Invesco Statistics
Total Valuation
Invesco has a market cap or net worth of $13.07 billion. The enterprise value is $13.78 billion.
| Market Cap | 13.07B |
| Enterprise Value | 13.78B |
Important Dates
The last earnings date was Tuesday, July 28, 2026, before market open.
| Earnings Date | Jul 28, 2026 |
| Ex-Dividend Date | Aug 14, 2026 |
Share Statistics
Invesco has 441.50 million shares outstanding. The number of shares has decreased by -1.04% in one year.
| Current Share Class | 441.50M |
| Shares Outstanding | 441.50M |
| Shares Change (YoY) | -1.04% |
| Shares Change (QoQ) | +0.15% |
| Owned by Insiders (%) | 0.72% |
| Owned by Institutions (%) | 79.08% |
| Float | 356.43M |
Valuation Ratios
| PE Ratio | n/a |
| Forward PE | 9.85 |
| PS Ratio | 1.89 |
| Forward PS | 2.28 |
| PB Ratio | 1.05 |
| P/TBV Ratio | 78.77 |
| P/FCF Ratio | 6.79 |
| P/OCF Ratio | 6.51 |
| PEG Ratio | 0.44 |
Enterprise Valuation
The stock's EV/EBITDA ratio is 50.86, with an EV/FCF ratio of 7.16.
| EV / Earnings | n/a |
| EV / Sales | 2.00 |
| EV / EBITDA | 50.86 |
| EV / EBIT | 50.86 |
| EV / FCF | 7.16 |
Financial Position
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | 0.12 |
| Debt / EBITDA | 5.99 |
| Debt / FCF | 0.84 |
| Interest Coverage | n/a |
Financial Efficiency
Return on equity (ROE) is -0.57% and return on invested capital (ROIC) is 9.18%.
| Return on Equity (ROE) | -0.57% |
| Return on Assets (ROA) | 2.93% |
| Return on Invested Capital (ROIC) | 9.18% |
| Return on Capital Employed (ROCE) | n/a |
| Weighted Average Cost of Capital (WACC) | 11.59% |
| Revenue Per Employee | $920,456 |
| Profits Per Employee | -$41,232 |
| Employee Count | 7,499 |
| Asset Turnover | 0.25 |
| Inventory Turnover | n/a |
Taxes
| Income Tax | -161.60M |
| Effective Tax Rate | n/a |
Stock Price Statistics
The stock price has increased by +37.80% in the last 52 weeks. The beta is 1.60, so Invesco's price volatility has been higher than the market average.
| Beta (5Y) | 1.60 |
| 52-Week Price Change | +37.80% |
| 50-Day Moving Average | 28.20 |
| 200-Day Moving Average | 26.14 |
| Relative Strength Index (RSI) | 54.75 |
| Average Volume (20 Days) | 4,896,505 |
Short Selling Information
The latest short interest is 19.48 million, so 4.41% of the outstanding shares have been sold short.
| Short Interest | 19.48M |
| Short Previous Month | 16.99M |
| Short % of Shares Out | 4.41% |
| Short % of Float | 5.46% |
| Short Ratio (days to cover) | 3.62 |
Income Statement
In the last 12 months, Invesco had revenue of $6.90 billion and -$309.20 million in losses. Loss per share was -$0.69.
| Revenue | 6.90B |
| Gross Profit | 2.05B |
| Operating Income | 1.31B |
| Pretax Income | -243.10M |
| Net Income | -309.20M |
| EBITDA | 270.90M |
| EBIT | 270.90M |
| Loss Per Share | -$0.69 |
Balance Sheet
The company has $915.40 million in cash and $1.62 billion in debt, with a net cash position of -$708.60 million or -$1.60 per share.
| Cash & Cash Equivalents | 915.40M |
| Total Debt | 1.62B |
| Net Cash | -708.60M |
| Net Cash Per Share | -$1.60 |
| Equity (Book Value) | 13.47B |
| Book Value Per Share | 28.25 |
| Working Capital | 915.40M |
Cash Flow
In the last 12 months, operating cash flow was $2.01 billion and capital expenditures -$84.30 million, giving a free cash flow of $1.92 billion.
| Operating Cash Flow | 2.01B |
| Capital Expenditures | -84.30M |
| Depreciation & Amortization | 115.60M |
| Net Borrowing | 930.40M |
| Free Cash Flow | 1.92B |
| FCF Per Share | $4.36 |
Margins
Gross margin is 29.64%, with operating and profit margins of 19.02% and -0.93%.
| Gross Margin | 29.64% |
| Operating Margin | 19.02% |
| Pretax Margin | -3.52% |
| Profit Margin | -0.93% |
| EBITDA Margin | 7.82% |
| EBIT Margin | 7.82% |
| FCF Margin | 27.88% |
Dividends & Yields
This stock pays an annual dividend of $0.86, which amounts to a dividend yield of 2.91%.
| Dividend Per Share | $0.86 |
| Dividend Yield | 2.91% |
| Dividend Growth (YoY) | 2.41% |
| Years of Dividend Growth | 4 |
| Payout Ratio | n/a |
| Buyback Yield | 1.04% |
| Shareholder Yield | 3.95% |
| Earnings Yield | -2.37% |
| FCF Yield | 14.73% |
Analyst Forecast
The average price target for Invesco is $32.46, which is 9.66% higher than the current price. The consensus rating is "Buy".
| Price Target | $32.46 |
| Price Target Difference | 9.66% |
| Analyst Consensus | Buy |
| Analyst Count | 13 |
| Revenue Growth Forecast (3Y) | n/a |
| EPS Growth Forecast (3Y) | 21.31% |
Fair 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
| Altman Z-Score | n/a |
| Piotroski F-Score | 5 |