Invesco Ltd (IVZ) FY2024 10-K Annual Report

Filed: Feb 25, 2025
Financials
Investment AdviceSEC EDGAR

Invesco Ltd (IVZ) 10-K annual report for fiscal year 2024, filed with SEC EDGAR on Feb 25, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Invesco Ltd FY2024 10-K Analysis

Business Overview

  • Core business: asset management focused on institutional money market products and U.S. retail mutual funds
  • Emphasis on extensive annual impairment testing of indefinite-lived intangible assets tied to management contracts, incorporating updated market conditions
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Management Discussion & Analysis

  • No substantive MD&A content provided for fiscal year 2025, only reference to prior years' analysis
  • No revenue, profitability, segment, cash flow, or forward-looking information disclosed in the excerpt

Risk Factors

  • Regulatory risk: Consolidated Investment Products (CIP) CLO-related balances may affect financial statements; regulatory accounting standards require consolidation impacting reported earnings
  • Macroeconomic risk: Foreign exchange fluctuations decreased AUM by $16.3 billion in 2024, impacting revenue from international markets
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Invesco Ltd FY2024 Key Financial Metrics
XBRL

Revenue

$6.1B

+6.1% YoY

Net Income

$538M

+261.2% YoY

Operating Margin

13.7%

+2132bp YoY

Net Margin

8.9%

+1471bp YoY

ROE

3.7%

+598bp YoY

Total Assets

$27.0B

-6.7% YoY

EPS (Diluted)

$1.18

+261.6% YoY

Operating Cash Flow

$1.2B

-8.5% YoY

Source: XBRL data from Invesco Ltd FY2024 10-K filing on SEC EDGAR. All figures in USD.

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