Invesco Ltd. (IVZ)

SEC fundamentals · as filed in 10-Q FY2026, period ended Jun 30, 2026 · updated Oct 29, 2026

Verified against EDGAR
Total Assets
$27.47B
Stockholders' Equity
$12.47B
Cash & Equivalents
$915.4M
Long-Term Debt
$1.62B

as filed in 10-Q FY2026, period ended Jun 30, 2026 · View filings on EDGAR ↗

In its 10-Q for the period ended Jun 30, 2026, Invesco Ltd. reported revenue of $1.83B, net income of $345.3M, and total assets of $27.47B. Every figure below is taken directly from Invesco Ltd.'s SEC filings: each links to the source document on EDGAR.

Revenue trend

Revenue · FY2016–FY2025 · as reported

$6.89B$3.08B-$726.3M
FY2016FY2019FY2022FY2025
Revenue$6.38BNet income-$726.3M
FY2016 revenue
$4.73B
FY2025 revenue
$6.38B

Revenue and net income by fiscal year

As reported in each year’s annual filing · USD

Fiscal yearRevenueNet income
FY2025$6.38B-$726.3M
FY2024$6.07B$538.0M
FY2023$5.72B-$333.7M
FY2022$6.05B$683.9M
FY2021$6.89B$1.39B
FY2020$6.15B$524.8M
FY2019$6.12B$564.7M
FY2018$5.31B$882.8M
FY2017$5.16B$1.13B
FY2016$4.73B$854.2M

Recent SEC filings

Filed by the registrant · newest first · insider forms and holder schedules not included

FormFiledSource
8-KOct 27, 2026on EDGAR ↗
8-KOct 27, 2026on EDGAR ↗
8-KOct 9, 2026on EDGAR ↗
8-KSep 10, 2026on EDGAR ↗
8-KAug 31, 2026on EDGAR ↗
13F-HRAug 14, 2026on EDGAR ↗
8-KAug 11, 2026on EDGAR ↗
10-QAug 4, 2026on EDGAR ↗
8-KJul 28, 2026on EDGAR ↗
13F-HR/AJul 15, 2026on EDGAR ↗

All filings on EDGAR ↗

Balance Sheet

as of Jun 30, 2026 · 10-Q

Total Assets$27.47Bsource ↗
Stockholders’ Equity$12.47Bsource ↗
Cash & Equivalents$915.4Msource ↗
Long-Term Debt$1.62Bsource ↗

Income Statement

10-Q (quarterly) · period ended Jun 30, 2026

Revenue$1.83Bsource ↗
Net Income$345.3Msource ↗
Operating Income$364.2Msource ↗
Gross Profit—source ↗
Cost of Revenue—source ↗
R&D Expense—source ↗

Per Share & Cash Flow

10-Q (quarterly) · period ended Jun 30, 2026

EPS (diluted)$0.76source ↗
EPS (basic)$0.77source ↗
Shares Outstanding441.5Msource ↗
Cash from Operations$734.2Msource ↗
Cash from Financing-$120.6Msource ↗
Cash from Investing-$705.5Msource ↗

Insider activity

Form 4 open-market activity, last 180 days

Buys
0
Sells
5
Net shares
-222.5K

Restatement history

Point-in-time

13 of 524 annual fact-keys were materially restated between filings: what Invesco Ltd. first reported differed from what it later filed. We keep every vintage of every annual figure, each keyed to its EDGAR accession.

See each original-vs-restated value, and query any company as of any past date, with the point-in-time API.

Deeper fundamentals

A free API key reaches IVZ’s revenue, margin and free-cash-flow trajectory (newest 3 fiscal years) and its leverage, liquidity and return ratios (newest 4 quarters). Analyst extends those to up to 20 years and 20 quarters, and adds the Piotroski F-score and accruals quality score. As-of fundamentals at any past date are on Free too, up to 10 lookups a day; Analyst removes that cap and adds the original-vs-restated detail, across the whole SEC universe.

Programmatic access

Everything on this page is served by the Distill API and by the MCP server at mcp.distillmarkets.com. A free key is issued at sign-up with no card; the full reference is in the docs.

These fundamentals, as filed
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/IVZ

MCP tool: get_sec_fundamentals ticker=IVZ

The same figures as they were known on any past date
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/IVZ/as-of/YYYY-MM-DD

MCP tool: get_asof_fundamentals ticker=IVZ as_of=YYYY-MM-DD

Fiscal-year trajectory: revenue, margins, free cash flow
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/fundamentals/IVZ/history

MCP tool: get_fundamentals_history ticker=IVZ

Leverage, liquidity, margin and return ratios
curl
curl -H "X-Api-Key: $DISTILL_API_KEY" \
https://api.distillmarkets.com/api/v1/sec/financial-health/IVZ

MCP tool: get_financial_health ticker=IVZ

Not investment advice. Figures are shown as filed with the SEC; see the EDGAR source links for the original documents. Data may lag the latest filing.