— Know what they know.
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Also trades as: 0UAN.L (LSE) · $vol 0M

IVZ NYSE

Invesco Ltd.
1W: -2.0% 1M: +5.5% 3M: +1.9% YTD: +0.9% 1Y: +81.2% 3Y: +103.1% 5Y: +17.3%
$27.05
+0.07 (+0.26%)
 
Weekly Expected Move ±3.4%
$25 $26 $27 $28 $29
NYSE · Financial Services · Asset Management · Alpha Radar Buy · Power 60 · $12.0B mcap · 440M float · 1.25% daily turnover · Short 44% of daily vol

Balance Sheet Trends

Total Assets
$27.1B +0.3% ▲
5Y CAGR: -5.8%
Total Liabilities
$14.1B +24.2% ▲
5Y CAGR: -8.1%
Shareholders Equity
$12.2B -16.0% ▼
5Y CAGR: -3.2%
Cash & Investments
$2.0B +32.3% ▲
5Y CAGR: +3.0%
Total Debt
$10.1B +34.2% ▲
5Y CAGR: +2.1%
Net Debt
$8.1B +34.6% ▲

Assets vs Liabilities & Equity

Year-over-Year Growth

View Full Balance Sheet
Line ItemFY2021FY2022FY2023FY2024FY2025
— Assets —
Cash$2.1B$1.4B$1.9B$1.5B$2.0B
Short-Term Investments$0$0$0$0$0
Cash & ST Investments$2.1B$1.4B$1.9B$1.5B$2.0B
Net Receivables$1.3B$1.0B$702M$1.1B$885M
Inventory$0$0$0$0$0
Other Current Assets-$166M$0$250M$0$0
Total Current Assets$3.5B$2.4B$2.9B$2.6B$2.9B
Property, Plant & Equip.$518M$561M$600M$479M$676M
Goodwill & Intangibles$16.1B$15.7B$14.5B$14.1B$12.4B
Long-Term Investments$10.0B$2.7B$9.2B$2.5B$10.3B
Other Non-Current Assets$2.6B$8.4B$1.7B$7.4B$818M
Total Non-Current Assets$29.2B$27.3B$26.1B$24.4B$24.2B
Total Assets$32.7B$29.8B$28.9B$27.0B$27.1B
— Liabilities —
Accounts Payable$39M$60M$32M$31M$0
Short-Term Debt$0$0$0$0$67M
Deferred Revenue$0$0$0$0$0
Other Current Liabilities$0$0$1.4B$0$0
Total Current Liabilities$2.8B$1.5B$2.3B$830M$67M
Long-Term Debt$9.4B$8.1B$8.6B$7.1B$9.7B
Other Non-Current Liab.$1.9B$1.2B$373M$1.7B$3.1B
Total Non-Current Liabilities$13.2B$11.4B$10.7B$10.5B$14.0B
Total Liabilities$16.0B$12.9B$13.0B$11.3B$14.1B
— Equity —
Common Stock$113M$113M$113M$113M$113M
Retained Earnings$7.2B$7.5B$6.8B$7.0B$5.9B
Accumulated OCI-$442M-$942M-$802M-$1.0B-$723M
Total Stockholders Equity$15.5B$15.2B$14.6B$14.6B$12.2B
Total Liabilities & Equity$32.7B$29.8B$28.9B$27.0B$27.1B
— Key Metrics —
Total Debt$9.7B$8.6B$9.0B$7.5B$10.1B
Net Debt$7.6B$7.1B$7.1B$6.1B$8.1B
Total Investments$10.0B$2.7B$9.2B$2.5B$10.3B

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms