Invesco Ltd. (IVZ)

Price$33.24Cached quote
IVZNYSE
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Financial charts

Revenue

Net income

Free cash flow

Total cash / debt

CashTotal debt

Financial statements

19 annual periodsNewest to oldest
2025202420232022202120202019201820172016201520142013201220112010200920082007
Revenue$6.38B$6.07B$5.72B$6.05B$6.89B$6.15B$6.12B$5.31B$5.16B$4.73B$5.12B$5.15B$4.64B$4.05B$3.98B$3.49B$2.63B$3.31B$3.88B
Operating expenses$7.07B$5.23B$6.15B$4.73B$5.11B$5.23B$5.31B$4.11B$3.88B$3.58B$3.76B$3.87B$3.52B$3.21B$3.10B$2.90B$2.14B$2.56B$2.88B
Operating income−$695.7M$832.1M−$434.8M$1.32B$1.79B$920.4M$808.2M$1.20B$1.28B$1.15B$1.36B$1.28B$1.12B$842.6M$882.1M$589.9M$484.3M$747.8M$994.3M
Operating margin−10.91%13.72%−7.61%21.78%25.94%14.98%13.21%22.67%24.79%24.34%26.52%24.81%24.12%20.80%22.15%16.91%18.43%22.61%25.63%
EBITDA−$539.8M$1.01B−$252.0M$1.51B$1.99B$1.12B$985.8M$1.35B$1.40B$1.25B$1.45B$1.37B$1.21B$937.6M$999.5M$686.6M$561.9M$815.4M$1.08B
EBITDA margin−8.46%16.68%−4.41%25.01%28.91%18.29%16.11%25.35%27.05%26.48%28.34%26.55%26.02%23.15%25.10%19.69%21.39%24.65%27.80%
Net income−$174.8M$538.0M−$333.7M$683.9M$1.39B$524.8M$564.7M$882.8M$1.13B$854.2M$968.1M$988.1M$940.3M$677.1M$729.7M$465.7M$322.5M$481.7M$673.6M
Net profit margin−2.74%8.87%−5.84%11.31%20.20%8.54%9.23%16.61%21.85%18.04%18.90%19.20%20.25%16.72%18.32%13.35%12.27%14.56%17.37%
Basic EPSper basic share-$1.60$1.18-$0.73$1.50$3.01$1.14$1.29$2.14$2.75$2.06$2.26$2.27$2.10$1.50$1.58$1.01$0.77$1.24$1.68
Diluted EPSper diluted share-$1.60$1.18-$0.73$1.49$2.99$1.13$1.28$2.14$2.75$2.06$2.26$2.27$2.10$1.49$1.57$1.01$0.76$1.21$1.64

Owners

Reported shareholders

Reference date Jun 30, 2026
MASSACHUSETTS MUTUAL LIFE INSURANCE CO · 18.42% of listed sharesBlackRock, Inc. · 8.77% of listed sharesVANGUARD CAPITAL MANAGEMENT LLC · 6.37% of listed sharesDIMENSIONAL FUND ADVISORS LP · 4.92% of listed sharesVANGUARD PORTFOLIO MANAGEMENT LLC · 4.18% of listed sharesSTATE STREET CORP · 3.80% of listed sharesMILLENNIUM MANAGEMENT LLC · 3.55% of listed sharesAQR CAPITAL MANAGEMENT LLC · 2.85% of listed sharesGEODE CAPITAL MANAGEMENT, LLC · 2.83% of listed sharesGOLDMAN SACHS GROUP INC · 2.53% of listed sharesPRICE T ROWE ASSOCIATES INC /MD/ · 2.40% of listed sharesInvesco Ltd. · 2.11% of listed sharesMORGAN STANLEY · 1.99% of listed sharesNORTHERN TRUST CORP · 1.37% of listed sharesQube Research & Technologies Ltd · 1.21% of listed sharesNORGES BANK · 1.18% of listed sharesCHARLES SCHWAB INVESTMENT MANAGEMENT INC · 1.00% of listed sharesAmundi · 0.90% of listed sharesMACQUARIE GROUP LTD · 0.84% of listed sharesNOMURA ASSET MANAGEMENT INTERNATIONAL INC. · 0.84% of listed shares
18.42%of listed shares
MASSACHUSETTS MUTUAL LIFE INSURANCE CO81.33M shares · Jun 30, 2026
View holders
Top 20 reported holders of IVZ
Holder% owned
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
18.42%81.33M shares
BlackRock, Inc.
8.77%38.71M shares
VANGUARD CAPITAL MANAGEMENT LLC
6.37%28.1M shares
DIMENSIONAL FUND ADVISORS LP
4.92%21.72M shares
VANGUARD PORTFOLIO MANAGEMENT LLC
4.18%18.46M shares
STATE STREET CORP
3.80%16.79M shares
MILLENNIUM MANAGEMENT LLC
3.55%15.69M shares
AQR CAPITAL MANAGEMENT LLC
2.85%12.6M shares
GEODE CAPITAL MANAGEMENT, LLC
2.83%12.5M shares
GOLDMAN SACHS GROUP INC
2.53%11.15M shares
PRICE T ROWE ASSOCIATES INC /MD/
2.40%10.62M shares
Invesco Ltd.
2.11%9.31M shares
MORGAN STANLEY
1.99%8.79M shares
NORTHERN TRUST CORP
1.37%6.06M shares
Qube Research & Technologies Ltd
1.21%5.35M shares
NORGES BANK
1.18%5.21M shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
1.00%4.4M shares
Amundi
0.90%3.99M shares
MACQUARIE GROUP LTD
0.84%3.73M shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.84%3.71M shares

Percentages use 441.5M shares of this listed class outstanding on Jun 30, 2026.

Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.

Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys0$0.00 disclosed value
Sells (SEC code S)2$6.05M disclosed value
2 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
Oct 31, 2025Form 4Sharp Douglas JSenior Managing DirectorSellCommon Shares160.0K$23.56$3.77M192
Sep 10, 2025Form 4Butcher StephanieSenior Managing DirectorSellCommon Shares103.2K$22.12$2.28M29.9K

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