Invesco LTD (IVZ)

Price$24.95

Favorite Metrics

Price vs S&P 500 (26W)0.24%

Price vs S&P 500 (4W)-3.17%

Market Capitalization$11.05B

Indicated Dividend Yield (Annual)3.37%

All Metrics

P/CF (Annual)7.25x

Book Value / Share (Quarterly)$27.55

P/TBV (Annual)1.41x

Indicated Dividend (Annual)$0.84

Revenue Growth (3Y)1.78%

Cash Flow / Share (Quarterly)$3.25

Payout Ratio (TTM)56.74%

Price vs S&P 500 (YTD)-8.95%

Gross Margin (TTM)66.88%

Net Profit Margin (TTM)-13.25%

EPS (TTM)$-0.63

10-Day Avg Trading Volume6.80M

EPS Excl Extra (TTM)$-0.63

Revenue Growth (5Y)0.74%

EPS (Annual)$-0.62

Dividend / Share (Annual)$1.30

ROI (Annual)-1.30%

Gross Margin (Annual)66.64%

Net Profit Margin (5Y Avg)9.10%

Cash / Share (Quarterly)$2.34

Revenue Growth QoQ (YoY)6.21%

ROA (Last FY)-1.04%

Revenue Growth TTM (YoY)-21.93%

EBITD / Share (TTM)$3.04

ROE (5Y Avg)3.79%

Operating Margin (TTM)-20.41%

Cash Flow / Share (Annual)$3.25

P/B Ratio0.90x

P/B Ratio (Quarterly)0.96x

Net Income / Employee (Annual)$-0

EV / Revenue (TTM)4.09x

Net Interest Coverage (TTM)21.21x

ROA (TTM)-1.00%

EV / EBITDA (TTM)14.09x

EPS Incl Extra (Annual)$-0.62

Current Ratio (Annual)0.80x

Quick Ratio (Quarterly)0.80x

3-Month Avg Trading Volume5.69M

52-Week Price Return94.92%

EV / Free Cash Flow (Annual)13.46x

Revenue / Employee (TTM)$1

Tangible BV / Share (Quarterly)$18.70

P/S Ratio (Annual)1.73x

Asset Turnover (Annual)0.24x

52-Week High$29.61

Operating Margin (5Y Avg)8.58%

EPS Excl Extra (Annual)$-0.62

CapEx CAGR (5Y)-6.02%

Tangible BV CAGR (5Y)3.31%

26-Week Price Return7.13%

Quick Ratio (Annual)0.80x

13-Week Price Return-15.11%

Total Debt / Equity (Annual)0.77x

Current Ratio (Quarterly)0.80x

Enterprise Value$19,394.821

Revenue / Share Growth (5Y)1.18%

Asset Turnover (TTM)0.17x

Book Value / Share Growth (5Y)-2.52%

Revenue / Employee (Annual)$1

Pretax Margin (Annual)-5.95%

Cash / Share (Annual)$2.34

3-Month Return Std Dev41.20%

Gross Margin (5Y Avg)67.79%

Net Income / Employee (TTM)$-0

EBITDA CAGR (5Y)2.73%

EBITDA Interim CAGR (5Y)-0.36%

ROE (Last FY)-2.30%

Net Interest Coverage (Annual)363.50x

EPS Basic Excl Extra (Annual)$-0.62

P/FCF (TTM)7.14x

Receivables Turnover (TTM)5.83x

EV / Free Cash Flow (TTM)13.46x

Total Debt / Equity (Quarterly)0.77x

EPS Incl Extra (TTM)$-0.63

Receivables Turnover (Annual)7.85x

ROI (TTM)-1.26%

Dividend Growth Rate (5Y)0.02%

P/S Ratio (TTM)2.33x

Pretax Margin (5Y Avg)12.67%

Revenue / Share (Annual)$14.09

Tangible BV / Share (Annual)$18.70

Forward P/E9.72x

Free OCF CAGR (5Y)5.15%

Price vs S&P 500 (52W)60.29%

Year-to-Date Return-5.02%

5-Day Price Return0.93%

EPS Normalized (Annual)$-0.62

ROA (5Y Avg)1.92%

Net Profit Margin (Annual)-4.42%

Month-to-Date Return2.72%

Cash Flow / Share (TTM)$1.64

EBITD / Share (Annual)$-1.18

Operating Margin (Annual)-10.91%

LT Debt / Equity (Annual)0.77x

P/CF (TTM)7.25x

ROI (5Y Avg)2.47%

LT Debt / Equity (Quarterly)0.77x

EPS Basic Excl Extra (TTM)$-0.63

P/TBV (Quarterly)1.41x

Payout Ratio (Annual)78.51%

P/B Ratio (Annual)0.96x

Dividend / Share (TTM)$1.30

Pretax Margin (TTM)-15.33%

Book Value / Share (Annual)$27.55

Price vs S&P 500 (13W)-17.49%

Dividend Yield (TTM)5.26%

Beta1.57x

P/FCF (Annual)7.67x

Revenue / Share (TTM)$10.49

ROE (TTM)-2.06%

52-Week Low$12.27

Analyst Recommendations

Jan 2026

Feb 2026

Mar 2026

Apr 2026

3.56

3.65

Industry Peers — Investment Advice(61)

Symbol	P/E Ratio (Annual)	ROE (TTM)	Operating Margin (TTM)	Revenue Growth TTM (YoY)	Price
IVZInvesco LTD	—	-2.06%	-20.41%	-21.93%	$24.95
BXBlackstone Inc.	52.26x	36.17%	46.74%	9.22%	$128.99
KKRKKR & Co. Inc.	39.09x	8.15%	1.94%	1.54%	$103.92
KKRTKKR & Co. Inc. 6.875% Subordinated Notes due 2065	39.09x	8.15%	1.94%	1.54%	$25.20
BAMBrookfield Asset Management Ltd.	32.51x	24.20%	55.73%	883.61%	$49.05
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053	16.09x	16.67%	26.51%	21.01%	$25.90
APOApollo Global Management, Inc.	15.74x	16.67%	26.51%	21.01%	$127.33
AMPAmeriprise Financial, Inc.	11.61x	58.14%	30.85%	5.49%	$456.59
ARESAres Management Corporation Class A Common Stock	49.75x	12.01%	15.94%	44.19%	$118.77
TROWT Rowe Price Group Inc	10.22x	19.58%	29.97%	3.12%	$98.10
CGThe Carlyle Group Inc. Common Stock	23.47x	14.18%	21.78%	-11.91%	$52.55

About

Invesco is a global investment-management firm with $2.2 trillion in assets under management as of November 2025, serving both retail and institutional clients. The firm maintains a diversified portfolio across equity (62% of AUM), fixed-income (20%), alternatives (6%), balanced (3%), and money market (9%), with passive products representing approximately half of total AUM. Invesco operates one of the 10 largest US retail fund complexes and derives 31% of its AUM from Europe, Africa, the Middle East, and Asia combined.