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Invesco Plc

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
27.08 USD 0.00(0%)
Last update at 2026-11-06T21:05:00Z
VOLUME
5094231
Market Cap
13589.36M

Momentum Score

…

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
27.03
Low
27.67
High
52 Week Price Range
20.03
Low
33.66
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Invesco Plc is a global asset manager offering ETFs, mutual funds, separately managed accounts and alternatives across equities, fixed income and multi-asset solutions. Long-term growth drivers include rising global wealth, migration to ETFs and index/factor products, product innovation and distribution expansion, which may support assets under management and fee-based revenue.

Key risks include revenue sensitivity to market levels and net flows, fee compression from large competitors, concentration in flagship ETFs and regulatory or operational challenges investors should monitor.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
27.08
Dividend Yield
2.70%
Revenue TTM
6902.50M
Revenue Per Share
15.29
Gross Profit TTM
2037.60M
Debt / Equity
0.83
ROE
-0.57%
Net Debt
8144.80M
ROCE
-2.02%
Diluted EPS TTM
-0.66

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax -379.40M 1005.30M -237.90M 1247.70M 2500.50M
Minority interest -106.90M 22.40M 71.30M -4.80M -339.60M
Net income -281.70M 774.80M -333.70M 920.70M 1629.80M
Selling general administrative 576.50M 594.70M 450.40M 2266.40M 3099.40M
Selling and marketing expenses 84.00M 81.30M 103.40M 114.90M 98.60M
Gross profit 2753.40M 2027.20M 5716.40M 4323.80M 4983.20M
Reconciled depreciation 155.90M 179.60M 182.80M 63.80M 62.90M
Ebit -546.70M 1063.30M -434.80M 1317.70M 2529.30M
Ebitda 1376.80M 1242.90M -434.80M 1417.90M 2592.20M
Depreciation and amortization 1923.50M 179.60M 182.80M 100.20M 62.90M
Non operating income net other - - - -9.00M 298.00M
Operating income -695.70M 832.10M -434.80M 1317.70M 2529.30M
Other operating expenses 7072.80M 5234.90M 6151.20M 4710.00M 5172.20M
Interest expense 82.50M 58.00M 70.50M 85.20M 94.70M
Tax provision -204.60M 252.90M -69.70M 322.20M 531.10M
Interest income 76.20M 58.90M 47.80M 45.30M 25.20M
Net interest income -28.60M 0.90M -22.70M -60.80M -69.50M
Income tax expense -204.60M 252.90M 69.70M 322.20M 531.10M
Total revenue 6377.10M 6067.00M 5716.40M 6048.90M 6894.50M
Total operating expenses 3449.10M 1195.10M 6151.20M 2984.90M 3260.90M
Cost of revenue 3623.70M 4039.80M 3711.00M 1725.10M 1911.30M
Total other income expense net 316.30M 173.20M 196.90M -70.00M -28.80M
Net income from continuing ops -174.80M 752.40M -168.20M 925.50M 1969.40M
Net income applicable to common shares -726.30M 538.00M -333.70M 683.90M 1393.00M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 27094.00M 27008.90M 28933.80M 29756.80M 32685.60M
Intangible assets 12404.40M 5749.30M 5848.10M 7141.20M 7228.00M
Other current assets - 372.30M 250.10M 9603.20M 166.00M
Total liab 14089.10M 11340.10M 13017.80M 12914.60M 16006.80M
Total stockholder equity 12231.00M 14559.90M 14597.60M 15213.60M 15495.80M
Deferred long term liab - - - 1662.70M 1626.30M
Other current liab 3296.40M 653.80M 2132.40M 609.10M 1672.90M
Common stock 113.20M 113.20M 113.20M 113.20M 113.20M
Capital stock 2623.70M 4123.70M 4123.70M 4123.70M 4123.70M
Retained earnings 5886.80M 6990.40M 6826.70M 7518.30M 7169.20M
Other liab - - - 9330.80M 13921.70M
Good will 12404.40M 8318.10M 8691.50M 8557.70M 16110.50M
Other assets 13652.10M 1478.90M 712.50M 11826.60M 13659.60M
Cash 1979.80M 1496.00M 1931.60M 1434.10M 2147.10M
Cash and equivalents 1037.50M 986.50M 1469.20M 1234.70M 1896.40M
Total current liabilities 66.60M 830.40M 2274.40M 668.70M 1985.40M
Current deferred revenue - - -64.60M - -
Net debt 8144.80M 6050.40M 7113.40M 6643.90M 7274.10M
Short term debt 66.60M 66.20M 64.60M 6590.40M 2085.00M
Short long term debt total 10124.60M 7546.40M 9045.00M 8078.00M 9421.20M
Other stockholder equity 4443.40M 4481.90M 4449.00M 4514.00M 4644.40M
Property plant equipment 676.10M 814.30M 918.80M 921.90M 518.10M
Total current assets 2864.50M 2609.10M 2883.20M 1434.10M 2239.90M
Long term investments 2683.20M 8294.10M 9221.40M 9731.70M 10501.40M
Net tangible assets - - - -3497.10M -614.70M
Short term investments - 80.40M - 996.60M -532.60M
Net receivables 884.70M 1113.10M 701.50M 1005.50M 92.80M
Long term debt 10792.70M 7091.50M 8611.30M 8078.00M 9421.20M
Inventory - - 1931.60M - -166.00M
Accounts payable 20.40M 30.60M 31.50M 59.60M 312.50M
Noncontrolling interest in consolidated entity - - - 629.90M 672.20M
Accumulated other comprehensive income -722.90M -1036.10M -801.80M -942.40M -441.50M
Common stock total equity - - - 113.20M 113.20M
Preferred stock total equity - - - 4010.50M 4010.50M
Retained earnings total equity - - - 7518.30M 7169.20M
Treasury stock - - - -3040.90M -3043.60M
Non currrent assets other 817.90M 7352.30M 1690.10M 2331.00M 3833.80M
Non current assets total 24229.50M 24399.80M 26050.60M 28322.70M 30445.70M
Capital lease obligations 406.70M 454.90M 433.70M 480.20M 289.80M
Long term debt total 10792.70M 7091.50M 8611.30M 8078.00M 9421.20M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Investments -1189.70M 68.40M -244.30M -368.60M -847.90M
Change to liabilities - - - -1284.30M -5875.50M
Total cashflows from investing activities -974.40M 68.40M -244.30M -368.60M -847.90M
Net borrowings 2275.40M -922.90M 251.20M -600.00M -321.20M
Total cash from financing activities -149.50M -1661.60M -585.40M -966.90M 117.30M
Change to operating activities - - - -386.80M -327.80M
Net income -174.80M 752.40M -96.90M 925.50M 1969.40M
Change in cash 483.80M -435.60M 497.50M -713.00M 307.80M
Begin period cash flow 1496.00M 1931.60M 1434.10M 2147.10M 1839.30M
End period cash flow 1979.80M 1496.00M 1931.60M 1434.10M 2147.10M
Total cash from operating activities 1525.30M 1190.00M 1300.80M 696.20M 1078.10M
Depreciation 155.90M 179.60M 182.80M 195.30M 205.30M
Other cashflows from investing activities -0.30M 126.80M -26.80M -368.60M -847.90M
Dividends paid 581.90M 608.30M 594.70M 571.60M 544.50M
Change to inventory - - -18.60M - -
Change to account receivables -5.60M 319.70M 448.70M 912.80M 5581.20M
Sale purchase of stock -1863.60M -79.30M -187.50M -244.70M -60.90M
Other cashflows from financing activities 20.60M -51.10M -54.40M 454.50M -191.90M
Change to netincome - - - 213.80M 1078.10M
Capital expenditures 84.30M 69.10M 164.30M 192.90M 108.80M
Change receivables - - - 912.80M 5581.20M
Cash flows other operating - - - -259.90M -717.80M
Exchange rate changes - - - - -32.20M
Cash and cash equivalents changes - - - -639.30M 315.30M
Change in working capital -216.40M 146.20M -173.00M -371.50M -294.30M
Stock based compensation 80.00M 104.60M 114.60M 106.20M 140.10M
Other non cash items 1680.60M 7.20M 1273.30M -159.30M -448.30M
Free cash flow 1441.00M 1120.90M 1136.50M 503.30M 969.30M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
IVZ
Invesco Plc		 -
-%		 27.08 - 9.76 1.97 1.40 3.49 14.31
BLK
BlackRock Inc		 -
-%		 1178.87 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc		 -0.32
0.27%		 119.50 33.20 20.12 11.05 11.56 9.14 15.74
IVSBF
Investor AB ser. B		 -1.77
4.00%		 42.50 4.67 3.83 3.78 1.13 4.15 1.68
KKR
KKR & Co. Inc.		 -1.82
1.85%		 96.48 32.68 13.66 3.58 3.22 0.68 1.47

Profile*

Invesco Plc

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.

Midtown Union, Atlanta, GA, United States, 30309

404 892 0896

https://www.invesco.com/corporate/en/home.html

7405

Name Title Year Born
Mr. Martin L. Flanagan CFA, CPA Pres, CEO & Director 1960
Ms. Laura Allison Dukes Sr. MD & CFO 1975
Mr. Gregory Gerard McGreevey C.F.A., CFA Sr. Managing Director of Investments 1963
Mr. Andrew Tak Shing Lo Sr. MD & Chief Exec. Officer, Asia Pacific 1962
Mr. Andrew Ryan Schlossberg Sr. MD & Head of the Americas 1974
Mr. David Farmer Chief Operating Officer NA
Ms. Laurie F. Brignac C.F.A., CFA CIO, Head - Repo & Gov. Funds, Co-Head - North American Cash Portfolio Mgmt & Sr. Portfolio Mngr NA
Ms. Terry Gibson Vacheron Chief Accounting Officer 1963
Mr. Donie Lochan MD, CTO & Global Head of Technology NA
Mr. Michael D. Hyman Head of Global Credit Strategies & CIO of Global Investment Grade & Emerging Markets NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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