Compare Invesco Ltd. with Similar Stocks
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
10.27%
0%
10.27%
6 Months
21.73%
0%
21.73%
1 Year
37.59%
0%
37.59%
2 Years
64.35%
0%
64.35%
3 Years
28.59%
0%
28.59%
4 Years
12.88%
0%
12.88%
5 Years
17.35%
0%
17.35%
Invesco Ltd. for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
-0.57%
EBIT Growth (5y)
-5.79%
EBIT to Interest (avg)
6.11
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
24.53%
Dividend Payout Ratio
69.23%
Pledged Shares
0
Institutional Holding
95.70%
ROCE (avg)
13.05%
ROE (avg)
7.41%
Valuation key factors
Factor
Value
P/E Ratio
10
Industry P/E
Price to Book Value
0.54
EV to EBIT
6.96
EV to EBITDA
5.79
EV to Capital Employed
0.47
EV to Sales
1.00
PEG Ratio
NA
Dividend Yield
3.51%
ROCE (Latest)
6.81%
ROE (Latest)
5.47%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
Bullish
Bullish
Shareholding Snapshot : Sep 2025
Shareholding Compare (%holding) 
Majority shareholders
Domestic Funds
Domestic Funds
Held in 93 Schemes (32.24%)
Foreign Institutions
Held by 219 Foreign Institutions (13.47%)
Strategic Entities with highest holding
Highest Public shareholder
Quarterly Results Snapshot (Consolidated) - Sep'25 - QoQ
Sep'25
Jun'25
Change(%)
Net Sales
1,657.30
1,549.10
6.98%
Operating Profit (PBDIT) excl Other Income
352.30
326.60
7.87%
Interest
25.70
20.70
24.15%
Exceptional Items
0.00
0.00
Consolidate Net Profit
356.40
197.40
80.55%
Operating Profit Margin (Excl OI)
189.50%
184.90%
0.46%
USD in Million.
Net Sales
QoQ Growth in quarter ended Sep 2025 is 6.98% vs -1.56% in Jun 2025
Consolidated Net Profit
QoQ Growth in quarter ended Sep 2025 is 80.55% vs -26.15% in Jun 2025
Annual Results Snapshot (Consolidated) - Dec'24
Dec'24
Dec'23
Change(%)
Net Sales
6,009.10
5,540.10
8.47%
Operating Profit (PBDIT) excl Other Income
977.60
892.30
9.56%
Interest
58.00
70.50
-17.73%
Exceptional Items
0.00
-1,290.50
100.00%
Consolidate Net Profit
752.40
-168.20
547.32%
Operating Profit Margin (Excl OI)
132.80%
128.10%
0.47%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2024 is 8.47% vs -6.45% in Dec 2023
Consolidated Net Profit
YoY Growth in year ended Dec 2024 is 547.32% vs -118.17% in Dec 2023
About Invesco Ltd. 
Invesco Ltd.
Capital Markets
Invesco Ltd. (Invesco) is an independent investment management company. The Company provides a range of investment capabilities and outcomes, which are delivered through a set of investment vehicles, to help clients achieve their investment objectives. It has a presence in the retail and institutional markets within the investment management industry in North America; Europe, Middle East and Africa (EMEA), and Asia-Pacific. Its Jemstep solution provides wealth management home offices and their advisors with a suite of technology solutions that are customizable and are integrated into existing systems. The solution offers advisors an open architecture platform that includes Invesco's fundamental and factor-based investment strategies. It offers retail products within various asset classes. It offers a suite of domestic and global strategies, including traditional and quantitative equities, fixed income and absolute return strategies.
Company Coordinates 
Company Details
1555 Peachtree St NE Ste 1800 , ATLANTA GA : 30309-2499
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