Company / Shareholders' Equity
Invesco Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$12.2B
FY2025
5-year range
$12.2B / $15.5B
FY2021-FY2025
Trend
-16.0%
vs FY2024
Sector context
#63 of 399
Financials
What the data says
Invesco's shareholders' equity of $12.2B is higher than 84% of companies in the Financials sector (FY2025). Shareholders' Equity has declined for 4 consecutive years, from $15.5B in FY2021 to $12.2B in FY2025.
Based on SEC 10-K filings.
$12.2B in FY2025 with a 5-year CAGR of -3.2%. Top quartile in the Financials sector.
Declined from $14.6B to $12.2B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- -7.0%
- 5-Year CAGR
- -3.2%
- 10-Year CAGR
- -
Sector benchmark
+7.2% above sector average
Key checks
Key Insights
- Invesco's shareholders' equity has declined for 4 consecutive years.
- 5-year CAGR of -3.2%, indicating a declining trend.
- In FY2025, shareholders' equity decreased 16.0% year-over-year.
- Ranks #63 out of 399 companies in the Financials sector.
Company context
Key Data Points
- Altman Z-Score 0.68 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $12.2B | -16.0% |
| FY2024 | $14.6B | -0.3% |
| FY2023 | $14.6B | -4.0% |
| FY2022 | $15.2B | -1.8% |
| FY2021 | $15.5B | +7.9% |
| FY2020 | $14.4B | +3.6% |
| FY2019 | $13.9B | +61.6% |
| FY2018 | $8.6B | -1.3% |
| FY2017 | $8.7B | +15.9% |
| FY2016 | $7.5B | -4.8% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026