Invesco Ltd.
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IVZ Q3 2025 request
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| Metric | Q3 2025 | Q3 2024 | YoY |
|---|---|---|---|
| Revenue | 1,640.4 | 1,515.4 | +8.2% |
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| Distribution And Shareholder Service | 400.7 | 360.3 | +11.2% |
| Financial Service Other | 48.5 | 51.8 | -6.4% |
| Investment Advice | 1,184.7 | 1,100.5 | +7.7% |
| Investment Performance | 6.5 | 2.8 | +132.1% |
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| Americas | 1,213.4 | 1,158.9 | +4.7% |
| Asia Pacific | 76.8 | 66 | +16.4% |
| EMEA | 350.2 | 290.5 | +20.6% |
| Third Party Distribution Service And Advisory | 558.3 | 499.6 | +11.7% |
| Labor And Related Expense | 521.6 | 625.4 | -16.6% |
| Marketing Expense | 20.1 | 18.9 | +6.3% |
| Communications Information Technology And Occupancy | 109.2 | 119 | -8.2% |
| General & Administrative | 151.3 | 140.8 | +7.5% |
| Amortization Of Intangible Assets | 9 | 11.2 | -19.6% |
| Operating Expenses | 1,369.5 | 1,414.9 | -3.2% |
| Operating Income | 270.9 | 100.5 | +169.6% |
| Income Loss From Equity Method Investments | 34.8 | 2.1 | +1557.1% |
| Investment Income Interest And Dividend | 10.5 | 10.9 | -3.7% |
| Interest Expense | -25.7 | -13.4 | -91.8% |
| Other Non-Operating Income (Expense) | -0.8 | 28.3 | -102.8% |
| Other Nonoperating Income Expense Consolidated Investment Products | 57 | 16.7 | +241.3% |
| Income Before Taxes | 346.7 | 145.1 | +138.9% |
| Income Tax Expense (Benefit) | 9.7 | -41.5 | +123.4% |
| Net Income | 356.4 | 103.6 | +244.0% |
| Net Income Loss Attributable To Noncontrolling Interest | -10.7 | 10.6 | -200.9% |
| Preferred Stock Dividends And Other Adjustments | -44.4 | -59.2 | +25.0% |
| Net Income Loss Available To Common Stockholders Basic | 301.3 | 55 | +447.8% |
| EPS (Basic) | 0.67 | 0.12 | +458.3% |
| EPS (Diluted) | 0.66 | 0.12 | +450.0% |
| Comprehensive Income | 229.8 | 240.3 | -4.4% |
| Wtd Avg Shares (Basic) | 452.4 | 454.9 | -0.5% |
| Wtd Avg Shares (Diluted) | 454.6 | 455.6 | -0.2% |
Balance Sheet
| Metric | Q3 2025 | Q3 2024 | YoY |
|---|---|---|---|
| Current Assets | |||
| Cash & Cash Equivalents | 973.1 | 1,044.9 | -6.9% |
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| Variable Interest Entity Primary Beneficiary | 550.7 | — | — |
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| Estimate Of Fair Value Fair Value Disclosure | 973.1 | — | — |
| Short-Term Investments (Q) | — | — | — |
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| Fair Value Inputs Level1 · Investments related to deferred compensation plans | 125.5 | — | — |
| Fair Value Inputs Level1 · Seed capital | 203.4 | — | — |
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| Investments related to deferred compensation plans | 125.5 | — | — |
| Seed capital | 203.4 | — | — |
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| Estimate Of Fair Value Fair Value Disclosure | 328.9 | — | — |
| Non-Current Assets | |||
| Property, Plant & Equipment | 387.7 | 580.3 | -33.2% |
| Goodwill | 8,459.8 | 8,730.4 | -3.1% |
| Total Assets | 28,438.9 | — | — |
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| Variable Interest Entity Primary Beneficiary | 9,556.2 | — | — |
| Other Assets | |||
| Accounts Receivable Net | 810.5 | 710.8 | +14.0% |
| Investments | 1,164.2 | — | — |
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| Variable Interest Entity Primary Beneficiary | 8,663.3 | — | — |
| Other Assets | 1,356.2 | 884 | +53.4% |
| Intangible Assets Net Excluding Goodwill | 5,731.2 | 5,816.7 | -1.5% |
| Investments And Other Assets Of Variable Interest Entities | 9,556.2 | — | — |
| Non-Current Liabilities | |||
| Employee Related Liabilities Current And Noncurrent | 893 | 886.5 | +0.7% |
| Accounts Payable And Accrued Liabilities Current And Noncurrent | 1,496.2 | 1,455.6 | +2.8% |
| Long-Term Debt | 1,624.6 | — | — |
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| $400 million 5.375% - due November 30, 2043 · Carrying Reported Amount Fair Value Disclosure | 391.5 | — | — |
| $400 million 5.375% - due November 30, 2043 · Estimate Of Fair Value Fair Value Disclosure | 382.7 | — | — |
| $500 million - due May 16, 2028 (3) · Carrying Reported Amount Fair Value Disclosure | 237.7 | — | — |
| $500 million - due May 16, 2028 (3) · Estimate Of Fair Value Fair Value Disclosure | 238.7 | — | — |
| $500 million - due May 16, 2030 · Carrying Reported Amount Fair Value Disclosure | 495.6 | — | — |
| $500 million - due May 16, 2030 · Estimate Of Fair Value Fair Value Disclosure | 496.6 | — | — |
| $500 million 3.750% - due January 15, 2026 · Carrying Reported Amount Fair Value Disclosure | 499.8 | — | — |
| $500 million 3.750% - due January 15, 2026 · Estimate Of Fair Value Fair Value Disclosure | 498.5 | — | — |
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| Variable Interest Entity Primary Beneficiary | 6,734.7 | — | — |
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| Carrying Reported Amount Fair Value Disclosure | 1,624.6 | — | — |
| Estimate Of Fair Value Fair Value Disclosure | 1,616.5 | — | — |
| Deferred Tax Liabilities | 1,318.8 | 1,316.9 | +0.1% |
| Total Liabilities | 13,646.6 | — | — |
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| Variable Interest Entity Primary Beneficiary | 8,314 | — | — |
| Other Liabilities | |||
| Long Term Debt Of Consolidated Investment Products | 8,314 | 6,562.6 | +26.7% |
| Stockholders' Equity | |||
| Temporary Equity Carrying Amount Including Portion Attributable To Noncontrolling Interests | 150.5 | 580.5 | -74.1% |
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| Variable Interest Entity Primary Beneficiary | 150.5 | — | — |
| Preferred Stock Value | 3,010.5 | 4,010.5 | -24.9% |
| Common Stock | 113.2 | 113.2 | 0.0% |
| Additional Paid In Capital Common Stock | 7,253.9 | 7,325.2 | -1.0% |
| Treasury Stock Value | -2,803.9 | -2,832 | +1.0% |
| Retained Earnings | 7,167.6 | 6,874 | +4.3% |
| Accumulated Other Comprehensive Income | -735.7 | -736.6 | +0.1% |
| Total Stockholders' Equity | 14,005.6 | 14,754.3 | -5.1% |
| Minority Interest | 636.2 | 571.8 | +11.3% |
| Stockholders Equity Including Portion Attributable To Noncontrolling Interest | 14,641.8 | 15,326.1 | -4.5% |
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| Accumulated Defined Benefit Plans Adjustment | -128.8 | -129.1 | +0.2% |
| Accumulated Other Comprehensive Income | -735.7 | -736.6 | +0.1% |
| Accumulated Translation Adjustment | -606.9 | -607.5 | +0.1% |
| Additional Paid In Capital | 7,253.9 | 7,325.2 | -1.0% |
| Common Stock | 113.2 | 113.2 | 0.0% |
| Noncontrolling Interest | 636.2 | 571.8 | +11.3% |
| Parent | 14,005.6 | 14,754.3 | -5.1% |
| Preferred Stock | 3,010.5 | 4,010.5 | -24.9% |
| Retained Earnings | 7,167.6 | 6,874 | +4.3% |
| Treasury Stock Common | -2,803.9 | -2,832 | +1.0% |
| Total Liabilities & Equity | 28,438.9 | — | — |
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| Variable Interest Entity Primary Beneficiary | 9,556.2 | — | — |
Cash Flow Statement
| Metric | YTD Q3 2025 | YTD Q3 2024 | YoY |
|---|---|---|---|
| Operating Activities | |||
| Depreciation & Amortization | 119.9 | 135.5 | -11.5% |
| Stock-Based Compensation | 59.8 | 90.5 | -33.9% |
| Other Non-Cash Items | -31.6 | -67.2 | +53.0% |
| Gains And Losses Of Consolidated Investment Products Net | -27.7 | 22.2 | -224.8% |
| Equity Method Investment Dividends Or Distributions | 40.7 | 83.1 | -51.0% |
| Purchasesaleofinvestmentsby C I Pnet | 57 | 17.2 | +231.4% |
| Payments For Proceeds From Short Term Investments | 81.5 | -80.3 | +201.5% |
| Increase Decrease In Accounts Receivable And Other Operating Assets | -123.2 | 365.3 | -133.7% |
| Increase Decrease In Accounts Payable And Other Operating Liabilities | 151.4 | -184 | +182.3% |
| Net Cash from Operations | 1,069.5 | 873.1 | +22.5% |
| Investing Activities | |||
| Capital Expenditures | -60.7 | -76.1 | +20.2% |
| Purchase Of Investments By Consolidated Investment Products | -3,059.9 | -3,089.6 | +1.0% |
| Proceeds From Sale Of Investments By Consolidated Investment Products | 2,470.3 | 3,310.1 | -25.4% |
| Payments To Acquire Other Investments | -30 | -140.3 | +78.6% |
| Proceeds From Sale Of Other Investments | 0.1 | 0.2 | -50.0% |
| Proceeds From Equity Method Investment Dividends Or Distributions Return Of Capital | 59.7 | 122.1 | -51.1% |
| Proceeds From Payments To Consolidation And Deconsolidation Of Subsidiaries | -1.7 | -41.1 | +95.9% |
| Net Cash from Investing | -622.2 | 85.3 | -829.4% |
| Financing Activities | |||
| Share Repurchases | -97.8 | -53.3 | -83.5% |
| Payments For Repurchase Of Preferred Stock And Preference Stock | -1,150 | — | — |
| Payments Of Dividends Preferred Stock And Preference Stock | -160.2 | -177.6 | +9.8% |
| Payments Of Dividends Common Stock | -282.7 | -278.7 | -1.4% |
| Capital Invested Into Consolidated Investment Products | 176.9 | 125.5 | +41.0% |
| Capital Distributed By Consolidated Investment Products | -157.2 | -159.8 | +1.6% |
| Proceedsfrom Debt Consolidated Investment Products | 2,970.7 | 351.2 | +745.9% |
| Repayments Of Consolidated Investment Products | -2,538 | -476.4 | -432.7% |
| Proceeds From Lines Of Credit | 2,072.7 | 1,920.3 | +7.9% |
| Repayments Of Lines Of Credit | -2,072.7 | -1,920.3 | -7.9% |
| Proceeds From Issuance Of Long Term Debt | 992.7 | — | — |
| Repayments Of Bank Debt | -260 | -600 | +56.7% |
| Repayments Of Bank Debt (Q) | — | — | — |
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| $500 million - due May 16, 2028 (3) · Bank Term Loans | -260 | — | — |
| Net Cash from Financing | -505.6 | -1,269.1 | +60.2% |
| Supplemental | |||
| Effect Of Exchange Rate On Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 49.7 | 16.8 | +195.8% |
| Effectof Exchange Rateon Cash Cash Equivalents Restricted Cashand Restricted Cash Equivalents C I P | 36.4 | 1.7 | +2041.2% |
| Other Cash Flow | |||
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Excluding Exchange Rate Effect | -58.3 | -310.7 | +81.2% |
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | 1,523.8 | 1,639.4 | -7.1% |
| Cash And Cash Equivalents Of Consolidated Investment Products | 550.7 | 594.5 | -7.4% |
Values in millions USD. Source: SEC EDGAR 10-Q filing.