Skip to content
Screener

Invesco IVZ Return on equity

Return on equity at other companies

BEN
Franklin ResourcesBEN
6%+2.1pp
State Street logo
State StreetSTT
12.4%+1.5pp
WisdomTree logo
WisdomTreeWT
18.7%+2.5pp
Virtus Investment Partners logo
Virtus Investment PartnersVRTS
12.6%-3.6pp
Affiliated Managers Group logo
Affiliated Managers GroupAMG
24%+11.2pp
T Rowe Price Group logo
T Rowe Price GroupTROW
20%+0.1pp

Other financials

Income statement

See full
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

See full
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

See full
Operating cash flow$734.2M+34.0%
CapEx$14.2M-39.3%
Free cash flow$198.4M+284%

Valuation

See full
Market cap$14.13B+50.2%
Enterprise value$14.84B+51.4%
P/S2.1×+0.5×

Profitability

See full
Operating margin-7.1%-21.8pp
Net margin-1.1%-11.4pp
FCF margin26.5%+8.7pp

Returns & leverage

See full
Debt / equity0.1×0.0×

Where this comes from

Calculated from Invesco’s reported figures.

Based on trailing twelve months.

The source filing: Invesco’s 8-K, filed July 28, 2026. Open the filing →

Filed
Jul 28, 2026, 6:58 AM EDT
Accession
0000914208-26-000229

FAQ

What is Invesco's return on equity?
Invesco (IVZ) reported return on equity of -0.6% in Q2 2026.
How has Invesco's return on equity changed year-over-year?
Invesco's return on equity decreased by 112.8% year-over-year, from 4.4% to -0.6%.
What is the long-term trend for Invesco's return on equity?
Over 5 years (2020 to 2025), Invesco's return on equity has grown at a -11.5% compound annual growth rate (CAGR), from 3.7% to -2%.
What does return on equity mean?
Trailing-twelve-month net income divided by average shareholders' equity (average of the start and end of the trailing-twelve-month window). Measures the profit generated on each dollar of shareholder capital.

Ask your AI about Invesco's return on equity.

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

Connect your AI
Harbor at dusk
Claude