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Invesco Ltd. IVZ NYSE

NYSE • Financial Services • Asset Management • US • USD

SharesGrow Score
55/100
3/7 Pass
SharesGrow Intrinsic Value
$85.00
+243.9%
Analyst Price Target
$30.44
+23.1%

Invesco Ltd. (IVZ) reported total assets of $27.09B and total liabilities of $14.09B for quarter ending 2025-12-31, resulting in total equity of $13B.

The company held $1.98B in cash and short-term investments. Total debt stood at $10.12B, with net debt of $8.14B. The Debt-to-Equity (D/E) ratio was 0.78 (moderate).

Current ratio is 43.01, indicating strong short-term liquidity. Interest coverage is -63.4x (weak).

Criteria supported by this page:

  • HEALTH (50/100, Partial) — some metrics are adequate but not all reach ideal thresholds
  • MOAT (73/100) — Total assets $27.09B and equity $13B support the company's competitive scale
  • VALUE (86/100) — Debt-to-Equity 0.78 contributes to the overall valuation risk assessment

Overall SharesGrow Score: 55/100 with 3/7 criteria passed.

SharesGrow 7-Criteria Score
55/100
SG Score
View full scorecard →
VALUE
86/100
Price-to-Earnings & upside
→ Valuation
~
FUTURE
46/100
Analyst consensus
→ Forecast
~
PAST
50/100
→ Income
~
HEALTH
50/100
Debt-to-Equity & liquidity
Proven by this page
MOAT
73/100
Proven by this page
GROWTH
73/100
→ Income
INCOME
10/100
→ Income
Invesco Ltd. Balance Sheet History
Metric Q4 FY2025 Q3 FY2025 Q2 FY2025 Q1 FY2025
Total Assets $27.09B$28.44B$28.5B$28.14B
Total Liabilities $14.09B$13.65B$13.54B$12.36B
Total Debt $10.12B$1.62B$1.88B$0.00
Cash & Investments $1.98B$1.52B$1.49B$1.87B
Total Stockholders Equity $12.23B$14.01B$13.87B$14.7B
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