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Invesco (IVZ)
NYSE:IVZ
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Invesco (IVZ) Stock Statistics & Valuation Metrics

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Total Valuation

Invesco has a market cap or net worth of $11.39B. The enterprise value is $21.13B.
Market Cap$11.39B
Enterprise Value$21.13B

Share Statistics

Invesco has 444,313,540 shares outstanding. The number of shares has decreased by -2.65% in one year.
Shares Outstanding444,313,540
Owned by Insiders0.72%
Owned by Institutions

Financial Efficiency

Invesco’s return on equity (ROE) is -0.02 and return on invested capital (ROIC) is -1.18%.
Return on Equity (ROE)-0.02
Return on Assets (ROA)-0.01
Return on Invested Capital (ROIC)-1.18%
Return on Capital Employed (ROCE)-0.03
Revenue Per Employee750.69K
Profits Per Employee0.00
Employee Count8,495
Asset Turnover0.24
Inventory Turnover0.00

Valuation Ratios

The current PE Ratio of Invesco is ―. Invesco’s PEG ratio is 0.18.
PE Ratio
PS Ratio1.86
PB Ratio0.97
Price to Fair Value0.97
Price to FCF8.23
Price to Operating Cash Flow6.49
PEG Ratio0.18

Income Statement

In the last 12 months, Invesco had revenue of 6.38B and earned -281.70M in profits. Earnings per share was -1.61.
Revenue6.38B
Gross Profit2.75B
Operating Income-695.70M
Pretax Income-379.40M
Net Income-281.70M
EBITDA1.38B
Earnings Per Share (EPS)-1.61

Cash Flow

In the last 12 months, operating cash flow was 1.82B and capital expenditures -20.00M, giving a free cash flow of 1.88B billion.
Operating Cash Flow1.82B
Free Cash Flow1.88B
Free Cash Flow per Share4.23

Dividends & Yields

Invesco pays an annual dividend of $0.21, resulting in a dividend yield of 3.08%
Dividend Per Share$0.21
Dividend Yield3.08%
Payout Ratio43.26%
Free Cash Flow Yield
Earnings Yield

Stock Price Statistics

Beta1.25
52-Week Price Change96.01%
50-Day Moving Average24.73
200-Day Moving Average23.53
Relative Strength Index (RSI)54.72
Average Volume (3m)5.35M

Important Dates

Invesco upcoming earnings date is Jul 28, 2026, Before Open (Confirmed).
Last Earnings DateApr 28, 2026
Next Earnings DateJul 28, 2026
Ex-Dividend Date

Financial Position

Invesco as a current ratio of 43.01, with Debt / Equity ratio of 86.01%
Current Ratio43.01
Quick Ratio43.01
Debt to Market Cap0.83
Net Debt to EBITDA5.92
Interest Coverage Ratio-8.43

Taxes

In the past 12 months, Invesco has paid -204.60M in taxes.
Income Tax-204.60M
Effective Tax Rate0.54

Enterprise Valuation

Invesco EV to EBITDA ratio is 14.52, with an EV/FCF ratio of 13.88.
EV to Sales3.14
EV to EBITDA14.52
EV to Free Cash Flow13.88
EV to Operating Cash Flow13.11

Balance Sheet

Invesco has $806.90M in cash and marketable securities with $10.54B in debt, giving a net cash position of -$9.73B billion.
Cash & Marketable Securities$806.90M
Total Debt$10.54B
Net Cash-$9.73B
Net Cash Per Share-$21.91
Tangible Book Value Per Share$1.33

Margins

Gross margin is 50.68%, with operating margin of -10.91%, and net profit margin of -4.42%.
Gross Margin50.68%
Operating Margin-10.91%
Pretax Margin-5.95%
Net Profit Margin-4.42%
EBITDA Margin21.59%
EBIT Margin-8.57%

Analyst Forecast

The average price target for Invesco is $28.39, which is 11.43% higher than the current price. The consensus rating is Moderate Buy
Price Target$28.39
Price Target Upside14.43% Upside
Analyst ConsensusModerate Buy
Analyst Count10
Revenue Growth Forecast9.47%
EPS Growth Forecast-218.32%

Scores

Smart Score6
AI Score