NYSE · Asset Management

Invesco Ltd (IVZ) Stock

$28.06 -2.54% NYSE: IVZ Financial Services

Valuation

MetricValue
Price$28.06
Market Cap$12.39B
P/E Ratio-44.85
P/B Ratio1.10
P/S Ratio1.96
EPS (TTM)$-1.60
52-Week High$33.66
52-Week Low$20.67
Dividend Yield2.82%

Financials & Margins

MetricValue
ROE-0.51%
ROA-0.23%
ROCE-1.96%
Gross Margin50.68%
Operating Margin-9.71%
Net Margin-0.93%
Debt/Equity0.13
Current Ratio42.76

Annual Financials (USD)

Metric20212022202320242025
Revenue$6.9B$6.0B$5.7B$6.1B$6.4B
Operating Profit$1.8B$1.3B$-435.0M$832.0M$-696.0M
Net Profit$1.6B$921.0M$-97.0M$775.0M$-282.0M
EPS$2.99$1.49$-0.73$1.18$-1.60
Op Margin25.9%21.8%-7.6%13.7%-10.9%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$32.7B$29.8B$28.9B$27.0B$27.1B
Total Liabilities$16.0B$12.9B$13.0B$11.3B$14.1B
Cash$2.1B$1.4B$1.9B$1.5B$2.0B
Borrowings$9.7B$8.6B$9.0B$7.5B$10.1B

Latest News

Barclays Adjusts Price Target on Invesco to $31 From $26, Maintains Equalweight Rating MT Newswires · Jul 14, 2026 Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar? Zacks · Jul 14, 2026 PBJ vs. FTXG: How Have These Two Food & Beverage ETFs Stacked Up Against One Another (And the S&P 500?) Motley Fool · Jul 13, 2026 BMO Capital Adjusts Invesco Price Target to $34 From $31, Maintains Outperform Rating MT Newswires · Jul 13, 2026 1 ETF That Has Quietly Beaten the S&P 500 for a Decade Motley Fool · Jul 13, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$1.1B$703.0M$1.3B$1.2B$1.5B
Investing Cash Flow$-957.0M$-568.0M$-409.0M$-1.0M$-1.1B
Financing Cash Flow$-253.0M$180.0M$-242.0M$-130.0M$-1.8B
Net Cash Flow$308.0M$-713.0M$498.0M$-436.0M$484.0M
Free Cash Flow$969.0M$510.0M$1.1B$1.1B$1.4B

Valuation & Return Ratios

MetricValue
PEG Ratio0.12
EV / EBITDA9.57
FCF Yield14.54%
Quick Ratio0.71
Interest Coverage-5.07
Return 1Y27.40%
Return 3Y142.40%
Return 5Y49.71%

Ownership

Insiders Held0.60%
Institutions Held97.25%
Institutions Float Held97.84%
Institutional HolderSharesReport Date
Massachusetts Mutual Life Insurance Co.81,332,3192026-03-31
Blackrock Inc.38,747,8212026-03-31
Vanguard Capital Management LLC27,965,0632026-03-31
Millennium Management Llc21,648,6752026-03-31
Dimensional Fund Advisors LP21,361,1192026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ABAllianceBernstein Holding L.P. $38.10 +1.25% 11.72 $4.21B 0.00%
AMGAffiliated Managers Group, Inc. $383.42 -3.06% 12.21 $9.92B 0.01%
AMPAmeriprise Financial, Inc. $492.19 -0.93% 11.83 $43.48B 1.37%
APAMArtisan Partners Asset Management Inc. $33.57 -2.41% 8.23 $2.38B 9.17%
BENFranklin Templeton, Inc. $31.06 -1.46% 21.92 $15.78B 3.97%

About Invesco Ltd

Invesco Ltd is led by CEO Andrew Ryan Schlossberg, employs 7,499 people, headquartered in Atlanta, US, publicly traded since 1995.

Invesco Ltd (IVZ) stock trades at $28.06 with a market capitalization of $12.39B. The stock is valued at a negative price-to-earnings (P/E) ratio of -44.85, reflecting a net loss over the last twelve months, price-to-book of 1.10, price-to-sales of 1.96. Over the past 52 weeks the stock has ranged between $20.67 and $33.66, and currently trades 16.6% below its 52-week high. It pays a dividend yielding 2.82%.

On profitability, Invesco Ltd generates a return on equity (ROE) of -0.51% (negative, reflecting a net loss), return on capital employed of -1.96%, an operating margin of -9.71%, a net profit margin of -0.93%.

Invesco Ltd by the numbers, 2016–2025

Between 2016 and 2025 Invesco Ltd reported revenue of $4.7B rising to $6.4B, a change of +34.7% across 10 years. Compounded, revenue has grown 0.7% a year over five years, 1.8% over three, 5.1% over the last twelve months. Net profit fell to $-282.0M.

Operating margin went from 24.3% in 2016 to -10.9% in 2025, a fall of 35.3 percentage points. The most recent net margin is -0.93%. On a trailing twelve-month basis to Jun '26, revenue is $6.9B and net profit $-64.0M.

Borrowings rose from $6.5B to $10.1B, cash from operations was $1.5B in the latest year, positive in 10 of the last 10.

Return on equity has averaged 3.8% over five years, and was -2.3% in the most recent year.

The share price itself has compounded at 4.6% a year over five years, 25.7% over three, 107.3% over the last year. Past price movement is history, not a forecast.

Figures are as reported and in the company's own reporting currency. They describe what has already happened and carry no implication about what follows.

Invesco Ltd (IVZ) — frequently asked questions

What is Invesco Ltd (IVZ) stock price today?

Invesco Ltd (IVZ) is currently trading at $28.06, down 2.54% today.

What is IVZ P/E ratio?

Invesco Ltd's P/E ratio is -44.85. A negative P/E means the company reported a net loss over the last twelve months, so P/E is not a meaningful valuation measure for it right now.

What is IVZ return on equity (ROE)?

Invesco Ltd's return on equity (ROE) is -0.51%. ROE measures net income relative to shareholders' equity. A negative ROE means the company reported a net loss over the period.

What is Invesco Ltd's market cap?

Invesco Ltd has a market capitalization of $12.39B.

Does IVZ pay a dividend?

Yes. Invesco Ltd currently yields 2.82%. Yield moves with the share price, so it changes daily even when the payment does not.

How much debt does IVZ carry?

Invesco Ltd has a debt-to-equity ratio of 0.13. That compares total borrowings with shareholders' equity: a figure under 1 means equity exceeds debt.

What is IVZ's profit margin?

Invesco Ltd reports a net profit margin of -0.93% — the share of revenue left after every cost, including tax and interest.

What sector is IVZ in?

Invesco Ltd is classified under Financial Services, in the Asset Management industry. Ratios are most informative compared with other companies in the same industry rather than across the whole market.

Which exchange is IVZ listed on?

Invesco Ltd trades on NYSE under the ticker IVZ.

What is IVZ's 52-week range?

Over the last year Invesco Ltd has traded between $20.67 and $33.66.

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Screens IVZ currently matches

On the figures above, Invesco Ltd passes the filters for 13 of our ready-made screens, among them Dividend Stocks, Low Debt Dividend Stocks, Low Debt Stocks. Appearing on a screen means the numbers meet its filters today and nothing more; the list is rebuilt whenever the data changes.

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