Invesco Ltd.

Invesco Ltd.verified

IVZ

Price:

$15.74

Market Cap:

$7.08B

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. Th...[Read more]

Industry

Asset Management

IPO Date

1995-08-25

Stock Exchange

NYSE

Ticker

IVZ

The ROE as of September 2024 (TTM) for Invesco Ltd. (IVZ) is -1.08%

According to Invesco Ltd.’s latest financial reports and current stock price. The company's current ROE is -1.08%. This represents a change of 277.89% compared to the average of -0.29% of the last 4 quarters.

Invesco Ltd. (IVZ) Historical ROE (quarterly & annually)

How has IVZ ROE performed in the past?

The mean historical ROE of Invesco Ltd. over the last ten years is 8.50%. The current -1.08% ROE has changed -112.74% with respect to the historical average. Over the past ten years (40 quarters), IVZ's ROE was at its highest in in the December 2017 quarter at 4.69%. The ROE was at its lowest in in the December 2023 quarter at -4.68%.

Quarterly (TTM)
Annual

Average

8.50%

Median

10.40%

Minimum

-0.66%

Maximum

12.96%

Invesco Ltd. (IVZ) ROE by Quarter and Year

Discovering the peaks and valleys of Invesco Ltd. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 98.34%

Maximum Annual ROE = 12.96%

Minimum Annual Increase = -110.97%

Minimum Annual ROE = -0.66%

Quarterly (TTM)
Annual
YearROEChange
2023-0.66%-110.97%
20226.05%-42.46%
202110.52%98.34%
20205.30%6.80%
20194.97%-51.75%
201810.29%-20.62%
201712.96%13.88%
201611.38%-7.28%
201512.28%3.45%
201411.87%5.92%

Invesco Ltd. (IVZ) Average ROE

How has IVZ ROE performed in the past?

The current ROE of Invesco Ltd. (IVZ) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

5.30%

5-year avg

5.23%

10-year avg

8.50%

Invesco Ltd. (IVZ) ROE vs. Peers

How is IVZ’s ROE compared to its peers?

Invesco Ltd.’s ROE is less than T. Rowe Price Group, Inc. (20.18%), less than The Bank of New York Mellon Corporation (8.31%), less than Principal Financial Group, Inc. (11.50%), less than Ameriprise Financial, Inc. (66.60%), greater than Federated Hermes, Inc. (-2409.84%), less than BrightSphere Investment Group Inc. (2.57%), less than Northern Trust Corporation (12.80%), less than Artisan Partners Asset Management Inc. (71.80%), less than Franklin Resources, Inc. (6.81%), less than State Street Corporation (7.48%), less than SEI Investments Company (23.25%), less than Affiliated Managers Group, Inc. (18.25%),

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