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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)5.72bn
- Net income in USD-333.70m
- Incorporated2007
- Employees8.49k
- LocationInvesco Ltd1331 SPRING STREET NW, SUITE 2500ATLANTA 30309United StatesUSA
- Phone+1 (404) 892-0896
- Websitehttps://www.invesco.com/us/en/institutional.html
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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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bgc Group Inc | 2.03bn | 34.07m | 3.81bn | 3.90k | 108.70 | 4.35 | 31.92 | 1.88 | 0.0709 | 0.0709 | 4.39 | 1.77 | 0.648 | -- | 2.69 | 520,000.30 | 1.24 | 2.10 | 2.04 | 3.97 | 98.39 | 98.74 | 1.91 | 3.69 | -- | 1.79 | 0.5695 | 101.51 | 12.82 | 0.8881 | -30.06 | -15.02 | -4.08 | -43.90 |
| Stepstone Group Inc | 533.44m | 56.07m | 3.91bn | 980.00 | 39.37 | 2.97 | 20.52 | 7.32 | 0.8977 | 0.8977 | 8.24 | 11.89 | 0.153 | -- | 10.57 | 557,991.60 | 4.08 | 11.06 | 16.09 | 40.01 | 92.69 | 69.06 | 26.64 | 34.04 | -- | -- | 0.0691 | 31.87 | -104.52 | -- | -109.49 | -- | 10.39 | -- |
| Lazard Inc | 2.61bn | -79.92m | 4.27bn | 3.29k | -- | 7.82 | -- | 1.64 | -0.9198 | -0.9198 | 28.94 | 4.85 | 0.4979 | -- | 4.96 | 793,403.50 | -1.09 | 5.36 | -1.79 | 9.79 | 92.78 | 93.10 | -2.19 | 11.23 | -- | 548.00 | 0.822 | 68.23 | -8.55 | -1.97 | -122.72 | -- | -10.62 | 2.94 |
| Janus Henderson Group PLC | 2.14bn | 380.80m | 4.95bn | 2.20k | 12.93 | 1.10 | 11.00 | 2.31 | 2.37 | 2.37 | 13.32 | 27.78 | 0.3359 | -- | 26.68 | 972,000.00 | 6.70 | 5.72 | 7.80 | 6.72 | 71.70 | -- | 19.95 | 16.80 | -- | -- | 0.059 | 68.26 | -5.08 | -1.84 | 5.46 | -5.60 | -17.98 | 1.61 |
| Affiliated Managers Group, Inc. | 2.06bn | 672.90m | 5.14bn | 4.00k | 9.76 | 1.47 | 5.32 | 2.50 | 16.24 | 16.24 | 49.73 | 108.07 | 0.2294 | -- | 6.01 | 514,425.00 | 10.10 | 9.34 | 13.18 | 12.55 | -- | -- | 44.03 | 35.39 | -- | -- | 0.3383 | 3.36 | -11.67 | -2.85 | -41.28 | 22.53 | -7.89 | -49.35 |
| Hamilton Lane Inc | 489.97m | 123.58m | 5.94bn | 600.00 | 33.84 | 12.71 | 28.39 | 12.13 | 3.25 | 3.25 | 9.10 | 8.66 | 0.42 | -- | 7.12 | 816,608.30 | 17.30 | 20.81 | 30.41 | 43.52 | -- | -- | 41.19 | 46.98 | -- | -- | 0.2397 | 45.92 | 43.71 | 16.72 | -23.15 | 24.78 | 16.06 | 17.98 |
| Blue Owl Capital Corp | 1.58bn | 793.31m | 6.06bn | -- | 7.64 | 1.01 | -- | 3.83 | 2.03 | 2.03 | 4.06 | 15.45 | 0.1168 | -- | 77.77 | -- | 5.86 | 4.85 | 6.13 | 5.03 | 50.13 | 51.86 | 50.14 | 52.01 | -- | -- | 0.5403 | 97.27 | 31.62 | 32.40 | 70.11 | 31.44 | -- | 2.29 |
| Invesco Ltd | 5.72bn | -333.70m | 6.90bn | 8.49k | -- | 0.6526 | -- | 1.21 | -0.7492 | -0.7492 | 12.55 | 32.48 | 0.1948 | -- | 7.61 | 673,389.10 | -0.5732 | 2.54 | -0.6687 | 3.46 | 68.07 | 68.63 | -2.94 | 13.81 | -- | -- | 0.3511 | 66.75 | -5.50 | 1.47 | -148.79 | -- | 9.90 | -7.93 |
| Voya Financial Inc | 7.35bn | 589.00m | 6.99bn | 9.00k | 12.72 | 1.69 | -- | 0.9507 | 5.42 | 5.42 | 67.55 | 40.77 | 0.0484 | -- | -- | 816,444.40 | 0.4801 | 0.6607 | -- | -- | -- | -- | 9.92 | 16.63 | -- | 4.45 | 0.2574 | 9.59 | 23.91 | 0.4385 | 24.26 | 11.29 | -- | 97.44 |
| Evercore Inc | 2.44bn | 255.48m | 7.21bn | 2.20k | 29.36 | 4.46 | 23.28 | 2.95 | 6.35 | 6.35 | 60.91 | 41.75 | 0.667 | -- | 5.13 | 1,112,832.00 | 7.79 | 15.03 | 11.53 | 24.20 | 98.81 | 98.80 | 11.68 | 19.09 | -- | -- | 0.1734 | 27.88 | -12.10 | 3.24 | -46.39 | -7.52 | -9.66 | 9.57 |
| Marketaxess Holdings Inc | 752.55m | 258.06m | 7.73bn | 881.00 | 29.77 | 5.98 | 23.53 | 10.28 | 6.85 | 6.85 | 19.99 | 34.12 | 0.4155 | -- | 1.13 | 854,196.40 | 14.25 | 18.74 | 21.66 | 26.37 | 89.40 | 91.03 | 34.29 | 37.70 | -- | -- | 0.00 | 38.00 | 4.75 | 11.55 | 3.13 | 8.39 | 1.96 | 11.38 |
| Stifel Financial Corp | 5.16bn | 485.26m | 7.74bn | 9.00k | 17.60 | 1.65 | 13.66 | 1.50 | 4.28 | 4.28 | 45.48 | 52.37 | 0.1377 | -- | 4.69 | 573,253.30 | 1.39 | 1.93 | 8.06 | 10.33 | 98.87 | 98.74 | 10.13 | 13.55 | -- | 1.87 | 0.8475 | 17.95 | 12.33 | 10.06 | -22.34 | 4.92 | -13.64 | 35.10 |
| Houlihan Lokey Inc | 1.84bn | 258.88m | 8.55bn | 2.61k | 31.94 | 4.84 | 29.96 | 4.65 | 3.88 | 3.88 | 27.54 | 25.59 | 0.6531 | -- | 5.96 | 704,488.50 | 9.20 | 12.72 | 15.18 | 21.62 | -- | -- | 14.08 | 17.19 | -- | 3,692.51 | 0.00 | 37.19 | -20.29 | 13.44 | -41.93 | 9.49 | 45.73 | 21.52 |
| SEI Investments Co | 1.92bn | 462.26m | 8.69bn | 5.06k | 19.12 | 4.07 | 16.20 | 4.52 | 3.46 | 3.46 | 14.36 | 16.25 | 0.783 | -- | 3.71 | 379,330.80 | 18.85 | 21.51 | 22.26 | 25.29 | 84.26 | 84.44 | 24.08 | 26.54 | -- | -- | 0.00 | 22.42 | -3.58 | 3.40 | -2.78 | -1.74 | -4.32 | 7.47 |
| Jefferies Financial Group Inc | 8.25bn | 284.70m | 8.94bn | 7.56k | 33.00 | 0.9141 | 22.66 | 1.08 | 1.28 | 1.25 | 35.93 | 46.13 | 0.146 | -- | 2.04 | 1,090,418.00 | 0.5264 | 1.67 | 0.9042 | 3.25 | 57.38 | 71.16 | 3.61 | 12.47 | -- | -- | 0.7325 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
Data as of Apr 19 2024. Currency figures normalised to Invesco Ltd's reporting currency: US Dollar USD
57.42%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 | 18.11% |
| The Vanguard Group, Inc.as of 31 Dec 2023 | 49.97m | 11.13% |
| Trian Fund Management LPas of 31 Dec 2023 | 33.94m | 7.56% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 33.64m | 7.49% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 21.10m | 4.70% |
| Dimensional Fund Advisors LPas of 31 Dec 2023 | 13.80m | 3.07% |
| Geode Capital Management LLCas of 31 Dec 2023 | 9.75m | 2.17% |
| Northern Trust Investments, Inc.(Investment Management)as of 31 Dec 2023 | 5.59m | 1.25% |
| Citadel Advisors LLCas of 31 Dec 2023 | 4.77m | 1.06% |
| Charles Schwab Investment Management, Inc.as of 31 Dec 2023 | 4.03m | 0.90% |
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Data from 31 Dec 2023 - 16 Feb 2024Source: FactSet Research Systems Inc.
