IVZ

Invesco Ltd.

Financial Services · USD

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Price alert · IVZ

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27.76 USD -1.26 -4.34%
As of Oct 30, 2026 Extended hours 27.96 +0.70%
Bid
27.76 × 200
Ask
27.79 × 400
27.38 Day range 28.64
22.44 52-week range 33.31
YTD
+5.67%
1 year
+18.23%
Open
28.64
Prev close
29.02
Mkt cap
12.20B
Vol
5.86M
Avg vol
4.51M
EPS
-0.69
P/E
0.00
Div yield
2.96%
More statistics
Low
27.38
High
28.64
Forward P/E
8.44
Beta
1.63
Short ratio
3.46
Inst. own
98.84%
Dividend
0.86
Ex-div date
Nov 12, 2026
Earnings
Jan 26, 2027
50-d avg
30.61
200-d avg
27.99
1y target
35.07

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IVZ five-day price chart27.427.928.328.829.3Oct 26Oct 27Oct 28Oct 29Oct 30

Financial health

Altman Z-Score

0.73 Distress zone

Bankruptcy-risk model: below 1.81 distress, above 2.99 safe.

Piotroski F-Score

6 / 9 Average

Nine pass/fail tests of profitability, leverage and efficiency.

FMP rating

B-2 / 5 overall

  • DCF 4
  • Return on Equity 1
  • Return on Assets 1
  • Debt / Equity 4
  • P/E 1
  • P/B 3

Valuation

P/E -16.3×
FY 2016: 14.3×FY 2017: 13.3×FY 2018: 7.8×FY 2019: 13.9×FY 2020: 15.3×FY 2021: 7.6×FY 2022: 12.0×FY 2023: -24.4×FY 2024: 14.8×FY 2025: -16.3×
FY 2016 5y median 7.6× FY 2025
P/S 1.9×
FY 2016: 2.7×FY 2017: 2.9×FY 2018: 1.3×FY 2019: 1.3×FY 2020: 1.3×FY 2021: 1.5×FY 2022: 1.4×FY 2023: 1.4×FY 2024: 1.3×FY 2025: 1.9×
FY 2016 5y median 1.4× FY 2025
P/B 1.0×
FY 2016: 1.7×FY 2017: 1.7×FY 2018: 0.8×FY 2019: 0.6×FY 2020: 0.6×FY 2021: 0.7×FY 2022: 0.5×FY 2023: 0.6×FY 2024: 0.5×FY 2025: 1.0×
FY 2016 5y median 0.6× FY 2025
P/FCF 8.2×
FY 2016: 24.9×FY 2017: 14.3×FY 2018: 9.2×FY 2019: 7.9×FY 2020: 7.2×FY 2021: 11.0×FY 2022: 16.1×FY 2023: 7.1×FY 2024: 7.1×FY 2025: 8.2×
FY 2016 5y median 8.2× FY 2025
EV/EBITDA -50.3×
FY 2016: 12.1×FY 2017: 11.8×FY 2018: 9.0×FY 2019: 11.5×FY 2020: 11.0×FY 2021: 6.5×FY 2022: 10.0×FY 2023: 989×FY 2024: 11.3×FY 2025: -50.3×
FY 2016 5y median 10.0× FY 2025
EV/Sales 3.1×
FY 2016: 3.6×FY 2017: 3.7×FY 2018: 2.4×FY 2019: 2.4×FY 2020: 2.5×FY 2021: 2.6×FY 2022: 2.5×FY 2023: 2.7×FY 2024: 2.3×FY 2025: 3.1×
FY 2016 5y median 2.6× FY 2025
FCF Yield 12.2%
FY 2016: 4.0%FY 2017: 7.0%FY 2018: 10.9%FY 2019: 12.6%FY 2020: 13.9%FY 2021: 9.1%FY 2022: 6.2%FY 2023: 14.0%FY 2024: 14.0%FY 2025: 12.2%
FY 2016 5y median 12.2% FY 2025

Profitability

Gross Margin 43.2%
FY 2016: 41.4%FY 2017: 42.1%FY 2018: 41.6%FY 2019: 41.1%FY 2020: 38.9%FY 2021: 41.1%FY 2022: 40.3%FY 2023: 35.1%FY 2024: 33.4%FY 2025: 43.2%
FY 2016 5y median 40.3% FY 2025
Operating Margin -10.9%
FY 2016: 24.3%FY 2017: 24.8%FY 2018: 22.7%FY 2019: 13.2%FY 2020: 15.0%FY 2021: 25.9%FY 2022: 21.8%FY 2023: -7.6%FY 2024: 13.7%FY 2025: -10.9%
FY 2016 5y median 13.7% FY 2025
Net Margin -4.4%
FY 2016: 18.0%FY 2017: 21.8%FY 2018: 16.6%FY 2019: 11.3%FY 2020: 12.4%FY 2021: 23.6%FY 2022: 15.2%FY 2023: -1.7%FY 2024: 12.8%FY 2025: -4.4%
FY 2016 5y median 12.8% FY 2025
ROE -2.3%
FY 2016: 11.4%FY 2017: 13.0%FY 2018: 10.3%FY 2019: 5.0%FY 2020: 5.3%FY 2021: 10.5%FY 2022: 6.1%FY 2023: -0.7%FY 2024: 5.3%FY 2025: -2.3%
FY 2016 5y median 5.3% FY 2025
ROIC -1.2%
FY 2016: 5.3%FY 2017: 23.0%FY 2018: 14.6%FY 2019: 7.2%FY 2020: 2.5%FY 2021: 4.7%FY 2022: 3.5%FY 2023: -1.2%FY 2024: 2.4%FY 2025: -1.2%
FY 2016 5y median 2.4% FY 2025
ROA -1.0%
FY 2016: 3.3%FY 2017: 3.6%FY 2018: 2.8%FY 2019: 1.7%FY 2020: 2.1%FY 2021: 5.0%FY 2022: 3.1%FY 2023: -0.3%FY 2024: 2.9%FY 2025: -1.0%
FY 2016 5y median 2.9% FY 2025

Growth (YoY)

Revenue 5.1%
FY 2016: -7.6%FY 2017: 9.0%FY 2018: 3.0%FY 2019: 15.1%FY 2020: 0.5%FY 2021: 12.2%FY 2022: -12.3%FY 2023: -5.5%FY 2024: 6.1%FY 2025: 5.1%
FY 2016 FY 2025
Operating Income -183.6%
FY 2016: -15.2%FY 2017: 11.0%FY 2018: -5.8%FY 2019: -32.9%FY 2020: 13.9%FY 2021: 94.3%FY 2022: -26.3%FY 2023: -133.0%FY 2024: 291.4%FY 2025: -183.6%
FY 2016 FY 2025
EPS (diluted) -235.6%
FY 2016: -8.2%FY 2017: 29.7%FY 2018: -22.2%FY 2019: -40.2%FY 2020: -11.7%FY 2021: 164.6%FY 2022: -50.2%FY 2023: -149.0%FY 2024: 261.6%FY 2025: -235.6%
FY 2016 FY 2025
Free Cash Flow 28.6%
FY 2016: -49.6%FY 2017: 106.6%FY 2018: -30.6%FY 2019: 36.6%FY 2020: 12.4%FY 2021: -13.1%FY 2022: -47.4%FY 2023: 122.7%FY 2024: -1.4%FY 2025: 28.6%
FY 2016 FY 2025

Financial Health

Current Ratio 12.0×
FY 2016: 1.2×FY 2017: 0.3×FY 2018: 0.2×FY 2019: 0.2×FY 2020: 0.3×FY 2021: 1.3×FY 2022: 1.6×FY 2023: 1.3×FY 2024: 3.1×FY 2025: 12.0×
FY 2016 5y median 1.6× FY 2025
Quick Ratio 12.0×
FY 2016: 1.1×FY 2017: 0.3×FY 2018: 0.2×FY 2019: 0.2×FY 2020: 0.3×FY 2021: 1.3×FY 2022: 1.6×FY 2023: 1.3×FY 2024: 3.1×FY 2025: 12.0×
FY 2016 5y median 1.6× FY 2025
Debt / Equity 0.8×
FY 2016: 0.9×FY 2017: 0.8×FY 2018: 0.9×FY 2019: 0.6×FY 2020: 0.6×FY 2021: 0.6×FY 2022: 0.6×FY 2023: 0.6×FY 2024: 0.5×FY 2025: 0.8×
FY 2016 5y median 0.6× FY 2025
Net Debt / EBITDA -20.0×
FY 2016: 3.2×FY 2017: 2.7×FY 2018: 4.2×FY 2019: 5.4×FY 2020: 5.3×FY 2021: 2.7×FY 2022: 4.7×FY 2023: 462×FY 2024: 4.9×FY 2025: -20.0×
FY 2016 5y median 4.7× FY 2025
Interest Coverage -8.4×
FY 2016: 12.3×FY 2017: 13.5×FY 2018: 10.8×FY 2019: 6.0×FY 2020: 7.1×FY 2021: 18.9×FY 2022: 15.5×FY 2023: -6.2×FY 2024: 14.3×FY 2025: -8.4×
FY 2016 5y median 14.3× FY 2025

Dividends

Dividend Yield 4.9%
FY 2016: 3.7%FY 2017: 3.2%FY 2018: 7.3%FY 2019: 8.3%FY 2020: 7.4%FY 2021: 5.1%FY 2022: 6.9%FY 2023: 7.3%FY 2024: 7.6%FY 2025: 4.9%
FY 2016 5y median 6.9% FY 2025
Payout Ratio -206.6%
FY 2016: 53.9%FY 2017: 41.8%FY 2018: 55.6%FY 2019: 94.8%FY 2020: 78.0%FY 2021: 33.4%FY 2022: 62.1%FY 2023: -613.7%FY 2024: 78.5%FY 2025: -206.6%
FY 2016 5y median 33.4% FY 2025

Annual · latest fiscal year ends 2025-12-31