Invesco Ltd.
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IVZ Q4 2025 request
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| Metric | Q4 2025 | Q4 2024 | YoY |
|---|---|---|---|
| Revenue | 1,692 | 1,593 | +6.2% |
Show Product Lines breakouts |
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| Distribution And Shareholder Service | 382.7 | 380.8 | +0.5% |
| Financial Service Other | 51 | 50.8 | +0.4% |
| Investment Advice | 1,229.4 | 1,127.3 | +9.1% |
| Investment Performance | 28.9 | 34.1 | -15.2% |
Show Geography breakouts |
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| Americas | 1,240.9 | 1,208.1 | +2.7% |
| Asia Pacific | 75.3 | 74.1 | +1.6% |
| EMEA | 375.8 | 310.8 | +20.9% |
| Third Party Distribution Service And Advisory | 559.1 | 526.6 | +6.2% |
| Labor And Related Expense | 506.2 | 463.8 | +9.1% |
| Marketing Expense | 23.8 | 23.7 | +0.4% |
| Communications Information Technology And Occupancy | 108.7 | 121.3 | -10.4% |
| General & Administrative | 148.7 | 135 | +10.1% |
| Operating Expenses | 3,150.1 | 1,281.3 | +145.9% |
| Operating Income | -1,458.1 | 311.7 | -567.8% |
| Income Loss From Equity Method Investments | 25.4 | 20.1 | +26.4% |
| Investment Income Interest And Dividend | 21.6 | 24.6 | -12.2% |
| Interest Expense | -23 | -12.4 | -85.5% |
| Other Non-Operating Income (Expense) | 21.3 | -20.1 | +206.0% |
| Other Nonoperating Income Expense Consolidated Investment Products | 67.4 | -6.5 | +1136.9% |
| Income Before Taxes | -1,345.4 | 317.4 | -523.9% |
| Income Tax Expense (Benefit) | 349.5 | -78.7 | +544.1% |
| Net Income | -995.9 | 238.7 | -517.2% |
| Net Income Loss Attributable To Noncontrolling Interest | -65.2 | 29.8 | -318.8% |
| Preferred Stock Dividends And Other Adjustments | -44.4 | -59.2 | +25.0% |
| Net Income Loss Available To Common Stockholders Basic | -1,186.2 | 209.3 | -666.7% |
| EPS (Basic) | -2.62 | 0.46 | -669.6% |
| EPS (Diluted) | -2.61 | 0.46 | -667.4% |
| Comprehensive Income | -1,173.4 | -90.2 | -1200.9% |
| Wtd Avg Shares (Basic) | -0.4 | -0.3 | -33.3% |
| Wtd Avg Shares (Diluted) | 0.1 | -0.2 | +150.0% |
Balance Sheet
| Metric | Q4 2025 | Q4 2024 | YoY |
|---|---|---|---|
| Current Assets | |||
| Cash & Cash Equivalents | 1,037.5 | 986.5 | +5.2% |
Show Consolidated Entities breakouts |
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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% |
Show Consolidated Entities breakouts |
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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% |
Show Consolidated Entities breakouts |
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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 | YTD Q4 2025 | YTD Q4 2024 | YoY |
|---|---|---|---|
| Operating Activities | |||
| Depreciation & Amortization | 36 | 44.1 | -18.4% |
| Stock-Based Compensation | 20.2 | 14.1 | +43.3% |
| Other Non-Cash Items | -20.8 | 22.1 | -194.1% |
| Gains And Losses Of Consolidated Investment Products Net | -40.2 | 35.7 | -212.6% |
| Equity Method Investment Dividends Or Distributions | 6.1 | -1 | +710.0% |
| Purchasesaleofinvestmentsby C I Pnet | -15.7 | -0.1 | -15600.0% |
| Payments For Proceeds From Short Term Investments | -58.8 | 18.5 | -417.8% |
| Increase Decrease In Accounts Receivable And Other Operating Assets | 117.6 | -45.6 | +357.9% |
| Increase Decrease In Accounts Payable And Other Operating Liabilities | -362.2 | 10.5 | -3549.5% |
| Net Cash from Operations | 455.8 | 316.9 | +43.8% |
| Investing Activities | |||
| Capital Expenditures | -23.6 | 7 | -437.1% |
| Purchase Of Investments By Consolidated Investment Products | -2,298.3 | -1,045.1 | -119.9% |
| Proceeds From Sale Of Investments By Consolidated Investment Products | 1,736.8 | 1,169.4 | +48.5% |
| Payments To Acquire Other Investments | -9.2 | -152.9 | +94.0% |
| Proceeds From Equity Method Investment Dividends Or Distributions Return Of Capital | 3.4 | 4.7 | -27.7% |
| Proceeds From Payments To Consolidation And Deconsolidation Of Subsidiaries | 2.3 | 0 | — |
| Net Cash from Investing | -352.2 | -16.9 | -1984.0% |
| Financing Activities | |||
| Share Repurchases | -25.8 | -26 | +0.8% |
| Payments Of Dividends Preferred Stock And Preference Stock | -44.4 | -59.2 | +25.0% |
| Payments Of Dividends Common Stock | -94.6 | -92.8 | -1.9% |
| Capital Invested Into Consolidated Investment Products | 38 | 24.5 | +55.1% |
| Capital Distributed By Consolidated Investment Products | -37.1 | -41.3 | +10.2% |
| Proceedsfrom Debt Consolidated Investment Products | 1,891.7 | 1,137.6 | +66.3% |
| Repayments Of Consolidated Investment Products | -979.4 | -1,335.3 | +26.7% |
| Proceeds From Lines Of Credit | 723.5 | 349.2 | +107.2% |
| Repayments Of Lines Of Credit | -285.8 | -349.2 | +18.2% |
| Repayments Of Bank Debt | -240 | 0 | — |
| Net Cash from Financing | 356.1 | -392.5 | +190.7% |
| Supplemental | |||
| Effect Of Exchange Rate On Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents | -4.2 | -47.1 | +91.1% |
| Effectof Exchange Rateon Cash Cash Equivalents Restricted Cashand Restricted Cash Equivalents C I P | 0.5 | -3.8 | +113.2% |
| Other Cash Flow | |||
| Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Excluding Exchange Rate Effect | 459.7 | -92.5 | +597.0% |
| 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.