Invesco Ltd.

NYSE:IVZ Stock Report

Market Cap: US$10.5b

Invesco Future Growth

Future criteria checks 3/6

Invesco's revenue is forecast to decline at 1.7% per annum while its annual earnings are expected to grow at 23.7% per year. EPS is expected to grow by 25.2% per annum. Return on equity is forecast to be 7.4% in 3 years.

Key information

23.7%

Earnings growth rate

25.21%

EPS growth rate

Capital Markets earnings growth12.9%
Revenue growth rate-1.7%
Future return on equity7.35%
Analyst coverage

Good

Last updated30 Oct 2025

Recent future growth updates

Recent updates

Invesco: The Bull Case Remains Compelling

Oct 06

Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 36% But Its Business Still Trails The Industry

Jul 22
Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 36% But Its Business Still Trails The Industry
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MassMutual And Barings Partnership Will Capture Global Market Potential

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
Improved Revenues Required Before Invesco Ltd. (NYSE:IVZ) Shares Find Their Feet

More Assets Under Management, And Why Invesco Is Close To A Bottom

Jan 24

Invesco: An Asset Manager With Upside

Oct 28

Invesco: Not Concerned About The Unwind

Aug 08

Invesco: No Pricing Power In An Inflationary Environment

Feb 21

Invesco: Industry Headwinds And Threats To Its Business Model

Dec 07

Invesco: Active AUM Outflows Remains A Concern

Oct 26

Earnings and Revenue Growth Forecasts

NYSE:IVZ - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20275,5611,2311,3401,4883
12/31/20265,2221,1311,2351,3945
12/31/20254,6378841,2121,3715
9/30/20256,2786691,3171,386N/A
6/30/20256,1534231,1561,219N/A
3/31/20256,1215681,0881,160N/A
12/31/20246,0675381,1211,190N/A
9/30/20245,887-4141,4711,587N/A
6/30/20245,814-3371,3761,503N/A
3/31/20245,774-3371,1981,345N/A
12/31/20235,716-3341,1371,301N/A
9/30/20235,7465968531,050N/A
6/30/20235,7506429671,188N/A
3/31/20235,838631773980N/A
12/31/20226,049684510703N/A
9/30/20226,36992381236N/A
6/30/20226,6731,076226345N/A
3/31/20226,8641,323617730N/A
12/31/20216,8951,3939691,078N/A
9/30/20216,7611,1771,5351,649N/A
6/30/20216,5091,0391,3351,450N/A
3/31/20216,2067111,1641,280N/A
12/31/20206,1465251,1151,230N/A
9/30/20206,2584949881,110N/A
6/30/20206,4814699081,030N/A
3/31/20206,5024691,0381,160N/A
12/31/20196,1175659921,117N/A
9/30/20195,631499726836N/A
6/30/20195,252602N/A779N/A
3/31/20195,173807N/A761N/A
12/31/20185,314883N/A829N/A
9/30/20185,4341,177N/A1,047N/A
6/30/20185,4301,175N/A1,171N/A
3/31/20185,3241,169N/A979N/A
12/31/20175,1601,127N/A1,158N/A
9/30/20174,979946N/A363N/A
6/30/20174,843919N/A341N/A
3/31/20174,778905N/A330N/A
12/31/20164,734854N/A654N/A
9/30/20164,779849N/A1,080N/A
6/30/20164,851851N/A809N/A
3/31/20164,980876N/A1,078N/A
12/31/20155,123968N/A1,128N/A
9/30/20155,1601,010N/A739N/A
6/30/20155,1971,016N/A1,109N/A
3/31/20155,1691,032N/A1,363N/A
12/31/20145,147992N/A1,200N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: IVZ's forecast earnings growth (23.7% per year) is above the savings rate (3.1%).

Earnings vs Market: IVZ's earnings (23.7% per year) are forecast to grow faster than the US market (15.9% per year).

High Growth Earnings: IVZ's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: IVZ's revenue is expected to decline over the next 3 years (-1.7% per year).

High Growth Revenue: IVZ's revenue is forecast to decline over the next 3 years (-1.7% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: IVZ's Return on Equity is forecast to be low in 3 years time (7.4%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/02 08:53
End of Day Share Price 2025/10/31 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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 25 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
Roger FreemanBarclays
Benjamin BudishBarclays