Is Invesco (IVZ) overvalued or fairly valued?

MarketChacha shows Invesco's valuation in context — a trailing P/E of about 14.8, a forward P/E of about 8.7, a price-to-book of about 1.2 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Invesco's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (136.14×) from reported figures — education, not a rating.

What is Invesco's revenue?

Invesco reported revenue of $6.4B for FY2025, with net profit of $-174.8M, per official filings.

What is the share price of Invesco (IVZ)?

Invesco last traded at $28.20 (-2.1% on the day), as of 10/16/2026 — a delayed quote shown for education, not investment advice.

Invesco

IVZ · NYSE · Financials · United States

Snapshot

TickerIVZ

ExchangeNYSE

SectorFinancials

IndustryAsset Management

CountryUnited States

Employees7,405

HeadquartersAtlanta, United States

Websitewww.invesco.com/corporate/en/home.html

Filings tracked25

About Invesco

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.

Who owns it

Insiders0.6%
Institutions98.5%
Public & other0.9%

929 institutional holders

Ownership breakdown from public market data.

Top holders

Massachusetts Mutual Life Insurance Co.18.35%
Blackrock Inc.8.73%
Vanguard Capital Management LLC6.34%
Dimensional Fund Advisors LP4.90%
Vanguard Portfolio Management LLC4.16%
State Street Corporation3.79%
Millennium Management Llc3.54%
AQR Capital Management, LLC2.84%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Latest ROE of -1.4% is on the low side — the business earns a modest return on shareholder capital.

Cash conversion136.14×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend-5.8% → -2.7%

Margin has expanded by about 3.1 points — the business is getting more profitable.

Return on equity-1.4%

Latest ROE of -1.4% is on the low side — the business earns a modest return on shareholder capital.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $1.4B · EPS 0.78

Est. earnings growth +26.0%

Next fiscal year

Rev $5.9B · EPS 3.25

Est. earnings growth +16.0%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$6.4B

Net margin

-2.7%

ROE

-1.4%

Revenue CAGR (2y)

+5.6%

EPS (FY2025)

-1.60

Net profit (FY2025)

$-174.8M

Ask MarketChacha about IVZ

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$6.4B	$-174.8M	-1.60	-2.7%	-1.4%
FY2024	$6.1B	$538.0M	1.18	8.9%	3.7%
FY2023	$5.7B	$-333.7M	-0.73	-5.8%	-2.3%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$1.8B	$338.9M	0.76	18.6%
2026Q1	$1.7B	$219.1M	0.51	12.6%
2025Q3	$1.6B	$356.4M	0.66	21.7%
2025Q2	$1.5B	$197.4M	-0.03	13.0%
2025Q1	$1.5B	$171.1M	0.38	11.2%
2024Q3	$1.5B	$55.0M	0.12	3.6%
2024Q2	$1.5B	$132.2M	0.29	8.9%
2024Q1	$1.5B	$141.5M	0.31	9.6%
2023Q3	$1.4B	$131.4M	0.29	9.1%
2023Q2	$1.4B	$132.2M	0.29	9.2%
2023Q1	$1.4B	$145.0M	0.32	10.2%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Reg FD disclosure, Exhibits
SEC9/10/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC8/31/2026material
8-K — Reg FD disclosure, Exhibits
SEC8/11/2026material
10-Q filing
SEC8/4/2026
8-K — Results of operations, Exhibits
SEC7/28/2026material
8-K — Reg FD disclosure, Exhibits
SEC7/10/2026material
8-K — Reg FD disclosure, Exhibits
SEC6/9/2026material
8-K — Shareholder vote results
SEC5/22/2026material
8-K — Reg FD disclosure, Exhibits
SEC5/11/2026material
10-Q filing
SEC5/5/2026
8-K — Results of operations, Exhibits
SEC4/28/2026material
8-K — Reg FD disclosure, Exhibits
SEC4/10/2026material
8-K — Reg FD disclosure, Exhibits
SEC3/10/2026material
10-K filing
SEC2/24/2026
8-K — Other events
SEC2/23/2026material
8-K — Reg FD disclosure, Exhibits
SEC2/10/2026material
8-K — Results of operations, Exhibits
SEC1/27/2026material
8-K — Reg FD disclosure, Exhibits
SEC1/12/2026material

2025

8-K — Material agreement, Exhibits
SEC12/9/2025material
8-K — Reg FD disclosure, Exhibits
SEC12/9/2025material
8-K — Reg FD disclosure, Exhibits
SEC11/12/2025material
10-Q filing
SEC11/4/2025
8-K — Results of operations, Exhibits
SEC10/28/2025material
8-K — Reg FD disclosure, Exhibits
SEC10/9/2025material
8-K — Reg FD disclosure, Exhibits
SEC9/9/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.