Invesco ended September with $2.538 trillion in assets under management, up 2.7% sequentially and 19.4% year over year. Adjusted revenue rose 16.5% year over year in the third quarter, with adjusted operating margin increasing 645 basis points to 40.7%.
With $2.562 trillion in AUM at the end of August 2026, Invesco is in the second-largest tier of US-based asset managers, which includes firms like Pimco, Capital Group, J.P. Morgan Asset Management, and Franklin Resources.
Invesco's overall investment performance is still not quite in the top quartile, with just 69% of AUM outperforming peers on a three- and five-year basis at the end of June 2026.
|
Metric
|
IVZ
|
TROW
|
BEN
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.33 | 10.02 | 11.15 |
Price/Book Value | 0.99 | 2.01 | 1.35 |
Price/Sales | 1.81 | 2.97 | 1.73 |
Price/Cash Flow | 6.87 | 15.29 | 17.60 |
|
Metric
|
IVZ
|
TROW
|
BEN
|
|---|---|---|---|
Quick Ratio | 6.82 | 9.63 | 2.84 |
Current Ratio | 6.82 | 9.63 | 2.84 |
Interest Coverage | −2.05 | — | 18.11 |
|
Metric
|
IVZ
|
TROW
|
BEN
|
|---|---|---|---|
Return on Assets (Normalized) | 4.12% | 15.57% | 4.49% |
Return on Equity (Normalized) | 11.11% | 21.09% | 12.50% |
Return on Invested Capital (Normalized) | 5.84% | 17.37% | 5.01% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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United States