Stocks›Financial Services›IVZ

IVZ

Invesco Ltd.

NYSEResearch view

$30.92+0.78%

Sep 25 close · 1D EOD · Databento

Financial ServicesInvestment AdviceLarge-capSEC EDGAR FY 2025-12-31

What happened

Daily closes · dots are Wire stories

What’s next

Expected around late October, going by its own filing history. The company has not announced a date yet. Its matching report came Oct 28, 2025 and Oct 22, 2024, before the open.

Last report

Jul 28, 2026−2.26%

before the open

Last 4, next close

median 2.19% either way

up 2 of 4

Every report since 2022 →

DateEventSourceNext close

Jul 28Earnings release, before the open · 8-KSEC EDGARSEC EDGAR ↗−2.26%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

Big days · last year

Daily closes · Databento EOD

24 big days: a close more than 3.85% from the one before, three times IVZ’s median day (1.28%). On 14 of 24, its largest peers moved the same way at least half as far. We show what we hold, never a cause.

Shaded: since our stories began, Jun 10, 2026

24Aug 3, 2026
Aug 3, 2026Nothing in our recordNo IVZ story, brief or results filing in our record that dayGroup +4.0% moved the same way
+4.0% moved the same wayBX +5.4 · KKR +5.1 · APO +3.0 · AMP +1.1
+4.43%
23Jul 30, 2026
Jul 30, 2026Nothing in our recordNo IVZ story, brief or results filing in our record that dayGroup +0.6% did not move with it
+0.6% did not move with itKKR +1.7 · BX −1.0 · AMP +0.8 · APO +0.4
+4.81%
22Jul 29, 2026
Jul 29, 2026Nothing in our recordNo IVZ story, brief or results filing in our record that dayGroup −3.3% moved the same way
−3.3% moved the same wayAPO −4.0 · BX −3.4 · KKR −3.3 · AMP −1.2
−4.62%
21Jul 15, 2026
Jul 15, 2026Nothing in our recordNo IVZ story, brief or results filing in our record that dayGroup +1.8% did not move with it
+1.8% did not move with itKKR +3.9 · BX +2.0 · AMP +1.7 · APO +1.6
+5.46%
20Jul 9, 2026
Jul 9, 2026Nothing in our recordNo IVZ story, brief or results filing in our record that dayGroup +2.5% did not move with it
+2.5% did not move with itKKR +3.2 · BX +3.0 · AMP +1.9 · APO +1.4
+5.85%
19Jun 24, 2026
Jun 24, 2026Nothing in our recordNo IVZ story, brief or results filing in our record that dayGroup −4.0% moved the same way
−4.0% moved the same wayAPO −6.1 · BX −5.9 · KKR −2.1 · AMP −1.1
−3.89%
18Jun 23, 2026
Jun 23, 2026Nothing in our recordNo IVZ story, brief or results filing in our record that dayGroup −3.0% did not move with it
−3.0% did not move with itKKR −3.5 · APO −3.4 · BX −2.6 · AMP −1.1
−6.12%
17Jun 4, 2026
Jun 4, 2026Before our storiesGroup +4.4% moved the same way
+4.4% moved the same wayBX +7.5 · KKR +5.5 · APO +3.3 · AMP +3.2
+4.57%
16Apr 8, 2026
Apr 8, 2026Before our storiesGroup +4.0% moved the same way
+4.0% moved the same wayAMP +4.9 · BX +4.4 · KKR +3.5 · APO +1.6
+6.32%
15Apr 6, 2026
Apr 6, 2026Before our storiesGroup −0.8% did not move with it
−0.8% did not move with itAPO −0.9 · AMP −0.8 · BX −0.7 · KKR −0.2
−5.22%
14Mar 31, 2026
Mar 31, 2026Before our storiesGroup +1.9% did not move with it
+1.9% did not move with itBX +3.0 · KKR +2.4 · AMP +1.4 · APO +1.3
+4.29%
13Mar 12, 2026
Mar 12, 2026Before our storiesGroup −4.3% moved the same way
−4.3% moved the same wayAPO −5.5 · BX −4.8 · KKR −3.7 · AMP −2.3
−4.38%
12Mar 6, 2026
Mar 6, 2026Before our storiesGroup −3.4% moved the same way
−3.4% moved the same wayBX −4.5 · KKR −4.5 · APO −2.3 · AMP −1.7
−4.29%
11Feb 23, 2026
Feb 23, 2026Before our storiesGroup −5.6% moved the same way
−5.6% moved the same wayKKR −8.9 · BX −6.2 · APO −5.0 · AMP −3.8
−4.76%
10Feb 6, 2026
Feb 6, 2026Before our storiesGroup +3.1% moved the same way
+3.1% moved the same wayAPO +5.5 · KKR +4.1 · BX +2.3 · AMP +1.5
+4.07%
9Feb 5, 2026
Feb 5, 2026Before our storiesGroup −5.2% moved the same way
−5.2% moved the same wayBX −5.7 · KKR −5.3 · APO −5.1 · AMP −1.9
−3.99%
8Jan 27, 2026
Jan 27, 2026ResultsThe first close after a results filing (SEC 8-K, Item 2.02)Group −0.8% did not move with it
−0.8% did not move with itKKR −2.2 · BX −1.1 · AMP −0.4 · APO +0.1
−5.13%
7Jan 21, 2026
Jan 21, 2026Before our storiesGroup +1.3% did not move with it
+1.3% did not move with itAMP +2.3 · BX +1.3 · KKR +1.2 · APO +0.6
+4.51%
6Jan 20, 2026
Jan 20, 2026Before our storiesGroup −4.8% moved the same way
−4.8% moved the same wayKKR −6.5 · BX −5.9 · APO −3.6 · AMP −3.3
−5.20%
5Jan 15, 2026
Jan 15, 2026Before our storiesGroup +0.1% did not move with it
+0.1% did not move with itBX +1.3 · KKR −0.6 · AMP +0.1 · APO +0.1
+4.04%
4Jan 5, 2026
Jan 5, 2026Before our storiesGroup +2.5% moved the same way
+2.5% moved the same wayKKR +4.4 · AMP +2.9 · BX +2.2 · APO +2.1
+4.53%
3Dec 5, 2025
Dec 5, 2025Before our storiesGroup +0.7% did not move with it
+0.7% did not move with itAPO +1.0 · KKR +0.8 · AMP +0.6 · BX +0.5
+4.09%
2Nov 17, 2025
Nov 17, 2025Before our storiesGroup −4.3% moved the same way
−4.3% moved the same wayKKR −4.9 · APO −4.8 · AMP −3.8 · BX −2.1
−4.59%
1Oct 10, 2025
Oct 10, 2025Before our storiesGroup −4.3% moved the same way
−4.3% moved the same wayKKR −5.0 · APO −4.3 · BX −4.3 · AMP −2.4
−5.98%

A story on the same day is not a cause, and a group move is not proof either. Group: BX, KKR, APO, AMP, the largest companies in IVZ’s SEC industry; “the same way” means the same direction and at least half as far. Prior-session closes only; not a call, not advice.

The numbers · FY2025, filed

SEC EDGAR

Market cap$13.7B

Revenue$6.4B+5.10%

Net income$-174.8M

EPS, diluted$-1.60−235.60%

Operating margin-10.9%

Return on equity-1.4%

Debt / equity0.14

All filed figures

Snapshot

SEC EDGAR · FY 2025-12-31

SectorFinancial Services

Market Cap$13.7B

Enterprise Value$13.5B

Income$-174.8M

Sales$6.4B

Book/sh$29.29

Cash/sh$4.48

Dividend TTM$0.83

Payout-216%

Employees—

IPO—

Quick Ratio—

Current Ratio1.46

Debt/Eq0.14

EPS (ttm)$-1.60

EPS this Y-235.6%

EPS past 3/5Y—

Sales past 3/5Y1.8%

EPS Y/Y TTM-235.6%

Sales Y/Y TTM5.1%

Shs Outstand441.50M

ROA-0.6%

ROE-1.4%

ROIC-2.5%

Gross Margin—

Oper. Margin-10.9%

Profit Margin-2.7%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$6.9B

FY21

$6.0B

FY22

$5.7B

FY23

$6.1B

FY24

$6.4B

FY25

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$6.9B	$6.0B	$5.7B	$6.1B	$6.4B
Gross Profit	—	—	—	—	—
Operating Income	$1.8B	$1.3B	$-434.8M	$832.1M	$-695.7M
Net Income	$1.4B	$683.9M	$-333.7M	$538.0M	$-174.8M
Diluted EPS	$2.99	$1.49	$-0.73	$1.18	$-1.60
Operating Cash Flow	$1.1B	$703.2M	$1.3B	$1.2B	$1.5B
Free Cash Flow	$969.3M	$510.3M	$1.1B	$1.1B	$1.4B

Same industry

In the screener →

BX$88.9B KKR$86.8B APO$71.9B AMP$43.5B TROW$22.5B BEN$16.8B TPG$16.6B CG$14.3B

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Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.