…
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. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website
A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Income before tax | -379.40M | 1005.30M | -237.90M | 1247.70M | 2500.50M |
| Net income | -281.70M | 774.80M | -96.90M | 683.90M | 1393.00M |
| Selling general administrative | - | 542.20M | 470.40M | 380.20M | 424.10M |
| Selling and marketing expenses | - | 81.30M | 103.40M | 114.90M | 98.60M |
| Gross profit | 4250.00M | 3803.90M | 1459.40M | 1897.80M | 2307.90M |
| Ebit | -296.90M | 798.00M | 709.50M | 1338.90M | 1722.30M |
| Ebitda | -141.00M | 977.60M | 892.30M | 1534.20M | 1927.60M |
| Depreciation and amortization | 155.90M | 179.60M | 182.80M | 195.30M | 205.30M |
| Operating income | 1226.30M | 798.00M | -434.80M | 1338.90M | 1722.30M |
| Other operating expenses | 7072.80M | 5211.10M | 6151.20M | 4891.50M | 4729.70M |
| Interest expense | - | - | 70.50M | - | 0.00M |
| Tax provision | - | - | - | - | 531.10M |
| Interest income | - | - | - | - | 82.80M |
| Income tax expense | -204.60M | 252.90M | -69.70M | 322.20M | 531.10M |
| Total revenue | 6377.10M | 6009.10M | 5716.40M | 6048.90M | 6894.50M |
| Total operating expenses | 4945.70M | 3005.90M | 1894.20M | 740.40M | 143.10M |
| Cost of revenue | 2127.10M | 2205.20M | 4257.00M | 4151.10M | 4586.60M |
| Total other income expense net | 316.30M | 207.30M | 196.90M | -91.20M | 778.20M |
| Net income applicable to common shares | - | - | - | 683.90M | 1393.00M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Total assets | 27094.00M | 27008.90M | 28933.80M | 29756.80M | 32685.60M |
| Intangible assets | 12404.40M | 5749.30M | 5848.10M | 7141.20M | 7228.00M |
| Other current assets | -884.70M | -509.50M | 0.00M | 9603.20M | 11719.40M |
| Total liab | 14089.10M | 11340.10M | 13017.80M | 12914.60M | 16006.80M |
| Total stockholder equity | 12231.00M | 14559.90M | 14597.60M | 15213.60M | 15495.80M |
| Other current liab | 3296.40M | 1759.60M | 1578.40M | 1630.20M | 2398.00M |
| Common stock | 113.20M | 113.20M | 113.20M | 113.20M | 113.20M |
| Retained earnings | 5886.80M | 6990.40M | 6826.70M | 7518.30M | 7169.20M |
| Other liab | - | - | - | 9330.80M | 11794.10M |
| Good will | - | 8318.10M | 8691.50M | 8557.70M | 8882.50M |
| Other assets | 27094.00M | 27008.90M | 28933.80M | 645.80M | 956.50M |
| Cash | 1037.50M | 1496.00M | 1469.20M | 1234.70M | 1896.40M |
| Total current liabilities | 66.60M | 1856.40M | 2274.40M | 1689.80M | 2437.20M |
| Current deferred revenue | - | - | -64.60M | - | - |
| Net debt | 9087.10M | 6050.40M | 454.00M | -1234.70M | -1896.40M |
| Short term debt | 66.60M | 66.20M | 664.50M | - | - |
| Short long term debt total | 10124.60M | 7546.40M | 1923.20M | - | 9421.20M |
| Other stockholder equity | 4443.40M | 4481.90M | 4449.00M | 3571.60M | 4202.90M |
| Property plant equipment | - | - | - | 921.90M | 774.70M |
| Total current assets | 1037.50M | 1727.30M | 2170.70M | 11665.40M | 14431.20M |
| Net tangible assets | - | - | - | -4495.80M | -4625.20M |
| Short term investments | - | - | - | 25.70M | 30.40M |
| Net receivables | 884.70M | 740.80M | 701.50M | 801.80M | 785.00M |
| Long term debt | - | - | - | - | 9421.20M |
| Inventory | - | - | 11341.50M | 0.00M | - |
| Accounts payable | - | 30.60M | 31.50M | 59.60M | 39.20M |
| Accumulated other comprehensive income | -722.90M | -1036.10M | -801.80M | - | - |
| Non currrent assets other | 3329.60M | 9369.80M | 10582.30M | -17445.60M | -17297.90M |
| Non current assets total | 26056.50M | 25281.60M | 26763.10M | 17445.60M | 17297.90M |
| Breakdown | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
| Investments | - | - | - | -166.10M | -717.30M |
| Change to liabilities | - | - | - | -1284.30M | -5875.50M |
| Total cashflows from investing activities | -973.50M | -103.10M | -249.00M | -359.00M | -826.10M |
| Net borrowings | - | - | - | -600.00M | -600.00M |
| Total cash from financing activities | -149.50M | -1661.60M | -585.40M | -966.90M | 117.30M |
| Change to operating activities | - | - | - | -386.80M | -327.80M |
| Net income | -281.70M | 774.80M | -96.90M | 920.70M | 1629.80M |
| Change in cash | 483.80M | -435.60M | 497.50M | -713.00M | 307.80M |
| Begin period cash flow | 1496.00M | 1931.60M | 1434.10M | 2147.10M | 1839.30M |
| End period cash flow | 1979.80M | 1496.00M | 1931.60M | 1434.10M | 2147.10M |
| Total cash from operating activities | 1524.40M | 1361.50M | 1305.50M | 703.20M | 1078.10M |
| Depreciation | 155.90M | 179.60M | 182.80M | 195.30M | 205.30M |
| Other cashflows from investing activities | 0.60M | -41.10M | 37.90M | - | -847.90M |
| Dividends paid | 581.90M | 608.30M | 594.70M | 571.60M | 544.50M |
| Change to inventory | - | - | -18.60M | - | - |
| Change to account receivables | -5.60M | 319.70M | 448.70M | 912.80M | 5581.20M |
| Sale purchase of stock | -1863.60M | -79.30M | -187.50M | -244.70M | -60.90M |
| Other cashflows from financing activities | 20.60M | -51.10M | -54.40M | 449.40M | 722.70M |
| Change to netincome | - | - | - | 345.50M | -134.90M |
| Capital expenditures | 84.30M | 69.10M | 164.30M | 192.90M | 108.80M |
| Change in working capital | -216.40M | 146.20M | 467.30M | 912.80M | 5581.20M |
| Stock based compensation | - | - | 114.60M | 106.20M | 140.10M |
| Other non cash items | 1866.60M | 260.90M | 637.70M | -1431.80M | -6478.30M |
| Free cash flow | 1440.10M | 1292.40M | 1136.50M | 510.30M | 969.30M |
|
Stock Name
|
Change
(GBX) |
Price
(GBX) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
|---|---|---|---|---|---|---|
| 0UAN INVESCO Ltd. |
-0.09 0.31% |
28.57 | 0.08 | - | 1.79 | - |
| 0R15 SoftBank Group Corp. |
248.00 5.84% |
4494.00 | - | - | - | - |
| 0R1E Nintendo Co. Ltd. |
-115.00 1.34% |
8476.00 | - | - | - | - |
| 0LC3 Synchrony Financial |
2.34 3.20% |
75.60 | 0.09 | - | 4.97 | - |
| 0HQP CBRE Group Inc. Cl A |
0.15 0.12% |
122.47 | 0.25 | - | 1.18 | - |
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. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Midtown Union, Atlanta, GA, United States, 30309
404 892 0896
7499
| Name | Title | Year Born |
|---|---|---|
| Mr. Martin L. Flanagan CFA, CPA | Pres, CEO & Director | 1960 |
| Ms. Laura Allison Dukes | Sr. MD & CFO | 1975 |
| Mr. Gregory Gerard McGreevey C.F.A., CFA | Sr. Managing Director of Investments | 1963 |
| Mr. Andrew Tak Shing Lo | Sr. MD & Chief Exec. Officer, Asia Pacific | 1962 |
| Mr. Andrew Ryan Schlossberg | Sr. MD & Head of the Americas | 1974 |
| Mr. David Farmer | Chief Operating Officer | NA |
| Ms. Laurie F. Brignac C.F.A., CFA | CIO, Head - Repo & Gov. Funds, Co-Head - North American Cash Portfolio Mgmt & Sr. Portfolio Mngr | NA |
| Ms. Terry Gibson Vacheron | Chief Accounting Officer | 1963 |
| Mr. Donie Lochan | MD, CTO & Global Head of Technology | NA |
| Mr. Michael D. Hyman | Head of Global Credit Strategies & CIO of Global Investment Grade & Emerging Markets | NA |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.