Invesco Ltd

Invesco Ltd. is a global asset management firm headquartered in Atlanta, Georgia, with a secondary listing in London. The company provides investment management services to retail and institutional clients worldwide, offering a broad range of equity, fixed income, alternative, and multi-asset strategies. As of the latest data, Invesco manages over $1.6 trillion in assets under management (AUM), making it one of the largest independent asset managers globally. The firm operates through a network of investment centers across 20 countries, leveraging both fundamental and quantitative research to drive investment decisions.

Invesco generates revenue primarily through management fees, which are calculated as a percentage of AUM, and performance fees tied to investment returns. The company also earns service fees from distribution and shareholder services. Revenue is heavily influenced by market performance and net inflows, with a significant portion coming from long-term mutual funds and ETFs. In the most recent quarter (2026Q1), revenue reached $1.74 billion, driven by a 14% year-over-year increase in revenue, reflecting market appreciation and net inflows. The company's operating margin has been negative recently due to restructuring costs, but its profit margin improved to -3.69% in the latest trailing twelve months.

Invesco operates in the highly competitive asset management industry, which includes firms like BlackRock, Vanguard, and State Street Global Advisors. The industry is characterized by fee compression, regulatory changes, and a shift toward passive investing. Invesco differentiates itself through a diversified product lineup, including active management, ETFs, and alternatives, as well as a strong presence in both retail and institutional channels. The company's EV/EBITDA of 10.54 and FCF yield of 14.41% suggest a reasonable valuation relative to cash generation, though its debt of $9.44 billion against cash of $1.71 billion indicates a leveraged balance sheet.

Invesco's clients include individual investors, financial advisors, pension funds, sovereign wealth funds, and corporations. Geographically, the company derives about 60% of its revenue from the Americas, 25% from Europe, Middle East, and Africa (EMEA), and 15% from Asia Pacific. The firm's distribution network includes financial intermediaries, retirement platforms, and direct sales. Invesco's brand is well-recognized among retail investors through its suite of mutual funds and ETFs, while its institutional business caters to large asset owners seeking customized solutions.

An auto-generated descriptive profile based on company data, for informational purposes only.