Invesco Ltd.
IVZNYSEFinancials · Investment Advice · D0 · SEC filings ↗ · Compare ⊕
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SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B |
| Operating income | −$695.7M | $832.1M | −$434.8M | $1.32B | $1.79B | $920.4M |
| Net income | −$174.8M | $538.0M | −$333.7M | $683.9M | $1.39B | $524.8M |
| Total assets | $27.09B | $27.01B | $28.93B | $29.76B | $32.69B | $36.50B |
| Total liabilities | $14.09B | $11.34B | $13.02B | $12.91B | $16.01B | $21.48B |
| Equity | $12.23B | $14.56B | $14.60B | $15.21B | $15.50B | $14.36B |
| EPS (diluted) | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 | $1.13 |
| Shares out. | 447.6M | 449.2M | 454.8M | 460.8M | 459.1M | 453.4M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- −10.9%
- Net margin
- −2.7%
- Return on equity
- −1.4%
- Return on assets
- −0.6%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 52.0%
- Debt / equity
- 1.15×
- Book value / share
- $27.33
- Revenue growth (YoY)
- 5.1%
- Net income growth (YoY)
- −132.5%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −6.3%clean
- Piotroski F-Score
- 4/8mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 2 warning● 3 good- Operating losses (negative operating margin)
- Reported a net loss
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Vanguard Capital Management LlcPassive (13G)Apr 30, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
- Millennium Management LlcPassive (13G)Feb 12, 2026
- Trian Fund Management, L.P.Activist (13D)May 22, 2025
- Blackrock, Inc.Passive (13G)Apr 23, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 18.0M | 4.0 | +1.6% |
| Apr 30, 2026 | 17.7M | 2.5 | -13.1% |
| Apr 15, 2026 | 20.4M | 3.3 | +14.0% |
| Mar 31, 2026 | 17.9M | 3.8 | +14.0% |
| Mar 13, 2026 | 15.7M | 2.7 | +4.9% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Shareholder voteMay 22, 2026
- Regulation FD disclosureMay 11, 2026
- Results of operationsApr 28, 2026
- Regulation FD disclosureApr 10, 2026
- Regulation FD disclosureMar 10, 2026
- Other material eventFeb 23, 2026
- Regulation FD disclosureFeb 10, 2026
- Results of operationsJan 27, 2026
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Event-driven situations (1)
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