Invesco LTD (IVZ) — Analysis Summary
Invesco LTD (IVZ) has a market cap of $14.51B with year-over-year revenue growth of +5.1%. Net margin stands at -2.7%. The stock trades at a P/E ratio of -178.0.
Key Takeaways
- Revenue changed +5.1% year-over-year
- Net margin of -2.7%
- P/E ratio of -178.0
Compared to other companies in the INVESTMENT ADVICE sector, IVZ posted revenue growth of +5.1% and trades at a P/E of -178.0.
Invesco LTD (IVZ)
UPDATED — ET · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsHigh Risk Signals
Multiple material red flags are active and deserve closer underwriting before relying on any valuation output.
Interest coverage at -5.1x — earnings do not cover interest payments
Invesco provides investment management services to retail (72% of managed assets) and institutional (28%) clients. At the end of July 2026, the firm had $2.447 trillion in assets under management spread among its equity (62% of AUM), balanced (3%), fixed-income (20%), alternative investment (5%), and money market (10%) 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%).
Sector
INVESTMENT ADVICE
Employees
7,500
Headquarters
ATLANTA, GA
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$0.86
Dividend Yield
2.62%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.