Invesco balance sheet

At the end of fiscal 2025, Invesco had total assets of $27.09bn, total liabilities of $14.09bn and shareholders' equity of $12.23bn. It held $1.04bn in cash against $1.83bn of debt: net debt of $788m.

Balance sheet

US$ billions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Invesco: balance sheet, annual
Fiscal year	2009Dec 2009	2010Dec 2010	2011Dec 2011	2012Dec 2012	2013Dec 2013	2014Dec 2014	2015Dec 2015	2016Dec 2016	2017Dec 2017	2018Dec 2018	2019Dec 2019	2020Dec 2020	2021Dec 2021	2022Dec 2022	2023Dec 2023	2024Dec 2024	2025Dec 2025	LTMSept 2026
Cash and equivalents	0.8	0.7	0.7	0.8	1.3	1.5	1.9	1.3	2.0	1.1	1.0	1.4	1.9	1.2	1.5	1.0	1.0	1.0
Receivables	0.3	0.4	0.4	0.4	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Total current assets	3.1	4.3	3.8	3.9	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Goodwill	6.5	7.0	6.9	7.0	6.9	6.6	6.2	6.1	6.6	7.2	8.5	8.9	8.9	8.6	8.7	8.3	8.5	8.4
Total assets	10.9	20.4	19.3	17.5	19.3	20.5	25.1	25.7	31.7	31.0	39.4	36.5	32.7	29.8	28.9	27.0	27.1	27.6
Accounts payable	—	0.3	0.3	0.3	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Total current liabilities	2.3	3.3	3.0	2.7	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Short-term debt	0.0	0.0	0.2	0.0	—	—	—	—	—	—	—	—	—	—	—	—	—	—
Long-term debt	0.7	1.3	1.1	1.2	1.6	1.6	2.1	2.1	2.1	2.4	2.1	2.1	2.1	1.5	1.5	0.9	1.8	1.3
Total debt	0.7	1.3	1.3	1.2	1.6	1.6	2.1	2.1	2.1	2.4	2.1	2.1	2.1	1.5	1.5	0.9	1.8	1.3
Total liabilities	3.3	11.1	10.2	8.4	10.3	11.2	16.2	17.8	22.5	21.6	24.7	21.5	16.0	12.9	13.0	11.3	14.1	14.0
Shareholders' equity	6.9	8.3	8.1	8.3	8.4	8.3	7.9	7.5	8.7	8.6	13.9	14.4	15.5	15.2	14.6	14.6	12.2	12.6
Non-controlling interests and other (assets − liabilities − equity)	0.7	1.1	1.0	0.7	0.6	1.0	1.0	—	—	0.8	0.8	—	1.2	1.6	1.3	1.1	0.8	1.0
Net debt (negative = net cash)	−0.0	0.6	0.6	0.4	0.3	0.1	0.2	0.8	0.1	1.3	1.0	0.7	0.2	0.3	0.0	−0.1	0.8	0.3
Shares outstanding	431m	460m	446m	441m	433m	430m	418m	404m	407m	397m	453m	459m	461m	455m	450m	448m	444m	440m

US$ billions unless shown otherwise. Fiscal quarters.

Invesco: balance sheet, quarterly
Quarter	2024 Q4Dec 2024	2025 Q1Mar 2025	2025 Q2Jun 2025	2025 Q3Sept 2025	2025 Q4Dec 2025	2026 Q1Mar 2026	2026 Q2Jun 2026	2026 Q3Sept 2026
Goodwill	8.3	8.4	8.6	8.5	8.5	8.4	8.4	8.4
Total assets	27.0	28.1	28.5	28.4	27.1	26.8	27.5	27.6
Long-term debt	0.9	1.0	1.9	1.6	1.8	2.0	1.6	1.3
Total debt	0.9	1.0	1.9	1.6	1.8	2.0	1.6	1.3
Total liabilities	11.3	12.4	13.5	13.6	14.1	13.6	14.0	14.0
Shareholders' equity	14.6	14.7	13.9	14.0	12.2	12.3	12.5	12.6
Non-controlling interests and other (assets − liabilities − equity)	1.1	1.1	1.1	0.8	0.8	1.0	1.0	1.0
Shares outstanding	448m	448m	446m	445m	444m	443m	442m	440m

Balances at each fiscal year end (quarter end in the quarterly view). Total debt is short- plus long-term borrowings, including lease debt where the company reports it within debt. Where assets do not equal liabilities plus shareholders' equity, the difference (non-controlling interests, redeemable preferred shares) is shown on its own line.

Compare with peers

Head to head: IVZ vs TROW BAM vs IVZ BEN vs IVZ ARES vs IVZ

More: Asset Management & Custody Banks stocks compared, Financials sector, rankings of US companies

Figures from Invesco's SEC filings (10-K and 10-Q), retrieved November 3, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Invesco.