Invesco Ltd.
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- 0000914208
In the last 90 days, Invesco Ltd. insiders filed 0 open-market purchases and 4 sales; 679 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; Trian Fund Management is the only superinvestor holding it.
- Currency
- USD
- Source
- SEC XBRL data (10-K, 10-Q, 20-F, 40-F)
- Updated
- Nov 5, 2026, 12:08 AM ET
Revenue flow, FY2025
Where the revenue went in FY2025, from the income statement below. Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue; hover over a band or a bar for the exact amount.
Net loss for FY2025: $174.8M (2.7% of revenue).
Income statement
Each column is one fiscal year, newest first.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Period end | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K |
| Reported | Jan 27, 2026 | Jan 28, 2025 | Jan 23, 2024 | Jan 24, 2023 | Jan 25, 2022 |
| Revenue | $6.38B | $6.07B | $5.72B | $6.05B | $6.89B |
| Operating expenses | $7.07B | $5.23B | $6.15B | $4.73B | $5.11B |
| Selling, general and administrative | $576.5M | $594.7M | $450.4M | $380.2M | $424.1M |
| Operating income | -$695.7M | $832.1M | -$434.8M | $1.32B | $1.79B |
| Interest expense | – | – | $70.5M | $85.2M | $94.7M |
| Income tax | -$204.6M | $252.9M | -$69.7M | $322.2M | $531.1M |
| Net income | -$174.8M | $538.0M | -$333.7M | $683.9M | $1.39B |
| EPS, basic | $-1.60 | $1.18 | $-0.73 | $1.50 | $3.01 |
| EPS, diluted | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 |
| Weighted shares, basic | 452.6M | 457.0M | 454.8M | 457.5M | 462.8M |
| Weighted shares, diluted | 455.0M | 457.7M | 456.2M | 459.5M | 465.4M |
| Margins and growth | |||||
| Operating margin | -10.9% | 13.7% | -7.6% | 21.8% | 25.9% |
| Net margin | -2.7% | 8.9% | -5.8% | 11.3% | 20.2% |
| Revenue growth, year over year | +5.1% | +6.1% | −5.5% | −12.3% | +12.2% |
| Net income growth, year over year | −132.5% | – | −148.8% | −50.9% | +165.4% |
Balance sheet
Each column is one fiscal year, newest first.
| Line item | FY2025 | FY2024! | FY2023! | FY2022! | FY2021! |
|---|---|---|---|---|---|
| Period end | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K |
| Reported | Jan 27, 2026 | Jan 28, 2025 | Jan 23, 2024 | Jan 24, 2023 | Jan 25, 2022 |
| Cash and equivalents | $1.04B | $986.5M | $1.47B | – | $1.90B |
| Property, plant and equipment | $378.9M | $479.0M | $599.5M | $561.1M | $518.1M |
| Goodwill | $8.48B | $8.32B | $8.69B | $8.56B | $8.88B |
| Intangible assets | $3.93B | $5.75B | $5.85B | $7.14B | $7.23B |
| Total assets | $27.1B | $27.0B | $28.9B | $29.8B | $32.7B |
| Long-term debt | $1.83B | $890.6M | $1.49B | $1.49B | $2.09B |
| Total liabilities | $14.1B | $11.3B | $13.0B | $12.9B | $16.0B |
| Shareholders' equity | $12.9B | $15.1B | $15.2B | $15.8B | $16.2B |
Cash flow statement
Each column is one fiscal year, newest first. Free cash flow is operating cash flow minus capital expenditures.
| Line item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Period end | Dec 31, 2025 | Dec 31, 2024 | Dec 31, 2023 | Dec 31, 2022 | Dec 31, 2021 |
| Filing | 10-K | 10-K | 10-K | 10-K | 10-K |
| Reported | Jan 27, 2026 | Jan 28, 2025 | Jan 23, 2024 | Jan 24, 2023 | Jan 25, 2022 |
| Operating cash flow | $1.53B | $1.19B | $1.30B | $703.2M | $1.08B |
| Capital expenditures | $84.3M | $69.1M | $164.3M | $192.9M | $108.8M |
| Free cash flow | $1.44B | $1.12B | $1.14B | $510.3M | $969.3M |
| Depreciation and amortization | $155.9M | $179.6M | $182.8M | $195.3M | $205.3M |
| Stock-based compensation | $80.0M | $104.6M | $114.6M | $106.2M | $140.1M |
| Dividends paid | $377.3M | $371.5M | $357.9M | $334.8M | $307.7M |
| Share buybacks | $123.6M | $79.3M | $187.5M | – | – |
| Investing cash flow | -$974.4M | $68.4M | -$244.3M | -$375.6M | -$847.9M |
| Financing cash flow | -$149.5M | -$1.66B | -$585.4M | -$966.9M | $117.3M |
| Ratio | |||||
| Stock-based compensation, % of revenue | 1.3% | 1.7% | 2.0% | 1.8% | 2.0% |
Shares outstanding
Common shares outstanding as stated on the cover of each 10-K and 10-Q. The date is the cover date, not the period end; a rising count means dilution.
| Cover date | Shares outstanding | Change in a year | Filing |
|---|---|---|---|
| Sep 30, 2026 | 439.5M | −1.3% | SEC |
| Jun 30, 2026 | 441.5M | −1.0% | SEC |
| Mar 31, 2026 | 443.3M | −1.0% | SEC |
| Jan 31, 2026 | 443.7M | −0.9% | SEC |
| Sep 30, 2025 | 445.1M | −1.0% | SEC |
| Jun 30, 2025 | 446.0M | −0.9% | SEC |
| Mar 31, 2025 | 447.6M | −0.5% | SEC |
| Jan 31, 2025 | 447.6M | −0.4% | SEC |
Notes and known gaps
How these numbers are put together, and what they can't tell you.
- Numbers come from the XBRL data in each period's original 10-K, 10-Q, 20-F or 40-F, or its amendment. They are shown as filed: later filings don't restate earlier periods here.
- Reported is the filing date of the first 8-K with Item 2.02 (results of operations) after the period ended, no later than the 10-Q or 10-K and within 120 days. Companies that release results only in the 10-Q, and foreign companies, which use Form 6-K, have none.
- A column marked ! failed an accounting identity (gross profit = revenue − cost of revenue, or assets = liabilities + equity, within 1%). Its numbers are shown as filed.
Known gaps
- Foreign companies that file Form 20-F or 40-F have annual statements only: their quarterly results are furnished on Form 6-K, which has no XBRL data.
- EPS and share counts are as reported at the time, not adjusted for later stock splits.
- For ADRs, EPS is per ordinary share, not per ADS (one TSMC ADS is five ordinary shares).
- For banks, revenue may be interest income only, depending on how the bank tags its filings; cost of revenue and gross profit are usually blank.
- Companies with several share classes, such as Berkshire Hathaway, may have no EPS and no cover share count.
- Depreciation and amortization is missing for some companies that report it under their own XBRL tags.