Invesco Ltd
IVZ
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- Invesco Ltd. is positioned well within the asset management industry, benefiting from a competitive landscape that favors established players with strong brand recognition.
- In Q2 2026, Invesco reported a revenue increase of 5% compared to the previous quarter, reaching $1.8 billion.
- The company's operating margin improved to 19.95% in Q2 2026, up from 19.10% in Q1 2026.
- Invesco faces challenges with a negative profit margin and a high debt-to-equity ratio, indicating potential financial instability.
- The company reported a net income loss of $1.06 billion in Q4 2025, highlighting significant operational difficulties.
- In 2025, Invesco's operating margin was -10.91%, reflecting ongoing struggles to maintain profitability.
Fundamentals
| Market cap | $13.28B | Enterprise value | $17.50B | Trailing P/E | — | Forward P/E | 9.16 |
| PEG | 0.90 | Price / book | 1.33 | Beta | 1.63 | Dividend yield | 2.86% |
| Revenue growth | 20.5% | Earnings growth | — | Gross margin | 29.5% | Operating margin | 20.0% |
| Profit margin | -0.9% | ROE | -0.6% | ROA | 2.9% | Debt / equity | 0.12 |
| Current ratio | 0.71 | Free cash flow | $1.14B | Analyst recommendation | buy | Mean target | $34.75 |
| 52w high | $33.66 | 52w low | $20.67 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $1.8B | $1.7B | $1.7B | $1.6B | $1.5B |
| Op margin | 19.9% | 19.1% | -86.2% | 16.5% | 14.1% |
| Net income | $382M | $269M | -$1.1B | $346M | $203M |
| Gross margin | 35.7% | 36.1% | 37.0% | 34.2% | 33.3% |
| Gross profit | $652M | $630M | $627M | $561M | $504M |
| Operating income | $364M | $333M | -$1.5B | $271M | $214M |
- Revenue +5% vs prior quarter ($1.8B vs $1.7B).
- Gross margin 35.7% (was 36.1% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $6.4B | $6.1B | $5.7B | $6.0B | — |
| Op margin | -10.9% | 13.7% | -6.9% | 22.1% | — |
| Net income | -$282M | $775M | -$96.9M | $921M | — |
| Gross margin | 35.2% | 33.4% | 35.1% | 40.3% | — |
| Gross profit | $2.2B | $2.0B | $2.0B | $2.4B | — |
| Operating income | -$696M | $832M | -$393M | $1.3B | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · Are You Looking for a High-Growth Dividend Stock?
2026-10-09 · Invesco September Assets Under Management Fall 0.9%
2026-10-09 · RBC Lifts Price Target on Invesco to $36 From $35, Keeps Outperform Rating
2026-10-09 · Invesco Ltd. Announces September 30, 2026 Assets Under Management
2026-10-09 · Evercore ISI Adjusts Price Target on Invesco to $34 From $37
2026-10-09 · Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
2026-10-08 · 1 S&P 500 Stock to Consider Right Now and 2 That Underwhelm
2026-10-08 · Should You Invest in the Invesco S&P 500 Equal Weight Industrials ETF (RSPN)?
2026-10-08 · Should Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) Be on Your Investing Radar?
2026-10-07 · 3 Financial Stocks With Rising Rate Exposure Retail Investors Should Not Ignore
2026-10-07 · Invesco's Growth Prospects Underestimated by Market, UBS Says
2026-10-07 · Keefe Bruyette & Woods Adjusts Invesco Price Target to $38 From $39
Price (daily)
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