What is Invesco's equity method investments (note 11)?

Invesco (IVZ) reported equity method investments (note 11) of $975.4M in Q1 2026.

How has Invesco's equity method investments (note 11) changed year-over-year?

Invesco's equity method investments (note 11) 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 (note 11)?

Over 5 years (2020 to 2025), Invesco's equity method investments (note 11) has grown at a 17.1% compound annual growth rate (CAGR), from $426.1M to $937.1M.

Invesco IVZ Equity method investments (Note 11)

Equity method investments (Note 11) at other companies

State StreetSTT

$3.88B+13.3%

KKR & Co.KKR

$850.1M—

EvercoreEVR

——

SEI InvestmentsSEIC

——

Corebridge FinancialCRBG

——

Other financials

Income statement

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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

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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

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Operating cash flow$212.6M+351%

CapEx$14.2M-39.3%

Free cash flow$198.4M+284%

Valuation

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Market cap$12.47B+58.6%

Enterprise value$12.73B+87.5%

P/S1.9×+0.6×

Profitability

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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:EquityMethodInvestments.

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

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Questions, answered.

What is Invesco's equity method investments (note 11)?: Invesco (IVZ) reported equity method investments (note 11) of $975.4M in Q1 2026.
How has Invesco's equity method investments (note 11) changed year-over-year?: Invesco's equity method investments (note 11) 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 (note 11)?: Over 5 years (2020 to 2025), Invesco's equity method investments (note 11) has grown at a 17.1% compound annual growth rate (CAGR), from $426.1M to $937.1M.