Invesco Statistics
Total Valuation
Invesco has a market cap or net worth of $10.20 billion. The enterprise value is $11.38 billion.
Important Dates
The next estimated earnings date is Tuesday, April 21, 2026, before market open.
| Earnings Date | Apr 21, 2026 |
| Ex-Dividend Date | Feb 13, 2026 |
Share Statistics
Invesco has 443.67 million shares outstanding. The number of shares has decreased by -0.59% in one year.
| Current Share Class | 443.67M |
| Shares Outstanding | 443.67M |
| Shares Change (YoY) | -0.59% |
| Shares Change (QoQ) | -0.18% |
| Owned by Insiders (%) | 0.72% |
| Owned by Institutions (%) | 75.27% |
| Float | 358.36M |
Valuation Ratios
| PE Ratio | n/a |
| Forward PE | 8.59 |
| PS Ratio | 1.60 |
| Forward PS | 1.92 |
| PB Ratio | 1.05 |
| P/TBV Ratio | n/a |
| P/FCF Ratio | 7.07 |
| P/OCF Ratio | 6.68 |
| PEG Ratio | 0.43 |
Financial Ratio HistoryEnterprise Valuation
The stock's EV/EBITDA ratio is 8.89, with an EV/FCF ratio of 7.89.
| EV / Earnings | n/a |
| EV / Sales | 1.78 |
| EV / EBITDA | 8.89 |
| EV / EBIT | 10.12 |
| EV / FCF | 7.89 |
Financial Position
The company has a current ratio of 0.79, with a Debt / Equity ratio of 0.17.
| Current Ratio | 0.79 |
| Quick Ratio | 0.79 |
| Debt / Equity | 0.17 |
| Debt / EBITDA | 1.63 |
| Debt / FCF | 1.55 |
| Interest Coverage | 13.63 |
Financial Efficiency
Return on equity (ROE) is -1.22% and return on invested capital (ROIC) is 7.58%.
| Return on Equity (ROE) | -1.22% |
| Return on Assets (ROA) | 2.60% |
| Return on Invested Capital (ROIC) | 7.58% |
| Return on Capital Employed (ROCE) | 4.56% |
| Weighted Average Cost of Capital (WACC) | 11.43% |
| Revenue Per Employee | $850,393 |
| Profits Per Employee | -$96,853 |
| Employee Count | 7,499 |
| Asset Turnover | 0.24 |
| Inventory Turnover | n/a |
Taxes
| Income Tax | -204.60M |
| Effective Tax Rate | n/a |
Stock Price Statistics
The stock price has increased by +50.82% in the last 52 weeks. The beta is 1.64, so Invesco's price volatility has been higher than the market average.
| Beta (5Y) | 1.64 |
| 52-Week Price Change | +50.82% |
| 50-Day Moving Average | 26.77 |
| 200-Day Moving Average | 22.72 |
| Relative Strength Index (RSI) | 30.65 |
| Average Volume (20 Days) | 5,036,775 |
Short Selling Information
The latest short interest is 14.96 million, so 3.37% of the outstanding shares have been sold short.
| Short Interest | 14.96M |
| Short Previous Month | 15.13M |
| Short % of Shares Out | 3.37% |
| Short % of Float | 4.17% |
| Short Ratio (days to cover) | 2.34 |
Income Statement
In the last 12 months, Invesco had revenue of $6.38 billion and -$726.30 million in losses. Loss per share was -$1.60.
| Revenue | 6.38B |
| Gross Profit | 1.82B |
| Operating Income | 1.12B |
| Pretax Income | -379.40M |
| Net Income | -726.30M |
| EBITDA | 1.28B |
| EBIT | 1.12B |
| Loss Per Share | -$1.60 |
Full Income StatementBalance Sheet
The company has $1.04 billion in cash and $2.23 billion in debt, with a net cash position of -$1.19 billion or -$2.69 per share.
| Cash & Cash Equivalents | 1.04B |
| Total Debt | 2.23B |
| Net Cash | -1.19B |
| Net Cash Per Share | -$2.69 |
| Equity (Book Value) | 13.00B |
| Book Value Per Share | 21.89 |
| Working Capital | -521.50M |
Full Balance SheetCash Flow
In the last 12 months, operating cash flow was $1.53 billion and capital expenditures -$84.30 million, giving a free cash flow of $1.44 billion.
| Operating Cash Flow | 1.53B |
| Capital Expenditures | -84.30M |
| Free Cash Flow | 1.44B |
| FCF Per Share | $3.25 |
Full Cash Flow StatementMargins
Gross margin is 28.57%, with operating and profit margins of 17.63% and -4.42%.
| Gross Margin | 28.57% |
| Operating Margin | 17.63% |
| Pretax Margin | -5.95% |
| Profit Margin | -4.42% |
| EBITDA Margin | 20.07% |
| EBIT Margin | 17.63% |
| FCF Margin | 22.60% |
Dividends & Yields
This stock pays an annual dividend of $0.84, which amounts to a dividend yield of 3.65%.
| Dividend Per Share | $0.84 |
| Dividend Yield | 3.65% |
| Dividend Growth (YoY) | 2.44% |
| Years of Dividend Growth | 4 |
| Payout Ratio | n/a |
| Buyback Yield | 0.59% |
| Shareholder Yield | 4.22% |
| Earnings Yield | -7.13% |
| FCF Yield | 14.15% |
Dividend DetailsAnalyst Forecast
The average price target for Invesco is $27.47, which is 19.44% higher than the current price. The consensus rating is "Buy".
| Price Target | $27.47 |
| Price Target Difference | 19.44% |
| Analyst Consensus | Buy |
| Analyst Count | 15 |
| Revenue Growth Forecast (5Y) | n/a |
| EPS Growth Forecast (5Y) | n/a |
Stock ForecastsFair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | n/a |
| Lynch Upside | n/a |
| Graham Number | n/a |
| Graham Upside | n/a |
Stock Splits
The last stock split was on November 8, 2000. It was a forward split with a ratio of 2.5:1.
| Last Split Date | Nov 8, 2000 |
| Split Type | Forward |
| Split Ratio | 2.5:1 |
Scores
Invesco has an Altman Z-Score of 1.02 and a Piotroski F-Score of 5. A Z-score under 3 suggests an increased risk of bankruptcy.
| Altman Z-Score | 1.02 |
| Piotroski F-Score | 5 |
