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Invesco IVZ Retained Earnings

Retained Earnings at other companies

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$11.56B-1.4%
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$32.66B+7.5%
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$233.33M+36.9%
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Virtus Investment PartnersVRTS
$331.61M+18.0%
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$7.73B+10.8%
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T Rowe Price GroupTROW
$10.79B+5.3%

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:RetainedEarningsAccumulatedDeficit.

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
Common shares ($0.20 par value; 1,050.0 million authorized; 566.1 million shares issued as of March 31, 2026 and December 31, 2025)113.2113.2
Additional paid-in-capital7,177.67,269.1
Treasury shares(2,769.2)(2,825.7)
Retained earnings6,021.95,886.8
Accumulated other comprehensive income/(loss), net of tax(799.0)(722.9)
Total equity attributable to Invesco Ltd.12,255.012,231.0
Equity attributable to nonredeemable noncontrolling interests in consolidated entities682.1698.5
Total permanent equity12,937.112,929.5

Item 1. Financial Statements (unaudited)

FAQ

What is Invesco's retained earnings?
Invesco (IVZ) reported retained earnings of $6.02B in Q1 2026.
How has Invesco's retained earnings changed year-over-year?
Invesco's retained earnings decreased by 14.8% year-over-year, from $7.07B to $6.02B.
What is the long-term trend for Invesco's retained earnings?
Over 5 years (2020 to 2025), Invesco's retained earnings has grown at a -0.7% compound annual growth rate (CAGR), from $6.09B to $5.89B.
What does retained earnings mean?
Cumulative net income earned since inception minus all dividends paid — the total profits reinvested in the business over its lifetime.

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