NYSE · Asset Management

IVZ (IVZ) Stock

$29.26 -2.82% NYSE: IVZ Financial Services

Valuation

MetricValue
Price$29.26
Market Cap$12.97B
P/E Ratio9.74
P/B Ratio1.32
P/S Ratio1.96
EPS (TTM)$-1.60
52-Week High$30.54
52-Week Low$14.51
Dividend Yield2.90%

Financials & Margins

MetricValue
ROE-1.53%
ROA2.68%
ROCE-5.35%
Gross Margin50.68%
Operating Margin-9.71%
Net Margin-3.69%
Debt/Equity0.86
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 Ratio0.38
EV / EBITDA13.24
FCF Yield13.86%
Quick Ratio0.53
Interest Coverage-8.39
Return 1Y54.23%
Return 3Y93.40%
Return 5Y47.95%

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
AFG $143.88 +0.08% 13.50 $11.95B 5.09%
AIZAssurant, Inc. $279.19 -1.16% 13.34 $13.83B 1.32%
BENFranklin Resources, Inc. $34.92 -2.36% 24.92 $18.15B 3.98%
GLGlobe Life Inc. $182.25 -0.40% 11.15 $14.15B 0.76%
JEF $56.94 +1.24% 18.02 $11.58B 3.13%

About IVZ

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

IVZ stock trades at $29.26 with a market capitalization of $12.97B. The stock is valued at a price-to-earnings (P/E) ratio of 9.74, price-to-book of 1.32, price-to-sales of 1.96. Over the past 52 weeks the stock has ranged between $14.51 and $30.54, and currently trades 4.2% below its 52-week high. It pays a dividend yielding 2.90%.

On profitability, IVZ generates a return on equity (ROE) of -1.53%, return on capital employed of -5.35%, an operating margin of -9.71%, a net profit margin of -3.69%.

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