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Invesco Ltd. Balance Sheet 2025-2006 | IVZ
Brief overview of Invesco Ltd.'s assets and capital
The review uses the five latest available annual reports between 2017 and 2025.
Assets declined from $31.7 billion to $27.1 billion, or -14.4%. The contraction calls for context such as disposals, restructuring or weaker operations.
Liabilities increased less than assets, posting -38% versus -14.4%. That relationship usually strengthens the balance sheet.
A liability-heavy structure is normal for a financial institution; equity represents 45.1% of assets, from 27.5% initially.
By the end of the period, accumulated earnings were $5.9 billion; the change from the start was +7.2%.
Overall picture
Taken together, the figures indicate acceptable resilience for Invesco Ltd.. The next assessment depends on debt and equity trends.
Annual Balance Sheet Invesco Ltd.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Net Debt |
788 M | -95.9 M | 20.3 M | 253 M | 189 M | 7.12 B | 15.4 B | 5.83 B | 4.36 B | 4.44 B | 5.61 B | 5.13 B | 3.89 B | 4.33 B | 5.69 B | 575 M | -16.3 M | 397 M | - | - |
Long Term Debt |
1.83 B | 891 M | 1.49 B | 1.49 B | 2.09 B | 8.8 B | 8.31 B | 7.63 B | 6.88 B | 6.51 B | 7.51 B | 6.74 B | 5.77 B | 5.09 B | 6.58 B | 1.32 B | 746 M | 862 M | - | - |
Long Term Debt Current |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | 215 M | - | - | 297 M | - | - |
Total Non Current Liabilities |
- | - | - | - | - | 12.1 B | 11.6 B | 8.79 B | 7.95 B | 7.85 B | 8.32 B | 7.49 B | 6.56 B | 5.73 B | 7.24 B | 7.82 B | 990 M | 1.06 B | - | - |
Total Current Liabilities |
- | - | - | - | - | - | - | - | - | - | - | - | - | 2.71 B | 2.97 B | 3.26 B | 2.3 B | 2.1 B | - | - |
Total Liabilities |
14.1 B | 11.3 B | 13 B | 12.9 B | 16 B | 21.7 B | 25.1 B | 22 B | 22.7 B | 18.1 B | 16.4 B | 11.3 B | 10.3 B | 8.44 B | 10.2 B | 11.1 B | 3.29 B | 3.16 B | - | - |
Retained Earnings |
5.89 B | 6.99 B | 6.83 B | 7.52 B | 7.17 B | 6.08 B | 5.92 B | 5.88 B | 5.49 B | 4.83 B | 4.44 B | 3.94 B | 3.47 B | 2.93 B | 2.75 B | 1.9 B | 1.63 B | 1.48 B | - | - |
Total Assets |
27.1 B | 27 B | 28.9 B | 29.8 B | 32.7 B | 36.5 B | 39.4 B | 31 B | 31.7 B | 25.7 B | 25.1 B | 20.5 B | 19.3 B | 17.5 B | 19.3 B | 20.4 B | 10.9 B | 9.76 B | - | - |
Cash and Cash Equivalents |
1.04 B | 986 M | 1.47 B | 1.23 B | 1.9 B | 1.41 B | 1.05 B | 1.15 B | 2.01 B | 1.33 B | 1.85 B | 1.51 B | 1.33 B | 836 M | 727 M | 740 M | 762 M | 762 M | 916 M | 779 M |
Book Value |
13 B | 15.7 B | 15.9 B | 16.8 B | 16.7 B | 14.8 B | 14.3 B | 8.94 B | 8.96 B | 7.61 B | 8.7 B | 9.12 B | 8.98 B | 9.05 B | 9.14 B | 9.36 B | 7.62 B | 6.6 B | - | - |
Total Shareholders Equity |
12.2 B | 14.6 B | 14.6 B | 15.2 B | 16.2 B | 14.4 B | 13.9 B | 8.58 B | 8.7 B | 7.5 B | 7.89 B | 8.33 B | 8.39 B | 8.32 B | 8.12 B | 8.26 B | 6.91 B | 5.69 B | 7.71 B | 7.67 B |
All numbers in USD currency
Quarterly Balance Sheet Invesco Ltd.
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 | 2022-Q1 | 2021-Q4 | 2021-Q3 | 2021-Q2 | 2021-Q1 | 2020-Q4 | 2020-Q3 | 2020-Q2 | 2020-Q1 | 2019-Q4 | 2019-Q3 | 2019-Q2 | 2019-Q1 | 2018-Q4 | 2018-Q3 | 2018-Q2 | 2018-Q1 | 2017-Q4 | 2017-Q3 | 2017-Q2 | 2017-Q1 | 2016-Q4 | 2016-Q3 | 2016-Q2 | 2016-Q1 | 2015-Q4 | 2015-Q3 | 2015-Q2 | 2015-Q1 | 2014-Q4 | 2014-Q3 | 2014-Q2 | 2014-Q1 | 2013-Q4 | 2013-Q3 | 2013-Q2 | 2013-Q1 | 2012-Q4 | 2012-Q3 | 2012-Q2 | 2012-Q1 | 2011-Q4 | 2011-Q3 | 2011-Q2 | 2011-Q1 | 2010-Q3 | 2010-Q2 | 2010-Q1 | 2009-Q3 | 2009-Q2 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Long Term Debt |
1.62 B | 1.97 B | 1.83 B | 1.62 B | 1.88 B | 965 M | 891 M | 890 M | 890 M | 1.26 B | 1.49 B | 1.49 B | 1.49 B | 1.49 B | 1.49 B | 1.49 B | - | 2.09 B | 2.09 B | 2.08 B | 2.08 B | 2.08 B | 2.08 B | 2.08 B | 2.08 B | 2.08 B | 2.08 B | 2.08 B | 2.08 B | 2.08 B | 2.41 B | 2.41 B | 2.41 B | 2.41 B | 2.08 B | 2.08 B | 2.07 B | 2.08 B | 2.1 B | 2.1 B | 2.1 B | 2.1 B | 2.07 B | 2.07 B | 2.07 B | 2.07 B | 1.58 B | 1.59 B | 1.59 B | 1.59 B | 1.59 B | 1.59 B | 1.45 B | 1.51 B | 1.19 B | 952 M | 1.01 B | 1.19 B | 1.07 B | 1.07 B | 1.07 B | 1.07 B | 1.39 B | 1.4 B | 746 M | 746 M | 746 M |
Total Non Current Liabilities |
- | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.95 B | 6.41 B | 5.73 B | 5.48 B | 6.77 B | 5.73 B | 7.24 B | 7.24 B | 7.24 B | 7.24 B | 7.54 B | 7.31 B | 6.09 B | 973 M | 967 M |
Total Liabilities |
14 B | 13.6 B | 14.1 B | 13.6 B | 13.5 B | 12.4 B | 11.3 B | 11.6 B | 11.4 B | 12.2 B | 13 B | 12.8 B | 12.7 B | 12.9 B | 12.9 B | 12.8 B | - | 15.1 B | 16 B | 16.5 B | 17.5 B | 19.5 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 24.7 B | 24.7 B | 24.7 B | 24.7 B | 21.6 B | 21.6 B | 21.6 B | 21.6 B | 22.5 B | 22.5 B | 22.5 B | 22.5 B | 17.8 B | 17.8 B | 17.8 B | 17.8 B | 16.2 B | 16.2 B | 16.2 B | 16.2 B | 11.2 B | 11.2 B | 11.2 B | 11.2 B | 10.3 B | 10.3 B | 10.3 B | 10.3 B | 8.44 B | 8.44 B | 8.44 B | 8.44 B | 10.2 B | 10.2 B | 10.2 B | 10.2 B | 11.1 B | 10.1 B | 8.79 B | 3.53 B | 3.37 B |
Retained Earnings |
6.27 B | 6.02 B | 5.89 B | 7.17 B | 6.96 B | 7.07 B | 6.99 B | 6.87 B | 6.92 B | 6.88 B | 6.83 B | 7.66 B | 7.62 B | 7.58 B | 7.52 B | 7.42 B | - | 7.29 B | 7.17 B | 6.82 B | 6.57 B | 6.28 B | 6.08 B | 6.08 B | 6.08 B | 6.08 B | 5.92 B | 5.92 B | 5.92 B | 5.92 B | 5.88 B | 5.88 B | 5.88 B | 5.88 B | 5.49 B | 5.49 B | 5.49 B | 5.49 B | 4.83 B | 4.83 B | 4.83 B | 4.83 B | 4.44 B | 4.44 B | 4.44 B | 4.44 B | 3.93 B | 3.93 B | 3.93 B | 3.93 B | 3.36 B | 3.36 B | 3.36 B | 3.36 B | 2.8 B | 2.8 B | 2.8 B | 2.8 B | 2.41 B | 2.41 B | 2.41 B | 2.41 B | 1.78 B | 1.68 B | 1.69 B | 1.57 B | 1.5 B |
Total Assets |
27.5 B | 26.8 B | 27.1 B | 28.4 B | 28.5 B | 28.1 B | 27 B | 27.5 B | 27.2 B | 28.1 B | 28.9 B | 29.4 B | 29.5 B | 29.7 B | 29.8 B | 29.3 B | - | 31.9 B | 32.7 B | 32.8 B | 33.2 B | 34.9 B | 36.5 B | 36.5 B | 36.5 B | 36.5 B | 39.4 B | 39.4 B | 39.4 B | 39.4 B | 31 B | 31 B | 31 B | 31 B | 31.7 B | 31.7 B | 31.7 B | 31.7 B | 25.7 B | 25.7 B | 25.7 B | 25.7 B | 25.1 B | 25.1 B | 25.1 B | 25.1 B | 20.4 B | 20.5 B | 20.5 B | 20.5 B | 19.3 B | 19.3 B | 19.3 B | 19.3 B | 17.5 B | 17.5 B | 17.5 B | 17.5 B | 19.3 B | 19.3 B | 19.3 B | 19.3 B | 19.9 B | 18.9 B | 16.8 B | 10.9 B | 10.6 B |
Cash and Cash Equivalents |
915 M | 807 M | 1.04 B | 973 M | 923 M | 822 M | 986 M | 1.04 B | 878 M | 896 M | 1.47 B | 1.24 B | 1.01 B | 889 M | 1.23 B | 1.02 B | 937 M | 1.31 B | 1.9 B | 2.31 B | 1.33 B | 1.16 B | 1.41 B | 1.41 B | 1.41 B | 1.41 B | 1.05 B | 1.05 B | 1.05 B | 1.05 B | 1.15 B | 1.15 B | 1.15 B | 1.15 B | 2.01 B | 2.01 B | 2.01 B | 2.01 B | 1.33 B | 1.33 B | 1.33 B | 1.33 B | 1.85 B | 1.85 B | 1.85 B | 1.85 B | 1.51 B | 1.51 B | 1.51 B | 1.51 B | 1.33 B | 1.33 B | 1.33 B | 1.33 B | 836 M | 836 M | 836 M | 836 M | 727 M | 727 M | 727 M | 727 M | 664 M | 556 M | 597 M | 924 M | 818 M |
Book Value |
13.5 B | 13.3 B | 13 B | 14.8 B | 15 B | 15.8 B | 15.7 B | 15.9 B | 15.8 B | 15.9 B | 15.9 B | 16.6 B | 16.7 B | 16.8 B | 16.8 B | 16.5 B | - | 16.8 B | 16.7 B | 16.3 B | 15.8 B | 15.4 B | 15 B | 15 B | 15 B | 15 B | 14.7 B | 14.7 B | 14.7 B | 14.7 B | 9.33 B | 9.33 B | 9.33 B | 9.33 B | 9.2 B | 9.2 B | 9.2 B | 9.2 B | 7.9 B | 7.9 B | 7.9 B | 7.9 B | 8.86 B | 8.86 B | 8.86 B | 8.86 B | 9.29 B | 9.29 B | 9.29 B | 9.29 B | 8.98 B | 8.98 B | 8.98 B | 8.98 B | 9.05 B | 9.05 B | 9.05 B | 9.05 B | 9.14 B | 9.14 B | 9.14 B | 9.14 B | 8.85 B | 8.82 B | 8 B | 7.42 B | 7.2 B |
Total Shareholders Equity |
12.5 B | 12.3 B | 12.2 B | 14 B | 13.9 B | 15.2 B | 14.6 B | 15.3 B | 15.2 B | 15.2 B | 14.6 B | 15.8 B | 15.9 B | 15.9 B | 15.2 B | 15.5 B | 15.8 B | 16 B | 15.5 B | 15.7 B | 14.9 B | 14.5 B | 14.4 B | 14.4 B | 14.4 B | 14.4 B | 13.9 B | 13.9 B | 13.9 B | 13.9 B | 8.58 B | 8.58 B | 8.58 B | 8.58 B | 8.7 B | 8.7 B | 8.7 B | 8.7 B | 7.5 B | 7.5 B | 7.5 B | 7.5 B | 7.89 B | 7.89 B | 7.89 B | 7.89 B | 8.33 B | 8.33 B | 8.33 B | 8.33 B | 8.39 B | 8.39 B | 8.39 B | 8.39 B | 8.32 B | 8.32 B | 8.32 B | 8.32 B | 8.12 B | 8.12 B | 8.12 B | 8.12 B | 8.15 B | 8.11 B | 7.3 B | 6.73 B | 6.5 B |
All numbers in USD currency
Balance Sheet is a fundamental financial report of Invesco Ltd., providing a complete picture of the company’s financial position at a specific point in time. Unlike the income statement, which records the results of operations over a certain period, the balance sheet shows what assets the company owns, what liabilities it has to creditors, and what equity is available to the owners.
For an investor, the balance sheet is important because it allows assessing the company’s financial stability, understanding how much debt it carries, and how dependent it is on borrowed financing. It helps calculate key liquidity and leverage ratios. When analyzing, attention should be paid to the debt-to-equity ratio (Debt/Equity), the amount of cash on the balance sheet, and the ratio of current liabilities to liquid assets.
Features of balance sheet analysis- Vertical and horizontal analysis
Vertical analysis shows the structure of the balance sheet as a percentage of total assets or liabilities, while horizontal analysis shows the dynamics of changes over multiple periods. - Asset quality
It is important to evaluate not only the amount of assets but also their liquidity and realizability. - Accounting for off-balance sheet liabilities
Some liabilities may not be directly reflected in the balance sheet, which requires additional attention.
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