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): $7.1B
Revenue growth: +13.7%
Operating margin: -4.5%
Net income (12 months): −$82M
Free cash flow (12 months): $1.8B
Cash: $966M
Debt: $1.3B
Diluted EPS (12 months): $-0.69

Twelve months to September 30, 2026, from the 10-Q filed November 3, 2026.

Latest twelve months

Over the twelve months to September 30, 2026, Invesco reported revenue of $7.1 billion, up 13.7% from a year earlier.

Its operating margin was -4.5%, down 21.7 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 $1.9 billion and capital spending $101 million, leaving free cash flow of $1.8 billion (24.9% of revenue).

At the end of the period it held $966 million in cash and $1.3 billion in debt, a net debt position of $316 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 November 10, 2026 — Regulation FD disclosure
10-Q filed November 3, 2026 — quarterly report
8-K filed October 27, 2026 — Earnings results
8-K filed October 27, 2026 — Material agreement; New debt obligation
8-K/A filed October 9, 2026 — Regulation FD disclosure
8-K filed October 9, 2026 — Regulation FD disclosure
8-K filed September 10, 2026 — Regulation FD disclosure
8-K filed August 31, 2026 — Executive or director change; Regulation FD disclosure

All Invesco filings on SEC EDGAR

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Questions about Invesco

Is Invesco's revenue growing?

Yes. Revenue for the twelve months to September 30, 2026 was $7.1 billion, up 13.7% 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 September 30, 2026.

Does Invesco have more cash or more debt?

At September 30, 2026 it had $966 million in cash and $1.3 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 November 3, 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 November 11, 2026. Figures are as reported by the company and may be restated. This page is for information only and is not financial advice.