# Invesco Ltd. (IVZ)

**Exchange:** NYSE  
**Sector:** Financial Services  
**Market cap:** $12.75B  
**Price:** $28.02 (+2.02%)

> Invesco Ltd. is a global independent investment management firm headquartered in Atlanta, Georgia, founded in 1935. The company focuses on providing diversified asset management solutions to both retail and institutional clients worldwide, covering a broad spectrum of investment needs. Invesco offers a wide range of products, including mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans, enabling access to equity, fixed income, money market, balanced, and alternative strategies. A significant share of its assets is managed through passive products, alongside actively managed strategies, positioning the firm across core and specialized mandates for financial advisors, institutions, and individual investors. Invesco operates across major global markets, with a meaningful portion of its assets sourced from Europe, the Middle East, Africa, and Asia, reflecting its international reach. Within the asset management industry, it ranks among the larger US-based managers by assets under management and maintains a prominent presence in the US retail fund market as one of the major nonproprietary fund complexes.

## Income Statement (Annual, USD)

| Fiscal Year | Revenue | Gross Profit | Operating Income | Net Income | EPS (dil.) |
| --- | --- | --- | --- | --- | --- |
| 2025 | $6.38B | — | -$696M | — | — |
| 2024 | $6.07B | — | $832M | $538M | — |
| 2023 | $5.72B | — | -$435M | -$334M | — |
| 2022 | $6.05B | — | $1.32B | $684M | — |
| 2021 | $6.89B | — | $1.79B | $1.39B | — |
| 2020 | $6.15B | — | $920M | $525M | — |
| 2019 | $6.12B | — | $808M | $565M | — |
| 2018 | $5.31B | — | $1.20B | $883M | — |
| 2017 | $5.16B | — | $1.28B | $1.13B | — |
| 2016 | $4.73B | — | $1.15B | $854M | — |
| 2015 | $5.12B | — | $1.36B | $968M | — |
| 2014 | $5.15B | — | $1.28B | $988M | — |
| 2013 | $4.64B | — | $1.12B | $940M | — |
| 2012 | $4.05B | — | $843M | $677M | — |
| 2011 | $3.98B | — | $882M | $730M | — |

## Balance Sheet (Annual, USD)

| Fiscal Year | Total Assets | Total Liabilities | Equity | Cash | Long-term Debt |
| --- | --- | --- | --- | --- | --- |
| 2025 | $27.09B | $14.09B | $12.23B | $1.04B | $1.83B |
| 2024 | $27.01B | $11.34B | $14.56B | $987M | $891M |
| 2023 | $28.93B | $13.02B | $14.60B | $1.47B | $1.49B |
| 2022 | $29.76B | $12.91B | $15.21B | $1.23B | $1.49B |
| 2021 | $32.69B | $16.01B | $15.50B | $1.90B | $2.09B |
| 2020 | $36.50B | $21.48B | $14.36B | $1.41B | $2.08B |
| 2019 | $39.42B | $24.72B | $13.86B | $1.05B | $2.08B |
| 2018 | $30.98B | $21.65B | $8.58B | $1.15B | $2.41B |
| 2017 | $31.67B | $22.47B | $8.70B | $2.01B | $2.08B |
| 2016 | $25.73B | $17.84B | $7.50B | $1.33B | $2.10B |
| 2015 | $25.07B | $16.21B | $7.89B | $1.85B | $2.07B |
| 2014 | $20.45B | $11.16B | $8.33B | $1.51B | $1.58B |
| 2013 | $19.27B | $10.29B | $8.39B | $1.33B | $1.59B |
| 2012 | $17.49B | $8.44B | $8.32B | $836M | $1.19B |
| 2011 | $19.35B | $10.21B | $8.12B | $727M | $1.28B |

## Cash Flow (Annual, USD)

| Fiscal Year | Operating Cash Flow | CapEx | Free Cash Flow |
| --- | --- | --- | --- |
| 2025 | $1.53B | $84M | $1.44B |
| 2024 | $1.19B | $69M | $1.12B |
| 2023 | $1.30B | $164M | $1.14B |
| 2022 | $703M | $193M | $510M |
| 2021 | $1.08B | $109M | $969M |
| 2020 | $1.23B | $115M | $1.12B |
| 2019 | $1.12B | $124M | $992M |
| 2018 | $829M | $103M | $726M |
| 2017 | $1.16B | $112M | $1.05B |
| 2016 | $654M | $148M | $506M |
| 2015 | $1.13B | $125M | $1.00B |
| 2014 | $1.20B | $133M | $1.07B |
| 2013 | $780M | $88M | $692M |
| 2012 | $819M | $99M | $720M |
| 2011 | $965M | $107M | $858M |

Source: [CompaniesByCap](https://companiesbycap.com/company/IVZ)