Invesco LTD (IVZ)

From the record

Invesco LTD's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Invesco LTD's 10 filed years say what it did: revenue went from $4.7 billion in fiscal 2016 to $6.4 billion in fiscal 2025, up 3.4% a year; it rose in 7 of 9 years; the deepest fall was 17% from fiscal 2021 to fiscal 2023; net income was positive in 8 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Invesco LTD's diluted share count shrank about 0.3% a year, and dividends and buybacks returned about 37% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 5 sales and 0 purchases of their own stock on the open market in the year to 2026-11-02 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Invesco LTD lost about 1 cents for every dollar of shareholders' money. Leverage: it owed about 52 cents per dollar of assets, and net share issuance: its share count shrank 0.6% over the year (the filed statements).

From the record

Invesco LTD's standing among 43 graded names in its industry family: revenue of $6.4 billion in fiscal 2025 ranks in the top 16% by size; a net margin of -2.7% ranks in the bottom 13%; revenue growth of 1.8% a year over the last 3 filed years ranks in the bottom 27% (its annual reports).

From the record

Invesco LTD's leadership, from its insiders' filings and its current reports: the chief executive on the record is Schlossberg, Andrew (President and CEO, as filed), filing under that title since 2023-07-03, 3.4 years (bottom 27% of its family); the 20 officers and directors filing in the last fifteen months have been on the record a median of 5.7 years (bottom 32%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 20 people in charge now (top 7%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Invesco LTD's room to grow, from the newest filed statements (fiscal 2025): cash of $1.0 billion against debt of $1.8 billion leaves -2.9% of its assets as net cash, bottom 28% of its family; cash from operations less capital spending is 22.6% of revenue (top 45%) (its annual report).

From the record

Invesco LTD's growth drivers, from the filed years to fiscal 2025: revenue grew 1.8% a year over the last three filed years against 3.4% over all 10, slowing (bottom 45% of its family); the newest year grew 5.1% (bottom 35%); capital spending grew -24.1% a year (bottom 10%) (its annual reports). Invesco LTD reported 4 product lines in fiscal 2025: Investment Advice at $4.6 billion (72%), Distribution and Shareholder Service at $1.5 billion (24%), Financial Service Other at $202 million (3%), and 1 more; 3 of 4 grew against the year before (its annual report).

From the record

Invesco LTD's newest year against its own record: revenue of $6.4 billion in fiscal 2025 came in 5% above the $6.1 billion its prior three years' pace pointed to (top 27% of its family); net income of $175 million against a prior three-year average of $503 million (bottom 4%); a net margin of -2.7% against 8.3% before (bottom 9%) (its annual reports).