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Recent SEC Filings
10/2NIKE, Inc.(NKE)10/2DARDEN RESTAURANTS INC(DRI)9/30CONAGRA BRANDS INC.(CAG)9/29Carnival Corp Ltd.(CCL)9/29URANIUM ENERGY CORP(UEC)9/29COPART INC(CPRT)9/24BLACKBERRY Ltd(BB)9/24PAYCHEX INC(PAYX)9/23GENERAL MILLS INC(GIS)9/22ADOBE INC.(ADBE)9/18KROGER CO(KR)10/2NIKE, Inc.(NKE)10/2DARDEN RESTAURANTS INC(DRI)9/30CONAGRA BRANDS INC.(CAG)9/29Carnival Corp Ltd.(CCL)9/29URANIUM ENERGY CORP(UEC)9/29COPART INC(CPRT)9/24BLACKBERRY Ltd(BB)9/24PAYCHEX INC(PAYX)9/23GENERAL MILLS INC(GIS)9/22ADOBE INC.(ADBE)9/18KROGER CO(KR)
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Balance Sheets Overview

Debt to Asset Ratio
50.97%
Unit: Thousand (K) dollars
Assets Breakdown
    • Investments and other assets of ...
    • Goodwill
    • Intangible assets, net
    • Others
Liabilities Breakdown
    • Debt and other liabilities of ci...
    • Additional paid-in-capital
    • Retained earnings
    • Others
Balance Sheets
2026-06-30
2026-03-31
2025-12-31
2025-09-30
Cash and cash equivalents
915,400
806,900
1,037,500
973,100
Accounts receivable
805,500
911,100
884,700
810,500
Investments
1,454,600
1,320,900
1,381,100
1,164,200
Other assets
1,047,300
971,600
857,600
1,356,200
Property, equipment and software, net
370,200
364,900
378,900
387,700
Intangible assets, net
3,906,300
3,915,700
3,927,300
5,731,200
Goodwill
8,399,700
8,415,900
8,477,100
8,459,800
Investments and other assets of consolidated investment products (cip)
10,574,100
10,127,600
10,149,800
9,556,200
Total assets
27,473,100
26,834,600
27,094,000
28,438,900
Accrued compensation and benefits
810,800
578,800
1,091,200
893,000
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
1,618,400
1,510,800
1,303,700
1,496,200
Debt
1,624,000
1,966,700
1,825,100
1,624,600
Deferred tax liabilities, net
942,000
942,400
901,500
1,318,800
Debt and other liabilities of cip
9,007,700
8,573,600
8,967,600
8,314,000
Total liabilities
14,002,900
13,572,300
14,089,100
13,646,600
Redeemable noncontrolling interests in consolidated entities
363,300
325,200
75,400
150,500
Preferred shares (0.20 par value 1,000 liquidation preference 4.0million authorized and issued 2.5million outstanding as of june30, 2026 (december31, 2025 2.5million outstanding)
2,510,500
2,510,500
2,510,500
3,010,500
Common shares (0.20 par value 1,050.0million authorized 566.1 million shares issued as of june30, 2026 and december31, 2025)
113,200
113,200
113,200
113,200
Additional paid-in-capital
7,201,900
7,177,600
7,269,100
7,253,900
Treasury shares
2,812,600
2,769,200
2,825,700
2,803,900
Retained earnings
6,270,400
6,021,900
5,886,800
7,167,600
Accumulated other comprehensive income/(loss), net of tax
-811,500
-799,000
-722,900
-735,700
Total equity attributable to invesco ltd
12,471,900
12,255,000
12,231,000
14,005,600
Equity attributable to nonredeemable noncontrolling interests in consolidated entities
635,000
682,100
698,500
636,200
Total permanent equity
13,106,900
12,937,100
12,929,500
14,641,800
Total liabilities, temporary and permanent equity
27,473,100
26,834,600
27,094,000
28,438,900
Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

Show the time plot by selecting a row from the table.

Balance Sheets

IVZ Balance Sheet Sankey DiagramSankey diagram visualizing IVZ balance sheet for the periodInvestments and other assetsof consolidated...$10,574,100K (9.31%↑ Y/Y)Goodwill$8,399,700K (-2.14%↓ Y/Y)Intangible assets, net$3,906,300K (-32.08%↓ Y/Y)Investments$1,454,600K (28.87%↑ Y/Y)Other assets$1,047,300K (-15.29%↓ Y/Y)Cash and cashequivalents$915,400K (-0.79%↓ Y/Y)Accounts receivable$805,500K (7.82%↑ Y/Y)Property, equipment andsoftware, net$370,200K (-18.39%↓ Y/Y)Total assets$27,473,100K (-3.59%↓ Y/Y)Total liabilities,temporary and permanent...$27,473,100K (-3.59%↓ Y/Y)Total liabilities$14,002,900K (3.43%↑ Y/Y)Total permanentequity$13,106,900K (-9.15%↓ Y/Y)Redeemable noncontrollinginterests in consolidated...$363,300K (-31.66%↓ Y/Y)Debt and otherliabilities of cip$9,007,700K (9.95%↑ Y/Y)Debt$1,624,000K (-13.80%↓ Y/Y)Accounts payable andaccrued expenses$1,618,400K (13.03%↑ Y/Y)Deferred taxliabilities, net$942,000K (-28.28%↓ Y/Y)Accrued compensationand benefits$810,800K (13.18%↑ Y/Y)Total equityattributable to invesco ltd$12,471,900K (-10.10%↓ Y/Y)Equity attributable tononredeemable noncontrolling...$635,000K (14.58%↑ Y/Y)Treasury shares$2,812,600K (0.53%↑ Y/Y)Accumulated othercomprehensive income/(loss),...-$811,500K (-22.18%↓ Y/Y)Additionalpaid-in-capital$7,201,900K (-0.66%↓ Y/Y)Retained earnings$6,270,400K (-9.92%↓ Y/Y)Preferred shares (0.20 parvalue 1,000...$2,510,500K (-16.61%↓ Y/Y)Common shares (0.20 parvalue 1,050.0million...$113,200K (0.00%↑ Y/Y)
IVZ_BIG copy-svg

Invesco Ltd. (IVZ)

IVZ_BIG copy-svg

Invesco Ltd. (IVZ)