Business Description
Invesco Ltd
NAICS : 523940
SIC : 6282
ISIN : BMG491BT1088
Total Employee Number:
7,500Description
Invesco provides investment management services to retail (69% of managed assets) and institutional (31%) clients. At the end of May 2026, the firm had $2.454 trillion in assets under management spread among its equity (61% of AUM), balanced (3%), fixed-income (21%), 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 32% of its AUM sourced from Europe, Africa, and the Middle East (17%) and Asia (15%).
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.17 | |||||
Equity-to-Asset | 0.45 | |||||
Debt-to-Equity | 0.74 | |||||
Debt-to-EBITDA | 5.26 | |||||
Piotroski F-Score | 6/9 | |||||
Altman Z-Score | 1.56 | |||||
Beneish M-Score | -3.59 | |||||
WACC vs ROIC | ||||||
Growth Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 2.1 | |||||
3-Year EBITDA Growth Rate | 0.5 | |||||
3-Year EPS without NRI Growth Rate | 6.5 | |||||
3-Year FCF Growth Rate | 41.8 | |||||
3-Year Book Growth Rate | -3.9 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 17.45 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 100 | |||||
9-Day RSI | 100 | |||||
14-Day RSI | 100 | |||||
6-1 Month Momentum % | 34.92 | |||||
12-1 Month Momentum % | 34.92 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 6.82 | |||||
Quick Ratio | 6.82 | |||||
Cash Ratio | 0.99 | |||||
Days Sales Outstanding | 62.42 | |||||
Days Payable | 100.08 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Payout Ratio | 0.34 | |||||
3-Year Dividend Growth Rate | 4.4 | |||||
3-Year Average Share Buyback Ratio | 0.8 | |||||
Shareholder Yield % | -18.19 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 35.78 | |||||
Operating Margin % | -7.1 | |||||
Net Margin % | -0.93 | |||||
EBITDA Margin % | 25.51 | |||||
FCF Margin % | 27.83 | |||||
OCF Margin % | 29.1 | |||||
ROE % | -0.5 | |||||
ROA % | -0.23 | |||||
ROIC % | -0.67 | |||||
3-Year ROIIC % | 50.48 | |||||
ROC (Joel Greenblatt) % | -33.16 | |||||
ROCE % | -0.56 | |||||
Years of Profitability over Past 10-Year | 8 | |||||
Moat Score | 6 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Forward PE Ratio | 9.09 | |||||
PE Ratio without NRI | 12.49 | |||||
Shiller PE Ratio | 18.79 | |||||
Price-to-Owner-Earnings | 110.04 | |||||
PS Ratio | 2.06 | |||||
PB Ratio | 1.39 | |||||
Price-to-Free-Cash-Flow | 7.42 | |||||
Price-to-Operating-Cash-Flow | 7.1 | |||||
EV-to-EBIT | -170.68 | |||||
EV-to-Forward-EBIT | 16.16 | |||||
EV-to-EBITDA | 14.2 | |||||
EV-to-Forward-EBITDA | 14.56 | |||||
EV-to-Revenue | 3.62 | |||||
EV-to-Forward-Revenue | 3.15 | |||||
EV-to-FCF | 13.02 | |||||
Price-to-GF-Value | 1.48 | |||||
Price-to-Projected-FCF | 0.68 | |||||
Price-to-Median-PS-Value | 1.4 | |||||
Earnings Yield (Greenblatt) % | -0.59 | |||||
FCF Yield % | 13.87 | |||||
Forward Rate of Return (Yacktman) % | -1.82 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Invesco Ltd Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil MXN) | 123,615.815 | ||
| EPS (TTM) (MXN) | -13.059 | ||
| Beta | - | ||
| 3-Year Sharpe Ratio | - | ||
| 3-Year Sortino Ratio | - | ||
| Volatility % | 34.57 | ||
| 14-Day RSI | 100 | ||
| 14-Day ATR (MXN) | 0.02092 | ||
| 20-Day SMA (MXN) | 425 | ||
| 12-1 Month Momentum % | 34.92 | ||
| 52-Week Range (MXN) | 314.99 - 425 | ||
| Shares Outstanding (Mil) | 441.5 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Invesco Ltd Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Invesco Ltd Stock Events
| Event | Date | Price (MXN) | ||
|---|---|---|---|---|
| Fourth quarter earnings conference call for 2026 | 2027-01-27 09:00 | In 169 days | ||
| Fourth quarter earnings results for 2026 | 2027-01-27 | In 168 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-28 09:00 | In 78 days | ||
| Third quarter earnings results for 2026 | 2026-10-28 | In 77 days | ||
| USD 0.215000 Cash Dividend | 2026-08-14 | In 2 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-28 09:00 | 425.00 (+0.00%) | ||
| Second quarter earnings results for 2026 | 2026-07-28 07:00 | 425.00 (+0.00%) | ||
| Morgan Stanley U.S. Financials Conference | 2026-06-10 10:30 | 425.00 (+0.00%) | ||
| General meeting for 2026 | 2026-05-21 11:30 | 425.00 (+0.00%) | ||
| USD 0.215000 Cash Dividend | 2026-05-15 | 425.00 (+0.00%) |
Show
Entries
Invesco Ltd Frequently Asked Questions
What is Invesco Ltd(MEX:IVZN)'s stock price today?
The current price of MEX:IVZN is MXN425.00. The 52 week high of MEX:IVZN is MXN425.00 and 52 week low is MXN314.99.
When is next earnings date of Invesco Ltd(MEX:IVZN)?
The next earnings date of Invesco Ltd(MEX:IVZN) is 2026-10-28 Est..
Does Invesco Ltd(MEX:IVZN) pay dividends? If so, how much?
Invesco Ltd(MEX:IVZN) does not pay dividend.
Press Release
Articles on Invesco Ltd
No articles.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers