Invesco Ltd.
IVZ· NYSE· Investment Advice
- Market cap
- –
- P/FCF
- –
- EV/Sales
- –
- FCF margin
- 22.6%
- ROIC, 5 yr avg
- –
- Revenue, 5 yr CAGR
- +0.7%
We record prices for the companies we cover; IVZ is not one of them yet.
Company statistics
Profile · FY2025
- Market cap
- –
- Enterprise value
- –
- Diluted shares
- 455.0M
- Revenue
- $6.4B
- Free cash flow
- $1.4B
- Owner earnings
- $1.4B
Valuation · FY2025
- P/E
- –
- P/FCF
- –
- P/Owner earnings
- –
- EV/Sales
- –
- EV/FCF
- –
- P/B
- –
Margins · FY2025
- Gross
- –
- Operating
- -10.9%
- Net
- –
- Free cash flow
- 22.6%
- Owner earnings
- 21.3%
- Stock pay
- 1.3%
Returns
- ROIC, FY2025
- –
- ROIC, 5 yr avg
- –
- ROE, FY2025
- –
- ROE, 5 yr avg
- –
Growth (CAGR)
- Revenue, 3 yr
- 1.8%
- Revenue, 5 yr
- 0.7%
- Revenue, 9 yr
- 3.4%
- Diluted EPS, 3 yr
- –
- Diluted EPS, 5 yr
- –
- Diluted EPS, 9 yr
- –
- Free cash flow, 3 yr
- 41.3%
- Free cash flow, 5 yr
- 5.3%
- Free cash flow, 9 yr
- 12.3%
Financial health · FY2025
- Cash and investments
- $1.0B
- Total debt
- $1.8B
- Net debt
- $787.6M
- Debt/Equity
- 0.1x
- Debt/FCF
- 1.3x
Shareholder returns · FY2025
- Dividend yield
- –
- Payout ratio
- –
- Buyback yield
- –
- Shareholder yield
- –
- Share count, 5 yr
- -0.3%
Financials: ten years from the 10-Ks
Revenue
$6.4B
+3.4% a year over 9 years
FY2016FY2025
Margins
Operating-10.9%Net–
FY2025
FY2016FY2025
Free cash flow and owner earnings
Free cash flow$1.4BOwner earnings$1.4B
Free cash flow +12.3% a year
FY2016FY2025
Diluted shares
455.0M
+9.6% over 9 years, net dilution
FY2016FY2025
Return on invested capital
–
FY2025
FY2016FY2025
Net debt (below zero)
-$787.6M
$787.6M more debt than cash
FY2016FY2025
Every figure, year by year
| Fiscal year | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| The business | ||||||||||
| Revenue | $4.7B | $5.2B | $5.3B | $6.1B | $6.1B | $6.9B | $6.0B | $5.7B | $6.1B | $6.4B |
| Revenue growth | -7.6% | 9.0% | 3.0% | 15.1% | 0.5% | 12.2% | -12.3% | -5.5% | 6.1% | 5.1% |
| Gross margin | – | – | – | – | – | – | – | – | – | – |
| Operating margin | 24.3% | 24.8% | 22.7% | 13.2% | 15.0% | 25.9% | 21.8% | -7.6% | 13.7% | -10.9% |
| Net income | $854.2M | $1.1B | $882.8M | $564.7M | $524.8M | $1.4B | $683.9M | -$333.7M | $538.0M | – |
| Net margin | 18.0% | 21.8% | 16.6% | 9.2% | 8.5% | 20.2% | 11.3% | -5.8% | 8.9% | – |
| Diluted EPS | $2.06 | $2.75 | $2.14 | $1.28 | $1.13 | $2.99 | $1.49 | $-0.73 | $1.18 | $-1.60 |
| Return on invested capital? | 10.0% | 11.9% | 9.5% | 4.1% | 4.6% | 9.0% | 6.3% | – | 4.3% | – |
| Cash | ||||||||||
| Operating cash flow | $654.0M | $1.2B | $828.8M | $1.1B | $1.2B | $1.1B | $703.2M | $1.3B | $1.2B | $1.5B |
| Capital expenditure | $147.7M | $111.7M | $102.5M | $124.3M | $115.0M | $108.8M | $192.9M | $164.3M | $69.1M | $84.3M |
| Free cash flow | $506.3M | $1.0B | $726.3M | $992.3M | $1.1B | $969.3M | $510.3M | $1.1B | $1.1B | $1.4B |
| Stock-based compensation | $159.7M | $175.3M | $172.4M | $207.5M | $188.5M | $140.1M | $106.2M | $114.6M | $104.6M | $80.0M |
| Owner earnings? | $346.6M | $870.8M | $553.9M | $784.8M | $926.8M | $829.2M | $404.1M | $1.0B | $1.0B | $1.4B |
| Free cash flow per share | $1.22 | $2.55 | $1.76 | $2.25 | $2.41 | $2.08 | $1.11 | $2.49 | $2.45 | $3.17 |
| Capital allocation | ||||||||||
| Dividends paid | $460.4M | $471.6M | $490.6M | $529.1M | $357.4M | $307.7M | $334.8M | $357.9M | $371.5M | $377.3M |
| Share repurchases | $535.0M | $63.8M | $0 | $110.8M | – | $60.9M | $244.7M | $187.5M | $79.3M | $123.6M |
| Diluted shares | 415.0M | 409.9M | 412.5M | 440.5M | 462.5M | 465.4M | 459.5M | 456.2M | 457.7M | 455.0M |
| Share count change? | -3.3% | -1.2% | 0.6% | 6.8% | 5.0% | 0.6% | -1.3% | -0.7% | 0.3% | -0.6% |
| Balance sheet | ||||||||||
| Cash and equivalents | $1.3B | $2.0B | $1.1B | $1.0B | $1.4B | $1.9B | $1.2B | $1.5B | $986.5M | $1.0B |
| Short-term investments | – | – | – | – | – | – | – | – | – | – |
| Total debt | $2.1B | $2.1B | $2.4B | $2.1B | $2.1B | $2.1B | $1.5B | $1.5B | $890.6M | $1.8B |
| Net debt | $774.4M | $69.4M | $1.3B | $1.0B | $674.2M | $188.7M | $252.9M | $20.3M | -$95.9M | $787.6M |
| Shareholders' equity | $7.5B | $8.7B | $8.6B | $13.9B | $14.4B | $15.5B | $15.2B | $14.6B | $14.6B | $12.2B |
Latest filings
| 2026-10-27 | 8-K | Earnings release |
| 2026-08-04 | 10-Q | Quarterly report |
| 2026-07-28 | 8-K | Earnings release |
| 2026-05-05 | 10-Q | Quarterly report |
| 2026-04-28 | 8-K | Earnings release |
| 2026-04-02 | DEF 14A | Proxy statement |
| 2026-02-24 | 10-K | Annual report |
| 2026-01-27 | 8-K | Earnings release |
| 2025-11-04 | 10-Q | Quarterly report |
| 2025-10-28 | 8-K | Earnings release |
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