -38.59% 135.78% 24.79% 0.77% 244.02% - -18.03% 71.68%
EPS Growth		 -497.56% -3.13% 0.00% -58.62% 128.22% 22.58% -110.34% 450.00% - 34.21% 2,633.33%
Operating Cash Flow Growth		 54.11% 44.99% 47.63% 23.81% -55.63% -55.51% 12.02% 38.28% - 351.30% 34.00%
Free Cash Flow Firm Growth		 -150.83% -21.91% 1,030.36% 603.72% 345.21% -113.57% -177.99% -158.83% - 1,289.60% 178.98%
Invested Capital Growth		 0.40% -2.36% -7.00% -6.79% -6.42% 1.54% 7.33% 5.87% - -4.24% -3.73%
Revenue Q/Q Growth		 -5.21% 134.54% -1.26% -100.17% 122,512.00% -50.09% 3.16% 3.14% - 136.36% 4.77%
EBITDA Q/Q Growth		 -468.44% 131.05% -6.62% -48.19% 89.79% 29.85% -19.59% 11.61% - 120.81% 27.35%
EBIT Q/Q Growth		 -556.22% 125.65% -8.13% -55.87% 124.15% 35.98% -21.51% 13.96% - 118.05% 31.13%
NOPAT Q/Q Growth		 -487.34% 132.78% -8.54% -58.20% 191.47% 13.51% -27.14% 62.84% - 120.66% 33.71%
Net Income Q/Q Growth		 -495.44% 132.11% -8.54% -47.12% 130.41% 11.98% -26.15% 80.55% - 122.00% 54.68%
EPS Q/Q Growth		 -662.07% 119.02% -6.45% -58.62% 283.33% -17.39% -107.89% 2,300.00% - 119.54% 49.02%
Operating Cash Flow Q/Q Growth		 101.72% -107.62% 999.08% -10.37% -27.71% -126.70% 747.64% 10.64% - -53.36% 245.34%
Free Cash Flow Firm Q/Q Growth		 -112.43% 409.23% 142.15% -8.52% 3.41% -105.69% -1,339.92% 30.53% - 194.10% -4.41%
Invested Capital Q/Q Growth		 -0.17% -0.19% -4.71% 0.14% 0.23% 6.17% 0.72% -1.22% - 0.02% 1.26%
Profitability Metrics		 - - - - - - - - - - -
EBITDA Margin		 -73.26% 21.66% 20.48% 0.00% 9.84% 25.61% 19.96% 21.60% - 17.34% 21.07%
EBIT Margin		 -76.65% 18.68% 17.38% 0.00% 8.40% 22.89% 17.41% 19.24% - 15.42% 19.29%
Profit (Net Income) Margin		 -48.73% 14.14% 13.10% 0.00% 7.80% 17.50% 12.53% 21.93% - 12.67% 18.70%
Tax Burden Percent		 71.46% 75.72% 75.38% 71.40% 75.20% 77.50% 71.94% 102.80% - 72.98% 74.42%
Interest Burden Percent		 88.96% 100.00% 100.00% 126.50% 123.45% 98.66% 100.00% 110.87% - 112.60% 130.26%
Effective Tax Rate		 0.00% 24.28% 24.62% 28.60% 24.80% 22.50% 28.06% -2.80% - 27.02% 25.58%
Return on Invested Capital (ROIC)		 -10.88% 0.05% 0.06% 0.00% 1.95% 4.40% 3.22% 5.21% - 0.08% 0.22%
ROIC Less NNEP Spread (ROIC-NNEP)		 -11.04% 0.05% 0.06% 0.00% 1.95% 4.36% 3.22% 5.61% - 0.33% 0.98%
Return on Net Nonoperating Assets (RNNOA)		 -5.79% 0.02% 0.03% 0.00% 1.04% 2.44% 1.85% 3.18% - 0.22% 0.71%
Return on Equity (ROE)		 -16.68% 0.07% 0.09% -0.94% 3.00% 6.84% 5.07% 8.39% - 0.30% 0.93%
Cash Return on Invested Capital (CROIC)		 -1.54% 1.85% 6.79% 6.32% 9.46% 1.61% -3.73% -1.30% - 2.54% 3.11%
Operating Return on Assets (OROA)		 -14.87% 0.05% 0.07% 0.00% 1.82% 4.99% 3.89% 4.36% - 0.10% 0.26%
Return on Assets (ROA)		 -9.45% 0.04% 0.05% 0.00% 1.69% 3.81% 2.80% 4.97% - 0.08% 0.25%
Return on Common Equity (ROCE)		 -11.09% 0.05% 0.06% -0.64% 2.01% 4.59% 3.54% 5.94% - 0.21% 0.68%
Return on Equity Simple (ROE_SIMPLE)		 0.00% -0.82% -0.61% -1.04% 0.00% 5.48% 5.82% 7.57% - -1.82% -0.65%
Net Operating Profit after Tax (NOPAT)		 -653 214 196 82 239 271 197 321 - 195 260
NOPAT Margin		 -47.73% 14.14% 13.10% 0.00% 7.80% 17.74% 12.53% 19.78% - 11.25% 14.36%
Net Nonoperating Expense Percent (NNEP)		 0.16% 0.00% 0.00% -0.27% 0.00% 0.04% 0.00% -0.40% - -0.25% -0.76%
SG&A Expenses to Revenue		 44.18% 40.17% 39.40% 0.00% 19.89% 38.99% 41.36% 40.05% - 37.86% 38.23%
Operating Expenses to Revenue		 176.65% 81.32% 82.62% 0.00% 91.60% 77.11% 82.59% 80.76% - 84.58% 82.64%
Earnings before Interest and Taxes (EBIT)		 -1,049 283 260 115 257 350 274 313 - 267 350
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)		 -1,003 328 306 159 301 391 315 351 - 300 382
Valuation Ratios		 - - - - - - - - - - -
Price to Book Value (P/BV)		 0.71 0.71 0.64 0.74 0.74 0.64 0.65 0.93 - 1.11 1.17
Price to Tangible Book Value (P/TBV)		 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 - 0.00 0.00
Price to Revenue (P/Rev)		 1.32 89.75 62.89 0.00 1.28 1.11 1.13 1.62 - 62.15 31.23
Price to Earnings (P/E)		 0.00 0.00 0.00 0.00 14.44 11.96 16.69 15.29 - 0.00 0.00
Dividend Yield		 4.69% 4.82% 5.38% 4.61% 4.71% 5.41% 5.23% 3.62% - 3.46% 3.20%
Earnings Yield		 0.00% 0.00% 0.00% 0.00% 6.93% 8.36% 5.99% 6.54% - 0.00% 0.00%
Enterprise Value to Invested Capital (EV/IC)		 0.82 0.82 0.77 0.81 0.84 0.81 0.81 0.93 - 1.01 1.03
Enterprise Value to Revenue (EV/Rev)		 3.60 240.30 167.67 0.00 3.24 3.29 3.26 3.63 - 138.57 66.53
Enterprise Value to EBITDA (EV/EBITDA)		 0.00 0.00 0.00 0.00 17.95 16.78 16.57 16.21 - 0.00 0.00
Enterprise Value to EBIT (EV/EBIT)		 0.00 0.00 0.00 0.00 21.48 19.66 19.23 18.33 - 0.00 0.00
Enterprise Value to NOPAT (EV/NOPAT)		 0.00 0.00 0.00 0.00 28.70 26.05 25.16 21.70 - 0.00 0.00
Enterprise Value to Operating Cash Flow (EV/OCF)		 15.76 14.84 11.94 11.89 16.51 17.36 16.67 16.58 - 13.18 12.41
Enterprise Value to Free Cash Flow (EV/FCFF)		 0.00 43.60 10.92 12.33 8.57 50.72 0.00 0.00 - 38.89 32.66
Leverage & Solvency		 - - - - - - - - - - -
Debt to Equity		 0.57 0.54 0.48 0.47 0.49 0.57 0.67 0.67 - 0.79 0.79
Long-Term Debt to Equity		 0.57 0.54 0.48 0.47 0.49 0.57 0.67 0.67 - 0.79 0.79
Financial Leverage		 0.52 0.52 0.49 0.49 0.53 0.56 0.57 0.57 - 0.68 0.73
Leverage Ratio		 1.79 1.77 1.74 1.75 1.77 1.78 1.81 1.82 - 1.89 1.97
Compound Leverage Factor		 1.59 1.77 1.74 2.22 2.19 1.75 1.81 2.02 - 2.13 2.56
Debt to Total Capital		 36.39% 35.24% 32.41% 31.91% 33.08% 36.49% 40.25% 40.19% - 44.28% 44.11%
Short-Term Debt to Total Capital		 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% - 0.00% 0.00%
Long-Term Debt to Total Capital		 36.39% 35.24% 32.41% 31.91% 33.08% 36.49% 40.25% 40.19% - 44.28% 44.11%
Preferred Equity to Total Capital		 16.03% 16.38% 17.19% 17.17% 17.13% 16.13% 12.03% 12.17% - 10.55% 10.42%
Noncontrolling Interests to Total Capital		 5.27% 5.30% 5.06% 4.93% 4.74% 4.38% 4.34% 3.18% - 4.23% 4.14%
Common Equity to Total Capital		 42.32% 43.07% 45.33% 45.99% 45.06% 43.00% 43.39% 44.46% - 40.94% 41.33%
Debt to EBITDA		 -40.57 -68.80 -78.44 -35.51 7.08 7.56 8.22 7.01 - -22.17 -22.91
Net Debt to EBITDA		 -34.02 -57.44 -62.45 -27.70 6.18 6.87 7.47 6.32 - -20.47 -20.94
Long-Term Debt to EBITDA		 -40.57 -68.80 -78.44 -35.51 7.08 7.56 8.22 7.01 - -22.17 -22.91
Debt to NOPAT		 -31.94 -64.63 -67.22 -43.35 11.31 11.73 12.49 9.38 - -24.17 -62.48
Net Debt to NOPAT		 -26.78 -53.95 -53.52 -33.82 9.87 10.67 11.34 8.46 - -22.32 -57.10
Long-Term Debt to NOPAT		 -31.94 -64.63 -67.22 -43.35 11.31 11.73 12.49 9.38 - -24.17 -62.48
Noncontrolling Interest Sharing Ratio		 33.48% 33.02% 32.58% 32.34% 33.08% 32.89% 30.23% 29.19% - 29.66% 26.75%
Liquidity Ratios		 - - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - - -
Free Cash Flow to Firm (FCFF)		 -753 806 1,951 1,785 1,846 -105 -1,511 -1,050 - 1,249 1,194
Operating Cash Flow to CapEx		 1,772.46% -259.05% 1,831.84% 1,543.66% 0.00% -361.54% 3,130.86% 3,061.62% - 1,497.18% 2,407.21%
Free Cash Flow to Firm to Interest Expense		 -44.80 50.67 119.69 133.19 148.84 -8.01 -73.01 -40.85 - 51.38 50.57
Operating Cash Flow to Interest Expense		 42.52 -3.42 30.01 32.72 25.56 -6.46 26.47 23.59 - 8.75 31.11
Operating Cash Flow Less CapEx to Interest Expense		 40.12 -4.74 28.37 30.60 26.12 -8.24 25.62 22.82 - 8.16 29.82
Efficiency Ratios		 - - - - - - - - - - -
Asset Turnover		 0.19 0.00 0.00 0.00 0.22 0.22 0.22 0.23 - 0.01 0.01
Fixed Asset Turnover		 9.81 0.14 0.18 0.00 11.25 11.75 12.10 13.09 - 0.42 0.91
Capital & Investment Metrics		 - - - - - - - - - - -
Invested Capital		 25,019 24,481 23,327 23,360 23,413 24,857 25,035 24,731 - 23,803 24,102
Invested Capital Turnover		 0.23 0.00 0.00 0.00 0.25 0.25 0.26 0.26 - 0.01 0.02
Increase / (Decrease) in Invested Capital		 99 -592 -1,755 -1,703 -1,607 376 1,709 1,371 - -1,054 -933
Enterprise Value (EV)		 20,506 19,969 17,940 18,879 19,645 20,137 20,308 22,993 - 24,028 24,924
Market Capitalization		 7,543 7,458 6,729 7,903 7,769 6,790 7,058 10,230 - 10,777 11,699
Book Value per Share		 $23.55 $23.44 $23.51 $23.87 $23.47 $23.88 $24.27 $24.65 - $21.96 $22.47
Tangible Book Value per Share		 ($8.79) ($8.69) ($8.56) ($8.45) ($7.83) ($7.67) ($7.76) ($7.17) - ($5.83) ($5.29)
Total Capital		 25,019 24,481 23,327 23,360 23,413 24,857 25,035 24,731 - 23,803 24,102
Total Debt		 9,103 8,628 7,561 7,453 7,744 9,069 10,076 9,939 - 10,540 10,632
Total Long-Term Debt		 9,103 8,628 7,561 7,453 7,744 9,069 10,076 9,939 - 10,540 10,632
Net Debt		 7,634 7,202 6,020 5,814 6,757 8,248 9,154 8,966 - 9,733 9,716
Capital Expenditures (CapEx)		 40 21 27 28 -7.00 23 18 20 - 14 31
Net Nonoperating Expense (NNE)		 14 0.00 0.00 -22 0.00 3.64 0.00 -35 - -25 -79
Net Nonoperating Obligations (NNO)		 9,103 8,628 7,561 7,453 7,744 9,069 10,076 9,939 - 10,540 10,632
Total Depreciation and Amortization (D&A)		 46 45 46 44 44 42 40 38 - 33 32
Earnings Adjustments		 - - - - - - - - - - -
Adjusted Basic Earnings per Share		 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38 ($0.03) $0.67 ($2.62) $0.51 $0.77
Adjusted Weighted Average Basic Shares Outstanding		 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M 441.50M
Adjusted Diluted Earnings per Share		 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38 ($0.03) $0.66 ($2.61) $0.51 $0.76
Adjusted Weighted Average Diluted Shares Outstanding		 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M 441.50M
Adjusted Basic & Diluted Earnings per Share		 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Adjusted Weighted Average Basic & Diluted Shares Outstanding		 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M 441.50M
Normalized Net Operating Profit after Tax (NOPAT)		 -653 191 165 -1,012 1,383 214 197 179 - 232 287
Normalized NOPAT Margin		 -47.73% 12.62% 11.04% 0.00% 45.20% 13.98% 12.53% 11.01% - 13.42% 15.84%
Pre Tax Income Margin		 -68.19% 18.68% 17.38% 0.00% 10.37% 22.58% 17.41% 21.33% - 17.36% 25.13%
Debt Service Ratios		 - - - - - - - - - - -
EBIT to Interest Expense		 -62.46 17.79 15.94 8.56 20.73 26.69 13.26 12.17 - 10.97 14.81
NOPAT to Interest Expense		 -38.90 13.47 12.02 6.11 19.25 20.68 9.54 12.51 - 8.01 11.02
EBIT Less CapEx to Interest Expense		 -64.86 16.47 14.31 6.44 21.30 24.90 12.41 11.40 - 10.39 13.52
NOPAT Less CapEx to Interest Expense		 -41.29 12.15 10.38 3.99 19.81 18.90 8.69 11.74 - 7.42 9.73
Payout Ratios		 - - - - - - - - - - -
Dividend Payout Ratio		 -353.57% -500.17% -680.07% -394.85% 80.85% 75.80% 75.59% 56.13% - -252.78% -669.57%
Augmented Payout Ratio		 -465.04% -650.58% -715.63% -432.46% 91.39% 88.47% 91.05% 67.81% - -319.91% -883.80%

Financials Breakdown Chart

Key Financial Trends

Invesco’s latest quarter shows a sharp rebound in profitability and operating cash flow versus the weak prior quarter, but the bigger picture still looks mixed. In Q1 2026, the company generated solid net income, positive operating cash flow, and improved liquidity, while still carrying a meaningful debt load and a balance sheet that includes a large amount of goodwill and intangible assets. Over the last several years, revenue has been volatile, and results have often depended on non-interest income and investment gains rather than steady core earnings.

  • Q1 2026 profitability rebounded strongly. Net income attributable to common shareholders rose to $230.4 million, or $0.51 per share, after a loss of $1.19 billion in Q4 2025.
  • Operating cash flow improved. In Q1 2026, Invesco produced $212.6 million of operating cash flow, up from $455.8 million in Q4 2025, but still positive and supportive of operations.
  • Balance sheet equity remains sizable. Total equity and noncontrolling interests were $12.9 billion at March 31, 2026, providing a meaningful capital base.
  • Liquidity was stable. Cash and due from banks totaled $806.9 million in Q1 2026, and the company also held $1.32 billion in trading securities.
  • Q1 2026 revenue was heavily fee/income-driven. Total revenue was $1.73 billion, with only $9.2 million coming from interest income and the rest coming from non-interest income.
  • Revenue and earnings have been volatile quarter to quarter. For example, revenue fell to -$4.76 billion in Q4 2025 before rebounding to $1.73 billion in Q1 2026, showing that results can swing sharply depending on market-related items and special charges.
  • Share count appears stable. Weighted average diluted shares in Q1 2026 were 443.3 million, roughly in line with recent quarters, so earnings growth is coming more from operations than dilution benefits.
  • Debt remains high. Long-term debt stood at $10.54 billion in Q1 2026, up from $7.74 billion at year-end 2024, which keeps leverage a key watch item.
  • Goodwill and intangible assets are a large part of assets. Together they totaled about $12.33 billion in Q1 2026, which can increase balance sheet risk if future performance weakens.
  • Operating profitability still depends on volatile non-interest income and one-time items. In prior quarters, Invesco posted large special charges and even losses, suggesting underlying earnings quality can be uneven.

Longer-term trend: Invesco has shown the ability to generate strong quarters, but the last four years highlight a business with cyclical earnings, recurring debt usage, and occasional large special charges. The latest quarter is encouraging, especially on earnings and cash flow, but investors should continue watching whether the improvement is sustainable rather than just a market-driven bounce.

08/23/26 02:55 AM ETAI Generated. May Contain Errors.

Invesco Financials - Frequently Asked Questions

According to the most recent income statement we have on file, Invesco's financial year ends in December. Their financial year 2025 ended on December 31, 2025.

Invesco's net income appears to be on a downward trend, with a most recent value of -$174.80 million in 2025, falling from $964.10 million in 2015. The previous period was $752.40 million in 2024. See Invesco's forecast for analyst expectations on what's next for the company.

Over the last 10 years, Invesco's total revenue changed from $5.10 billion in 2015 to -$28.60 million in 2025, a change of -100.6%.

Invesco's total liabilities were at $14.09 billion at the end of 2025, a 24.2% increase from 2024, and a 13.1% decrease since 2015.

In the past 10 years, Invesco's cash and equivalents has ranged from $986.50 million in 2024 to $2.52 billion in 2017, and is currently $1.04 billion as of their latest financial filing in 2025.


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Financial statements for NYSE:IVZ last updated on 8/4/2026 by MarketBeat.com Staff. New filings and market data are monitored continuously.
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