NYSE · Asset Management

Invesco Ltd (IVZ) Stock

$29.73 -1.21% NYSE: IVZ Financial Services

Valuation

MetricValue
Price$29.73
Market Cap$13.18B
P/E Ratio-44.85
P/B Ratio1.10
P/S Ratio1.96
EPS (TTM)$-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 1Y29.87%
Return 3Y155.06%
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
AAPLApple Inc. $336.64 -1.11% 38.93 $4.94T 0.32%
MSFTMicrosoft Corporation $535.07 +2.38% 28.68 $3.97T 0.76%
GOOGLAlphabet Inc. $351.66 +0.97% 16.94 $4.26T 0.26%
AMZNAmazon.com, Inc. $262.43 +3.29% 19.82 $2.82T 0.00%
METAMeta Platforms, Inc. $718.67 -0.31% 27.93 $1.83T 0.28%

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 $29.73 with a market capitalization of $13.18B. The stock is valued at a price-to-earnings (P/E) ratio of -44.85, 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 11.7% 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%, return on capital employed of -1.96%, an operating margin of -9.71%, a net profit margin of -0.93%.

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