Invesco LTD
Invesco LTD is classed by the SEC under Investment Advice (industry code 6282), based in Atlanta, GA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $6.4 billion and a loss of $726 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a asset management business: prior from its industry code (SEC 6282, Investment Advice); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.4 out of ten, 9 of 9 metrics filed: past 5.1 out of ten, present 4.5 out of ten, future 3.4 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 7.2 out of ten. No warning events in its filings since 2017. 72nd percentile among 48 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 4.2 out of ten. +3.4% a year over 10 filed years; profitable in 8 of 10. 42nd percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 5.1 out of ten. Share count shrank 0.3% a year. 37% of cash flow returned. Insiders: 6 sales, 0 purchases. 51st percentile among 36 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 4.9 out of ten. ROE -1%: lost 1¢ per shareholder dollar. Leverage 52%: owes 52¢ per asset dollar. 49th percentile among 44 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 4.1 out of ten. bottom 41% of 42 in its family; net margin -2.7%. 41st percentile among 42 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 4.9 out of ten. bottom 49% of 34 in its family for leadership; chief executive since 2023. 49th percentile among 34 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 4.2 out of ten. bottom 42% of 41 in its family for room to expand. 42nd percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 3.2 out of ten. bottom 32% of 41 in its family for growth drivers. 32nd percentile among 41 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 2.8 out of ten. bottom 28% of 40 in its family for expectations against reality. 28th percentile among 40 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-02-24 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-04 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-28 (on EDGAR). Newest filing: Form 8-K/A, 2026-10-09. Filings on record since 1994. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Investment Advice 72%, Distribution and Shareholder Service 24%, Financial Service Other 3%, Investment Performance 1%. By geography: Americas 75%, EMEA 21%, Asia Pacific 5%. As tagged in its annual report (Form 10-K, filed 2026-02-24).
Who runs it
Schlossberg, Andrew (President and CEO); Dukes, Laura Allison (Chief Financial Officer); Vacheron, Terry (Chief Accounting Officer); Butcher, Stephanie (Senior Managing Director); Lo, Andrew Tak Shing (Senior Managing Director); Sharp, Douglas J (Senior Managing Director); Kupor, Jeffrey H (Senior Managing Director); Smith, Alan Leonard (SMD and CHRO); Johnston, Shannon A (SMD and CIOO); Wong, Tony (Senior Managing Director); and 18 more. 28 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.
This file: Overview · Past · Present · Future · Filings · every company on file
Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.