Invesco Ltd.
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IVZ FY 2025 request
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/api/financials?ticker=IVZ&year=2025&quarter=4&full_year_mode=true
Pick an endpoint and run the request.Income Statement
| Metric | FY 2025 | FY 2024 | YoY |
|---|---|---|---|
| Revenue | 6,377.1 | 6,067 | +5.1% |
Show Product Lines breakouts |
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| Distribution And Shareholder Service | 1,518.1 | 1,479.7 | +2.6% |
| Financial Service Other | 202.2 | 198.6 | +1.8% |
| Investment Advice | 4,615.3 | 4,342.3 | +6.3% |
| Investment Performance | 41.5 | 46.4 | -10.6% |
Show Geography breakouts |
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| Americas | 4,766.1 | 4,653.1 | +2.4% |
| Asia Pacific | 295.3 | 270.9 | +9.0% |
| EMEA | 1,315.7 | 1,143 | +15.1% |
| Third Party Distribution Service And Advisory | 2,127.1 | 2,025.6 | +5.0% |
| Labor And Related Expense | 2,002.8 | 2,014.2 | -0.6% |
| Marketing Expense | 84 | 81.3 | +3.3% |
| Communications Information Technology And Occupancy | 450 | 474.3 | -5.1% |
| General & Administrative | 576.5 | 594.7 | -3.1% |
| Amortization And Impairment Of Intangible Assets | 1,832.4 | 44.8 | +3990.2% |
| Operating Expenses | 7,072.8 | 5,234.9 | +35.1% |
| Operating Income | -695.7 | 832.1 | -183.6% |
Show Consolidated Entities breakouts |
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| Variable Interest Entity Primary Beneficiary | -84.6 | -60.2 | -40.5% |
| Income Loss From Equity Method Investments | 104.8 | 43 | +143.7% |
| Investment Income Interest And Dividend | 53.9 | 58.9 | -8.5% |
| Interest Expense | -82.5 | -58 | -42.2% |
| Other Non-Operating Income (Expense) | 55.9 | 47.7 | +17.2% |
| Other Nonoperating Income Expense Consolidated Investment Products | 184.2 | 81.6 | +125.7% |
| Income Before Taxes | -379.4 | 1,005.3 | -137.7% |
| Income Tax Expense (Benefit) | 204.6 | -252.9 | +180.9% |
| Net Income | -174.8 | 752.4 | -123.2% |
| Net Income Loss Attributable To Noncontrolling Interest | -106.9 | 22.4 | -577.2% |
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| Variable Interest Entity Primary Beneficiary | -106.9 | 22.4 | -577.2% |
| Preferred Stock Dividends And Other Adjustments | -204.6 | -236.8 | +13.6% |
| Preferred Stock Redemption Premium And Excise Taxes | -240 | — | — |
| Net Income Loss Available To Common Stockholders Basic | -726.3 | 538 | -235.0% |
| EPS (Basic) | -1.6 | 1.18 | -235.6% |
| EPS (Diluted) | -1.6 | 1.18 | -235.6% |
| Comprehensive Income | -413.1 | 303.7 | -236.0% |
| Wtd Avg Shares (Basic) | 452.6 | 457 | -1.0% |
| Wtd Avg Shares (Diluted) | 455 | 457.7 | -0.6% |
Balance Sheet
| Metric | FY 2025 | FY 2024 | YoY |
|---|---|---|---|
| Current Assets | |||
| Cash & Cash Equivalents | 1,037.5 | 986.5 | +5.2% |
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| Variable Interest Entity Primary Beneficiary | 942.3 | 509.5 | +84.9% |
| Non-Current Assets | |||
| Property, Plant & Equipment | 378.9 | 479 | -20.9% |
| Goodwill | 8,477.1 | 8,318.1 | +1.9% |
| Total Assets | 27,094 | 27,008.9 | +0.3% |
Show Consolidated Entities breakouts |
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| Variable Interest Entity Primary Beneficiary | 10,149.8 | 8,374.5 | +21.2% |
| Operating Lease Right-of-Use Assets | 297.2 | — | — |
| Intangible Assets (Q) | — | — | — |
Show Finite Lived Intangible Assets By Major Class breakouts |
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| Customer Contracts | 32.2 | 64.5 | -50.1% |
| Other Intangible Assets | 19.1 | 33.1 | -42.3% |
| Other Assets | |||
| Accounts Receivable Net | 884.7 | 740.8 | +19.4% |
| Investments | 1,381.1 | 1,240 | +11.4% |
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| Variable Interest Entity Primary Beneficiary | 8,941.4 | 7,492.7 | +19.3% |
| Other Assets | 857.6 | 1,120.7 | -23.5% |
| Intangible Assets Net Excluding Goodwill | 3,927.3 | 5,749.3 | -31.7% |
| Investments And Other Assets Of Variable Interest Entities | 10,149.8 | 8,374.5 | +21.2% |
| Non-Current Liabilities | |||
| Employee Related Liabilities Current And Noncurrent | 1,091.2 | 1,029.2 | +6.0% |
| Accounts Payable And Accrued Liabilities Current And Noncurrent | 1,303.7 | 1,285.3 | +1.4% |
| Long-Term Debt | 1,825.1 | 890.6 | +104.9% |
Show Debt Instrument breakouts |
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| Senior Notes - Due January 15, 2026 [Member] [Member] · Carrying Reported Amount Fair Value Disclosure | 499.9 | 499.3 | +0.1% |
| Senior Notes - Due January 15, 2026 [Member] [Member] · Estimate Of Fair Value Fair Value Disclosure | 499.5 | 494.5 | +1.0% |
| Senior Notes - Due November 30, 2043 [Member] · Carrying Reported Amount Fair Value Disclosure | 391.6 | 391.3 | +0.1% |
| Senior Notes - Due November 30, 2043 [Member] · Estimate Of Fair Value Fair Value Disclosure | 385.8 | 391.7 | -1.5% |
| Term Loans - Due May 16, 2030 · Carrying Reported Amount Fair Value Disclosure | 495.9 | — | — |
| Term Loans - Due May 16, 2030 · Estimate Of Fair Value Fair Value Disclosure | 497.2 | — | — |
Show Consolidated Entities breakouts |
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| Variable Interest Entity Primary Beneficiary | 7,552.7 | 6,200.9 | +21.8% |
Show Credit Facility breakouts |
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| Line Of Credit · Carrying Reported Amount Fair Value Disclosure | 437.7 | — | — |
| Line Of Credit · Estimate Of Fair Value Fair Value Disclosure | 437.7 | — | — |
Show Fair Value By Measurement Basis breakouts |
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| Carrying Reported Amount Fair Value Disclosure | 1,825.1 | 890.6 | +104.9% |
| Estimate Of Fair Value Fair Value Disclosure | 1,820.2 | 886.2 | +105.4% |
| Deferred Tax Liabilities | 901.5 | 1,281.9 | -29.7% |
| Total Liabilities | 14,089.1 | 11,340.1 | +24.2% |
Show Consolidated Entities breakouts |
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| Variable Interest Entity Primary Beneficiary | 8,967.6 | 6,853.1 | +30.9% |
| Other Liabilities | |||
| Long Term Debt Of Consolidated Investment Products | 8,967.6 | 6,853.1 | +30.9% |
| Stockholders' Equity | |||
| Temporary Equity Carrying Amount Including Portion Attributable To Noncontrolling Interests | 75.4 | 544.7 | -86.2% |
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| Variable Interest Entity Primary Beneficiary | 75.4 | 544.7 | -86.2% |
| Preferred Stock Value | 2,510.5 | 4,010.5 | -37.4% |
| Common Stock | 113.2 | 113.2 | 0.0% |
| Additional Paid In Capital Common Stock | 7,269.1 | 7,334.6 | -0.9% |
| Treasury Stock Value | -2,825.7 | -2,852.7 | +0.9% |
| Retained Earnings | 5,886.8 | 6,990.4 | -15.8% |
| Accumulated Other Comprehensive Income | -722.9 | -1,036.1 | +30.2% |
| Total Stockholders' Equity | 12,231 | 14,559.9 | -16.0% |
| Minority Interest | 698.5 | 564.2 | +23.8% |
| Stockholders Equity Including Portion Attributable To Noncontrolling Interest | 12,929.5 | 15,124.1 | -14.5% |
Show Equity Components breakouts |
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| Accumulated Defined Benefit Plans Adjustment | -129.7 | -131.7 | +1.5% |
| Accumulated Other Comprehensive Income | -722.9 | -1,036.1 | +30.2% |
| Accumulated Translation Adjustment | -593.2 | -904.4 | +34.4% |
| Additional Paid In Capital | 7,269.1 | 7,334.6 | -0.9% |
| Common Stock | 113.2 | 113.2 | 0.0% |
| Noncontrolling Interest | 698.5 | 564.2 | +23.8% |
| Parent | 12,231 | 14,559.9 | -16.0% |
| Preferred Stock | 2,510.5 | 4,010.5 | -37.4% |
| Retained Earnings | 5,886.8 | 6,990.4 | -15.8% |
| Treasury Stock Common | -2,825.7 | -2,852.7 | +0.9% |
| Total Liabilities & Equity | 27,094 | 27,008.9 | +0.3% |
Show Consolidated Entities breakouts |
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| Variable Interest Entity Primary Beneficiary | 10,149.8 | 8,374.5 | +21.2% |
Cash Flow Statement
| Metric | FY 2025 | FY 2024 | YoY |
|---|---|---|---|
| Operating Activities | |||
| Depreciation & Amortization | 155.9 | 179.6 | -13.2% |
| Impairment Of Intangible Assets Indefinitelived Excluding Goodwill | 1,794.9 | — | — |
Show Indefinite Lived Intangible Assets By Major Class breakouts |
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| Customer Contracts | 1,794.9 | — | — |
| Stock-Based Compensation | 80 | 104.6 | -23.5% |
| Other Non-Cash Items | -52.4 | -45.1 | -16.2% |
| Gains And Losses Of Consolidated Investment Products Net | -67.9 | 57.9 | -217.3% |
| Equity Method Investment Dividends Or Distributions | 46.8 | 82.1 | -43.0% |
| Purchasesaleofinvestmentsby C I Pnet | 41.3 | 17.1 | +141.5% |
| Payments For Proceeds From Short Term Investments | 22.7 | -61.8 | +136.7% |
| Increase Decrease In Accounts Receivable And Other Operating Assets | -5.6 | 319.7 | -101.8% |
| Increase Decrease In Accounts Payable And Other Operating Liabilities | -210.8 | -173.5 | -21.5% |
| Net Cash from Operations | 1,525.3 | 1,190 | +28.2% |
| Deferred Income Taxes | -385.3 | -38.1 | -911.3% |
| Investing Activities | |||
| Capital Expenditures | -84.3 | -69.1 | -22.0% |
| Purchase Of Investments By Consolidated Investment Products | -5,358.2 | -4,134.7 | -29.6% |
| Proceeds From Sale Of Investments By Consolidated Investment Products | 4,207.1 | 4,479.5 | -6.1% |
| Payments To Acquire Other Investments | -39.2 | -293.2 | +86.6% |
| Proceeds From Equity Method Investment Dividends Or Distributions Return Of Capital | 63.1 | 126.8 | -50.2% |
| Proceeds From Divestiture Of Businesses | 236.5 | — | — |
| Proceeds From Payments To Consolidation And Deconsolidation Of Subsidiaries | 0.6 | -41.1 | +101.5% |
| Net Cash from Investing | -974.4 | 68.4 | -1524.6% |
| Financing Activities | |||
| Share Repurchases | -123.6 | -79.3 | -55.9% |
| Payments For Repurchase Of Preferred Stock And Preference Stock | -1,740 | — | — |
| Payments Of Dividends Preferred Stock And Preference Stock | -204.6 | -236.8 | +13.6% |
| Payments Of Dividends Common Stock | -377.3 | -371.5 | -1.6% |
| Capital Invested Into Consolidated Investment Products | 214.9 | 150 | +43.3% |
| Capital Distributed By Consolidated Investment Products | -194.3 | -201.1 | +3.4% |
| Proceedsfrom Debt Consolidated Investment Products | 4,862.4 | 1,488.8 | +226.6% |
| Repayments Of Consolidated Investment Products | -3,517.4 | -1,811.7 | -94.1% |
| Proceeds From Lines Of Credit | 2,796.2 | 2,269.5 | +23.2% |
| Repayments Of Lines Of Credit | -2,358.5 | -2,269.5 | -3.9% |
| Proceeds From Issuance Of Long Term Debt | 992.7 | — | — |
| Repayments Of Bank Debt | -500 | -600 | +16.7% |
| Net Cash from Financing | -149.5 | -1,661.6 | +91.0% |
| Supplemental | |||
| Effect Of Exchange Rate On Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 45.5 | -30.3 | +250.2% |
| Effectof Exchange Rateon Cash Cash Equivalents Restricted Cashand Restricted Cash Equivalents C I P | 36.9 | -2.1 | +1857.1% |
| Interest Paid | -77.2 | -53.6 | -44.0% |
| Proceeds From Interest Received | 27.5 | 35.5 | -22.5% |
| Income Taxes Paid | -238.7 | -236.3 | -1.0% |
| Other Cash Flow | |||
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Excluding Exchange Rate Effect | 401.4 | -403.2 | +199.6% |
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 1,979.8 | 1,496 | +32.3% |
| Cash And Cash Equivalents Of Consolidated Investment Products | 942.3 | 509.5 | +84.9% |
Values in millions USD. Source: SEC EDGAR 10-K filing.