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Invesco IVZ Return on equity

Return on equity at other companies

BEN
Franklin ResourcesBEN
6%+2.1pp
State Street logo
State StreetSTT
11.3%0.0pp
T Rowe Price Group logo
T Rowe Price GroupTROW
19.8%-0.2pp
Blackrock logo
BlackrockBLK
11.9%-2.4pp
Evercore logo
EvercoreEVR
45.4%+15.7pp
SEI Investments logo
SEI InvestmentsSEIC
31.4%+4.7pp

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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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 equity?
Invesco (IVZ) reported return on equity of -1.7% in Q1 2026.
How has Invesco's return on equity changed year-over-year?
Invesco's return on equity decreased by 142.6% year-over-year, from 3.9% to -1.7%.
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?
How much profit the company earns on the money shareholders have invested.
How do you interpret return on equity?
Higher is better, but very high ROE can be manufactured by leverage — a thin equity base inflates the ratio. Read it next to debt-to-equity and ROIC to tell genuine returns from balance-sheet engineering.
How does return on equity compare across companies?
Comparable across peers, with the leverage caveat. Negative or near-zero equity makes ROE meaningless, so it is suppressed there.