Invesco (MEX:IVZN) Tax Rate %: 25.58% (As of Jun. 2026)

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MEX:IVZN Invesco Ltd MEX:IVZN
61 GF Score
Price MXN425.00
GF Value MXN287.44
! 9 Warning Signs
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What is Invesco Tax Rate %?

Invesco MEX:IVZN 61 Tax Rate % is 25.58% as of Jun. 2026. GuruFocus rates MEX:IVZN with a GF Score™ of 61/100 and a GF Value™ of MXN287.44. The stock has 9 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Invesco's Tax Expense for the three months ended in Jun. 2026 was MXN2,033 Mil. Invesco's Pre-Tax Income for the three months ended in Jun. 2026 was MXN7,946 Mil. Therefore, Invesco's Tax Rate % for the quarter that ended in Jun. 2026 was 25.58%.

Invesco Tax Rate % Related Terms

Invesco Tax Rate % Historical Data

* Premium members only.

The historical data trend for Invesco's Tax Rate % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Invesco Tax Rate % Chart

Invesco Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 21.24 25.82 29.30 25.16 53.93

Invesco Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 28.06 -2.80 25.98 27.02 25.58
MEX:IVZN
61GF Score
Invesco Ltd MEX:IVZN
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Invesco Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Invesco's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=-3683.966/-6831.363
=53.93 %

Invesco's Tax Rate % for the quarter that ended in Jun. 2026 is calculated as

Tax Rate %=Tax Expense (Q: Jun. 2026 )/Pre-Tax Income (Q: Jun. 2026 )
=2032.808/7946.275
=25.58 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 25.58% mean?
Invesco (MEX:IVZN) has a Tax Rate % of 25.58% as of Jun. 2026.
Is Invesco's Tax Rate % too high?
Invesco's current Tax Rate % is 25.58%. Overall, Invesco has a GF Score™ of 61/100, reflecting its overall financial health beyond just this single metric.
How does Invesco's Tax Rate % compare to EQH and ARCC?
Invesco's Tax Rate % of 25.58% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Invesco's current Tax Rate % is 25.58%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invesco stock overvalued right now?
Invesco (MEX:IVZN) has a current Tax Rate % of 25.58%. The stock's GF Value™ is MXN287.44, compared to a current price of MXN425.00 — trading 47.9% above its estimated fair value. The current Tax Rate % is 25.58%. Invesco's overall GF Score™ is 61/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Invesco (MEX:IVZN), the current Tax Rate % is 25.58% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Invesco (MEX:IVZN) Overvalued in 2026?

Based on GuruFocus' analysis, Invesco stock appears to be overvalued. The current stock price of MXN425.00 is trading 47.9% above its estimated GF Value™ of MXN287.44.

Key valuation signals for MEX:IVZN:

  • Tax Rate %: 25.58%
  • GF Value™: MXN287.44 vs. price of MXN425.00 (47.9% above fair value)
  • GF Score™: 61/100 with 9 warning signs

No single metric tells the full story. See the MEX:IVZN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Invesco Business Description

Address 1331 Spring Street NW, Suite 2500, Atlanta, GA, USA, 30309
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%).
61GF Score

Get the complete analysis for MEX:IVZN

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN425.00
Price
MXN287.44
GF Value