Invesco Statistics
Total Valuation
Invesco has a market cap or net worth of $11.49 billion. The enterprise value is $12.53 billion.
Important Dates
The next confirmed earnings date is Tuesday, April 28, 2026, before market open.
| Earnings Date | Apr 28, 2026 |
| Ex-Dividend Date | Feb 13, 2026 |
Share Statistics
Invesco has 444.31 million shares outstanding. The number of shares has decreased by -1.24% in one year.
| Current Share Class | 444.31M |
| Shares Outstanding | 444.31M |
| Shares Change (YoY) | -1.24% |
| Shares Change (QoQ) | -0.02% |
| Owned by Insiders (%) | 0.72% |
| Owned by Institutions (%) | 75.04% |
| Float | 358.97M |
Valuation Ratios
| PE Ratio | n/a |
| Forward PE | 9.71 |
| PS Ratio | 1.73 |
| Forward PS | 2.14 |
| PB Ratio | 0.94 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 6.54 |
| P/OCF Ratio | 6.24 |
| PEG Ratio | 0.60 |
Financial Ratio HistoryEnterprise Valuation
The stock's EV/EBITDA ratio is 9.40, with an EV/FCF ratio of 7.21.
| EV / Earnings | n/a |
| EV / Sales | 1.90 |
| EV / EBITDA | 9.40 |
| EV / EBIT | 10.62 |
| EV / FCF | 7.21 |
Financial Position
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | 0.15 |
| Debt / EBITDA | 1.38 |
| Debt / FCF | 1.13 |
| Interest Coverage | 12.59 |
Financial Efficiency
Return on equity (ROE) is -1.54% and return on invested capital (ROIC) is 8.25%.
| Return on Equity (ROE) | -1.54% |
| Return on Assets (ROA) | 2.68% |
| Return on Invested Capital (ROIC) | 8.25% |
| Return on Capital Employed (ROCE) | n/a |
| Weighted Average Cost of Capital (WACC) | 11.84% |
| Revenue Per Employee | $879,104 |
| Profits Per Employee | -$88,945 |
| Employee Count | 7,499 |
| Asset Turnover | 0.24 |
| Inventory Turnover | n/a |
Taxes
| Income Tax | -201.10M |
| Effective Tax Rate | n/a |
Stock Price Statistics
The stock price has increased by +83.27% in the last 52 weeks. The beta is 1.63, so Invesco's price volatility has been higher than the market average.
| Beta (5Y) | 1.63 |
| 52-Week Price Change | +83.27% |
| 50-Day Moving Average | 24.59 |
| 200-Day Moving Average | 24.09 |
| Relative Strength Index (RSI) | 59.13 |
| Average Volume (20 Days) | 6,391,759 |
Short Selling Information
The latest short interest is 20.39 million, so 4.59% of the outstanding shares have been sold short.
| Short Interest | 20.39M |
| Short Previous Month | 15.68M |
| Short % of Shares Out | 4.59% |
| Short % of Float | 5.68% |
| Short Ratio (days to cover) | 3.79 |
Income Statement
In the last 12 months, Invesco had revenue of $6.59 billion and -$667.00 million in losses. Loss per share was -$1.48.
| Revenue | 6.59B |
| Gross Profit | 1.91B |
| Operating Income | 1.18B |
| Pretax Income | -424.10M |
| Net Income | -667.00M |
| EBITDA | 1.33B |
| EBIT | 1.18B |
| Loss Per Share | -$1.48 |
Full Income StatementBalance Sheet
The company has $806.90 million in cash and $1.97 billion in debt, giving a net cash position of -$1.16 billion or -$2.61 per share.
| Cash & Cash Equivalents | 806.90M |
| Total Debt | 1.97B |
| Net Cash | -1.16B |
| Net Cash Per Share | -$2.61 |
| Equity (Book Value) | 13.26B |
| Book Value Per Share | 27.17 |
| Working Capital | 806.90M |
Full Balance SheetCash Flow
In the last 12 months, operating cash flow was $1.82 billion and capital expenditures -$84.30 million, giving a free cash flow of $1.74 billion.
| Operating Cash Flow | 1.82B |
| Capital Expenditures | -84.30M |
| Depreciation & Amortization | 153.90M |
| Net Borrowing | 930.40M |
| Free Cash Flow | 1.74B |
| FCF Per Share | $3.91 |
Full Cash Flow StatementMargins
Gross margin is 28.92%, with operating and profit margins of 17.90% and -3.69%.
| Gross Margin | 28.92% |
| Operating Margin | 17.90% |
| Pretax Margin | -6.43% |
| Profit Margin | -3.69% |
| EBITDA Margin | 20.23% |
| EBIT Margin | 17.90% |
| FCF Margin | 26.37% |
Dividends & Yields
This stock pays an annual dividend of $0.84, which amounts to a dividend yield of 3.25%.
| Dividend Per Share | $0.84 |
| Dividend Yield | 3.25% |
| Dividend Growth (YoY) | 2.44% |
| Years of Dividend Growth | 4 |
| Payout Ratio | n/a |
| Buyback Yield | 1.24% |
| Shareholder Yield | 4.52% |
| Earnings Yield | -5.86% |
| FCF Yield | 15.28% |
Dividend DetailsAnalyst Forecast
The average price target for Invesco is $26.40, which is 2.09% higher than the current price. The consensus rating is "Buy".
| Price Target | $26.40 |
| Price Target Difference | 2.09% |
| Analyst Consensus | Buy |
| Analyst Count | 15 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | n/a |
Stock ForecastsStock Splits
The last stock split was on November 8, 2000. It was a forward split with a ratio of 2.5:1.
| Last Split Date | Nov 8, 2000 |
| Split Type | Forward |
| Split Ratio | 2.5:1 |
Scores
| Altman Z-Score | n/a |
| Piotroski F-Score | 5 |