Invesco Ltd. (IVZ)
Invesco Ltd. brought in $7.1B of revenue over the twelve months to September 30, 2026, up 13.7% from a year earlier. It posted a net loss of $316M. Operating cash flow minus capital spending left $1.4B of free cash flow in fiscal 2025. At September 30, 2026 it held $965.5M in cash against $1.3B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 3, 2026.
Key facts about Invesco Ltd.
- Net worth
- Invesco Ltd. has a market value (market cap) of $12.7B at the latest share price, and shareholders' equity of $12.6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $6.4B (+5.1% year on year), with a net loss of $726.3M. Over the 12 months to September 30, 2026: revenue $7.1B, net loss $316M.
- Cash flow
- In fiscal 2025 operations brought in $1.5B of cash; after $84.3M of capital spending, free cash flow was $1.4B.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 3, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Invesco Ltd.'s next report is expected around January 26, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Invesco Ltd. declared dividends of $0.84 per share in fiscal 2025, a yield of 2.89% at the current price.
What Invesco Ltd. does
Invesco Ltd. is registered with the SEC under industry code SIC 6282 (Investment Advice). Its shares trade on NYSE under the ticker IVZ.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $6.4B | -$726.3M | -$1.60 | $1.4B |
| 2024 | $6.1B | $538M | $1.18 | $1.1B |
| 2023 | $5.7B | -$333.7M | -$0.73 | $1.1B |
| 2022 | $6B | $683.9M | $1.49 | $510.3M |
| 2021 | $6.9B | $1.4B | $2.99 | $969.3M |
| 2020 | $6.1B | $524.8M | $1.13 | $1.1B |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where IVZ ranks in Finance
Dividends
Invesco Ltd. declared $0.84 per share in fiscal 2025. At the current price that is a yield of 2.89%. It paid out $377.3M in cash dividends.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.84 | $377.3M | n/a |
| 2024 | $0.82 | $371.5M | 69% |
| 2023 | $0.79 | $357.9M | n/a |
| 2022 | $0.73 | $334.8M | 49% |
| 2021 | $0.67 | $307.7M | 22% |
| 2020 | $0.78 | $357.4M | 68% |
Latest SEC filings
What Invesco Ltd. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 3, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 14% to $1.9B versus the same quarter last year; diluted EPS $0.65 versus $0.66.
- October 27, 2026
- October 27, 2026
- October 9, 2026Investor disclosure 8-K/A
- October 9, 2026
- September 10, 2026
- August 31, 2026
- August 14, 2026Form 13F-HR filing 13F-HR
- August 13, 2026Passive stake (5% or more) SCHEDULE 13G
- August 13, 2026Passive stake changed SCHEDULE 13G/A
What is IVZ worth? A DCF from its reported cash flow
Insider trades
What the people running Invesco Ltd. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $7.2M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 16, 2026 | Johnston Shannon ASMD and CIOO | Received as pay | 28,249 | - |
| October 16, 2026 | Johnston Shannon ASMD and CIOO | Shares withheld for tax | 12,526 | $353.2K |
| September 11, 2026 | Wood Phoebe ADirector | Sold | 3,000 | $97.3K |
| September 9, 2026 | Lo Andrew Tak ShingSenior Managing Director | Sold | 100,840 | $3.2M |
| September 9, 2026 | Butcher StephanieSenior Managing Director | Sold | 45,095 | $1.5M |
| September 8, 2026 | Lo Andrew Tak ShingSenior Managing Director | Sold | 42,530 | $1.4M |
| September 4, 2026 | Dukes Laura AllisonChief Financial Officer | Sold | 31,075 | $1M |
| September 4, 2026 | Dukes Laura AllisonChief Financial Officer | Gave as a gift | 7,600 | - |
Who owns IVZ
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Capital Management13G, passive | 7.15% | April 30, 2026 |
| Invesco Ltd.13G, passive | 5% | August 13, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 1,853 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 233,232,303 | +20,361,621 |
| Invesco Ltd. | 158,676,129 | +32,609,203 |
| Fmr LLC | 113,437,066 | -9,309,463 |
| Vanguard Portfolio Management LLC | 105,868,764 | +3,841,951 |
| Vanguard Capital Management LLC | 98,371,257 | +130,297 |
| State Street Corp | 82,513,848 | -673,448 |
| Dimensional Fund Advisors LP | 61,457,823 | +1,941,345 |
| Geode Capital Management, LLC | 56,535,820 | +2,737,637 |
| Wellington Management Group Llp | 41,994,835 | -2,769,448 |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | 0 |
| Morgan Stanley | 31,976,904 | -217,576 |
| Goldman Sachs Group Inc | 35,389,367 | +4,200,812 |
| Artisan Partners Limited Partnership | 8,826,514 | +251,600 |
| Capital World Investors | 24,207,822 | +2,383,267 |
| Jpmorgan Chase & Co | 20,847,034 | +1,308,203 |
| Charles Schwab Investment Management Inc | 29,561,653 | -4,182,965 |
| Ameriprise Financial Inc | 15,614,203 | +2,163,269 |
| Northern Trust Corp | 21,299,553 | +1,142,293 |
| Bank of America Corp | 23,851,853 | +6,111,282 |
| American Century Companies Inc | 21,385,955 | +3,078,012 |
Insiders
20 insiders reported holding 3,032,375 shares in total, about $87.5M at the last price.
| Holder | Shares |
|---|---|
| Lo Andrew Tak ShingSenior Managing Director | 812,477 |
| Schlossberg AndrewPresident and CEO, Director | 742,708 |
| Dukes Laura AllisonChief Financial Officer | 251,583 |
| Wong TonySenior Managing Director | 126,971 |
| Kupor Jeffrey HSenior Managing Director | 125,818 |
| Beshar SarahDirector | 115,166 |
| Wagoner G Richard JrDirector | 107,870 |
| Wood Phoebe ADirector | 107,111 |
| Sheinwald NigelDirector | 101,968 |
| Sharp Douglas JSenior Managing Director | 88,387 |
Questions about IVZ
What does Invesco Ltd. do?
Invesco Ltd. is a company in the Finance sector, listed on NYSE as IVZ. Its shares trade on NYSE under the ticker IVZ.
What is Invesco Ltd.'s net worth?
Invesco Ltd. has a market value (market cap) of $12.7B at the latest share price, and shareholders' equity of $12.6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Invesco Ltd. profitable?
No. Over the twelve months to September 30, 2026 it reported a net loss of $316M on revenue of $7.1B.
How much revenue does Invesco Ltd. make?
Over the twelve months to September 30, 2026 Invesco Ltd. reported revenue of $7.1B. That is 13.7% more than a year earlier.
When did Invesco Ltd. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 3, 2026. It covers the period to September 30, 2026.
When is Invesco Ltd.'s next earnings report?
Invesco Ltd.'s next report is expected around January 26, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Invesco Ltd. pay a dividend?
Yes. Invesco Ltd. declared dividends of $0.84 per share in fiscal 2025, a yield of 2.89% at the current price.
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Where the numbers come from
Financial figures are the values Invesco Ltd. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.