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INVESCO Ltd.

Company price
28.57 GBX -0.09 ( 0.31%)
Last update at 2026-10-27T18:28:00Z
VOLUME
1120
Market Cap
1140621.72M
P/E
0.08

Momentum Score

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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
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Day Price Range
28.57
Low
29.30
High
52 Week Price Range
12.24
Low
29.76
High

Momentum Score

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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High

Key Metrics*

Previous Close
28.66
Dividend Yield
3.69%
Revenue TTM
6377.10M
Revenue Per Share
14.09
Gross Profit TTM
1822.10M
Debt / Equity
0.83
ROE
-1.22%
Net Debt
9087.10M
ROCE
-1.10%
Diluted EPS TTM
2.84

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

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

Peer Comparison*

Sector: Industry:

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 -

Profile*

INVESCO Ltd.

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.

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