◆ TICKERBASE · US STOCK FINANCIAL DATA LIBRARY

Home › All stocks › IVZ

Invesco Plc (IVZ) Financial History

20 years of revenue, earnings, cash-flow and balance-sheet history from public filings.

FINANCIAL SERVICES · Asset Management & Custody Banks · DATA UPDATED 2026-07-19

Invesco Plc (IVZ) operates in the Asset Management & Custody Banks industry and is headquartered in Atlanta, United States with about 7,421 employees. Its market capitalization is roughly $13 billion. In the fiscal year ended 2025-12-31, IVZ reported $6.4B in revenue and ($282M) in net income.

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds.

Interactive charts & full statements → Open the IVZ valuation workbench →

IVZ Revenue & Earnings History — Annual Income Statement

Income statement	TTM → 2026-03-31	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31	2020-12-31	2019-12-31	2018-12-31	2017-12-31	2016-12-31	2015-12-31	2014-12-31	2013-12-31	2012-12-31	2011-12-31	2010-12-31	2009-12-31	2008-12-31	2007-12-31	2006-12-31
Total Revenue	$6.6B	$6.4B	$6.1B	$5.7B	$6.0B	$6.9B	$6.1B	$6.1B	$5.3B	$5.2B	$4.7B	$5.1B	$5.1B	$4.6B	$4.0B	$4.1B	$3.5B	$2.6B	$3.3B	$3.9B	$3.2B
Gross Profit	$3.3B	$2.8B	$2.0B	$5.7B	$2.4B	$2.8B	$2.4B	$2.5B	$2.2B	$2.2B	$2.0B	$2.1B	$2.1B	$1.8B	$1.5B	$4.1B	$1.3B	$2.6B	$3.3B	$3.9B	$3.2B
Gross Margin %	50.7%	43.2%	33.4%	100.0%	40.3%	41.1%	38.9%	41.1%	41.6%	42.1%	41.3%	41.9%	41.2%	39.3%	37.4%	100.0%	37.8%	100.0%	100.0%	100.0%	100.0%
Operating Income (EBIT)	($640M)	($696M)	$832M	($435M)	$1.3B	$1.8B	$920M	$808M	$1.2B	$1.3B	$1.2B	$1.4B	$1.3B	$1.1B	$843M	$898M	$590M	$484M	$748M	$994M	$785M
Operating Margin %	-9.7%	-10.9%	13.7%	-7.6%	21.8%	25.9%	15.0%	13.2%	22.7%	24.8%	24.3%	26.5%	24.8%	24.1%	20.8%	21.9%	16.9%	18.4%	22.6%	25.6%	24.2%
Net Income	($243M)	($282M)	$775M	($334M)	$921M	$1.6B	$762M	$688M	$883M	$1.1B	$854M	$968M	$992M	$940M	$677M	$730M	$466M	$322M	$482M	$674M	$490M
Net Margin %	-3.7%	-4.4%	12.8%	-5.8%	15.2%	23.6%	12.4%	11.2%	16.6%	21.9%	18.0%	18.9%	19.3%	20.2%	16.7%	17.8%	13.4%	12.3%	14.6%	17.4%	15.1%
EBITDA	$1.3B	$1.4B	$1.2B	($435M)	$1.5B	$2.8B	$1.4B	$1.3B	$1.4B	$1.6B	$1.4B	$1.5B	$1.6B	$1.5B	$1.1B	$912M	$1.1B	$500M	$802M	$1.1B	$840M
Earnings Per Share (EPS)	$-0.54	$-0.62	$1.69	$-0.73	$2.00	$3.50	$1.65	$1.56	$2.14	$2.75	$2.12	$2.31	$2.34	$2.10	$1.49	$1.57	$1.01	$0.76	$1.21	$1.69	$0.60
Shares Outstanding (M)	454M	454M	458M	456M	460M	465M	462M	440M	412M	410M	403M	418M	423M	448M	454M	465M	463M	424M	398M	398M	811M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

IVZ Quarterly Revenue & Earnings — Last 8 Quarters

Quarterly income statement	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30
Total Revenue	$1.7B	$1.7B	$1.6B	$1.5B	$1.5B	$1.6B	$1.5B	$1.5B
Gross Profit	$1.1B	$1.1B	$560M	$504M	$556M	$603M	$390M	$536M
Gross Margin %	65.5%	67.0%	34.2%	33.3%	36.3%	37.8%	25.8%	36.1%
Operating Income (EBIT)	$333M	($1.5B)	$271M	$214M	$277M	$312M	$100M	$207M
Operating Margin %	19.1%	-86.2%	16.5%	14.1%	18.1%	19.6%	6.6%	13.9%
Net Income	$269M	($1.1B)	$346M	$203M	$230M	$268M	$114M	$191M
Net Margin %	15.4%	-62.7%	21.1%	13.4%	15.1%	16.9%	7.5%	12.9%
EBITDA	$358M	$231M	$411M	$335M	$400M	$374M	$202M	$323M
Earnings Per Share (EPS)	$0.59	$-2.34	$0.76	$0.45	$0.51	$0.59	$0.25	$0.42
Shares Outstanding (M)	454M	454M	455M	454M	454M	454M	456M	456M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

IVZ Free Cash Flow History

Cash flow	TTM → 2026-03-31	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31	2020-12-31	2019-12-31	2018-12-31	2017-12-31	2016-12-31	2015-12-31	2014-12-31	2013-12-31	2012-12-31	2011-12-31	2010-12-31	2009-12-31	2008-12-31	2007-12-31	2006-12-31
Cash from Operations (CFO)	$1.8B	$1.5B	$1.2B	$1.3B	$696M	$1.1B	$1.2B	$1.1B	$829M	$1.2B	$654M	$1.1B	$1.2B	$780M	$819M	$965M	$379M	$363M	$526M	$918M	$507M
Capital Expenditures (CapEx)	$81M	$84M	$69M	$164M	$193M	$109M	$115M	$124M	$102M	$112M	$148M	$124M	$133M	$88M	$99M	$107M	$90M	$40M	$84M	$37M	$38M
Free Cash Flow (FCF)	$1.7B	$1.4B	$1.1B	$1.1B	$503M	$969M	$1.1B	$992M	$726M	$1.0B	$506M	$1.0B	$1.1B	$692M	$720M	$858M	$290M	$323M	$441M	$881M	$469M
FCF Margin %	26.4%	22.6%	18.5%	19.9%	8.3%	14.1%	18.1%	16.2%	13.7%	20.3%	10.7%	19.6%	20.7%	14.9%	17.8%	21.0%	8.3%	12.3%	13.4%	22.7%	14.4%
Dividends Paid	$564M	$582M	$608M	$595M	$572M	$544M	$594M	$653M	$491M	$472M	$460M	$454M	$424M	$380M	$289M	$221M	$198M	$169M	$207M	$155M	$144M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

IVZ Quarterly Free Cash Flow — Last 8 Quarters

Quarterly cash flow	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30
Cash from Operations (CFO)	$213M	$456M	$606M	$548M	($85M)	$317M	$438M	$489M
Capital Expenditures (CapEx)	$14M	$24M	$20M	$23M	$23M	$7M	$28M	$27M
Free Cash Flow (FCF)	$198M	$432M	$586M	$524M	($108M)	$310M	$410M	$462M
FCF Margin %	11.4%	25.5%	35.8%	34.6%	-7.1%	19.4%	27.1%	31.2%
Dividends Paid	$134M	$139M	$139M	$152M	$152M	$152M	$154M	$152M

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

IVZ Balance Sheet History

Balance sheet	2026-03-31	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31	2020-12-31	2019-12-31	2018-12-31	2017-12-31	2016-12-31	2015-12-31	2014-12-31	2013-12-31	2012-12-31	2011-12-31	2010-12-31	2009-12-31	2008-12-31	2007-12-31	2006-12-31
Total Assets	$26.8B	$27.1B	$27.0B	$28.9B	$29.8B	$32.7B	$36.5B	$39.4B	$31.0B	$31.7B	$25.7B	$25.1B	$20.5B	$19.3B	$17.5B	$19.3B	$20.4B	$10.9B	$9.8B	$12.9B	$9.3B
Cash & Cash Equivalents	$807M	$2.0B	$1.5B	$1.9B	$1.4B	$2.1B	$1.7B	$1.7B	$1.8B	$2.5B	$2.1B	$2.2B	$1.9B	$1.9B	$1.1B	$1.1B	$1.4B	$762M	$585M	$952M	$790M
Total Liabilities	$13.6B	$14.1B	$11.3B	$13.0B	$12.9B	$16.0B	$21.5B	$24.7B	$22.0B	$22.7B	$18.1B	$16.4B	$11.3B	$10.3B	$8.4B	$10.2B	$11.1B	$3.3B	$3.2B	$5.2B	$5.0B
Total Debt (Short + Long-Term)	$9.4B	$10.9B	$7.2B	$8.7B	$8.2B	$9.5B	$2.2B	$2.2B	$2.5B	$2.1B	$2.2B	$8.1B	$7.5B	$1.6B	$1.3B	$1.3B	$3.1B	$2.4B	$1.2B	$1.3B	$1.3B
Total Shareholders' Equity	$12.3B	$12.2B	$14.6B	$14.6B	$16.8B	$16.7B	$14.4B	$13.9B	$8.9B	$9.0B	$7.6B	$8.7B	$9.1B	$8.4B	$8.3B	$9.1B	$8.3B	$7.6B	$5.7B	$6.6B	$6.2B

USD; $M / $B as marked. Newest period first. Source: public company filings (via Yahoo Finance aggregation).

Quarterly statements, profitability ratios, price history, insider activity and institutional holders are in the interactive IVZ viewer.

Other Companies in Asset Management & Custody Banks

ARES · Ares Management — $42 billion
TROW · T. Rowe Price — $25 billion
NTRS · Northern Trust — $22 billion
BEN · Franklin Resources — $17 billion
BLK · BlackRock — $172 billion
BX · Blackstone Inc. — $162 billion
BNY · BNY Mellon — $108 billion
KKR · KKR & Co. — $93 billion

← IVVD All stocks IXHL →

About TickerBase · Data methodology & sources

TickerBase is provided for educational and informational purposes only. It does not constitute financial, investment, tax, or legal advice, or a recommendation to buy, sell, or hold any security. No price targets are published; any per-share value shown in the valuation workbench is generated entirely from reader-supplied assumptions and is not the publisher's view of fair value. Past performance does not predict future results. Figures are approximate and drawn from public filings; one-time items are noted where identified. Do your own research and consult a licensed professional before making any investment decision. The author may or may not hold positions in the securities discussed.