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About the company
Invesco Ltd. is an independent investment management firm. It serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.
- Revenue in USD (TTM)6.38bn
- Net income in USD-726.30m
- Incorporated2007
- Employees8.37k
- LocationInvesco Ltd1331 SPRING STREET NW, SUITE 2500ATLANTA 30309United StatesUSA
- Phone+1 (404) 892-0896
- Websitehttps://www.invesco.com/
Mergers & acquisitions
| Acquired company | IVZ:NYQ since announced | Transaction value |
|---|---|---|
| Intercityhotel GmbH | 76.80% | -- |
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Hamilton Lane Inc | 763.40m | 233.51m | 7.35bn | 760.00 | 23.57 | 8.38 | 20.61 | 9.62 | 5.59 | 5.59 | 14.97 | 15.73 | 0.4059 | -- | 4.19 | 1,004,472.00 | 18.44 | 19.31 | 31.00 | 36.68 | -- | -- | 45.43 | 45.67 | -- | -- | 0.1741 | 42.20 | 28.73 | 21.07 | 54.35 | 29.02 | 14.60 | 12.25 |
| Janus Henderson Group PLC | 3.10bn | 797.60m | 7.43bn | 2.30k | 9.18 | 1.41 | 7.87 | 2.40 | 5.25 | 5.25 | 20.31 | 34.23 | 0.4067 | -- | -- | -- | 11.90 | 7.88 | 13.77 | 9.18 | 20.04 | -- | 29.27 | 21.09 | -- | -- | 0.0607 | -- | 25.23 | 6.15 | 100.08 | 38.46 | -- | -- |
| Affiliated Managers Group Inc | 2.04bn | 531.20m | 8.48bn | 4.10k | 19.41 | 2.55 | 9.84 | 4.15 | 15.54 | 15.54 | 60.19 | 118.14 | 0.229 | -- | 3.63 | 498,073.20 | 8.38 | 10.13 | 10.85 | 13.42 | -- | -- | 36.58 | 40.04 | -- | -- | 0.3431 | 0.7359 | -0.8213 | -1.84 | -23.97 | 100.73 | -18.75 | -50.00 |
| XP Inc | 3.40bn | 958.65m | 9.69bn | 7.44k | 10.45 | 2.18 | 9.54 | 2.85 | 1.78 | 1.78 | 6.31 | 8.54 | 0.05 | -- | 16.81 | 456,223.70 | 1.42 | 2.03 | 1.87 | 2.79 | -- | -- | 28.31 | 26.99 | -- | 9.30 | 0.8109 | 31.60 | 14.61 | 27.13 | 15.77 | 33.10 | 15.39 | -- |
| SEI Investments Co | 2.30bn | 715.31m | 10.32bn | 5.07k | 14.99 | 4.22 | 12.98 | 4.49 | 5.63 | 5.63 | 18.08 | 20.03 | 0.7731 | -- | 3.35 | -- | 24.14 | 21.99 | 29.16 | 26.04 | 85.46 | 85.21 | 31.23 | 27.15 | -- | -- | -- | 20.10 | 8.07 | 6.41 | 23.08 | 9.85 | -- | 6.96 |
| Invesco Ltd | 6.38bn | -726.30m | 11.44bn | 8.37k | -- | 0.9355 | 7.41 | 1.79 | -1.61 | -1.61 | 14.06 | 27.55 | 0.2357 | -- | -- | -- | -0.6462 | 2.20 | -0.7005 | 2.60 | 66.64 | 67.81 | -2.74 | 10.62 | -- | -- | 0.4535 | 117.31 | 5.11 | 0.7423 | -235.00 | -- | -- | 1.62 |
| Jefferies Financial Group Inc | 10.82bn | 635.05m | 11.68bn | 7.79k | 19.82 | 1.10 | 14.45 | 1.08 | 2.85 | 2.83 | 48.62 | 51.26 | 0.1542 | -- | 1.68 | 1,389,968.00 | 0.978 | 1.38 | 1.73 | 2.42 | 61.57 | 66.62 | 6.34 | 9.17 | -- | -- | 0.7691 | 37.09 | 2.93 | 9.25 | -4.14 | -3.65 | 3.23 | 21.94 |
| Houlihan Lokey Inc | 2.65bn | 447.78m | 11.72bn | 2.70k | 25.77 | 5.10 | 23.54 | 4.43 | 6.52 | 6.52 | 38.54 | 32.92 | 0.7146 | -- | 6.52 | 980,124.00 | 12.08 | 11.87 | 19.63 | 20.67 | -- | -- | 16.91 | 17.01 | -- | 4,412.66 | 0.00 | 38.09 | 24.81 | 15.56 | 42.60 | 16.81 | 13.89 | 12.95 |
| Equitable Holdings Inc | 14.14bn | -1.44bn | 12.30bn | 8.00k | -- | -- | -- | 0.8697 | -4.83 | -4.83 | 47.11 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 46.65 | 59.04 | -7.34 | 8.76 | -- | 0.4792 | -- | -- | -16.43 | 0.00 | -220.08 | -- | -- | 9.73 |
| Stifel Financial Corp | 6.35bn | 646.50m | 13.19bn | 9.00k | 21.77 | -- | 29.06 | 2.08 | 5.88 | 5.88 | 57.72 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 71.60 | -- | 10.77 | 12.76 | -- | 2.12 | -- | -- | 6.65 | 10.70 | -6.86 | 6.30 | -- | 32.34 |
| Ares Capital Corporation | 3.05bn | 1.30bn | 13.49bn | 4.25k | 10.12 | 0.9423 | 10.39 | 4.42 | 1.86 | 1.86 | 4.37 | 19.94 | 0.1026 | -- | 5.45 | 718,117.60 | 4.37 | 5.47 | 4.51 | 5.66 | 49.44 | 50.51 | 42.56 | 51.78 | -- | 1,458.00 | 0.5276 | 81.74 | 2.07 | 15.10 | -14.65 | 21.83 | -- | 3.71 |
| Franklin Resources Inc | 8.85bn | 562.70m | 14.01bn | 9.90k | 24.76 | 1.15 | 12.16 | 1.58 | 1.09 | 1.09 | 17.10 | 23.34 | 0.2725 | -- | 6.23 | 902,673.50 | 2.04 | 3.96 | 2.55 | 4.97 | 36.07 | 38.57 | 7.50 | 13.42 | -- | -- | 0.4788 | 66.00 | 3.45 | 9.52 | 9.14 | -9.65 | 8.30 | 3.65 |
| Evercore Inc | 3.88bn | 591.92m | 14.40bn | 2.57k | 25.07 | -- | 21.39 | 3.71 | 14.00 | 14.00 | 92.10 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 99.05 | 99.01 | 16.51 | 17.81 | -- | -- | -- | -- | 29.49 | 11.17 | 56.48 | 11.04 | -- | 7.16 |
| Holder | Shares | % Held |
|---|---|---|
| Massachusetts Mutual Life Insurance Co. (Investment Portfolio)as of 30 Sep 2025 | 81.33m | 18.27% |
| The Vanguard Group, Inc.as of 31 Dec 2025 | 49.13m | 11.04% |
| BlackRock Fund Advisorsas of 30 Sep 2025 | 30.93m | 6.95% |
| Millennium Management LLCas of 24 Oct 2025 | 26.16m | 5.88% |
| SSgA Funds Management, Inc.as of 30 Sep 2025 | 21.52m | 4.84% |
| Dimensional Fund Advisors LPas of 30 Sep 2025 | 20.23m | 4.55% |
| Trian Fund Management LPas of 30 Sep 2025 | 14.63m | 3.29% |
| Geode Capital Management LLCas of 30 Sep 2025 | 11.20m | 2.52% |
| AQR Capital Management LLCas of 30 Sep 2025 | 9.82m | 2.21% |
| Northern Trust Investments, Inc.(Investment Management)as of 30 Sep 2025 | 5.94m | 1.33% |
