Invesco Ltd
IVZ
NYE
Sector: Financial Services
Industry: Asset Management
15.94
USD
0.15
(0.95%)
Optionable: Yes Market Cap: 7,234 M 90-day average vol: 4,885,287
Previous close: 15.79 Open: 15.9 Bid: 15.45 Ask: 16.0
52 week range
13.20 20.56
Last updated: Thursday 8th June 2023
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Valuation
Price per Sales TTM ($) | 7.04 |
Price per Book TTM ($) | 0.62 |
PE Ratio (TTM) | 8.00 |
Book Value per Share ($) | 24.73 |
5 Year PE Range7.7 |
Returns
7 Day Return | 10.85% | |
1 Month Return | -2.15% | |
3 Month Return | -5.26% | |
1 Year Return | -12.81% | |
3 Year Return | 54.32% | |
5 Year Return | -27.29% | |
YTD Return | -11.40% |
Risk
Dividends
Analyst Estimates
Financial Health
Technicals
RSI (14 Day) | 56.99 |
14 Day SMA ($) | 15.11 |
14 Day EMA ($) | 15.31 |
Money Flow Index | 53.47 |
Average True Range | 0.48 |
50 Day SMA ($) | 15.98 |
200 Day SMA ($) | 16.96 |
ADX | 18.03 |
MACD | -0.18 |
Growth
Free Cash Flow QoQ Growth | 6.34% |
Free Cash Flow YoY Growth | -40.53% |
Revenue YoY Growth | -12.26% |
EPS QoQ Growth | 5.13% |
Revenue QoQ Growth | -0.16% |
EPS YoY Growth | -50.17% |
Profitability
Financials
IVZ Income Statement
Annual
| Dec-13 | Dec-14 | Dec-15 | Dec-16 | Dec-17 | Dec-18 | Dec-19 | Dec-20 | Dec-21 | Dec-22 | |
|---|---|---|---|---|---|---|---|---|---|---|
| AccruedPreferredStockDividends | 124 M | 237 M | 237 M | 237 M | ||||||
| AcquiredInProcessRnD | 24 M | |||||||||
| AcquiredInProcessRnDIncome | -37 M | |||||||||
| Amortization | -74 M | -13 M | -11 M | -14 M | -17 M | -30 M | -53 M | 63 M | 63 M | 64 M |
| Amortization of intangibles | -74 M | -13 M | -11 M | -14 M | -17 M | -30 M | -53 M | 63 M | 63 M | 64 M |
| Basic EPS from continuing operations | 1.96 | 2.28 | 2.26 | |||||||
| Basic EPS total | 2.1 | 2.27 | 2.26 | 2.06 | 2.75 | 2.14 | 1.29 | 1.14 | 3.01 | 1.5 |
| Basic weighted shares outstanding | 448 M | 435 M | 429 M | 415 M | 409 M | 412 M | 438 M | 460 M | 458 M | |
| BasicDiscontinuousOperations | 0.14 | -0.01 | ||||||||
| Cost of sales | -31 M | -39 M | -35 M | -33 M | ||||||
| Depreciation | -71 M | -77 M | -83 M | -87 M | -99 M | -112 M | -125 M | -141 M | -142 M | -131 M |
| Depreciation unreconciled | 63 M | 63 M | 64 M | |||||||
| DepreciationAndAmortization | -71 M | -77 M | -83 M | -87 M | -99 M | -112 M | -125 M | 63 M | 63 M | 64 M |
| Diluted EPS total | 2.1 | 2.27 | 2.26 | 2.06 | 2.75 | 2.14 | 1.28 | 1.13 | 2.99 | 1.49 |
| Diluted normalized net income/share | 1.95 | 2.28 | 2.26 | |||||||
| Diluted weighted shares outstanding | 449 M | 436 M | 429 M | 415 M | 410 M | 413 M | 441 M | 463 M | 460 M | |
| DilutedDiscontinuousOperations | 0.14 | -0.01 | ||||||||
| Dividends paid per share | 0.85 | 0.98 | 1.06 | 1.11 | 1.15 | 1.19 | 1.23 | 0.78 | 0.73 | |
| Earnings from equity interest | 97 M | 239 M | 35 M | 89 M | 45 M | 34 M | 56 M | 213 M | 152 M | 106 M |
| EarningsFromEquityInterestNetOfTax | 97 M | 239 M | 35 M | 89 M | 45 M | 34 M | 56 M | 213 M | 152 M | 106 M |
| Fees | 4,528 M | 5,008 M | 5,002 M | 4,641 M | ||||||
| GainOnSaleOfSecurity | 193 M | 15 M | 15 M | 17 M | 21 M | 7 M | 150 M | |||
| GainsLossOnDisposalOfDiscontinuedOperations | 65 M | -3 M | ||||||||
| GeneralAndAdministrativeExpense | 727 M | 733 M | 674 M | 657 M | 672 M | 735 M | 898 M | 993 M | 950 M | 920 M |
| Gross operating profit | 4,645 M | 5,147 M | 5,123 M | 4,734 M | 5,160 M | 5,314 M | 6,117 M | 6,146 M | 6,895 M | 6,049 M |
| ImpairmentOfCapitalAssets | -18 M | |||||||||
| Income before tax | 1,255 M | 1,529 M | 1,298 M | 1,207 M | 1,429 M | 1,138 M | 973 M | 1,069 M | 2,501 M | 1,248 M |
| Income restructuring and M&A | -16 M | -50 M | -119 M | -41 M | ||||||
| Income taxes | 337 M | 391 M | 398 M | 338 M | 268 M | 255 M | 235 M | 262 M | 531 M | 322 M |
| InsuranceAndClaims | 123 M | |||||||||
| InterestExpenseNonOperating | 45 M | 73 M | 82 M | 93 M | 95 M | 112 M | 136 M | 129 M | 95 M | 85 M |
| InterestIncomeOperating | 30 M | |||||||||
| MarketingExpense | 99 M | 112 M | 115 M | 115 M | 122 M | 135 M | 136 M | 83 M | 99 M | 115 M |
| MinorityInterests | -42 M | -13 M | 4 M | -14 M | -34 M | -300000.0 | -49 M | -46 M | -340 M | -5 M |
| MiscOtherSpecialCharges | 13 M | 41 M | 12 M | 35 M | 63 M | -19 M | 94 M | 65 M | 655 M | -115 M |
| Net income from total operations | 1,859 M | 1,993 M | 1,868 M | 854 M | 1,127 M | 883 M | 688 M | 762 M | 1,630 M | 921 M |
| NetIncomeCommonStockholders | 1,859 M | 1,993 M | 1,868 M | 854 M | 1,127 M | 883 M | 565 M | 525 M | 1,393 M | 684 M |
| NetIncomeContinuousOperations | 1,859 M | 1,993 M | 1,868 M | 854 M | 1,127 M | 883 M | 688 M | 762 M | 1,630 M | 921 M |
| NetIncomeDiscontinuousOperations | 65 M | -3 M | 70 M | 62 M | ||||||
| NetIncomeExtraordinary | 918 M | 1,005 M | 964 M | |||||||
| NetNonOperatingInterestIncomeExpense | -45 M | -73 M | -82 M | -93 M | 43 M | -111 M | -136 M | -129 M | -95 M | -85 M |
| Operating income | 997 M | 1,277 M | 1,358 M | 1,176 M | 1,279 M | 1,205 M | 808 M | 920 M | 1,788 M | 1,318 M |
| Operating income before depreciation (EBITDA) | 1,388 M | 1,692 M | 1,473 M | 1,392 M | 1,286 M | 1,261 M | 2,658 M | 1,397 M | ||
| OperatingExpense | 3,648 M | 3,870 M | 3,765 M | 3,558 M | 3,881 M | 4,109 M | 5,309 M | 5,225 M | 5,106 M | 4,731 M |
| OperatingRevenue | 116 M | 139 M | 121 M | 93 M | 5,160 M | 5,314 M | 6,117 M | 6,146 M | 6,895 M | 6,049 M |
| Other income net | -303 M | -325 M | -21 M | -124 M | -108 M | -15 M | -300 M | -278 M | -807 M | 9 M |
| OtherGandA | 727 M | 733 M | 674 M | 657 M | 672 M | 735 M | 898 M | 993 M | 950 M | 920 M |
| OtherImpairmentOfCapitalAssets | -3 M | -4 M | -2 M | -13 M | ||||||
| OtherOperatingExpenses | 1,492 M | 1,631 M | 1,580 M | 1,407 M | 1,588 M | 1,745 M | 2,566 M | 2,278 M | 2,083 M | 1,907 M |
| OtherunderPreferredStockDividend | 124 M | 237 M | 237 M | 237 M | ||||||
| PreferredStockDividends | 124 M | 237 M | 237 M | 237 M | ||||||
| ProvisionForGainLossOnDisposal | 70 M | 62 M | ||||||||
| RentAndLandingFees | 604 M | 733 M | 674 M | 657 M | 672 M | 735 M | 898 M | 993 M | 950 M | 920 M |
| RestructringAndMnAIncome | -16 M | -50 M | -119 M | -41 M | ||||||
| SalariesAndWages | 1,329 M | 1,395 M | 1,396 M | 1,379 M | 1,500 M | 1,494 M | 1,709 M | 1,808 M | 1,911 M | 1,725 M |
| Selling Gen & administrative expense | 826 M | 845 M | 789 M | 772 M | 793 M | 870 M | 1,034 M | 1,076 M | 1,049 M | 1,035 M |
| SellingAndMarketingExpense | 99 M | 112 M | 115 M | 115 M | 122 M | 135 M | 136 M | 83 M | 99 M | 115 M |
| Special income/charges | 16 M | 50 M | 137 M | 24 M | ||||||
| Total Income available for interest expense (EBIT) | 1,300 M | 1,602 M | 1,380 M | 1,300 M | 1,387 M | 1,250 M | 1,109 M | 1,198 M | 2,595 M | 1,333 M |
| Total common shares outstanding | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M |
| Total net income | 1,859 M | 1,993 M | 1,868 M | 854 M | 1,127 M | 883 M | 688 M | 762 M | 1,630 M | 921 M |
| Total ordinary shares | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M | 458 M |
| Total revenues | 4,645 M | 5,147 M | 5,123 M | 4,734 M | 5,160 M | 5,314 M | 6,117 M | 6,146 M | 6,895 M | 6,049 M |
| TotalExpenses | -3,616 M | -3,832 M | -3,729 M | -3,525 M | 4,109 M | 5,309 M | 5,225 M | 5,106 M | 4,731 M |
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