🫧 Edgar looked up Invesco Ltd. ($IVZ). Last filing: 8-K (7.01 Regulation FD Disclosure), 2026-09-10. 20 event filings (8-K) in the past twelve months.
🔖 Exposure: revenue $6.4B (FY2025), total debt $1.8B. Experience: revenue up 5.1% on the year, down 1.9% a year over 4 years; operating margin -10.9%, down from 13.7%. Soundness: equity 45.1% of assets, return on equity -1.4%, dividend per share up 4 years running. Credibility: four or more audited years, reasonable weight. Range: 80% of past cases like this landed between $5.2B and $7.8B next year (method v3, set from 4,599 SEC company-years; on a year the method never saw, 83% landed inside). A range, not a forecast. Against peers (22 filers, $50M+ revenue, investment advice): operating margin -10.9% against a 20.8% median; growth 5.1% against 7.5%.
Gold is paid out to shareholders; navy is kept in the business. Retained profit times return on equity is the pace a company can fund from itself. Facts from the filings, not a recommendation.
| Fiscal year end | 2025-12-31 |
| Revenue | $6.4B |
| Revenue, on the year | 5.1% |
| Revenue, a year over the record | −1.9% |
| Operating margin | −10.9% |
| Operating margin, prior year | 13.7% |
| Net margin | −2.7% |
| Research and development | not filed separately |
| Free cash flow | $1.4B |
| Cash | $1.0B |
| Total debt | $1.8B |
| Equity of assets | 45.1% |
| Return on equity | −1.4% |
| Payout of profit | — |
| Dividend per share | $0.835 · up 4 years running |
| Audited years read | 5 |
Peers: the median of 22 filers with $50M+ revenue in investment advice.
Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price. Reporting, not investment advice. No price targets, no buy or sell views. Figures from the SEC’s own data · every filing · this page as JSON · ask about another company
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