IVZNYSEInvestment AdviceFiscal year ends December 31
Invesco Ltd.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$28.29+0.09 (+0.32%)
Close on Oct 19, 2026
- Market cap
- $12.85B
- P/E (TTM)
- –
- Dividend yield
- 2.95%
Invesco statistics
Financials through Jun 30, 2026, price as of Oct 19, 2026, median of Investment Advice companies for comparison
Valuation
| Measure | Invesco | Industry median |
|---|---|---|
| Market Cap | $12.49B | $689.15M |
| Enterprise Value | $12.21B | $509.37M |
| PS Ratio | 1.81 | 3.16 |
| PB Ratio | 1.00 | 1.48 |
| P/TBV Ratio | 75.29 | 1.47 |
| P/FCF Ratio | 6.50 | 12.40 |
| P/OCF Ratio | 6.22 | 12.04 |
Enterprise value
| Measure | Invesco | Industry median |
|---|---|---|
| EV / Sales | 1.77 | 2.19 |
| EV / FCF | 6.36 | 11.82 |
Income (trailing twelve months)
| Measure | Invesco | Industry median |
|---|---|---|
| Revenue | $6.90B | $858.37M |
| Operating Income | -$489.80M | $7.74M |
| Pretax Income | -$243.10M | $269.30M |
| EBITDA | -$350.10M | $72.05M |
| EPS (Diluted) | -$0.68 | $2.19 |
Margins
| Measure | Invesco | Industry median |
|---|---|---|
| Operating Margin | -7.10% | 18.8% |
| Pretax Margin | -3.52% | 22.3% |
| EBITDA Margin | -5.07% | 21.9% |
| FCF Margin | 27.8% | 20.4% |
Returns
| Measure | Invesco | Industry median |
|---|---|---|
| Return on Invested Capital (ROIC) | -3.16% | 4.03% |
Growth
| Measure | Invesco | Industry median |
|---|---|---|
| Revenue Growth (YoY) | 12.2% | 15.2% |
| EPS Growth (YoY) | -173.1% | 15.0% |
| FCF Growth (YoY) | 66.1% | 8.53% |
| Revenue Growth (3Y CAGR) | 1.78% | 11.9% |
| Revenue Growth (5Y CAGR) | 0.74% | 9.48% |
Balance sheet
| Measure | Invesco | Industry median |
|---|---|---|
| Cash & Short-Term Investments | $915.40M | $64.64M |
| Net Cash (Debt) | $915.40M | $39.27M |
| Net Cash Per Share | $2.07 | $1.34 |
| Equity (Book Value) | $12.47B | $543.32M |
| Book Value Per Share | $28.25 | $17.04 |
| Tangible Book Value | $165.90M | $241.03M |
Financial position
| Measure | Invesco | Industry median |
|---|---|---|
| Interest Coverage | -5.07 | 6.12 |
Cash flow (trailing twelve months)
| Measure | Invesco | Industry median |
|---|---|---|
| Operating Cash Flow | $2.01B | $11.08M |
| Capital Expenditures | -$88.10M | -$11.81M |
| Free Cash Flow | $1.92B | $313.40M |
| FCF Per Share | $4.35 | $1.71 |
Efficiency
| Measure | Invesco | Industry median |
|---|---|---|
| Asset Turnover | 0.25 | 0.25 |
| Revenue Per Employee | $920.33K | $1.00M |
| Employee Count | 7,500 | 700 |
Dividends and yields
| Measure | Invesco | Industry median |
|---|---|---|
| FCF Yield | 15.4% | 6.26% |
| Dividend Yield | 2.95% | 1.85% |
| Buyback Yield | 1.40% | 1.19% |
| Shareholder Yield | 4.35% | 1.82% |
| Dividend Per Share | $0.83 | $1.40 |
| Dividend Growth (YoY) | 2.45% | 5.80% |
| Years of Dividend Growth | 4 | 2 |
| FCF Payout Ratio | 19.9% | 28.5% |
Shares
| Measure | Invesco | Industry median |
|---|---|---|
| Shares Outstanding | 441,500,000 | 41,100,900 |
| Shares Change (YoY) | -0.21% | 0.87% |
| Shares Change (QoQ) | -0.41% | 0.00% |
| Float | 417,825,000 | 27,062,500 |
| Shares Held by Insiders | 5.36% | 0.00% |
| Shares Held by Institutions | 96.3% | 36.9% |
Taxes
| Measure | Invesco | Industry median |
|---|---|---|
| Income Tax | -$161.60M | $39.89M |
Scores
| Measure | Invesco | Industry median |
|---|---|---|
| Altman Z-Score | 1.05 | 9.82 |
Calculated by StockData from Invesco's SEC filings and the latest closing price. Hover a measure to see its formula. The grey column is the median of companies in the same industry group (two-digit SIC code); green or red marks a better or worse value than that median.