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Invesco (IVZ)

(Delayed Data from NYSE)

$14.96 USD

14.96
2,695,557

+0.04 (0.27%)

Updated Jul 8, 2024 04:00 PM ET

After-Market: $14.95 -0.01 (-0.07%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.15%
2Buy17.88%
3Hold9.47%
4Sell5.14%
5Strong Sell2.57%
S&P50011.11%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

B Value F Growth D Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Bottom 29% (177 out of 249)

Industry: Financial - Investment Management

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Better trading starts here.

Balance Sheet

Research for IVZ

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Invesco Ltd falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 1,932 1,434 2,147 1,710 1,701
Receivables 952 1,006 1,410 1,026 1,191
Notes Receivable 9,685 9,528 9,969 8,737 8,638
Inventories 0 0 0 0 0
Other Current Assets 394 669 2,060 7,731 10,980
Total Current Assets 12,962 12,636 15,586 19,204 22,510
Net Property & Equipment 600 561 518 564 584
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 14,540 15,699 16,111 16,222 15,868
Deposits & Other Assets 833 861 471 514 460
Total Assets 28,934 29,757 32,686 36,504 39,420
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 1,688 1,984 3,051 9,601 12,894
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 900 861 1,062 974 1,031
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 2,589 2,844 4,113 10,575 13,925
Mortgages 0 0 0 0 0
Deferred Taxes/Income 1,326 1,663 1,626 1,524 1,530
Convertible Debt 0 0 0 0 0
Long-Term Debt 8,611 8,078 9,421 8,797 8,315
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 492 330 846 589 950
Minority Interest (Liabilities) 746 999 511 212 384
Total Liabilities 13,764 13,913 16,518 21,695 25,102
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 4,011 4,011 4,011 4,011 4,011
Common Stock (Par) 113 113 113 113 113
Capital Surplus 7,452 7,555 7,688 7,811 7,861
Retained Earnings 6,827 7,518 7,169 6,085 5,918
Other Equity -229 -313 231 43 -132
Treasury Stock 3,003 3,041 3,044 3,254 3,453
Total Shareholder's Equity 15,170 15,844 16,168 14,809 14,318
Total Liabilities & Shareholder's Equity 28,934 29,757 32,686 36,504 39,420
Total Common Equity 11,160 11,833 12,158 10,798 10,308
Shares Outstanding 441.40 446.60 461.20 444.50 453.30
Book Value Per Share 25.28 26.50 26.36 24.29 22.74

Fiscal Year End for Invesco Ltd falls in the month of December.

All items in Millions except Per Share data.

6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Assets          
Cash & Equivalents -99,999 1,426 1,932 1,555 1,287
Receivables NA 926 952 903 901
Notes Receivable NA 9,866 9,685 9,546 9,603
Inventories NA 0 0 0 0
Other Current Assets NA 0 394 408 444
Total Current Assets NA 12,217 12,962 12,412 12,235
Net Property & Equipment NA 584 600 586 585
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 14,453 14,540 15,669 15,793
Deposits & Other Assets NA 823 833 764 844
Total Assets NA 28,077 28,934 29,432 29,458
Liabilities & Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 1,321 1,688 1,700 1,805
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 453 900 734 571
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities NA 1,774 2,589 2,434 2,375
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 1,364 1,326 1,613 1,644
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 8,628 8,611 8,471 8,373
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 492 322 357
Minority Interest (Liabilities) NA 668 746 754 842
Total Liabilities NA 12,892 13,764 13,594 13,591
Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Preferred Stock NA 4,011 4,011 4,011 4,011
Common Stock (Par) NA 113 113 113 113
Capital Surplus NA 7,315 7,452 7,443 7,433
Retained Earnings NA 6,878 6,827 7,659 7,618
Other Equity NA -267 -229 -377 -281
Treasury Stock NA 2,864 3,003 3,011 3,027
Total Shareholder's Equity NA 15,185 15,170 15,838 15,867
Total Liabilities & Shareholder's Equity NA 28,077 28,934 29,432 29,458
Total Common Equity 0 11,175 11,160 11,827 11,856
Shares Outstanding 449.80 449.80 441.40 449.50 448.60
Book Value Per Share 0.00 24.84 25.28 26.31 26.43