TICKVALE
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NYSE · CIK 0000914208 · INVESTMENT ADVICE

Invesco Ltd.

IVZ chart by TradingView
P/E 815.8xP/B 1.0xP/SALES 1.7xEV/EBITDA FCF YIELD 16.02%

PRICE HISTORY

LIVE · NYSE
IVZ chart by TradingView
REVENUE FY2025 ENDED DEC 2025
$6.4B
EBITDA
$-0.5B
FREE CASH FLOW
$1.4B
EPS
$-0.38
GROSS MARGIN
ROIC
-1.34%
Q2 FY26ENDED JUN 2026HOVERDRAG ACROSS ANY CHART TO SCRUB ALL 24 · 40 QUARTERS SHOWNVALUATIONGROWTHPROFITABILITY & RETURNSCASH & CAPITALBALANCE SHEET

VALUATION

what you pay for a unit of the business7 CHARTS

P / E RATIO (TTM)

815.8x
+5142%
LATEST · Q2 FY26
815.8xQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
6.8x815.8x

P / SALES (TTM)

1.7x
-36%
LATEST · Q2 FY26
1.7xQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
0.6x3.0x

P / BOOK

1.0x
-42%
LATEST · Q2 FY26
1.0xQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
0.3x1.8x

EV / EBITDA (TTM)

-15%
LATEST · Q2 FY26
Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
3.8x11.8x

EV / REVENUE (TTM)

1.8x
-34%
LATEST · Q2 FY26
1.8xQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
0.9x3.1x

FCF YIELD (TTM)

16.02%
+8.1pp
LATEST · Q2 FY26
16.02%Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
1.28%24.90%

DIVIDEND YIELD (TTM)

3.20%
-0.3pp
LATEST · Q2 FY26
3.20%Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
2.39%13.66%

GROWTH

is the business getting bigger5 CHARTS

REVENUE

$1.8B
+52%
LATEST · Q2 FY26
1.8BQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

EBITDA (DERIVED)

$0.4B
+12%
LATEST · Q2 FY26
0.4BQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

NET INCOME

$0.3B
+41%
LATEST · Q2 FY26
0.3BQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

EPS (DILUTED)

$0.75
+28%
LATEST · Q2 FY26
0.75Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

REVENUE GROWTH YOY

20.46%
+26.1pp
LATEST · Q2 FY26
20.46%Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
-18.15%38.77%

PROFITABILITY & RETURNS

what survives to the bottom, and what it earns on capital4 CHARTS

FCF MARGIN

38.55%
+10.9pp
LATEST · Q2 FY26
38.55%Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
-24.51%47.69%

RETURN ON CAPITAL

0.11%
-10.0pp
LATEST · Q2 FY26
0.11%Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
-2.83%12.86%

RETURN ON EQUITY (TTM)

0.12%
-10.6pp
LATEST · Q2 FY26
0.12%Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
-2.80%13.32%

MARGIN FUNNEL

every line is a share of the same revenue, so they read on one scale — the gaps are what each layer takes out, and net rises above operating when income arrives from outside the business
GROSS MARGIN
OPERATING MARGIN19.95%
NET MARGIN18.56%
FCF MARGIN38.55%
61.0720.91-19.24-59.40-99.56OPERNETFCFQ3 FY16Q3 FY17Q3 FY18Q3 FY19Q3 FY20Q3 FY21Q3 FY22Q3 FY23Q3 FY24Q3 FY25Q2 FY26

CASH & CAPITAL

where the money actually goes5 CHARTS

FREE CASH FLOW

$0.7B
+112%
LATEST · Q2 FY26
0.7BQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

STOCK-BASED COMP

$0.0B
-20%
LATEST · Q2 FY26
0.0BQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

CAPITAL EXPENDITURE

$0.0B
-15%
LATEST · Q2 FY26
0.0BQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

SHARES OUTSTANDING

0.45B
+10%
LATEST · Q2 FY26
0.45BQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

DIVIDEND / SHARE

$0.21
-23%
LATEST · Q2 FY26
0.21Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

BALANCE SHEET

how much cushion there is3 CHARTS

CASH & EQUIVALENTS

$0.9B
-42%
LATEST · Q2 FY26
0.9BQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

TOTAL DEBT

$1.6B
-22%
LATEST · Q2 FY26
1.6BQ3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26

DEBT / EBITDA (TTM)

-19%
LATEST · Q2 FY26
Q3 FY16Q3 FY18Q3 FY20Q3 FY22Q3 FY24Q2 FY26
0.8x2.6x

OWNERSHIP

10 LARGEST HOLDERS · WHO OWNS THE FLOAT
INSTITUTIONS 98.04%INSIDERS 0.61%OTHER / RETAIL 1.35%899 INSTITUTIONAL FILERS
HOLDER% HELDSHARESVALUECHANGE
Massachusetts Mutual Life Insurance Co.18.35%81.3M$2.57B+0.0%
Blackrock Inc.8.74%38.7M$1.22B-0.5%
Vanguard Capital Management LLC6.31%28.0M$883.1MNEW
Millennium Management Llc4.88%21.6M$683.7M+55.9%
Dimensional Fund Advisors LP4.82%21.4M$674.6M+2.9%
Vanguard Portfolio Management LLC4.35%19.3M$608.3MNEW
State Street Corporation3.77%16.7M$527.5M-22.4%
Geode Capital Management, LLC2.90%12.8M$405.5M+17.5%
AQR Capital Management, LLC2.83%12.5M$395.5M+41.0%
Price (T.Rowe) Associates Inc2.73%12.1M$382.7M+80.1%
AS OF 2026-03-31 · MOST RECENT 13F FILINGS
SOURCE → 10-K · 10-Q · 8-K / GUIDANCE · ALL FILINGS
FILING DATA AS OF 2026-08-10. Figures are derived from public SEC EDGAR filings (40most recent quarters shown, Q4 implied as full-year minus Q1-Q3). Valuation multiples use each period’s fiscal period-end close. Live price charts and quotes are provided by TradingView. This page is informational only — it is not investment advice, and figures are not warranted for accuracy. EBITDA is not a GAAP measure; it is derived as operating income + D&A. Verify against the linked source filing before relying on any number here.