The post investment management market is projected to grow from $11.17 billion in 2025 to $17.19 billion by 2030, with a CAGR of 9%. Growth is driven by AI-driven insights, digital transformation, real-time portfolio monitoring, ESG focus, and cloud-based platforms. Asia-Pacific is identified as the fastest-growing region, while North America currently leads the market.
Invesco LTD (IVZ)
Common Stock · Currency in USD · XNYS
Invesco provides investment-management services to retail (70% of managed assets) and institutional (30%) clients. At the end of February 2026, the firm had $2.258 trillion in assets under management spread among its equity (62% of AUM), balanced (3%), fixed-income (20%), alternative investment (6%), and money market (9%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).
Company Info
SIC6282
Composite FIGI—
CIK0000914208
IPOMar 1, 1994
Sectorinvestment advice
Highlights
Market Cap$10.71B
EPS$2.68
P/E Ratio7.51
Revenue$6.31B
Gross Profit$6.56B
Net Income$1.43B
Employees7,500
WSO443,673,777
Phone404-892-0896
Websitehttps://www.invesco.com
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco LTD, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Invesco LTD (IVZ) has returned -8.66% so far this year and 94.52% over the past 12 months. Looking at the last ten years, IVZ has achieved an annualized return of -2.58%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
IVZ
1M-3.44%
6M0.25%
YTD-8.66%
1Y94.52%
5Y-1.70%
10Y-2.58%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Invesco LTD (IVZ) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.25% | -3.31% | -4.75% | -1.47% | ||||||||
| 2025 | 8.83% | -7.20% | -13.61% | -8.17% | 3.21% | 9.36% | 34.59% | 6.37% | 7.30% | 3.67% | 3.25% | 8.24% |
| 2024 | -10.62% | -3.26% | 7.87% | -14.33% | 10.63% | -5.38% | 15.22% | -1.21% | 3.97% | -1.25% | 3.73% | -3.74% |
| 2023 | 0.76% | -4.02% | -4.15% | 5.29% | -16.54% | 16.17% | -0.06% | -4.67% | -9.70% | -10.24% | 9.85% | 24.76% |
| 2022 | -2.54% | -6.60% | 10.02% | -21.35% | 5.34% | -16.64% | 10.67% | -6.53% | -16.16% | 9.98% | 22.58% | -5.81% |
| 2021 | 17.39% | 7.48% | 9.70% | 6.68% | 4.54% | -1.94% | -9.50% | 2.55% | -4.89% | 4.98% | -12.88% | 0.22% |
| 2020 | -2.86% | -17.34% | -37.25% | 1.29% | -3.63% | 34.33% | -6.52% | 2.00% | 12.97% | 14.40% | 22.77% | 4.62% |
| 2019 | 10.96% | 5.45% | -1.48% | 12.26% | -11.18% | 5.14% | -7.61% | -17.63% | 9.08% | -0.88% | 3.29% | 2.10% |
| 2018 | -1.93% | -10.23% | -1.66% | -8.93% | -5.27% | -4.12% | 2.43% | -11.14% | -4.94% | -5.07% | -6.26% | -18.58% |
| 2017 | -6.65% | 10.39% | -6.98% | 7.61% | -4.14% | 10.38% | -1.95% | -6.18% | 6.34% | 2.23% | 0.33% | 0.72% |
| 2016 | 1.71% | 1.85% | -17.77% | 14.52% | 6.74% | -0.16% | -10.08% | 10.71% | -4.11% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco LTD (IVZ) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of IVZ compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Invesco LTD volatility is 2.15%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 27.09B | 27.01B | 28.93B | 29.76B | 32.69B | 36.50B | 39.42B | 30.98B | 31.67B | 25.73B | 25.07B | 20.46B | 19.27B | 17.49B | 19.35B | 10.91B |
| Temporary Equity (USD) | 75.40M | 544.70M | 745.70M | 998.70M | 510.80M | 211.80M | 383.50M | 396.20M | 243.20M | 283.70M | 167.30M | 165.50M | - | - | - | - |
| Equity Attributable To Parent (USD) | 12.23B | 14.56B | 14.60B | 15.21B | 15.50B | 14.36B | 13.86B | 8.58B | 8.70B | 7.50B | 7.89B | 8.33B | 8.39B | 8.32B | 8.12B | 6.91B |
| Equity Attributable To Noncontrolling Interest (USD) | 698.50M | 564.20M | 572.70M | 629.90M | 672.20M | 447.10M | 455.80M | 357.40M | 259.50M | 108.00M | 810.40M | 793.80M | 584.70M | 732.20M | 1.02B | 707.90M |
| Equity (USD) | 12.93B | 15.12B | 15.17B | 15.84B | 16.17B | 14.81B | 14.32B | 8.94B | 8.96B | 7.61B | 8.70B | 9.12B | 8.98B | 9.05B | 9.14B | 7.62B |
| Redeemable Noncontrolling Interest (USD) | - | - | - | 998.70M | 510.80M | 211.80M | 383.50M | 396.20M | 243.20M | 283.70M | 167.30M | 165.50M | - | - | - | - |
| Other Non-current Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 4.54B | 5.95B | - |
| Long-term Debt (USD) | 1.83B | 890.60M | 1.49B | 1.49B | 2.09B | 2.08B | 2.08B | 2.41B | 2.08B | 2.10B | 2.07B | 1.59B | 1.59B | 1.19B | 1.28B | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.73B | 7.24B | 990.40M |
| Other Current Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.35B | 2.64B | - |
| Wages (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 74.80M | 64.30M | - |
| Accounts Payable (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 287.90M | 272.60M | - |
| Current Liabilities (USD) | 14.09B | 11.34B | 13.02B | 12.91B | 16.01B | 21.48B | 24.72B | 21.65B | 22.47B | 17.84B | 16.21B | 11.18B | 10.29B | 2.71B | 2.97B | 2.30B |
| Liabilities (USD) | 14.09B | 11.34B | 13.02B | 12.91B | 16.01B | 21.48B | 24.72B | 21.65B | 22.47B | 17.84B | 16.21B | 11.18B | 10.29B | 8.44B | 10.21B | 3.29B |
| Other Non-current Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 11.95B | 13.88B | 7.41B |
| Non-current Prepaid Expenses (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 16.20M |
| Intangible Assets (USD) | 3.93B | 5.75B | 5.85B | 7.14B | 7.23B | 7.31B | 7.36B | 2.18B | 1.56B | 1.40B | 1.35B | 1.25B | 1.26B | 1.29B | 1.32B | 139.10M |
| Fixed Assets (USD) | 378.90M | 479.00M | 599.50M | 561.10M | 518.10M | 563.80M | 583.50M | 468.70M | 490.70M | 464.70M | 426.90M | 402.60M | 350.80M | 349.60M | 312.80M | 220.70M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 13.58B | 15.51B | 7.79B |
| Other Current Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 3.86B | 3.78B | 3.06B |
| Prepaid Expenses (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | 50.30M | 51.20M | 57.60M |
| Current Assets (USD) | 27.09B | 27.01B | 28.93B | 29.76B | 32.69B | 36.50B | 39.42B | 30.98B | 31.67B | 25.73B | 25.07B | 20.46B | 19.27B | 3.91B | 3.83B | 3.12B |
| Assets (USD) | 27.09B | 27.01B | 28.93B | 29.76B | 32.69B | 36.50B | 39.42B | 30.98B | 31.67B | 25.73B | 25.07B | 20.46B | 19.27B | 17.49B | 19.35B | 10.91B |
News and Insights
Invesco Canada announced February 2026 cash distributions for its exchange-traded funds (ETFs). Unitholders of record on February 26, 2026, will receive distributions payable on March 6, 2026, with per-unit amounts varying across fixed income, equity income, and low-volatility equity ETF categories.
General Motors and Invesco both exceeded Q4 earnings expectations and are trading at attractive valuations. GM reported strong operational performance with a $6 billion share repurchase plan and 20% dividend increase, while Invesco achieved record AUM of $2.2 trillion. Both stocks are recommended as value buys with Zacks Rank #2 (Buy) ratings.
Invesco Canada Ltd. announced January 2026 cash distributions for its exchange-traded funds (ETFs). Unitholders of record on January 29, 2026, will receive distributions payable on February 6, 2026. The company manages US$2.1 trillion in assets under management as of September 30, 2025.
Invesco Mortgage Capital Inc. (IVR) announced a monthly common dividend of $0.12 per share for January 2026, payable on February 13, 2026. As of January 12, 2026, the company reported book value per common share estimated between $8.94 to $9.30, with a debt-to-equity ratio of 6.5x and an economic debt-to-equity ratio of 6.9x.
Bitcoin exchange reserves have declined to 2.4-2.8 million BTC, the lowest in years, as institutional adoption, spot ETFs, and improved custody solutions drive users to store assets off-exchange. This shift is tightening liquidity, changing price discovery mechanisms, and reshaping how the market operates as Bitcoin matures into a more institutionalized asset.
Invesco announced dividend declarations for multiple closed-end municipal and bond funds on January 2, 2026. The funds listed include Invesco Value Municipal Income Trust, Invesco Quality Municipal Income Trust, and various other municipal and income-focused closed-end funds. Some distributions may include return of principal rather than net income.
Invesco announced estimated capital gains distributions for select ETFs, with ex-date, record date, and payable date set for December 2025. Shareholders are advised to consult tax advisors for personal tax implications.
Invesco's QQQ ETF is set to change its operational structure from a unit investment trust to an open-ended ETF, potentially increasing revenue by four basis points. TD Cowen sees this as a game-changing event and upgraded the stock to buy.
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