Zacks Investment Research·21h ago
Invesco (IVZ) is a Top-Ranked Value Stock: Should You Buy?Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Invesco Ltd.(IVZ)Earnings, Financials & Key Ratios
IVZ•NYSE
$27.40
Price updated Jul 7, 2026
AboutInvesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.Show more
- EBITDA$1.23B+21.4%
- Net Income-$282M-136.4%
- EPS (Diluted)-1.60-235.6%
- Gross Margin43.18%+29.2%
- EBITDA Margin19.25%+15.5%
- Operating Margin-10.91%-179.5%
- Net Margin-4.42%-134.6%
- ROE-1.96%-140.0%
IVZ Price & Volume
Invesco Ltd. (IVZ) stock price & volume — 10-year historical chart
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Earnings Volatility Masks Underlying Asset Management Challenges
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Stable
Profitability:Negative
Financial:Mixed
Cash Flow:Mixed
Primary Risk:Goodwill impairment and leverage
Key Thesis Takeaways
- Invesco faces a complex outlook characterized by stagnant revenue growth near $1.7 billion and significant earnings volatility driven by recurring goodwill impairments.
- While the firm maintains a commitment to shareholder returns, the recent surge in debt to $10.5 billion as of 2026Q1 and ongoing fee compression in active management create substantial long-term risks.
- Investors should monitor the firm's ability to stabilize cash flows and manage its $12.3 billion goodwill balance against a backdrop of shifting market valuations.
Verdict Logic
while the stock trades at a forward P/E of 10.14 and offers a 3.2% dividend yield, the significant increase in debt leverage and persistent earnings instability warrant a cautious approach.
IVZ Growth Metrics
Invesco Ltd. (IVZ) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.21%
5 Years0.74%
3 Years1.78%
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-130.26%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-217.6%
Return on Capital
10 Years3.85%
5 Years1.94%
3 Years-0.35%
Last Year-2.62%
IVZ Recent Earnings
Invesco Ltd. (IVZ) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Apr 28, 2026Metric
Actual
Est
EPS
$0.57-1.2%
$0.58
Rev
$1.3B-0.3%
$1.3B
Q1 2026
Jan 27, 2026Metric
Actual
Est
EPS
$0.62+6.9%
$0.58
Rev
$1.3B+0.4%
$1.3B
Q4 2025
Oct 28, 2025Metric
Actual
Est
EPS
$0.61+36.1%
$0.45
Rev
$1.6B+39.5%
$1.2B
Q3 2025
Jul 22, 2025Metric
Actual
Est
EPS
$0.36-12.2%
$0.41
Rev
$1.5B+29.4%
$1.2B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.57vs $0.58-1.2% | $1.3Bvs $1.3B-0.3% |
| Q1 2026 | Jan 27, 2026 | $0.62vs $0.58+6.9% | $1.3Bvs $1.3B+0.4% |
| Q4 2025 | Oct 28, 2025 | $0.61vs $0.45+36.1% | $1.6Bvs $1.2B+39.5% |
| Q3 2025 | Jul 22, 2025 | $0.36vs $0.41-12.2% | $1.5Bvs $1.2B+29.4% |
Based on last 12 quarters of dataView full earnings history →
Latest IVZ News
Recent stock market news and headlines for Invesco Ltd. (IVZ)
Business Wire·2 days ago
Northern Trust Appointed to Support Invesco's New Index-Tracking Mutual Fund RangeDUBLIN--(BUSINESS WIRE)--Northern Trust (Nasdaq: NTRS) today announced it has been appointed by Invesco to provide administration, custody and depositary services for its new Irish-domiciled index tracking mutual fund range, Invesco Markets V ICAV. Invesco is a U.S. asset management company serving clients in more than 120 countries. Headquartered in Atlanta, Georgia, the firm has US$2.45 trillion in assets under management across public, private, active, and passive investments (as of 31 May 2.
The Motley Fool·3 days ago
State Street Health Care ETF Tops Invesco Pharma on Cost and SizeState Street Health Care Select Sector SPDR ETF offers a significantly lower expense ratio and far greater assets under management than Invesco Pharmaceuticals ETF. Invesco's ETF focuses exclusively on 29 pharmaceutical companies, whereas the SPDR fund provides broader exposure across the healthcare sector.
The Motley Fool·3 days ago
Vanguard S&P 500 Growth vs. Invesco SmallCap Revenue: How Do These ETFs Stack Up?Vanguard S&P 500 Growth ETF offers a significantly lower expense ratio than Invesco S&P SmallCap 600 Revenue ETF. Invesco's ETF has delivered higher one-year total returns but lower five-year growth than the Vanguard fund.
24/7 Wall Street·4 days ago
Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”Invesco's Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards.
Peers Comparison
Key metrics vs top competitors for Invesco Ltd. (IVZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $27.40 | $12.17B | -17.13 | 5.11% | -4.42% | -1.96% | 3.03% | |
| $34.36 | $17.85B | 37.76 | 3.45% | 8.99% | 5.64% | — | |
| $120.16 | $26.15B | 12.99 | 3.12% | 28.28% | 17.56% | — | |
| $359.72 | $9.5B | 15.82 | 19.83% | 31.89% | 17.07% | — | |
| $155.15 | $1.04B | 7.77 | -8% | 14.61% | 11.15% | — | |
| $174.99 | $473.29M | 9.77 | 4.48% | 30.89% | 27.03% | — |
Compare IVZ vs Peers
Invesco Ltd. (IVZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
IVZ SEC Filings & Documents
Invesco Ltd. (IVZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 28, 2026·SEC
Material company update
Apr 10, 2026·SEC
Material company update
Mar 10, 2026·SEC
10-K Annual Reports
1FY 2026
Feb 24, 2026·SEC
10-Q Quarterly Reports
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IVZ Frequently Asked Questions
Invesco Ltd. (IVZ) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Invesco Ltd.'s revenue?
Invesco Ltd. (IVZ) reported $6.59B in revenue for fiscal year 2025.
How fast is Invesco Ltd. growing?
Invesco Ltd. (IVZ) grew revenue by 5.1% over the past year. This is steady growth.
Is IVZ profitable?
Invesco Ltd. (IVZ) reported a net loss of $243.4M for fiscal year 2025.
Dividend & Returns
Does IVZ pay dividends?
Yes, Invesco Ltd. (IVZ) pays a dividend with a yield of 3.03%. This makes it attractive for income-focused investors.
What is IVZ's return on equity?
Invesco Ltd. (IVZ) has a return on equity (ROE) of -2.0%. Negative ROE indicates the company is unprofitable.
What is Invesco Ltd.'s free cash flow?
Invesco Ltd. (IVZ) generated $1.88B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.