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Invesco IVZ Long-term investments

Long-term investments at other companies

BEN
Franklin ResourcesBEN
$2.57B+15.3%
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T Rowe Price GroupTROW
$4.09B+21.7%
Blackrock logo
BlackrockBLK
$15.14B+39.3%
SEI Investments logo
SEI InvestmentsSEIC
$318.91M+9.8%
Evercore logo
EvercoreEVR
$1.15B+2.8%
Acadian Asset Management logo
Acadian Asset ManagementAAMI
$282.7M+25.3%

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:Investments.

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
(in millions, except per share data)March 31, 2026December 31, 2025
ASSETS
Cash and cash equivalents$806.9$1,037.5
Accounts receivable911.1884.7
Investments1,320.91,381.1
Other assets971.6857.6
Property, equipment and software, net364.9378.9
Intangible assets, net3,915.73,927.3
Goodwill8,415.98,477.1

Item 1. Financial Statements (unaudited)

FAQ

What is Invesco's long-term investments?
Invesco (IVZ) reported long-term investments of $1.32B in Q1 2026.
How has Invesco's long-term investments changed year-over-year?
Invesco's long-term investments increased by 22.7% year-over-year, from $1.08B to $1.32B.
What is the long-term trend for Invesco's long-term investments?
Over 5 years (2020 to 2025), Invesco's long-term investments has grown at a 10.8% compound annual growth rate (CAGR), from $826.8M to $1.38B.
What does long-term investments mean?
Equity investments, venture capital, strategic stakes, and other investments with holding periods expected to exceed one year.

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