Invesco Balance Sheet Health
Financial Health criteria checks 4/6
Invesco has a total shareholder equity of $15.8B and total debt of $964.8M, which brings its debt-to-equity ratio to 6.1%. Its total assets and total liabilities are $28.1B and $12.4B respectively. Invesco's EBIT is $1.1B making its interest coverage ratio -7.9. It has cash and short-term investments of $821.7M.
Key information
6.1%
Debt to equity ratio
US$964.80m
Debt
| Interest coverage ratio | -7.9x |
| Cash | US$821.70m |
| Equity | US$15.79b |
| Total liabilities | US$12.36b |
| Total assets | US$28.14b |
Recent financial health updates
No updates
Recent updates
MassMutual And Barings Partnership Will Capture Global Market Potential
Apr 27 Strategic partnerships with MassMutual and Barings are set to boost private market offerings, driving asset growth and future revenue expansion.Improved Revenues Required Before Invesco Ltd. (NYSE:IVZ) Shares Find Their Feet
Apr 21
More Assets Under Management, And Why Invesco Is Close To A Bottom
Jan 24Invesco: An Asset Manager With Upside
Oct 28Invesco's (NYSE:IVZ) Dividend Will Be $0.205
Oct 25Invesco Ltd.'s (NYSE:IVZ) Price Is Right But Growth Is Lacking
Oct 07Invesco's (NYSE:IVZ) Dividend Will Be $0.205
Aug 14Invesco: Not Concerned About The Unwind
Aug 08Invesco (NYSE:IVZ) Has Announced A Dividend Of $0.205
Jul 26Invesco: No Pricing Power In An Inflationary Environment
Feb 21Invesco: Industry Headwinds And Threats To Its Business Model
Dec 07Invesco: Active AUM Outflows Remains A Concern
Oct 26Invesco: Headwinds From Passive Shift And Risks Of Shift To Deposits
Aug 27Invesco: Maintaining Strong Fundamentals After Its Rally, Still A 'Buy'
Jun 19Financial Position Analysis
Short Term Liabilities: IVZ's short term assets ($1.6B) do not cover its short term liabilities ($2.5B).
Long Term Liabilities: IVZ's short term assets ($1.6B) do not cover its long term liabilities ($9.9B).
Debt to Equity History and Analysis
Debt Level: IVZ's net debt to equity ratio (0.9%) is considered satisfactory.
Reducing Debt: IVZ's debt to equity ratio has reduced from 18.3% to 6.1% over the past 5 years.
Debt Coverage: IVZ's debt is well covered by operating cash flow (120.2%).
Interest Coverage: IVZ earns more interest than it pays, so coverage of interest payments is not a concern.
Balance Sheet
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/05/07 05:01 |
| End of Day Share Price | 2025/05/07 00:00 |
| Earnings | 2025/03/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Invesco Ltd. is covered by 31 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Stephen Biggar | Argus Research Company |
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |