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INVESCO LTD.

LISTEDNYSE

SYMBOLIVZ

SIC6282

STATE OF INC.D0

FISCAL YEAR ENDSDecember 31

CIK914208

INVESTMENT ADVICE · LARGE ACCELERATED FILER · 10 FISCAL YEARS OF SEC XBRL DATA, 2016–2025

Fiscal years labelled by the calendar year in which they end. Bars in $ billions; per-share figures as reported.

CAPITALIZATION 12/31/25

($ millions)	Amount	%
Total debt	1,825	13.0
Stockholders' equity	12,231	87.0
Total capitalization	14,056	100.0

441,499,780 shares outstanding at 30 June 2026 (cover page of the 10-Q filed 4 August 2026).

LONG-TERM DEBT 12/31/25

($ millions)	Amount
Long-term debt, incl. current maturities	1,825

CAPITAL STOCK 12/31/25

Common shares authorized	1,050,000,000
Common shares issued	566,100,000
Treasury shares	125,500,000
Par or stated value per share ($)	0.2
Preferred stock ($ millions)	2,510
Outstanding at 6/30/26	441,499,780

DIVIDENDS DECLARED/PAID

Fiscal year	Per share $	Payout %
2025	0.83	–
2024	0.81	69.1
2023	0.79	–
2022	0.73	49.0
2021	0.67	22.4

HISTORY AND BUSINESS

HISTORY: Incorporated in Bermuda. Formerly known as Invesco Asset Management Deutschland GMBH (to 8 November 2021); INVESCO PLC/LONDON/ (to 4 December 2007); AMVESCAP PLC/LONDON/ (to 24 May 2007); AMVESCAP /LONDON/ (to 17 December 1999).

BUSINESS: Classified by the SEC under Standard Industrial Classification 6282, Investment Advice. Large accelerated filer. Principal executive office: 1331 Spring Street Nw, Suite 2500, Atlanta, GA 30309. Fiscal year ends December 31. For a description of the business, see Item 1 of the latest 10-K.

CONSOLIDATED INCOME ACCOUNT, YEARS ENDED

($ millions)	12/31/25	12/31/24	12/31/23
Total interest expense	–	–	70
Income before income taxes	(379)	1,005	(238)
Income taxes	(205)	253	(70)
Net income	(175)	538	(334)
Earned per share, diluted ($)	(1.60)	1.18	(0.73)
Dividends per share ($)	0.83	0.81	0.79

CONSOLIDATED STATEMENT OF CONDITION

($ millions)	12/31/25	12/31/24
Total assets	27,094	27,009
Long-term debt	1,825	891
Total liabilities	14,089	11,340
Stockholders' equity	12,231	14,560

TEN-YEAR STATISTICS: FISCAL YEARS ($ millions except per share)

Fiscal year ended	Revenues	Oper. income	Net income	Net margin %	EPS diluted $	Div. per share $	Oper. cash flow	Total assets	Total liabilities	Total debt	Deposits	Stockholders' equity	ROE %	Debt / equity
12/31/25	6,377	(696)	(726)	-11.4	(1.60)	0.83	1,525	27,094	14,089	1,825	–	12,231	-5.9	0.15
12/31/24	6,067	832	538	8.9	1.18	0.81	1,190	27,009	11,340	891	–	14,560	3.7	0.06
12/31/23	5,716	(435)	(334)	-5.8	(0.73)	0.79	1,301	28,934	13,018	1,490	–	14,598	-2.3	0.10
12/31/22	6,049	1,318	684	11.3	1.49	0.73	703	29,757	12,915	1,488	–	15,214	4.5	0.10
12/31/21	6,894	1,788	1,393	20.2	2.99	0.67	1,078	32,686	16,007	2,085	–	15,496	9.0	0.13
12/31/20	6,146	920	525	8.5	1.13	0.78	1,230	36,504	21,483	2,083	–	14,362	3.7	0.15
12/31/19	6,117	808	565	9.2	1.28	1.23	1,117	39,420	24,718	2,080	–	13,862	4.1	0.15
12/31/18	5,314	1,205	883	16.6	2.14	1.19	829	30,978	21,646	2,409	–	8,579	10.3	0.28
12/31/17	5,160	1,279	1,127	21.8	2.75	1.15	1,158	31,669	22,470	2,076	–	8,696	13.0	0.24
12/31/16	4,734	1,152	854	18.0	2.06	1.11	654	25,734	17,839	2,102	–	7,504	11.4	0.28

Net margin = net income ÷ revenues; ROE = net income ÷ year-end stockholders’ equity; total debt = long-term debt including current maturities plus short-term borrowings/commercial paper, as tagged in XBRL; capital expenditure and free cash flow are not shown for banks and insurers, where they are not meaningful; d = derived as total assets − total equity where the filing does not tag total liabilities; – = not reported in XBRL for that year.

REGISTRANT:

Invesco Ltd.
CIK 914208 · EIN 98-0557567

PRINCIPAL OFFICE:

1331 Spring Street Nw, Suite 2500, Atlanta, GA 30309
Tel.: 404-892-0896

INCORPORATED:

Bermuda

INDUSTRY (SEC SIC CODE):

6282 · Investment Advice

FILER STATUS:

Large accelerated filer

LATEST ANNUAL REPORT:

10-K for period ended 12/31/25, filed 24 February 2026

FORMER NAMES:

Invesco Asset Management Deutschland GMBH; Invesco Ltd; INVESCO PLC/LONDON/

RECENT FILINGS (ANNUAL REPORT REFERENCES BELOW):

10/9/26	8-K	period 10/9/26
9/10/26	8-K	period 9/10/26
8/31/26	8-K	period 8/31/26
8/11/26	8-K	period 8/11/26
8/4/26	10-Q	period 6/30/26
7/28/26	8-K	period 7/28/26
7/10/26	8-K	period 7/10/26
6/9/26	8-K	period 6/9/26

Sources: SEC XBRL company facts (all financial figures) · SEC submissions (registrant, address, SIC, filings) · annual reports: 10-K FY2025 (filed 2/24/26) · 10-K FY2024 (filed 2/25/25) · 10-K FY2023 (filed 2/21/24) · 10-K FY2022 (filed 2/23/23) · 10-K FY2021 (filed 2/18/22) · 10-K FY2020 (filed 2/19/21) · 10-K FY2019 (filed 3/2/20) · 10-K FY2018 (filed 2/22/19). Values are the latest figures filed for each fiscal year (restated where a later 10-K restated them). Ratios and free cash flow are Pathos calculations from those figures. Retrieved 31 October 2026.