{ "ok": true, "cik": "914208", "ticker": "IVZ", "name": "Invesco Ltd.", "filings": [ { "form": "8-K", "filed": "2026-09-10", "items": [ "7.01 Regulation FD Disclosure", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/914208/000091420826000350/0000914208-26-000350-index.htm" }, { "form": "8-K", "filed": "2026-08-31", "items": [ "5.02 Departure or Election of Directors; Appointment of Officers", "7.01 Regulation FD Disclosure", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/914208/000091420826000347/0000914208-26-000347-index.htm" }, { "form": "8-K", "filed": "2026-08-11", "items": [ "7.01 Regulation FD Disclosure", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/914208/000091420826000252/0000914208-26-000252-index.htm" }, { "form": "10-Q", "filed": "2026-08-04", "items": [], "url": "https://www.sec.gov/Archives/edgar/data/914208/000091420826000235/0000914208-26-000235-index.htm" }, { "form": "8-K", "filed": "2026-07-28", "items": [ "2.02 Results of Operations and Financial Condition", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/914208/000091420826000229/0000914208-26-000229-index.htm" }, { "form": "8-K", "filed": "2026-07-10", "items": [ "7.01 Regulation FD Disclosure", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/914208/000091420826000207/0000914208-26-000207-index.htm" } ], "events12m": 20, "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000914208.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=914208" }, "license": "Figures as filed with the SEC. Card text CC BY 4.0, POPS4.", "notAdvice": "Reporting, not investment advice. No price targets, no buy or sell views.", "edgar": "🫧 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.", "auditor": { "changes": [], "nonReliance": [], "restatedSince": null }, "metrics": { "fiscalYearEnd": "2025-12-31", "revenue": 6377100000, "revenueGrowth1y": 0.05111257623207521, "revenueGrowthPerYear": -0.01931368983878745, "yearsOfData": 5, "operatingMargin": -0.1090934750905584, "operatingMarginPrior": 0.1371518048458876, "netMargin": -0.02741057847610983, "operatingCashFlow": 1525300000, "capitalSpending": 84300000, "freeCashFlow": 1441000000, "researchAndDevelopment": null, "researchShareOfRevenue": null, "cash": 1037500000, "longTermDebt": 1825100000, "longTermDebtChange": 1.0492926117224344, "revenueHistory": [ { "fiscalYearEnd": "2021-12-31", "revenue": 6894500000 }, { "fiscalYearEnd": "2022-12-31", "revenue": 6048900000 }, { "fiscalYearEnd": "2023-12-31", "revenue": 5716400000 }, { "fiscalYearEnd": "2024-12-31", "revenue": 6067000000 }, { "fiscalYearEnd": "2025-12-31", "revenue": 6377100000 } ], "totalEquity": 12231000000, "totalAssets": 27094000000, "equityRatio": 0.4514283605226249, "returnOnEquity": -0.014291554247404137, "dividendsPaid": 377300000, "payoutRatio": null, "dividendPerShare": 0.835, "dividendYearsRising": 4, "dividendCut": false, "priceBased": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown.", "range80": { "low": 5246379586.654737, "high": 7775565973.582219, "baseline": 6596730273.67627, "n": 4599, "band": "b1" }, "ifPaceHeld": { "low": 5246379586.654737, "high": 7775565973.582219 } }, "edgarette": "🔖 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%.", "peers": { "sic": 6282, "sicDescription": "Investment Advice", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "6282", "growth": [ 0.0749, 39 ], "opMargin": [ 0.2083, 22 ], "equityRatio": [ 0.2782, 29 ], "returnOnEquity": [ 0.1455, 26 ], "payoutRatio": [ 0.5476, 27 ] }, "summary": "Invesco (IVZ) grew revenue 5.1% in FY2025 to $6.4 billion, operating margin -10.9% against a 20.8% median for investment advice, equity 45.1% of assets, and dividend per share up 4 years running. Every figure is from the company’s own annual report filed with the SEC.", "chart": "
Invesco Ltd. against its own record and its peers
Operating marginPeer median 20.8%-10.9%Revenue, on the yearPeer median 7.5%5.1%Equity of assetsPeer median 27.8%45.1%Return on equityPeer median 14.5%-1.4%Gold tick: the median of 26–29 peers with $50M+ revenue in investment advice
", "chartHorizon": "
Handed back now, or kept to compound
Of each dollar of profitHanded back per share$0.835up 4 years runningRevenue growth it managed5.1%last year, for comparison

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.

", "backtest": { "tests": 15, "hits": 14, "rate": 0.9333333333333333, "method": "v3", "note": "hindsight: past years, same calibrated range. The range was calibrated on 2022-2024 SEC data, so years in that window are partly in-sample." }, "registry": { "logged": "2026-09-20T15:22:40.684Z", "hash": "56e6ddbcc3b0ebd3", "status": "open" }, "caution": "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.", "schema": "pops4.edgarette.card/1", "card": { "summary": "Invesco (IVZ) grew revenue 5.1% in FY2025 to $6.4 billion, operating margin -10.9% against a 20.8% median for investment advice, equity 45.1% of assets, and dividend per share up 4 years running. Every figure is from the company’s own annual report filed with the SEC.", "exposure": { "fiscalYearEnd": "2025-12-31", "revenue": 6377100000, "totalDebt": 1825100000, "cash": 1037500000 }, "experience": { "revenueGrowth1y": 0.05111257623207521, "revenueGrowthPerYear": -0.01931368983878745, "operatingMargin": -0.1090934750905584, "operatingMarginPrior": 0.1371518048458876, "netMargin": -0.02741057847610983, "freeCashFlow": 1441000000 }, "soundness": { "equityRatio": 0.4514283605226249, "returnOnEquity": -0.014291554247404137, "payoutRatio": null, "dividendPerShare": 0.835, "dividendYearsRising": 4, "dividendCut": false, "note": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown." }, "peers": { "sic": 6282, "sicDescription": "Investment Advice", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "6282", "growth": [ 0.0749, 39 ], "opMargin": [ 0.2083, 22 ], "equityRatio": [ 0.2782, 29 ], "returnOnEquity": [ 0.1455, 26 ], "payoutRatio": [ 0.5476, 27 ] }, "credibility": { "auditedYears": 5, "weight": "reasonable", "standard": "ASOP No. 25", "nonReliance": null, "auditorChange": null }, "range": { "low": 5246379586.654737, "high": 7775565973.582219, "baseline": 6596730273.67627, "coverage": 0.8, "method": "v3", "basis": "next fiscal year revenue: baseline = revenue x (1 + mean of one-year and three-year pace); range = 10th to 90th percentile of how SEC company-years of the same size band actually turned out", "calibratedOn": { "companyYears": 4599, "sizeBand": "b1" }, "kind": "a calibrated range, not a forecast; no view on the share price", "track": { "backtest": { "tests": 15, "hits": 14, "rate": 0.9333333333333333, "method": "v3", "note": "hindsight: past years, same calibrated range. The range was calibrated on 2022-2024 SEC data, so years in that window are partly in-sample." }, "registry": { "logged": "2026-09-20T15:22:40.684Z", "hash": "56e6ddbcc3b0ebd3", "status": "open" }, "scorecard": "https://www.pops4.com/boards/scorecard" } }, "caution": "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.", "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000914208.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=914208" } }, "definitions": { "operatingMargin": "Operating income divided by revenue.", "netMargin": "Net income divided by revenue.", "freeCashFlow": "Cash from operations minus spending on property and equipment.", "researchShareOfRevenue": "Research and development expense for the year as a share of revenue, both as filed.", "equityRatio": "Shareholders equity as a share of total assets, both as filed. Higher means less of the company is owed to someone else.", "returnOnEquity": "Net income for the year against shareholders equity at year end.", "payoutRatio": "Dividends paid as a share of net income, in the year the cash went out.", "dividendYearsRising": "Consecutive years, counted back from the last on record, in which dividend per share rose. A fall ends the run and is reported as dividendCut.", "revenueGrowthPerYear": "Compound annual growth between the first and latest fiscal years shown.", "credibility": "How much weight a record deserves, in the actuarial sense (ASOP No. 25): more audited years, more weight.", "peers": "Medians of SEC filers with $50M+ revenue in the same industry code (SIC), narrowest group with at least 8 filers, calendar-year figures from SEC XBRL frames.", "backtest": "The same if-the-pace-held arithmetic applied to the company's own past years, scored against what it actually reported next. Hindsight, and labelled so." } }