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Invesco Ltd. (IVZ) return on equity

annual ROE:

4.76%+5.79%(+562.14%)
December 31, 2024

Summary

  • As of today (August 23, 2025), IVZ annual return on equity is 4.76%, with the most recent change of +5.79% (+562.14%) on December 31, 2024.
  • During the last 3 years, IVZ annual ROE has fallen by -7.67% (-61.71%).
  • IVZ annual ROE is now -95.75% below its all-time high of 112.12%, reached on December 31, 1998.

Performance

1-year change

+562.14%

3-year change

-61.71%

5-year change

-22.48%

15-year change

-63.91%

IVZ ROE Chart

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Highlights

Sector rank

31.69%
IVZ annual return on equity is higher than 31.69% of companies in Financial Services sector

Range

All-time high

112.12%
IVZ annual return on equity is currently -95.75% below its historical high of 112.12%

3-year low

-1.03%

Earnings dates

Last annual earnings report date

Dec 31, 2024
IVZ previous annual earnings announcement was published on Dec 31, 2024

Next annual earnings report date

N/A
IVZ next annual earnings announcement has not yet been scheduled

OtherIVZprofitability metrics

Annual revenue

$6.01B
IVZ annual revenue is $6.01 billion

annual net income

$752.40M
IVZ annual net profit is $752.40 million

Annual EPS

$1.18
IVZ annual earnings per share is $1.18

Annual ROA

2.69%
IVZ annual return on assets is 2.69%

quarterly ROE:

5.17%+0.07%(+1.37%)
June 30, 2025

Summary

  • As of today (August 23, 2025), IVZ quarterly return on equity is 5.17%, with the most recent change of +0.07% (+1.37%) on June 30, 2025.
  • Over the past year, IVZ quarterly ROE has increased by +5.72% (+1040.00%).
  • IVZ quarterly ROE is now -99.90% below its all-time high of 5170.00%, reached on March 31, 1998.

Performance

3-month change

+1.37%

1-year change

+1040%

3-year change

-45.46%

5-year change

+11.66%

IVZ quarterly ROE Chart

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Highlights

Sector rank

43.75%
IVZ quarterly return on equity is higher than 43.75% of companies in Financial Services sector

Range

All-time high

5170.00%
IVZ quarterly return on equity is currently -99.90% below its historical high of 5170.00%

3-year low

-1.01%

Earnings dates

Last quarterly earnings report date

Jun 30, 2025
IVZ previous earnings announcement was published on Jun 30, 2025

Next quarterly earnings report date

Oct 28, 2025
IVZ next earnings announcement is scheduled for Oct 28, 2025

OtherIVZprofitability metrics

Quarterly revenue

$1.55B
IVZ quarterly revenue is $1.55 billion

quarterly net income

$197.40M
IVZ quarterly net profit is $197.40 million

Quarterly EPS

-$0.03
IVZ quarterly earnings per share is -$0.03

Quarterly ROA

2.92%
IVZ quarterly return on assets is 2.92%

ROE Formula

ROE =  Net Income
Shareholders Equity ✕ 100%

annual ROE

4.76%
IVZ annual return on equity is 4.76%

annual net income

$752.40M
IVZ annual net profit is $752.40 million

annual shareholders equity

$14.56B
IVZ annual stockholders equity is $14.56 billion

IVZ ROE Trends

PeriodPeriodAnnualAnnualQuarterlyQuarterly
1 y1 year+562.1%+1040.0%
3 y3 years-61.7%-45.5%
5 y5 years-22.5%+11.7%

IVZ ROE Highs & Lows

PeriodPeriodAnnual vs highAnnual vs highAnnual vs lowAnnual vs lowQuarter. vs highQuarter. vs highQuarter. vs lowQuarter. vs low
3 y3-year-61.7%+562.1%-45.5%+611.9%
5 y5-year-61.7%+562.1%-58.4%+611.9%
alltimeall time-95.8%+103.9%-99.9%+101.0%

IVZ ROE History

DateAnnualQuarterly
Jun 2025
-
5.17%(+1.4%)
Mar 2025
-
5.10%(+7.1%)
Dec 2024
4.76%(-562.1%)
4.76%(-595.8%)
Sep 2024
-
-0.96%(+74.5%)
Jun 2024
-
-0.55%(-24.7%)
Mar 2024
-
-0.73%(-27.7%)
Dec 2023
-1.03%(-118.7%)
-1.01%(-121.1%)
Sep 2023
-
4.79%(+0.2%)
Jun 2023
-
4.78%(-6.3%)
Mar 2023
-
5.10%(-7.9%)
Dec 2022
5.52%(-55.6%)
5.54%(-22.3%)
Sep 2022
-
7.13%(-24.8%)
Jun 2022
-
9.48%(-16.4%)
Mar 2022
-
11.34%(-8.8%)
Dec 2021
12.43%(+128.9%)
12.44%(+10.0%)
Sep 2021
-
11.31%(+13.6%)
Jun 2021
-
9.96%(+37.8%)
Mar 2021
-
7.23%(+30.0%)
Dec 2020
5.43%(-11.6%)
5.56%(+11.2%)
Sep 2020
-
5.00%(+8.0%)
Jun 2020
-
4.63%(-6.5%)
Mar 2020
-
4.95%(-15.4%)
Dec 2019
6.14%(-33.5%)
5.85%(+16.1%)
Sep 2019
-
5.04%(-13.1%)
Jun 2019
-
5.80%(-29.7%)
Mar 2019
-
8.25%(-9.0%)
Dec 2018
9.24%(-29.9%)
9.07%(-27.9%)
Sep 2018
-
12.58%(-2.2%)
Jun 2018
-
12.86%(-3.7%)
Mar 2018
-
13.36%(+0.8%)
Dec 2017
13.19%(+31.0%)
13.26%(+18.5%)
Sep 2017
-
11.19%(0.0%)
Jun 2017
-
11.19%(+1.0%)
Mar 2017
-
11.08%(+8.6%)
Dec 2016
10.07%(-2.7%)
10.20%(+5.5%)
Sep 2016
-
9.67%(+4.2%)
Jun 2016
-
9.28%(+1.4%)
Mar 2016
-
9.15%(-11.4%)
Dec 2015
10.35%(-5.9%)
10.33%(-2.9%)
Sep 2015
-
10.64%(-0.7%)
Jun 2015
-
10.72%(-7.9%)
Mar 2015
-
11.64%(+6.7%)
Dec 2014
11.00%(+7.9%)
10.91%(-4.0%)
Sep 2014
-
11.36%(-1.0%)
Jun 2014
-
11.47%(+10.1%)
Mar 2014
-
10.42%(+1.1%)
Dec 2013
10.19%(+57.7%)
10.31%(+18.0%)
Sep 2013
-
8.74%(+13.5%)
Jun 2013
-
7.70%(-1.9%)
Mar 2013
-
7.85%(+22.1%)
Dec 2012
6.46%(-3.9%)
6.43%(-23.8%)
Sep 2012
-
8.44%(+10.5%)
Jun 2012
-
7.64%(+17.2%)
Mar 2012
-
6.52%(-3.4%)
Dec 2011
6.72%(-10.4%)
6.75%(+31.8%)
Sep 2011
-
5.12%(+13.3%)
Jun 2011
-
4.52%(-23.0%)
Mar 2011
-
5.87%(-21.4%)
Dec 2010
7.50%
7.47%(-0.9%)
Sep 2010
-
7.54%(-14.8%)
DateAnnualQuarterly
Jun 2010
-
8.85%(+34.5%)
Mar 2010
-
6.58%(+121.5%)
Dec 2009
2.94%(-50.0%)
2.97%(+350.0%)
Sep 2009
-
0.66%(-40.0%)
Jun 2009
-
1.10%(-68.9%)
Mar 2009
-
3.54%(-37.9%)
Dec 2008
5.88%(-60.2%)
5.70%(-40.7%)
Sep 2008
-
9.62%(-12.2%)
Jun 2008
-
10.96%(+0.2%)
Mar 2008
-
10.94%(-21.9%)
Dec 2007
14.79%(+18.9%)
14.01%(-8.7%)
Sep 2007
-
15.34%(+4.0%)
Jun 2007
-
14.75%(+2.6%)
Mar 2007
-
14.38%(+13.8%)
Dec 2006
12.44%(+108.7%)
12.64%(+47.1%)
Sep 2006
-
8.59%(+5.4%)
Jun 2006
-
8.15%(+17.4%)
Mar 2006
-
6.94%(+16.4%)
Dec 2005
5.96%(-708.2%)
5.96%(-27.0%)
Sep 2005
-
8.16%(-619.7%)
Jun 2005
-
-1.57%(+9.8%)
Mar 2005
-
-1.43%(+41.6%)
Dec 2004
-0.98%(+24.1%)
-1.01%(-62.6%)
Sep 2004
-
-2.70%(-152.8%)
Jun 2004
-
5.11%(+195.4%)
Mar 2004
-
1.73%(-327.6%)
Dec 2003
-0.79%(-202.6%)
-0.76%(-72.0%)
Sep 2003
-
-2.71%(-8.4%)
Jun 2003
-
-2.96%(+248.2%)
Mar 2003
-
-0.85%(-244.1%)
Dec 2002
0.77%(-89.3%)
0.59%(-84.0%)
Sep 2002
-
3.68%(-14.0%)
Jun 2002
-
4.28%(-26.3%)
Mar 2002
-
5.81%(-17.1%)
Dec 2001
7.20%(-70.6%)
7.01%(-26.5%)
Sep 2001
-
9.54%(-34.2%)
Jun 2001
-
14.50%(-30.6%)
Mar 2001
-
20.89%(-59.4%)
Dec 2000
24.51%(-61.3%)
-
Mar 2000
-
51.44%(+18.5%)
Dec 1999
63.33%(-43.5%)
-
Sep 1999
-
43.42%(+4.4%)
Jun 1999
-
41.58%(+17.7%)
Mar 1999
-
35.33%(-28.7%)
Dec 1998
112.12%(-191.7%)
49.52%(-19.4%)
Sep 1998
-
61.45%(-34.9%)
Jun 1998
-
94.36%(-98.2%)
Mar 1998
-
5170.00%(-1050.0%)
Dec 1997
-122.30%(-240.5%)
-544.23%
Dec 1996
87.07%(+49.1%)
-
Dec 1995
58.38%(+7.8%)
-
Dec 1994
54.14%(-31.7%)
-
Dec 1993
79.25%(+155.5%)
-
Dec 1992
31.02%(+129.8%)
-
Dec 1991
13.50%(-56.8%)
-
Dec 1990
31.28%(-40.7%)
-
Dec 1989
52.79%(+86.9%)
-
Dec 1988
28.24%(-2.9%)
-
Dec 1987
29.07%(+47.3%)
-
Dec 1986
19.74%(+52.1%)
-
Dec 1985
12.98%
-

FAQ

  • What is Invesco Ltd. annual return on equity?
  • What is the all time high annual ROE for Invesco Ltd.?
  • What is Invesco Ltd. annual ROE year-on-year change?
  • What is Invesco Ltd. quarterly return on equity?
  • What is the all time high quarterly ROE for Invesco Ltd.?
  • What is Invesco Ltd. quarterly ROE year-on-year change?

What is Invesco Ltd. annual return on equity?

The current annual ROE of IVZ is 4.76%

What is the all time high annual ROE for Invesco Ltd.?

Invesco Ltd. all-time high annual return on equity is 112.12%

What is Invesco Ltd. annual ROE year-on-year change?

Over the past year, IVZ annual return on equity has changed by +5.79% (+562.14%)

What is Invesco Ltd. quarterly return on equity?

The current quarterly ROE of IVZ is 5.17%

What is the all time high quarterly ROE for Invesco Ltd.?

Invesco Ltd. all-time high quarterly return on equity is 5170.00%

What is Invesco Ltd. quarterly ROE year-on-year change?

Over the past year, IVZ quarterly return on equity has changed by +5.72% (+1040.00%)
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