Skip to content

Invesco IVZ Long-term investments

Long-term investments at other companies

BEN
Franklin ResourcesBEN
$2.57B+15.3%
T Rowe Price Group logo
T Rowe Price GroupTROW
$3.17B-2.3%
Evercore logo
EvercoreEVR
$1.04B+27.6%
SEI Investments logo
SEI InvestmentsSEIC
$331.37M+19.2%
UMB Financial logo
UMB FinancialUMBF
$20.07B+16.1%
Equitable Holdings logo
Equitable HoldingsEQH

Other financials

Income statement

See full
Revenue$1.7B+14.1%
Operating income$333.2M+20.2%
Net income$219.1M+28.1%
EPS (diluted)$0.51+34.2%

Balance sheet

See full
Cash & equivalents$1.7B-8.9%
Total debt$2.0B+104%
Total equity$12.3B-16.6%
Total assets$26.8B-4.7%

Cash flow

See full
Operating cash flow$212.6M+351%
CapEx$14.2M-39.3%
Free cash flow$198.4M+284%

Valuation

See full
Market cap$12.47B+58.6%
Enterprise value$12.73B+87.5%
P/S1.9×+0.6×

Profitability

See full
Operating margin-9.7%-24.3pp
Net margin-3.4%-12.7pp
FCF margin26.5%+8.7pp

Returns & leverage

See full
Return on equity-1.7%-5.5pp
Debt / equity0.2×+0.1×

Where this comes from

Reported directly by Invesco in its filing.

Tagged under the XBRL concept us-gaap:Investments.

The official record: Invesco’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

Ask your AI about Invesco's long-term investments.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

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?
Investments held by the company that are intended to be kept for more than one year.
How do you interpret long-term investments?
An increase often signals strategic investment or capital appreciation, while a decrease may indicate divestment or rebalancing of the firm's proprietary portfolio.
How does long-term investments compare across companies?
Varies widely based on the firm's business model; asset managers often hold seed capital in their own funds as long-term investments.