Also trades as: 0UAN.L (LSE) · $vol 0M
IVZ NYSE
Invesco Ltd.
1W: +0.9%
1M: -7.7%
3M: -3.0%
YTD: +6.8%
1Y: +27.0%
3Y: +148.6%
5Y: +39.4%
$28.43
-0.10 (-0.35%)
After Hours: $28.87 (+0.44, +1.53%)
Weekly Expected Move ±3.6%
$26
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$30
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
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Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
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 Item | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| — 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 |