The full income statement, balance sheet, and cash-flow statement for Invesco Ltd (IVZ), plus valuation ratios — straight from SEC filings. Switch between annual, quarterly, and trailing-twelve-month figures, pick how far back to look, and flip the time order. Every line has a trend sparkline.
SEC-filed end-of-period counts (cover pages and balance sheets, split-adjusted) — the series realized buyback yield is computed from. The weighted-average share lines in the statements below lag these by design: an average over the year sits near the midpoint of an ongoing buyback.
| Line item | Trend | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Income Statement | as ofDec 31 ’25 | as ofDec 31 ’24 | as ofDec 31 ’23 | as ofDec 31 ’22 | as ofDec 31 ’21 | |
| Revenue | 6.38B+5.1% | 6.07B+6.1% | 5.72B-5.5% | 6.05B-12.3% | 6.89B+12.2% | |
| 7.07B+35.1% | 5.23B-14.9% | 6.15B+30.0% | 4.73B-7.3% | 5.11B-2.3% | ||
| Selling, general & administrative | 661M-2.3% | 676M+4.0% | 650M+10.5% | 588M+12.5% | 523M-7.3% | |
| General & administrative | 577M-3.1% | 595M+4.8% | 568M+15.0% | 494M+16.4% | 424M-11.8% | |
| Selling & marketing | 84.0M+3.3% | 81.3M-1.0% | 82.1M-13.2% | 94.6M-4.1% | 98.6M+18.4% | |
| Restructuring | — | — | 29.7M+113.7% | 13.9M-82.2% | 78.0M-34.5% | |
| Amortization of intangibles | 37.5M-16.3% | 44.8M-10.2% | 49.9M-21.8% | 63.8M+1.4% | 62.9M+0.6% | |
| Operating income | -696M-183.6% | 832M+291.4% | -435M-133.0% | 1.32B-26.3% | 1.79B+94.3% | |
| Interest expense | 82.5M+42.2% | 58.0M-17.7% | 70.5M-17.3% | 85.2M-10.0% | 94.7M-26.8% | |
| Other non-operating income | 55.9M+17.2% | 47.7M-51.3% | 98.0M+170.3% | -140M-215.8% | 121M+168.4% | |
| Equity-method income | 105M+143.7% | 43.0M-39.7% | 71.3M-32.8% | 106M-30.3% | 152M+109.5% | |
| Pre-tax income | -379M-137.7% | 1.01B+522.6% | -238M-119.1% | 1.25B-50.1% | 2.50B+133.9% | |
| Income tax | -205M-180.9% | 253M+462.8% | -69.7M-121.6% | 322M-39.3% | 531M+103.0% | |
| -282M-136.4% | 775M+899.6% | -96.9M-110.5% | 921M-43.5% | 1.63B+114.0% | ||
| Net income to non-controlling interest | 107M+577.2% | -22.4M+68.6% | -71.3M-1585.4% | 4.80M-98.6% | 340M+639.9% | |
| Preferred dividends | 205M-13.6% | 237M+0.0% | 237M+0.0% | 237M+0.0% | 237M+0.0% | |
| Net income to common | -726M-235.0% | 538M+261.2% | -334M | — | — | |
| -$1.60-235.6% | $1.18+261.6% | -$0.73-149.0% | $1.49-50.2% | $2.99+164.6% | ||
| EPS (basic) | -$1.60-235.6% | $1.18+261.6% | -$0.73-148.7% | $1.50-50.2% | $3.01+164.0% | |
| Weighted-avg shares (basic) | 453M-1.0% | 457M+0.5% | 455M-0.6% | 458M-1.1% | 463M+0.7% | |
| Weighted-avg shares (diluted) | 455M-0.6% | 458M+0.3% | 456M-0.7% | 460M-1.3% | 465M+0.6% | |
| Dividends per share | $0.83+2.5% | $0.81+3.5% | $0.79+7.9% | $0.73+9.0% | $0.67-14.1% | |
| Balance Sheet | as ofDec 31 ’25 | as ofDec 31 ’24 | as ofDec 31 ’23 | as ofDec 31 ’22 | as ofDec 31 ’21 | |
| Cash & equivalents | 1.04B+5.2% | 987M-32.9% | 1.47B+19.0% | 1.23B-34.9% | 1.90B+34.6% | |
| 27.1B+0.3% | 27.0B-6.7% | 28.9B-2.8% | 29.8B-9.0% | 32.7B-10.5% | ||
| Property, plant & equipment | 379M-20.9% | 479M-20.1% | 600M+6.8% | 561M+8.3% | 518M-8.1% | |
| Operating lease right-of-use | 297M-11.4% | 335M+5.0% | 319M-11.5% | 361M+40.6% | 257M-6.9% | |
| Goodwill | 8.48B+1.9% | 8.32B-4.3% | 8.69B+1.6% | 8.56B-3.7% | 8.88B-0.4% | |
| Intangible assets | 3.93B-31.7% | 5.75B-1.7% | 5.85B-18.1% | 7.14B-1.2% | 7.23B-1.1% | |
| 14.1B+24.2% | 11.3B-12.9% | 13.0B+0.8% | 12.9B-19.3% | 16.0B-25.5% | ||
| Long-term debt | 1.83B+104.9% | 891M-40.2% | 1.49B+0.1% | 1.49B-28.7% | 2.09B+0.1% | |
| Operating lease liability (total) | 407M-10.6% | 455M+4.9% | 434M-9.7% | 480M+65.7% | 290M-9.2% | |
| Deferred tax liabilities | 902M-29.7% | 1.28B-3.3% | 1.33B-20.3% | 1.66B+2.2% | 1.63B+6.7% | |
| 12.2B-16.0% | 14.6B-0.3% | 14.6B-4.0% | 15.2B-1.8% | 15.5B+7.9% | ||
| Preferred stock | 2.51B-37.4% | 4.01B+0.0% | 4.01B+0.0% | 4.01B+0.0% | 4.01B+0.0% | |
| Common stock | 113M+0.0% | 113M+0.0% | 113M+0.0% | 113M+0.0% | 113M+0.0% | |
| Additional paid-in capital | 7.27B-0.9% | 7.33B-1.6% | 7.45B-1.4% | 7.55B-1.7% | 7.69B-1.6% | |
| Retained earnings | 5.89B-15.8% | 6.99B+2.4% | 6.83B-9.2% | 7.52B+4.9% | 7.17B+17.8% | |
| Treasury stock | 2.83B-0.9% | 2.85B-5.0% | 3.00B-1.3% | 3.04B-0.1% | 3.04B-6.5% | |
| Accumulated other comprehensive income | -723M+30.2% | -1.04B-29.2% | -802M+14.9% | -942M-113.5% | -442M-9.1% | |
| Non-controlling interest | 699M+23.8% | 564M-1.5% | 573M-9.1% | 630M-6.3% | 672M+50.3% | |
| Total equity incl. non-controlling | 12.9B-14.5% | 15.1B-0.3% | 15.2B-4.2% | 15.8B-2.0% | 16.2B+9.2% | |
| Total liabilities & equity | 27.1B+0.3% | 27.0B-6.7% | 28.9B-2.8% | 29.8B-9.0% | 32.7B-10.5% | |
| Common shares issued | 566M+0.0% | 566M+0.0% | 566M+0.0% | 566M+0.0% | 566M+0.0% | |
| Common shares outstanding | 444M-0.9% | 448M-0.3% | 450M-1.2% | 455M-1.4% | 461M+0.5% | |
| Shares outstanding (cover) | 444M-0.9% | 448M-0.4% | 449M-1.2% | 455M-1.3% | 461M+0.4% | |
| Treasury shares | 126M+2.0% | 123M | — | 120M+3.3% | 116M-4.9% | |
| Cash Flow | as ofDec 31 ’25 | as ofDec 31 ’24 | as ofDec 31 ’23 | as ofDec 31 ’22 | as ofDec 31 ’21 | |
| 1.53B+28.2% | 1.19B-8.5% | 1.30B+85.0% | 703M-34.8% | 1.08B-12.4% | ||
| Depreciation & amortization | 156M-13.2% | 180M-1.8% | 183M-6.4% | 195M-4.9% | 205M+0.9% | |
| Intangible amortization | 37.5M-16.3% | 44.8M-10.2% | 49.9M-21.8% | 63.8M+1.4% | 62.9M+0.6% | |
| Share-based compensation | 80.0M-23.5% | 105M-8.7% | 115M+7.9% | 106M-24.2% | 140M-25.7% | |
| Deferred income taxes | -385M-911.3% | -38.1M+87.7% | -309M-740.2% | 48.3M-39.4% | 79.7M-2.0% | |
| Change in payables | — | — | -622M+51.6% | -1.28B+78.1% | -5.88B-54.1% | |
| -974M-1524.6% | 68.4M+128.0% | -244M+35.0% | -376M+55.7% | -848M+1.4% | ||
| Capital expenditure | 84.3M+22.0% | 69.1M-57.9% | 164M-14.8% | 193M+77.3% | 109M-5.4% | |
| Free cash flow | 1.44B+28.6% | 1.12B-1.4% | 1.14B+122.7% | 510M-47.4% | 969M-13.1% | |
| Acquisitions | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Other investing activities | 0.00 | 0.00+100.0% | -46.2M | 0.00 | 0.00 | |
| -150M+91.0% | -1.66B-183.8% | -585M+39.5% | -967M-924.3% | 117M+141.0% | ||
| Long-term debt issued | 993M | 0.00 | 0.00 | — | — | |
| Long-term debt repaid | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Common stock issued | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |
| Common stock repurchased | 124M+55.9% | 79.3M-57.7% | 188M-23.4% | 245M+301.8% | 60.9M+29.3% | |
| Dividends paid | 377M+1.6% | 372M+3.8% | 358M+6.9% | 335M+8.8% | 308M-13.9% | |
| FX effect on cash | 45.5M+250.2% | -30.3M-226.3% | 24.0M+135.0% | -68.6M-113.0% | -32.2M-217.1% | |
| Interest paid | 77.2M+44.0% | 53.6M-21.4% | 68.2M+1.2% | 67.4M-21.4% | 85.7M-7.9% | |
| Income taxes paid | 239M+1.0% | 236M+21.1% | 195M-35.3% | 301M-30.2% | 432M+92.9% | |
| Valuation Ratios | as ofDec 31 ’25 | as ofDec 31 ’24 | as ofDec 31 ’23 | as ofDec 31 ’22 | as ofDec 31 ’21 | |
| Market cap | 11.7B+48.9% | 7.83B-2.4% | 8.02B-2.0% | 8.18B-22.9% | 10.6B+32.7% | |
| P/E | — | 10.1×+5.0% | 9.6×+36.4% | 7.1×+8.3% | 6.5×-38.0% | |
| P/S | 1.8×+41.7% | 1.3×-7.5% | 1.4×+8.6% | 1.3×-16.6% | 1.5×+18.3% | |
| P/B | 1.0×+77.3% | 0.5×+2.3% | 0.5×-4.2% | 0.5×-19.9% | 0.7×+23.0% | |
| P/FCF | 8.1×+15.9% | 7.0×-25.7% | 9.4×-90.7% | 101.5×+826.8% | 11.0×+52.7% | |
| Earnings yield | — | 9.9%-4.8% | 10.4%-26.7% | 14.2%-7.7% | 15.4%+61.3% | |
| FCF yield | 12.4%-13.7% | 14.3%+34.6% | 10.6%+979.5% | 0.99%-89.2% | 9.1%-34.5% | |
| Dividend yield | 3.2%-31.8% | 4.7%+5.6% | 4.4%+8.8% | 4.1%+39.4% | 2.9%-35.0% | |
| Source filing | 10-K | 10-K | 10-K | 10-K | 10-K |
Source: IVZ’s SEC filings (10-K / 10-Q). Annual columns are as-reported fiscal years; quarterly columns are as-reported fiscal quarters (Q4 derived as full-year minus the first three quarters where a company doesn’t file a standalone Q4); TTM (quarterly) rolls the trailing four quarters at every quarter end, TTM (yearly) samples that one year apart; balance-sheet rows show the period-end balance. Valuation ratios are sampled as of each period end. View all IVZ filings on SEC EDGAR → Not investment advice.
