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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 mutual funds, 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)5.77bn
- Net income in USD-337.20m
- Incorporated2007
- Employees8.53k
- LocationInvesco Ltd1331 SPRING STREET NW, SUITE 2500ATLANTA 30309United StatesUSA
- Phone+1 (404) 892-0896
- Websitehttps://www.invesco.com/
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Peer analysis
Key Information
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lazard Inc | 2.83bn | -22.15m | 5.13bn | 3.11k | -- | 10.49 | 131.47 | 1.81 | -0.3068 | -0.3068 | 30.43 | 4.34 | 0.6193 | -- | 5.85 | 861,337.30 | -0.0412 | 5.36 | -0.0641 | 9.79 | 93.32 | 93.10 | -0.0665 | 11.23 | -- | 808.59 | 0.847 | 68.23 | -8.55 | -1.97 | -122.72 | -- | -10.62 | 2.94 |
| Stepstone Group Inc | 718.18m | 58.09m | 5.43bn | 990.00 | 53.44 | 9.92 | 25.19 | 7.56 | 0.9176 | 0.9176 | 10.91 | 4.95 | 0.1971 | -- | 14.19 | 725,430.30 | 4.61 | 9.01 | 24.01 | 37.85 | 94.75 | 73.20 | 23.37 | 32.57 | -- | -- | 0.0736 | 48.74 | 1,257.02 | 22.56 | 415.75 | -- | 45.16 | -- |
| Affiliated Managers Group, Inc. | 2.04bn | 688.20m | 5.50bn | 4.00k | 10.39 | 1.56 | 5.66 | 2.69 | 16.60 | 16.60 | 49.25 | 110.47 | 0.2277 | -- | 4.37 | 510,050.00 | 10.23 | 9.34 | 13.24 | 12.55 | -- | -- | 44.91 | 35.39 | -- | -- | 0.3394 | 3.36 | -11.67 | -2.85 | -41.28 | 22.53 | -7.89 | -49.35 |
| FS KKR Capital Corp | 1.81bn | 670.00m | 5.71bn | -- | 8.52 | 0.8379 | -- | 3.16 | 2.39 | 2.39 | 6.46 | 24.32 | 0.1159 | -- | 3.26 | -- | 4.29 | 3.55 | 4.41 | 3.63 | 51.88 | 54.02 | 37.06 | 35.95 | -- | 4.44 | 0.538 | 130.74 | 11.93 | 35.95 | 656.52 | 4.11 | -- | -3.38 |
| Janus Henderson Group PLC | 2.19bn | 422.90m | 5.71bn | 2.20k | 13.44 | 1.29 | 11.58 | 2.60 | 2.65 | 2.65 | 13.72 | 27.55 | 0.3473 | -- | 11.57 | 996,590.90 | 7.47 | 5.72 | 8.71 | 6.72 | 72.48 | -- | 21.50 | 16.80 | -- | -- | 0.0607 | 68.26 | -5.08 | -1.84 | 5.46 | -5.60 | -17.98 | 1.61 |
| PIMCO Dynamic Income Fund | 787.39m | 518.92m | 5.83bn | -- | 10.46 | 1.10 | -- | 7.40 | 1.81 | 1.81 | 2.75 | 17.18 | 0.0959 | -- | -- | -- | 6.32 | -1.08 | 11.17 | -1.99 | 64.62 | 75.15 | 65.90 | -12.66 | -- | -- | 0.4046 | -- | 44.99 | 29.94 | 123.27 | 0.9045 | -- | 14.87 |
| Blackstone Secured Lending Fund | 1.18bn | 656.91m | 6.02bn | 0.00 | 8.08 | 1.13 | -- | 5.09 | 3.75 | 3.75 | 6.75 | 26.87 | 0.1151 | -- | 88.64 | -- | 6.39 | 5.21 | 6.55 | 5.35 | 59.38 | 59.58 | 55.55 | 57.09 | -- | 50.35 | 0.5057 | 54.79 | 34.49 | 224.58 | 51.26 | -- | -- | -- |
| Blue Owl Capital Corp | 1.60bn | 773.98m | 6.04bn | -- | 7.80 | 1.00 | -- | 3.76 | 1.99 | 1.99 | 4.12 | 15.47 | 0.1188 | -- | 66.82 | -- | 5.73 | 4.85 | 6.10 | 5.03 | 49.96 | 51.86 | 48.25 | 52.01 | -- | -- | 0.5332 | 97.27 | 31.62 | 32.40 | 70.11 | 31.44 | -- | 2.29 |
| Trump Media & Technology Group Corp | 3.79m | -385.58m | 6.92bn | 36.00 | -- | 23.69 | -- | 1,828.47 | -2.82 | -2.82 | 0.0277 | 1.54 | -- | -- | -- | 105,150.00 | -- | -- | -- | -- | 94.27 | -- | -10,185.94 | -- | -- | -0.4024 | 0.1926 | -- | 180.93 | -- | -215.17 | -- | -- | -- |
| Voya Financial Inc | 7.56bn | 754.00m | 7.36bn | 9.00k | 10.40 | 1.78 | -- | 0.9731 | 7.03 | 7.03 | 70.36 | 41.00 | 0.0484 | -- | -- | 840,444.40 | 0.5677 | 0.6607 | -- | -- | -- | -- | 11.74 | 16.63 | -- | 4.77 | 0.2635 | 9.59 | 23.91 | 0.4385 | 24.26 | 11.29 | -- | 97.44 |
| Invesco Ltd | 5.77bn | -337.20m | 7.40bn | 8.53k | -- | 0.7017 | -- | 1.28 | -0.7532 | -0.7532 | 12.71 | 32.36 | 0.1997 | -- | 7.63 | 680,115.40 | -0.4145 | 2.54 | -0.4724 | 3.46 | 67.54 | 68.63 | -2.08 | 13.81 | -- | -- | 0.3524 | 66.75 | -5.50 | 1.47 | -148.79 | -- | 9.90 | -7.93 |
| Hamilton Lane Inc | 553.84m | 140.86m | 7.70bn | 700.00 | 38.42 | 14.67 | 32.72 | 13.91 | 3.70 | 3.70 | 10.28 | 9.69 | 0.4593 | -- | 6.49 | 791,202.90 | 18.84 | 19.69 | 31.85 | 39.34 | -- | -- | 41.02 | 46.33 | -- | -- | 0.2249 | 45.61 | 4.74 | 17.04 | 24.73 | 33.22 | 15.59 | 15.93 |
| Stifel Financial Corp | 5.32bn | 491.29m | 8.64bn | 9.00k | 19.19 | 1.89 | 15.04 | 1.63 | 4.40 | 4.40 | 47.42 | 51.38 | 0.1383 | -- | 4.75 | 590,575.80 | 1.38 | 1.93 | 8.16 | 10.33 | 98.88 | 98.74 | 9.94 | 13.55 | -- | 1.79 | 0.8498 | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| SEI Investments Co | 1.96bn | 486.64m | 9.06bn | 5.06k | 18.85 | 4.01 | 16.13 | 4.61 | 3.66 | 3.66 | 14.75 | 17.20 | 0.8033 | -- | 3.56 | 387,828.90 | 19.92 | 21.51 | 22.43 | 25.29 | 84.59 | 84.44 | 24.79 | 26.54 | -- | -- | 0.00 | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Evercore Inc | 2.45bn | 257.79m | 9.37bn | 2.20k | 38.20 | 6.49 | 30.22 | 3.82 | 6.37 | 6.37 | 60.89 | 37.51 | 0.8517 | -- | 7.28 | 1,116,790.00 | 9.94 | 15.03 | 12.38 | 24.20 | 98.79 | 98.80 | 11.67 | 19.09 | -- | -- | 0.1848 | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
Data as of Jul 22 2024. Currency figures normalised to Invesco Ltd's reporting currency: US Dollar USD
56.25%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Massachusetts Mutual Life Insurance Co. (Investment Portfolio)as of 16 Feb 2024 | 81.33m | 18.08% |
| The Vanguard Group, Inc.as of 31 Mar 2024 | 49.98m | 11.11% |
| BlackRock Fund Advisorsas of 31 Mar 2024 | 35.61m | 7.92% |
| Trian Fund Management LPas of 12 Jun 2024 | 27.22m | 6.05% |
| SSgA Funds Management, Inc.as of 31 Mar 2024 | 21.86m | 4.86% |
| Dimensional Fund Advisors LPas of 31 Mar 2024 | 13.72m | 3.05% |
| Geode Capital Management LLCas of 31 Mar 2024 | 9.95m | 2.21% |
| Northern Trust Investments, Inc.(Investment Management)as of 31 Mar 2024 | 4.99m | 1.11% |
| BlackRock Financial Management, Inc.as of 31 Mar 2024 | 4.19m | 0.93% |
| Fisher Asset Management LLCas of 31 Mar 2024 | 4.17m | 0.93% |
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Data from 31 Mar 2024 - 31 Mar 2024Source: FactSet Research Systems Inc.
