Invesco

Invesco

Capital Markets
Invesco provides investment-management services to retail (70% of managed assets) and institutional (30%) clients. At the end of November 2025, the firm had $2.154 trillion in assets under management spread among its equity (62% of AUM), balanced (3%), fixed-income (20%), alternative investment (6%), and money market (9%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).

$13.9B

Market Cap • 9/14/2026

1935

(91 years)

Founded

1994

(32 years ago)

IPO

NYSE

Listing Exchange

Flag of United States

United States

Country

S&P500 Participant

Index Composite • 2026

Valuation

P/B

1,1

P/S

2

P/EBITDA

P/OCF

5,6

P/FCF

5,8

P/E

BVPS

27,5

EPS

Market Cap

Market Cap

13,9B

EV

27,1B

EV/Revenue

3,9

EV/EBITDA

-77,5

EV/EBIT

-55,4

Payout

Dividend Per Share

0,8

Dividend Yield

2,7%

Buyback Yield

1,3%

Total Yield

3,9%

Dividend Yield 5Y

3,7%

Payout

-123,4%

Retained Earnings

6,3B

Profitability

Gross Margin

35,8%

EBITDA Margin

EBIT Margin

Net Margin

D&A/EBITDA

0%

R&D/Revenue

0%

Capex/Revenue

1,3%

Capex/D&A

63,1%

Capex/OCF

3,6%

SBC/OCF

4,3%

% PPE

1,3%

% Goodwill

30,6%

ROE

ROIC

Growth

CAGR Revenue 5Y

1,2%

Leverage

N.D./EBITDA

Debt/Equity

0%

Current Ratio

0,7

Quick Ratio

0,4

Interest Coverage

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