Invesco Balance Sheet
NYSE: IVZFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Invesco financial position
At the end of fiscal 2025, Invesco reported total assets of $27.09 billion, up 0.3% from a year earlier against total liabilities of $14.09 billion. Shareholders' equity stood at $12.23 billion, or 45.1% of assets. The company held $1.04 billion in cash and equivalents against $1.83 billion of debt, a net debt position of $787.6 million.
Debt-to-equity was 0.15.
Summary generated from market data by MetaCap's automated system. Methodology
Invesco balance sheet (annual)
| Fiscal year (USD) | FY 20252025-12-31 | FY 20242024-12-31 | FY 20232023-12-31 | FY 20222022-12-31 | FY 20212021-12-31 | FY 20202020-12-31 | FY 20192019-12-31 | FY 20182018-12-31 | FY 20172017-12-31 | FY 20162016-12-31 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | 1.04B | 986.50M | 1.47B | 1.23B | 1.90B | 1.41B | 1.05B | 1.15B | 2.01B | 1.33B |
| Short-Term Investments | — | — | — | — | — | — | — | — | 346.60M | — |
| Property, Plant & Equipment | 378.90M | 479.00M | 599.50M | 561.10M | 518.10M | 563.80M | 583.50M | 468.70M | 490.70M | 464.70M |
| Goodwill | 8.48B | 8.32B | 8.69B | 8.56B | 8.88B | 8.92B | 8.51B | 7.16B | 6.59B | 6.13B |
| Intangible Assets | 3.93B | 5.75B | 5.85B | 7.14B | 7.23B | 7.31B | 7.36B | 2.18B | 1.56B | 1.40B |
| Total Assets | 27.09B | 27.01B | 28.93B | 29.76B | 32.69B | 36.50B | 39.42B | 30.98B | 31.67B | 25.73B |
| Long-Term Debt | 1.83B | 890.60M | 1.49B | 1.49B | 2.09B | 2.08B | 2.08B | 2.41B | 2.08B | 2.10B |
| Total Liabilities | 14.09B | 11.34B | 13.02B | 12.91B | 16.01B | 21.48B | 24.72B | 21.65B | 22.47B | 17.84B |
| Shareholders' Equity | 12.23B | 14.56B | 14.60B | 15.21B | 15.50B | 14.36B | 13.86B | 8.58B | 8.70B | 7.50B |
| Retained Earnings | 5.89B | 6.99B | 6.83B | 7.52B | 7.17B | 6.08B | 5.92B | 5.88B | 5.49B | 4.83B |
| Total Debt | 1.83B | 890.60M | 1.49B | 1.49B | 2.09B | 2.08B | 2.08B | 2.41B | 2.08B | 2.10B |
| Net Cash (Debt) | -787.60M | 95.90M | -20.30M | -252.90M | -188.70M | -674.20M | -1.03B | -1.26B | 277.20M | -774.40M |
| Shares Outstanding | 444.00M | 448.00M | 449.50M | 454.80M | 461.20M | 459.10M | 453.30M | 397.10M | 407.10M | 403.80M |
This table shows 10 annual periods of Invesco's balance sheet, from FY 2025 back to FY 2016, across 19 line items including cash & equivalents, short-term investments, receivables. Values in USD; B = billions, M = millions. Fiscal periods follow IVZ's reporting calendar. What is a balance sheet?