Free Trial
→ Collect $1,170 a month from silver (From Investors Alley) (Ad)tc pixel Free IVZ Stock Alerts

Invesco (IVZ) Financials

Invesco logo
$28.13 +0.04 (+0.13%)
As of 09:53 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare
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 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 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 12/31/2025 3/31/2026
Net Income / (Loss) Attributable to Common Shareholders		 131 -742 142 132 55 209 171 -13 301 -1,186 230
Consolidated Net Income / (Loss)		 169 -667 214 196 104 239 267 197 356 -996 219
Net Income / (Loss) Continuing Operations		 169 -667 214 196 104 239 267 197 356 -996 219
Total Pre-Tax Income 		230 -934 283 260 145 317 345 274 347 -1,345 300
Total Revenue		 1,444 1,369 1,472 1,478 1,513 3,060 1,527 1,576 1,625 -4,757 1,729
Net Interest Income / (Expense)		 -6.50 4.50 -3.50 -5.30 -2.50 12 -1.80 -10 -15 -1.40 -15
Total Interest Income		 11 21 12 11 11 25 11 11 11 22 9.20
Investment Securities Interest Income		 11 21 12 11 11 25 11 11 11 22 9.20
Total Interest Expense		 17 17 16 16 13 12 13 21 26 23 24
Long-Term Debt Interest Expense		 17 17 16 16 13 12 13 21 26 23 24
Total Non-Interest Income		 1,451 1,365 1,475 1,483 1,515 3,048 1,529 1,586 1,640 -4,756 1,745
Other Non-Interest Income		 - - 1,475 1,483 1,515 - 1,529 - 1,640 - 1,745
Total Non-Interest Expense		 1,214 2,418 1,232 1,236 1,398 2,803 1,178 1,301 1,313 -3,280 1,463
Salaries and Employee Benefits		 479 469 473 452 625 464 465 510 522 506 513
Net Occupancy & Equipment Expense		 111 116 118 116 119 121 114 118 109 109 105
Marketing Expense		 19 20 18 21 19 24 17 23 20 24 37
Other Operating Expenses		 594 624 643 676 640 662 646 640 710 708 749
Amortization Expense		 11 1,260 11 11 11 11 10 9.70 9.00 1,804 8.10
Other Special Charges		 - - -31 -41 -17 1,522 -74 - -57 - 52
Nonoperating Income / (Expense), net		 - - 43 18 30 - -4.70 - 34 - 34
Income Tax Expense		 61 -266 69 64 42 79 78 77 -9.70 -350 81
Preferred Stock Dividends Declared		 59 59 59 59 59 59 59 216 44 125 38
Net Income / (Loss) Attributable to Noncontrolling Interest		 -22 16 14 4.50 -11 -30 37 -6.00 11 65 -50
Basic Earnings per Share		 $0.29 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38 ($0.03) $0.67 ($2.62) $0.51
Weighted Average Basic Shares Outstanding		 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M
Diluted Earnings per Share		 $0.29 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38 ($0.03) $0.66 ($2.61) $0.51
Weighted Average Diluted Shares Outstanding		 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M
Weighted Average Basic & Diluted Shares Outstanding		 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M
Cash Dividends to Common per Share		 $0.20 - $0.20 $0.21 $0.21 - $0.21 $0.21 $0.21 - $0.21

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 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 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 12/31/2025 3/31/2026
Net Change in Cash & Equivalents		 295 342 -490 122 57 -93 353 -452 41 460 -249
Net Cash From Operating Activities		 354 714 -54 489 438 317 -85 548 606 456 213
Net Cash From Continuing Operating Activities		 354 714 -54 489 438 317 -85 548 606 456 213
Net Income / (Loss) Continuing Operations		 169 -667 214 196 104 239 267 197 356 -996 219
Consolidated Net Income / (Loss)		 169 -667 214 196 104 239 267 197 356 -996 219
Depreciation Expense		 42 46 45 46 44 44 42 40 38 36 33
Non-Cash Adjustments to Reconcile Net Income		 -61 1,576 11 55 -23 69 124 -49 25 1,660 187
Changes in Operating Assets and Liabilities, net		 204 -241 -324 192 314 -35 -518 359 187 -245 -227
Net Cash From Investing Activities		 67 -262 -287 345 28 -17 -92 -275 -255 -352 -733
Net Cash From Continuing Investing Activities		 67 -262 -287 345 28 -17 -92 -275 -255 -352 -733
Purchase of Property, Leasehold Improvements and Equipment		 -39 -40 -21 -27 -28 7.00 -23 -18 -20 -24 -14
Purchase of Investment Securities		 -814 -1,166 -509 -1,191 -1,529 -1,198 -829 -1,109 -1,152 -2,308 -1,459
Sale and/or Maturity of Investments		 920 943 245 1,602 1,585 1,174 761 851 919 1,740 740
Net Cash From Financing Activities		 -126 -110 -148 -712 -409 -393 529 -725 -310 356 271
Net Cash From Continuing Financing Activities		 -126 -110 -148 -712 -409 -393 529 -725 -310 356 271
Issuance of Debt		 293 158 1,305 439 528 1,487 1,892 2,840 1,305 2,615 3,182
Repayment of Debt		 -288 -136 -1,339 -937 -720 -1,685 -1,135 -2,244 -1,492 -1,505 -2,986
Repurchase of Common Equity		 -3.90 -4.40 -20 -2.70 -30 -26 -43 -26 -29 -26 -69
Payment of Dividends		 -149 -149 -149 -152 -155 -152 -152 -152 -139 -139 -134
Other Financing Activities, Net		 23 21 56 -59 -32 -17 -33 6.50 46 0.90 278

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
Other Short-Term Payables		 1,524 1,467 696 1,734 2,935 2,894 - 861 - 2,315 1,091
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 2,205
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 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q1 2026
Period end date 6/30/2023 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
Total Assets		 29,458 29,432 28,934 28,077 27,168 27,503 27,009 28,144 28,497 28,439 26,835
Cash and Due from Banks		 1,287 1,555 1,469 1,426 1,541 1,639 987 822 923 973 807
Trading Account Securities		 992 933 919 964 980 1,129 1,240 1,076 1,129 1,164 1,321
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		 585 586 600 584 574 580 479 458 454 388 365
Goodwill		 8,675 8,569 8,692 8,621 8,606 8,730 8,318 8,373 8,583 8,460 8,416
Intangible Assets		 7,118 7,100 5,848 5,832 5,819 5,817 5,749 5,747 5,751 5,731 3,916
Other Assets		 10,356 10,280 11,406 10,651 9,647 9,607 10,236 11,668 11,657 11,723 12,010
Total Liabilities & Shareholders' Equity		 29,458 29,432 28,934 28,077 27,168 27,503 27,009 28,144 28,497 28,439 26,835
Total Liabilities		 12,749 12,840 13,018 12,224 11,402 11,596 11,340 12,356 13,538 13,647 13,572
Other Short-Term Payables		 571 2,025 - 1,774 1,953 2,342 - 543 2,148 893 579
Long-Term Debt		 8,373 8,471 9,103 8,628 7,561 7,453 7,744 9,069 10,076 9,939 10,540
Other Long-Term Liabilities		 3,362 1,936 3,914 1,823 1,888 1,801 3,596 2,744 1,313 2,815 2,453
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		 842 754 746 668 569 581 545 546 532 151 325
Total Equity & Noncontrolling Interests		 15,867 15,838 15,170 15,185 15,197 15,326 15,124 15,242 14,427 14,642 12,937
Total Preferred & Common Equity		 15,329 15,254 14,598 14,555 14,585 14,754 14,560 14,699 13,873 14,006 12,255
Preferred Stock		 4,011 4,011 4,011 4,011 4,011 4,011 4,011 4,011 3,011 3,011 2,511
Total Common Equity		 11,318 11,243 10,587 10,544 10,575 10,744 10,549 10,688 10,863 10,995 9,745
Common Stock		 7,546 7,556 7,565 7,428 7,430 7,438 7,448 7,349 7,363 7,367 7,291
Retained Earnings		 7,618 7,659 6,827 6,878 6,917 6,874 6,990 7,069 6,961 7,168 6,022
Treasury Stock		 -3,027 -3,011 -3,003 -2,864 -2,850 -2,832 -2,853 -2,782 -2,798 -2,804 -2,769
Accumulated Other Comprehensive Income / (Loss)		 -818 -961 -802 -897 -922 -737 -1,036 -948 -664 -736 -799
Noncontrolling Interest		 538 584 573 630 612 572 564 543 554 636 682

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 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 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 12/31/2025 3/31/2026
DEI Shares Outstanding		 - - - - - - - - - - 443,296,629.00
DEI Adjusted Shares Outstanding		 - - - - - - - - - - 443,296,629.00
DEI Earnings Per Adjusted Shares Outstanding		 - - - - - - - - - - 0.49
Growth Metrics		 - - - - - - - - - - -
Revenue Growth		 2.00% -6.88% 7.51% 1.62% -100.17% 123.54% 3.78% 6.61% 7.42% - 13.23%
EBITDA Growth		 -10.17% -346.35% 28.58% 10.46% -41.70% 130.03% 37.13% 8.90% 121.17% - -23.34%
EBIT Growth		 -9.84% -392.69% 35.81% 13.05% -50.13% 124.50% 45.61% 13.20% 172.62% - -23.74%
NOPAT Growth		 0.24% -317.24% 46.19% 19.16% -51.46% 136.53% 49.04% 8.04% 292.51% - -28.19%
Net Income Growth		 0.24% -321.78% 29.19% 19.16% -38.59% 135.78% 24.79% 0.77% 244.02% - -18.03%
EPS Growth		 -25.64% -497.56% -3.13% 0.00% -58.62% 128.22% 22.58% -110.34% 450.00% - 34.21%
Operating Cash Flow Growth		 -28.03% 54.11% 44.99% 47.63% 23.81% -55.63% -55.51% 12.02% 38.28% - 351.30%
Free Cash Flow Firm Growth		 -129.22% -150.83% -21.91% 1,030.36% 603.72% 345.21% -113.57% -177.99% -158.83% - 1,289.60%
Invested Capital Growth		 2.13% 0.40% -2.36% -7.00% -6.79% -6.42% 1.54% 7.33% 5.87% - -4.24%
Revenue Q/Q Growth		 -1.86% -5.21% 134.54% -1.26% -100.17% 122,512.00% -50.09% 3.16% 3.14% - 136.36%
EBITDA Q/Q Growth		 -1.84% -468.44% 131.05% -6.62% -48.19% 89.79% 29.85% -19.59% 11.61% - 120.81%
EBIT Q/Q Growth		 0.04% -556.22% 125.65% -8.13% -55.87% 124.15% 35.98% -21.51% 13.96% - 118.05%
NOPAT Q/Q Growth		 2.62% -487.34% 132.78% -8.54% -58.20% 191.47% 13.51% -27.14% 62.84% - 120.66%
Net Income Q/Q Growth		 2.62% -495.44% 132.11% -8.54% -47.12% 130.41% 11.98% -26.15% 80.55% - 122.00%
EPS Q/Q Growth		 0.00% -662.07% 119.02% -6.45% -58.62% 283.33% -17.39% -107.89% 2,300.00% - 119.54%
Operating Cash Flow Q/Q Growth		 6.88% 101.72% -107.62% 999.08% -10.37% -27.71% -126.70% 747.64% 10.64% - -53.36%
Free Cash Flow Firm Q/Q Growth		 -305.27% -112.43% 409.23% 142.15% -8.52% 3.41% -105.69% -1,339.92% 30.53% - 194.10%
Invested Capital Q/Q Growth		 -0.08% -0.17% -0.19% -4.71% 0.14% 0.23% 6.17% 0.72% -1.22% - 0.02%
Profitability Metrics		 - - - - - - - - - - -
EBITDA Margin		 18.85% -73.26% 21.66% 20.48% 0.00% 9.84% 25.61% 19.96% 21.60% - 17.34%
EBIT Margin		 15.92% -76.65% 18.68% 17.38% 0.00% 8.40% 22.89% 17.41% 19.24% - 15.42%
Profit (Net Income) Margin		 11.68% -48.73% 14.14% 13.10% 0.00% 7.80% 17.50% 12.53% 21.93% - 12.67%
Tax Burden Percent		 73.35% 71.46% 75.72% 75.38% 71.40% 75.20% 77.50% 71.94% 102.80% - 72.98%
Interest Burden Percent		 100.00% 88.96% 100.00% 100.00% 126.50% 123.45% 98.66% 100.00% 110.87% - 112.60%
Effective Tax Rate		 26.65% 0.00% 24.28% 24.62% 28.60% 24.80% 22.50% 28.06% -2.80% - 27.02%
Return on Invested Capital (ROIC)		 0.00% -10.88% 0.05% 0.06% 0.00% 1.95% 4.40% 3.22% 5.21% - 0.08%
ROIC Less NNEP Spread (ROIC-NNEP)		 0.00% -11.04% 0.05% 0.06% 0.00% 1.95% 4.36% 3.22% 5.61% - 0.33%
Return on Net Nonoperating Assets (RNNOA)		 0.00% -5.79% 0.02% 0.03% 0.00% 1.04% 2.44% 1.85% 3.18% - 0.22%
Return on Equity (ROE)		 4.83% -16.68% 0.07% 0.09% -0.94% 3.00% 6.84% 5.07% 8.39% - 0.30%
Cash Return on Invested Capital (CROIC)		 1.12% -1.54% 1.85% 6.79% 6.32% 9.46% 1.61% -3.73% -1.30% - 2.54%
Operating Return on Assets (OROA)		 0.00% -14.87% 0.05% 0.07% 0.00% 1.82% 4.99% 3.89% 4.36% - 0.10%
Return on Assets (ROA)		 0.00% -9.45% 0.04% 0.05% 0.00% 1.69% 3.81% 2.80% 4.97% - 0.08%
Return on Common Equity (ROCE)		 3.23% -11.09% 0.05% 0.06% -0.64% 2.01% 4.59% 3.54% 5.94% - 0.21%
Return on Equity Simple (ROE_SIMPLE)		 5.24% 0.00% -0.82% -0.61% -1.04% 0.00% 5.48% 5.82% 7.57% - -1.82%
Net Operating Profit after Tax (NOPAT)		 169 -653 214 196 82 239 271 197 321 - 195
NOPAT Margin		 11.68% -47.73% 14.14% 13.10% 0.00% 7.80% 17.74% 12.53% 19.78% - 11.25%
Net Nonoperating Expense Percent (NNEP)		 0.00% 0.16% 0.00% 0.00% -0.27% 0.00% 0.04% 0.00% -0.40% - -0.25%
SG&A Expenses to Revenue		 42.15% 44.18% 40.17% 39.40% 0.00% 19.89% 38.99% 41.36% 40.05% - 37.86%
Operating Expenses to Revenue		 84.08% 176.65% 81.32% 82.62% 0.00% 91.60% 77.11% 82.59% 80.76% - 84.58%
Earnings before Interest and Taxes (EBIT)		 230 -1,049 283 260 115 257 350 274 313 - 267
Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA)		 272 -1,003 328 306 159 301 391 315 351 - 300
Valuation Ratios		 - - - - - - - - - - -
Price to Book Value (P/BV)		 0.55 0.71 0.71 0.64 0.74 0.74 0.64 0.65 0.93 - 1.11
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)		 0.00 1.32 89.75 62.89 0.00 1.28 1.11 1.13 1.62 - 62.15
Price to Earnings (P/E)		 10.35 0.00 0.00 0.00 0.00 14.44 11.96 16.69 15.29 - 0.00
Dividend Yield		 6.99% 4.69% 4.82% 5.38% 4.61% 4.71% 5.41% 5.23% 3.62% - 3.46%
Earnings Yield		 9.66% 0.00% 0.00% 0.00% 0.00% 6.93% 8.36% 5.99% 6.54% - 0.00%
Enterprise Value to Invested Capital (EV/IC)		 0.74 0.82 0.82 0.77 0.81 0.84 0.81 0.81 0.93 - 1.01
Enterprise Value to Revenue (EV/Rev)		 0.00 3.60 240.30 167.67 0.00 3.24 3.29 3.26 3.63 - 138.57
Enterprise Value to EBITDA (EV/EBITDA)		 15.55 0.00 0.00 0.00 0.00 17.95 16.78 16.57 16.21 - 0.00
Enterprise Value to EBIT (EV/EBIT)		 18.43 0.00 0.00 0.00 0.00 21.48 19.66 19.23 18.33 - 0.00
Enterprise Value to NOPAT (EV/NOPAT)		 23.06 0.00 0.00 0.00 0.00 28.70 26.05 25.16 21.70 - 0.00
Enterprise Value to Operating Cash Flow (EV/OCF)		 17.56 15.76 14.84 11.94 11.89 16.51 17.36 16.67 16.58 - 13.18
Enterprise Value to Free Cash Flow (EV/FCFF)		 66.63 0.00 43.60 10.92 12.33 8.57 50.72 0.00 0.00 - 38.89
Leverage & Solvency		 - - - - - - - - - - -
Debt to Equity		 0.51 0.57 0.54 0.48 0.47 0.49 0.57 0.67 0.67 - 0.79
Long-Term Debt to Equity		 0.51 0.57 0.54 0.48 0.47 0.49 0.57 0.67 0.67 - 0.79
Financial Leverage		 0.50 0.52 0.52 0.49 0.49 0.53 0.56 0.57 0.57 - 0.68
Leverage Ratio		 1.77 1.79 1.77 1.74 1.75 1.77 1.78 1.81 1.82 - 1.89
Compound Leverage Factor		 1.77 1.59 1.77 1.74 2.22 2.19 1.75 1.81 2.02 - 2.13
Debt to Total Capital		 33.80% 36.39% 35.24% 32.41% 31.91% 33.08% 36.49% 40.25% 40.19% - 44.28%
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		 33.80% 36.39% 35.24% 32.41% 31.91% 33.08% 36.49% 40.25% 40.19% - 44.28%
Preferred Equity to Total Capital		 16.00% 16.03% 16.38% 17.19% 17.17% 17.13% 16.13% 12.03% 12.17% - 10.55%
Noncontrolling Interests to Total Capital		 5.34% 5.27% 5.30% 5.06% 4.93% 4.74% 4.38% 4.34% 3.18% - 4.23%
Common Equity to Total Capital		 44.86% 42.32% 43.07% 45.33% 45.99% 45.06% 43.00% 43.39% 44.46% - 40.94%
Debt to EBITDA		 7.14 -40.57 -68.80 -78.44 -35.51 7.08 7.56 8.22 7.01 - -22.17
Net Debt to EBITDA		 5.83 -34.02 -57.44 -62.45 -27.70 6.18 6.87 7.47 6.32 - -20.47
Long-Term Debt to EBITDA		 7.14 -40.57 -68.80 -78.44 -35.51 7.08 7.56 8.22 7.01 - -22.17
Debt to NOPAT		 10.59 -31.94 -64.63 -67.22 -43.35 11.31 11.73 12.49 9.38 - -24.17
Net Debt to NOPAT		 8.65 -26.78 -53.95 -53.52 -33.82 9.87 10.67 11.34 8.46 - -22.32
Long-Term Debt to NOPAT		 10.59 -31.94 -64.63 -67.22 -43.35 11.31 11.73 12.49 9.38 - -24.17
Noncontrolling Interest Sharing Ratio		 33.11% 33.48% 33.02% 32.58% 32.34% 33.08% 32.89% 30.23% 29.19% - 29.66%
Liquidity Ratios		 - - - - - - - - - - -
Cash Flow Metrics		 - - - - - - - - - - -
Free Cash Flow to Firm (FCFF)		 -354 -753 806 1,951 1,785 1,846 -105 -1,511 -1,050 - 1,249
Operating Cash Flow to CapEx		 903.32% 1,772.46% -259.05% 1,831.84% 1,543.66% 0.00% -361.54% 3,130.86% 3,061.62% - 1,497.18%
Free Cash Flow to Firm to Interest Expense		 -20.48 -44.80 50.67 119.69 133.19 148.84 -8.01 -73.01 -40.85 - 51.38
Operating Cash Flow to Interest Expense		 20.47 42.52 -3.42 30.01 32.72 25.56 -6.46 26.47 23.59 - 8.75
Operating Cash Flow Less CapEx to Interest Expense		 18.20 40.12 -4.74 28.37 30.60 26.12 -8.24 25.62 22.82 - 8.16
Efficiency Ratios		 - - - - - - - - - - -
Asset Turnover		 0.00 0.19 0.00 0.00 0.00 0.22 0.22 0.22 0.23 - 0.01
Fixed Asset Turnover		 0.00 9.81 0.14 0.18 0.00 11.25 11.75 12.10 13.09 - 0.42
Capital & Investment Metrics		 - - - - - - - - - - -
Invested Capital		 25,062 25,019 24,481 23,327 23,360 23,413 24,857 25,035 24,731 - 23,803
Invested Capital Turnover		 0.00 0.23 0.00 0.00 0.00 0.25 0.25 0.26 0.26 - 0.01
Increase / (Decrease) in Invested Capital		 523 99 -592 -1,755 -1,703 -1,607 376 1,709 1,371 - -1,054
Enterprise Value (EV)		 18,437 20,506 19,969 17,940 18,879 19,645 20,137 20,308 22,993 - 24,028
Market Capitalization		 6,174 7,543 7,458 6,729 7,903 7,769 6,790 7,058 10,230 - 10,777
Book Value per Share		 $25.06 $23.55 $23.44 $23.51 $23.87 $23.47 $23.88 $24.27 $24.65 - $21.96
Tangible Book Value per Share		 ($9.86) ($8.79) ($8.69) ($8.56) ($8.45) ($7.83) ($7.67) ($7.76) ($7.17) - ($5.83)
Total Capital		 25,062 25,019 24,481 23,327 23,360 23,413 24,857 25,035 24,731 - 23,803
Total Debt		 8,471 9,103 8,628 7,561 7,453 7,744 9,069 10,076 9,939 - 10,540
Total Long-Term Debt		 8,471 9,103 8,628 7,561 7,453 7,744 9,069 10,076 9,939 - 10,540
Net Debt		 6,916 7,634 7,202 6,020 5,814 6,757 8,248 9,154 8,966 - 9,733
Capital Expenditures (CapEx)		 39 40 21 27 28 -7.00 23 18 20 - 14
Net Nonoperating Expense (NNE)		 0.00 14 0.00 0.00 -22 0.00 3.64 0.00 -35 - -25
Net Nonoperating Obligations (NNO)		 8,471 9,103 8,628 7,561 7,453 7,744 9,069 10,076 9,939 - 10,540
Total Depreciation and Amortization (D&A)		 42 46 45 46 44 44 42 40 38 - 33
Earnings Adjustments		 - - - - - - - - - - -
Adjusted Basic Earnings per Share		 $0.29 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38 ($0.03) $0.67 ($2.62) $0.51
Adjusted Weighted Average Basic Shares Outstanding		 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M
Adjusted Diluted Earnings per Share		 $0.29 ($1.63) $0.31 $0.29 $0.12 $0.46 $0.38 ($0.03) $0.66 ($2.61) $0.51
Adjusted Weighted Average Diluted Shares Outstanding		 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M
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		 449.55M 449.20M 449.83M 450.03M 449.44M 447.60M 447.56M 445.96M 445.09M 443.67M 443.30M
Normalized Net Operating Profit after Tax (NOPAT)		 169 -653 191 165 -1,012 1,383 214 197 179 - 232
Normalized NOPAT Margin		 11.68% -47.73% 12.62% 11.04% 0.00% 45.20% 13.98% 12.53% 11.01% - 13.42%
Pre Tax Income Margin		 15.92% -68.19% 18.68% 17.38% 0.00% 10.37% 22.58% 17.41% 21.33% - 17.36%
Debt Service Ratios		 - - - - - - - - - - -
EBIT to Interest Expense		 13.29 -62.46 17.79 15.94 8.56 20.73 26.69 13.26 12.17 - 10.97
NOPAT to Interest Expense		 9.75 -38.90 13.47 12.02 6.11 19.25 20.68 9.54 12.51 - 8.01
EBIT Less CapEx to Interest Expense		 11.03 -64.86 16.47 14.31 6.44 21.30 24.90 12.41 11.40 - 10.39
NOPAT Less CapEx to Interest Expense		 7.49 -41.29 12.15 10.38 3.99 19.81 18.90 8.69 11.74 - 7.42
Payout Ratios		 - - - - - - - - - - -
Dividend Payout Ratio		 73.80% -353.57% -500.17% -680.07% -394.85% 80.85% 75.80% 75.59% 56.13% - -252.78%
Augmented Payout Ratio		 97.27% -465.04% -650.58% -715.63% -432.46% 91.39% 88.47% 91.05% 67.81% - -319.91%

Financials Breakdown Chart

Key Financial Trends

Here’s a concise snapshot of Invesco (IVZ) based on the quarterly statements from the last four years. The focus is on trends in income, cash flow and balance sheet data that could affect investors.

  • Operating cash flow improved through 2025: CFO was negative in Q1 2025 (-$84.6M) but turned positive in Q2 2025 (+$547.9M), remained strong in Q3 2025 (+$606.2M), and stayed positive in Q4 2025 (+$455.8M).
  • Evidence of free cash flow in Q4 2025: roughly $432M in free cash flow (approx CFO of $455.8M minus capital expenditures of about $23.6M), signaling cash generation after sustaining capital needs in that quarter.
  • Debt issuance in Q4 2025: Issuance of debt of about $2.615B indicating continued access to financing to support operations or investments.
  • Balance sheet size remains large and relatively stable, with total assets in the mid-to-high $28B range (e.g., about $28.44B in 2025 Q3), suggesting a sizable but stable asset base.
  • Equity framework remains robust, with total equity and noncontrolling interests around $14.6B in 2025 Q3 and equity levels generally in the mid-teens over recent periods, indicating solid capitalization.
  • Balance sheet composition shows substantial goodwill and intangibles (Goodwill around $8.56B and Intangible Assets around $5.75B in 2025 Q3), reflecting non-cash asset intensity that could carry impairment risk if conditions deteriorate.
  • Net income attributable to common shareholders swung to a sizeable quarterly loss in Q4 2025: -$1.186B, with basic EPS -$2.62 and diluted EPS -$2.61.
  • Q4 2025 non-interest results deteriorated markedly: Total Non-Interest Income fell to -$4.756B while Total Non-Interest Expense rose to about $3.280B, contributing to a large quarterly loss.
  • Investing cash activity remained a drag in Q4 2025: Net cash from continuing investing activities was -$352.2M, and total cash flow from investing activities was similarly negative, reflecting sizable investments during the quarter.
05/14/26 09:53 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. View Invesco's forecast to see where analysts expect Invesco to go next.

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.


Related Companies

Financial statements for NYSE:IVZ last updated on 5/7/2026 by MarketBeat.com Staff. New filings and market data are monitored continuously.
From Our Partners
The US sanctioned itself out of world reserve status…
Russia and Iran are both bypassing the US petrodollar - settling oil trades in alternative currencies while ce...
Golden Portfolio | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Before you buy SpaceX shares, consider this alternative approach
SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceedin...
Weiss Ratings | Sponsoredtc pixel
Collect $1,170 a month from silver
I've Rarely Seen This With Silver This combination - 20% dividends + 68% share appreciation - never happens...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Secret behind near perfectly timed stock trades…?
After 20 years of professional trading, Ross Givens says this is the single most lucrative market strategy he ...
Traders Agency | Sponsoredtc pixel
Is this AI lab Elon’s SpaceX lifeline?
Elon Musk went from calling one AI lab 'evil' to striking a deal giving it access to SpaceX's entire Colossus ...
Chaikin Analytics | Sponsoredtc pixel