For the quarter ending 2026-03-31, IVZ has $26,834,600K in assets. $13,572,300K in debts. $806,900K in cash and cash equivalents.
| Balance Sheets | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 |
|---|---|---|---|---|
| Cash and cash equivalents | 806,900 | 1,037,500 | 973,100 | 922,700 |
| Accounts receivable | 911,100 | 884,700 | 810,500 | 747,100 |
| Investments | 1,320,900 | 1,381,100 | 1,164,200 | 1,128,700 |
| Other assets | 971,600 | 857,600 | 1,356,200 | 1,236,300 |
| Property, equipment and software, net | 364,900 | 378,900 | 387,700 | 453,600 |
| Intangible assets, net | 3,915,700 | 3,927,300 | 5,731,200 | 5,751,300 |
| Goodwill | 8,415,900 | 8,477,100 | 8,459,800 | 8,583,300 |
| Investments and other assets of consolidated investment products (cip) | 10,127,600 | 10,149,800 | 9,556,200 | 9,673,900 |
| Total assets | 26,834,600 | 27,094,000 | 28,438,900 | 28,496,900 |
| Accrued compensation and benefits | 578,800 | 1,091,200 | 893,000 | 716,400 |
| Accruals and other liabilities | - | 665,500 | - | - |
| Lease liability (see note 13) | - | 406,700 | - | - |
| Accounts payable | - | 20,400 | - | - |
| Unsettled funds payable | - | 111,000 | - | - |
| Income taxes payable | - | 100,100 | - | - |
| Accounts payable and accrued expenses | 1,510,800 | 1,303,700 | 1,496,200 | 1,431,800 |
| Debt | 1,966,700 | 1,825,100 | 1,624,600 | 1,883,900 |
| Deferred tax liabilities, net | 942,400 | 901,500 | 1,318,800 | 1,313,400 |
| Debt and other liabilities of cip | 8,573,600 | 8,967,600 | 8,314,000 | 8,192,500 |
| Total liabilities | 13,572,300 | 14,089,100 | 13,646,600 | 13,538,000 |
| Redeemable noncontrolling interests in consolidated entities | 325,200 | 75,400 | 150,500 | 531,600 |
| Preferred shares (0.20 par value 1,000 liquidation preference 4.0million authorized and issued 2.5million outstanding as of march31, 2026 (december31, 2025 2.5million outstanding) | 2,510,500 | 2,510,500 | 3,010,500 | 3,010,500 |
| Common shares (0.20 par value 1,050.0million authorized 566.1 million shares issued as of march31, 2026 and december31, 2025) | 113,200 | 113,200 | 113,200 | 113,200 |
| Additional paid-in-capital | 7,177,600 | 7,269,100 | 7,253,900 | 7,250,100 |
| Treasury shares | 2,769,200 | 2,825,700 | 2,803,900 | 2,797,800 |
| Retained earnings | 6,021,900 | 5,886,800 | 7,167,600 | 6,961,300 |
| Accumulated other comprehensive income/(loss), net of tax | -799,000 | -722,900 | -735,700 | -664,200 |
| Total equity attributable to invesco ltd | 12,255,000 | 12,231,000 | 14,005,600 | 13,873,100 |
| Equity attributable to nonredeemable noncontrolling interests in consolidated entities | 682,100 | 698,500 | 636,200 | 554,200 |
| Total permanent equity | 12,937,100 | 12,929,500 | 14,641,800 | 14,427,300 |
| Total liabilities, temporary and permanent equity | 26,834,600 | 27,094,000 | 28,438,900 | 28,496,900 |
Invesco Ltd. (IVZ)
Invesco Ltd. (IVZ)