# Invesco Ltd. (IVZ) · Edgar & Edgarette company card

> 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.

SEC CIK 914208 · fiscal year ended 2025-12-31 · 5 audited years read · [page](https://www.pops4.com/boards/company/IVZ) · [JSON](https://www.pops4.com/boards/company/IVZ.json)

## Figures, as filed in the 10-K

| Measure | Value |
|---|---|
| Revenue | $6.4B |
| Revenue growth, 1 year | 5.1% |
| Revenue growth per year | -1.9% |
| Operating margin | -10.9% (prior year 13.7%) |
| Net margin | -2.7% |
| Operating cash flow | $1.5B |
| Capital spending | $84M |
| Free cash flow | $1.4B |
| Cash | $1.0B |
| Long-term debt | $1.8B |
| Total assets | $27.1B |
| Total equity | $12.2B |
| Equity ÷ assets | 45.1% |
| Return on equity | -1.4% |
| Dividend per share | $0.835 |
| Dividend years rising | 4 |

## Readings, computed from those figures

- Piotroski F: 4 of 9 (middling)
- Health Harbor boat: Weathered boat · two warning signs · slow and jumpy: growing slower than its size class, with revenue that swings more; operating loss: a margin of -10.9% in FY2025
- Cash Compass: In between · no clear cash pattern yet

## Edgarette's reading

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 $5.7B and $7.3B next year (method v4.1: its own 4-year record of growth weighed at 50% against $1B–10B filers; across 2019–2025, 69.0% landed inside, 83.4% on the one year the method never saw). In a shock year the stress range is $5.2B to $8.1B. A statistical range, not company guidance. Against peers (22 filers, $50M+ revenue, investment advice): operating margin -10.9% against a 20.8% median; growth 5.1% against 7.5%.

Range logged 2026-09-28, receipt 7a5594fba1ff99e8, status open. A statistical range, not company guidance.

## Health Watch, last 12 months

- Item 5.02 Director or officer change: 1, latest 2026-08-31 ([filing](https://www.sec.gov/Archives/edgar/data/914208/000091420826000347/0000914208-26-000347-index.htm))

## Recent filings

- 10-Q · filed 2026-11-03 · [filing](https://www.sec.gov/Archives/edgar/data/914208/000091420826000376/0000914208-26-000376-index.htm)
- 8-K · filed 2026-10-27 · 2.02 Results of Operations and Financial Condition; 9.01 Financial Statements and Exhibits · [filing](https://www.sec.gov/Archives/edgar/data/914208/000091420826000370/0000914208-26-000370-index.htm)
- 8-K · filed 2026-10-27 · 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation; 9.01 Financial Statements and Exhibits · [filing](https://www.sec.gov/Archives/edgar/data/914208/000091420826000367/0000914208-26-000367-index.htm)
- 8-K · filed 2026-10-09 · 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits · [filing](https://www.sec.gov/Archives/edgar/data/914208/000091420826000353/0000914208-26-000353-index.htm)
- 8-K · filed 2026-09-10 · 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits · [filing](https://www.sec.gov/Archives/edgar/data/914208/000091420826000350/0000914208-26-000350-index.htm)
- 8-K · filed 2026-08-31 · 5.02 Departure or Election of Directors; Appointment of Officers; 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits · [filing](https://www.sec.gov/Archives/edgar/data/914208/000091420826000347/0000914208-26-000347-index.htm)

## Sources

- facts: https://data.sec.gov/api/xbrl/companyfacts/CIK0000914208.json
- filings: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=914208

## Cite

POPS4, Edgar & Edgarette: Invesco Ltd. (IVZ) company card, from the company's own SEC filings, accessed 2026-11-04, https://www.pops4.com/boards/company/IVZ. CC BY 4.0. For a figure, add the filing URL under filings or sources.

DOI https://doi.org/10.5281/zenodo.23672509 · catalog https://www.pops4.com/boards/catalog.json · Figures as filed with the SEC. Card text CC BY 4.0, POPS4.

Reporting, not investment advice. No price targets and no trading recommendations.

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.