Invesco Ltd.

IVZ 10-Q · Q1 2026
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IVZ Q1 2026 request

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Income Statement

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Income Statement
Metric Q1 2026 Q1 2025 YoY
Revenue 1,744.5 1,529.2 +14.1%
Show Product Lines breakouts
Distribution And Shareholder Service 301.8 370.9 -18.6%
Financial Service Other 49.2 54.5 -9.7%
Investment Advice 1,382.2 1,100.3 +25.6%
Investment Performance 11.3 3.5 +222.9%
Show Geography breakouts
Americas 1,320.7 1,170.5 +12.8%
Asia Pacific 73.7 71.5 +3.1%
EMEA 350.1 287.2 +21.9%
Third Party Distribution Service And Advisory 601.4 509 +18.2%
Labor And Related Expense 512.7 464.6 +10.4%
Marketing Expense 37.4 17 +120.0%
Communications Information Technology And Occupancy 104.6 113.9 -8.2%
General & Administrative 147.1 137.3 +7.1%
Amortization Of Intangible Assets 8.1 10.1 -19.8%
Operating Expenses 1,411.3 1,251.9 +12.7%
Operating Income 333.2 277.3 +20.2%
Income Loss From Equity Method Investments 34 19.6 +73.5%
Investment Income Interest And Dividend 9.2 11.3 -18.6%
Interest Expense -24.3 -13.1 -85.5%
Other Non-Operating Income (Expense) -0.4 -24.3 +98.4%
Other Nonoperating Income Expense Consolidated Investment Products -51.5 74.1 -169.5%
Income Before Taxes 300.2 344.9 -13.0%
Income Tax Expense (Benefit) -81.1 -77.6 -4.5%
Net Income 219.1 267.3 -18.0%
Net Income Loss Attributable To Noncontrolling Interest 49.5 -37 +233.8%
Preferred Stock Dividends And Other Adjustments -38.2 -59.2 +35.5%
Net Income Loss Available To Common Stockholders Basic 230.4 171.1 +34.7%
EPS (Basic) 0.51 0.38 +34.2%
EPS (Diluted) 0.51 0.38 +34.2%
Comprehensive Income 154.3 259.3 -40.5%
Wtd Avg Shares (Basic) 451.1 452.9 -0.4%
Wtd Avg Shares (Diluted) 453.7 454 -0.1%

Balance Sheet

Balance Sheet
Metric Q1 2026 Q1 2025 YoY
Current Assets
Cash & Cash Equivalents 806.9 821.7 -1.8%
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 899.2 1,051.7 -14.5%
Non-Current Assets
Property, Plant & Equipment 364.9 458.4 -20.4%
Goodwill 8,415.9 8,373 +0.5%
Total Assets 26,834.6 28,143.6 -4.7%
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 10,127.6 9,620.9 +5.3%
Other Assets
Accounts Receivable Net 911.1 794.6 +14.7%
Investments 1,320.9 1,076.4 +22.7%
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 8,913.8 8,232.7 +8.3%
Other Assets 971.6 1,252 -22.4%
Intangible Assets Net Excluding Goodwill 3,915.7 5,746.6 -31.9%
Investments And Other Assets Of Variable Interest Entities 10,127.6 9,620.9 +5.3%
Non-Current Liabilities
Employee Related Liabilities Current And Noncurrent 578.8 542.9 +6.6%
Accounts Payable And Accrued Liabilities Current And Noncurrent 1,510.8 1,415.7 +6.7%
Long-Term Debt 1,966.7 964.8 +103.8%
Show Debt Instrument breakouts
$400 million 5.375% - due November 30, 2043 · Carrying Reported Amount Fair Value Disclosure 391.6 391.4 +0.1%
$400 million 5.375% - due November 30, 2043 · Estimate Of Fair Value Fair Value Disclosure 378.7 377.7 +0.3%
$500 million - due May 16, 2030 · Carrying Reported Amount Fair Value Disclosure 496.1 — —
$500 million - due May 16, 2030 · Estimate Of Fair Value Fair Value Disclosure 494.7 — —
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 7,473 6,945.2 +7.6%
Show Credit Facility breakouts
Line Of Credit · Carrying Reported Amount Fair Value Disclosure 1,079 74 +1358.1%
Line Of Credit · Estimate Of Fair Value Fair Value Disclosure 1,079 74 +1358.1%
Show Fair Value By Measurement Basis breakouts
Carrying Reported Amount Fair Value Disclosure 1,966.7 964.8 +103.8%
Estimate Of Fair Value Fair Value Disclosure 1,952.4 948.9 +105.8%
Deferred Tax Liabilities 942.4 1,328.4 -29.1%
Total Liabilities 13,572.3 12,356.2 +9.8%
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 8,573.6 8,104.4 +5.8%
Other Liabilities
Long Term Debt Of Consolidated Investment Products 8,573.6 8,104.4 +5.8%
Stockholders' Equity
Temporary Equity Carrying Amount Including Portion Attributable To Noncontrolling Interests 325.2 545.5 -40.4%
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 325.2 545.5 -40.4%
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 7,177.6 7,235.8 -0.8%
Treasury Stock Common Value -2,769.2 — —
Retained Earnings 6,021.9 — —
Accumulated Other Comprehensive Income -799 -947.9 +15.7%
Total Stockholders' Equity 12,255 14,698.7 -16.6%
Minority Interest 682.1 543.2 +25.6%
Stockholders Equity Including Portion Attributable To Noncontrolling Interest 12,937.1 15,241.9 -15.1%
Show Equity Components breakouts
Accumulated Defined Benefit Plans Adjustment -127.7 -130.7 +2.3%
Accumulated Other Comprehensive Income -799 -947.9 +15.7%
Accumulated Translation Adjustment -671.3 -817.2 +17.9%
Additional Paid In Capital 7,177.6 7,235.8 -0.8%
Common Stock 113.2 113.2 0.0%
Noncontrolling Interest 682.1 543.2 +25.6%
Parent 12,255 14,698.7 -16.6%
Preferred Stock 2,510.5 4,010.5 -37.4%
Retained Earnings 6,021.9 7,069 -14.8%
Treasury Stock Common -2,769.2 -2,781.9 +0.5%
Total Liabilities & Equity 26,834.6 28,143.6 -4.7%
Show Consolidated Entities breakouts
Variable Interest Entity Primary Beneficiary 10,127.6 9,620.9 +5.3%

Cash Flow Statement

Cash Flow Statement
Metric YTD Q1 2026 YTD Q1 2025 YoY
Operating Activities
Depreciation & Amortization 33.2 41.5 -20.0%
Stock-Based Compensation 34 15.2 +123.7%
Other Non-Cash Items 0.7 25.9 -97.3%
Gains And Losses Of Consolidated Investment Products Net 94.6 -44.4 +313.1%
Equity Method Investment Dividends Or Distributions 4.4 5.9 -25.4%
Purchasesaleofinvestmentsby C I Pnet -19.8 44.6 -144.4%
Payments For Proceeds From Short Term Investments 107.2 96.7 +10.9%
Increase Decrease In Accounts Receivable And Other Operating Assets -172.1 -205.9 +16.4%
Increase Decrease In Accounts Payable And Other Operating Liabilities -54.7 -311.8 +82.5%
Net Cash from Operations 212.6 -84.6 +351.3%
Investing Activities
Capital Expenditures -14.2 -23.4 +39.3%
Purchase Of Investments By Consolidated Investment Products -1,454.3 -818.5 -77.7%
Proceeds From Sale Of Investments By Consolidated Investment Products 731.3 717.9 +1.9%
Payments To Acquire Other Investments -4.3 -10.6 +59.4%
Proceeds From Equity Method Investment Dividends Or Distributions Return Of Capital 8.3 42.6 -80.5%
Net Cash from Investing -733.2 -92 -697.0%
Financing Activities
Share Repurchases -69.2 -43.1 -60.6%
Payments Of Dividends Preferred Stock And Preference Stock -38.2 -59.2 +35.5%
Payments Of Dividends Common Stock -95.3 -92.5 -3.0%
Capital Invested Into Consolidated Investment Products 327.8 78.2 +319.2%
Capital Distributed By Consolidated Investment Products -49.8 -110.8 +55.1%
Proceedsfrom Debt Consolidated Investment Products 1,529.4 1,072.8 +42.6%
Repayments Of Consolidated Investment Products -1,474.7 -390.1 -278.0%
Proceeds From Lines Of Credit 1,652.6 818.8 +101.8%
Repayments Of Lines Of Credit -1,011.3 -744.8 -35.8%
Repayments Of Bank Debt -500 — —
Net Cash from Financing 271.3 529.3 -48.7%
Supplemental
Effect Of Exchange Rate On Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents -14 20.4 -168.6%
Effectof Exchange Rateon Cash Cash Equivalents Restricted Cashand Restricted Cash Equivalents C I P -10.4 4.3 -341.9%
Other Cash Flow
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents Period Increase Decrease Excluding Exchange Rate Effect -249.3 352.7 -170.7%
Cash Cash Equivalents Restricted Cash And Restricted Cash Equivalents 1,706.1 1,873.4 -8.9%
Cash And Cash Equivalents Of Consolidated Investment Products 899.2 1,051.7 -14.5%

Values in millions USD. Source: SEC EDGAR 10-Q filing.

This table is rendered from the same JSON returned by /api/financials.

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