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Invesco IVZ Equity Method Investments

Equity Method Investments at other companies

WisdomTree logo
WisdomTreeWT
$28.64M+107%
Affiliated Managers Group logo
Affiliated Managers GroupAMG
$2.97B+37.3%
Westwood Holdings Group logo
Westwood Holdings GroupWHG
$4.2M0.0%
Blackrock logo
BlackrockBLK
$2.45B-0.8%
SEI Investments logo
SEI InvestmentsSEIC
$94.31M+31.4%
AllianceBernstein logo
AllianceBernsteinAB
$1.26B-36.8%

Other financials

Income statement

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Revenue$1.8B+20.5%
Operating income$364.2M+70.0%
Net income$345.3M+74.9%
EPS (diluted)$0.76+2,633%

Balance sheet

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Cash & equivalents$915.4M-38.6%
Total debt$1.6B-13.8%
Total equity$12.5B-10.1%
Total assets$27.5B-3.6%

Cash flow

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Operating cash flow$734.2M+34.0%
CapEx$14.2M-39.3%
Free cash flow$198.4M+284%

Valuation

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Market cap$14.13B+50.2%
Enterprise value$14.84B+51.4%
P/S2.1×+0.5×

Profitability

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Operating margin-7.1%-21.8pp
Net margin-1.1%-11.4pp
FCF margin26.5%+8.7pp

Returns & leverage

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Return on equity-0.6%-5.0pp
Debt / equity0.1×0.0×

Where this comes from

Reported directly by Invesco in its filing.

Tagged under the XBRL concept us-gaap:EquityMethodInvestments.

The source filing: Invesco’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 2:09 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000914208-26-000106

(2) Equity method and other investments of $975.4 million and $49.3 million, respectively, are excluded from this table (December 31, 2025: $937.1 million and $29.6 million, respectively). These investments are not measured at fair value, in accordance with applicable accounting standards.

Item 1. Financial Statements (unaudited)

FAQ

What is Invesco's equity method investments?
Invesco (IVZ) reported equity method investments of $975.4M in Q1 2026.
How has Invesco's equity method investments changed year-over-year?
Invesco's equity method investments increased by 22.9% year-over-year, from $793.8M to $975.4M.
What is the long-term trend for Invesco's equity method investments?
Over 5 years (2020 to 2025), Invesco's equity method investments has grown at a 17.1% compound annual growth rate (CAGR), from $426.1M to $937.1M.
What does equity method investments mean?
Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

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