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Invesco IVZ Return on assets

Return on assets at other companies

BEN
Franklin ResourcesBEN
2.2%+0.7pp
State Street logo
State StreetSTT
0.8%0.0pp
T Rowe Price Group logo
T Rowe Price GroupTROW
14.8%-0.3pp
Blackrock logo
BlackrockBLK
4%
Evercore logo
EvercoreEVR
19.7%+5.7pp
SEI Investments logo
SEI InvestmentsSEIC
49.8%+26.4pp

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

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

Where this comes from

Calculated from Invesco’s reported figures.

Based on trailing twelve months.

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 return on assets?
Invesco (IVZ) reported return on assets of -0.8% in Q1 2026.
How has Invesco's return on assets changed year-over-year?
Invesco's return on assets decreased by 140.2% year-over-year, from 2% to -0.8%.
What is the long-term trend for Invesco's return on assets?
Over 5 years (2020 to 2025), Invesco's return on assets has grown at a -6.2% compound annual growth rate (CAGR), from 1.4% to -1%.
What does return on assets mean?
How much profit the company squeezes out of everything it owns.
How do you interpret return on assets?
Higher means more productive assets. Unlike ROE, it is unaffected by leverage, so a wide ROE-minus-ROA gap flags a heavily levered balance sheet.
How does return on assets compare across companies?
Best compared within an industry — asset intensity varies enormously across sectors. Not meaningful for banks, whose assets are largely financial.