Invesco (IVZ): financials, SEC filings and peers

Invesco (IVZ) is an asset management & custody banks company in the Financials sector of the S&P 500, headquartered in Atlanta, Georgia.

It was founded in 1935 and joined the S&P 500 on August 21, 2008.

Its fiscal year ends in December, and its shares trade on the NYSE.

In its SEC filings it is classified as “Investment Advice”.

Invesco at a glance

Revenue (12 months): $6.9B
Revenue growth: +12.2%
Operating margin: -7.1%
Net income (12 months): −$82M
Free cash flow (12 months): $1.9B
Cash: $915M
Debt: $1.6B
Diluted EPS (12 months): $-0.68

Twelve months to June 30, 2026, from the 10-Q filed August 4, 2026.

Latest twelve months

Over the twelve months to June 30, 2026, Invesco reported revenue of $6.9 billion, up 12.2% from a year earlier.

Its operating margin was -7.1%, down 21.8 percentage points from a year earlier: for every $100 of sales, about $0 was left as operating profit.

Invesco reported a net loss of $82 million over the period.

Profit fell while sales grew, which usually points to higher costs, heavier investment or one-time items. The filings explain which.

Operating cash flow was $2.0 billion and capital spending $88 million, leaving free cash flow of $1.9 billion (27.8% of revenue).

At the end of the period it held $915 million in cash and $1.6 billion in debt, a net debt position of $709 million.

Five-year trend

Revenue went from $6.1 billion in fiscal 2020 to $6.4 billion in fiscal 2025, about 0.7% a year.
Operating margin narrowed from 15.0% to -10.9% over the same years.
Free cash flow was positive in each of the last 6 fiscal years.
Invesco reported a net loss in 2 of the last 6 fiscal years.

Fiscal year	2021	2022	2023	2024	2025
Revenue	$6.9B	$6.0B	$5.7B	$6.1B	$6.4B
Revenue growth	12.2%	-12.3%	-5.5%	6.1%	5.1%
Operating margin	25.9%	21.8%	-7.6%	13.7%	-10.9%
Net income	$1.4B	$684M	−$334M	$538M	−$175M
Free cash flow	$969M	$510M	$1.1B	$1.1B	$1.4B
Diluted EPS	$2.99	$1.49	$-0.73	$1.18	$-1.60

Fiscal years as reported in Invesco’s 10-K filings. Free cash flow is operating cash flow minus capital spending.

Recent SEC filings

8-K filed September 10, 2026 — Regulation FD disclosure
8-K filed August 31, 2026 — Executive or director change; Regulation FD disclosure
8-K filed August 11, 2026 — Regulation FD disclosure
10-Q filed August 4, 2026 — quarterly report
8-K filed July 28, 2026 — Earnings results
8-K filed July 10, 2026 — Regulation FD disclosure
8-K filed June 9, 2026 — Regulation FD disclosure

All Invesco filings on SEC EDGAR

Companies like Invesco

Other S&P 500 companies in Asset Management & Custody Banks:

More from Financials

All 76 Financials companies →

Questions about Invesco

Is Invesco's revenue growing?

Yes. Revenue for the twelve months to June 30, 2026 was $6.9 billion, up 12.2% from a year earlier, according to its SEC filings.

Is Invesco profitable?

Not over the latest twelve months: it reported a net loss of $82 million for the period to June 30, 2026.

Does Invesco have more cash or more debt?

At June 30, 2026 it had $915 million in cash and $1.6 billion in debt, so more debt than cash.

When did Invesco last file financial results?

Its latest quarterly report (10-Q) was filed with the SEC on August 4, 2026.

Which companies are similar to Invesco?

In the S&P 500, Invesco is grouped in Asset Management & Custody Banks within the Financials sector. Ameriprise Financial (AMP), Apollo Global Management (APO), Ares Management (ARES), Franklin Resources (BEN), BlackRock (BLK) are in the same group.

Understand the numbers

Source: Invesco’s filings with the U.S. Securities and Exchange Commission (EDGAR), retrieved September 27, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.