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Invesco Ltd. (IVZ) ROA

Invesco Ltd. ROA

Return on assets (ROA) is the profit a company earns for every dollar of assets it uses, shown as a percentage. It is net income divided by total assets, and the table shows both amounts. Because assets are funded by lenders as well as shareholders, ROA is not inflated by borrowing the way ROE can be, and it is naturally lower for businesses that need many factories, stores or other assets. Quarterly points divide the trailing four quarters of net income by the balance at that quarter end; annual points divide the filed fiscal-year net income by the fiscal-year-end balance.

  • Invesco Ltd. roa for the quarter ending 2026-06-30 was -0.30%, a 110.48% decline year-over-year.
  • Invesco Ltd. roa for the quarter ending 2026-03-31 was -0.83%, a 129.04% decline year-over-year.
  • Invesco Ltd. roa for the quarter ending 2025-12-31 was -0.65%, a 123.16% decline year-over-year.
  • Invesco Ltd. roa for the quarter ending 2025-09-30 was 3.73%, a change of 4.28% year-over-year.
  • Invesco Ltd. roa for fiscal 2025 was -0.65%, a 123.16% decline from fiscal 2024.
  • Invesco Ltd. roa for fiscal 2024 was 2.79%, a change of 3.37% from fiscal 2023.
  • Invesco Ltd. roa for fiscal 2023 was -0.58%, a 118.69% decline from fiscal 2022.
  • Invesco Ltd. roa for fiscal 2022 was 3.11%, a 48.38% decline from fiscal 2021.
Available history
2008-12-31 to 2026-06-30
Data captured

Historical ROA

DateROANet income 12 monthNet income 3 monthTotal assets
2026-06-30-0.30%-$81.5M$382.30M$27.47B
2026-03-31-0.83%-$223M$268.60M$26.83B
2025-12-31-0.65%-$174.8M-$1.06B$27.09B
2025-09-303.73%$1.06B$345.70M$28.44B
2025-06-302.83%$807M$203.40M$28.5B
2025-03-312.86%$805.5M$171.10M$28.14B
2024-12-312.79%$752.4M$209.30M$27.01B
2024-09-30-0.56%-$153.4M$55.00M$27.5B
2024-06-30-0.33%-$88.3M$132.20M$27.17B
2024-03-31-0.43%-$119.8M$141.50M$28.08B
2023-12-31-0.58%-$168.2M-$742.30M$28.93B
2023-09-302.72%$799.7M$131.40M$29.43B
2023-06-302.71%$799.3M$132.20M$29.46B
2023-03-312.87%$853.8M$145.00M$29.73B
2022-12-313.11%$925.5M$187.80M$29.76B
2022-09-304.04%$1.18B$177.40M$29.27B
2022-06-305.16%$1.56B$121.00M$30.19B
2022-03-315.76%$1.84B$197.70M$31.85B
2021-12-316.03%$1.97B$426.80M$32.69B
2021-09-305.31%$1.74B$330.10M$32.81B
2021-06-304.49%$1.49B$368.30M$33.25B
2021-03-313.04%$1.06B$267.80M$34.88B
2020-12-312.21%$807.5M$211.10M$36.5B
2020-09-302.00%$719.3M$191.70M$36.04B
2020-06-301.88%$667.2M$40.50M$35.58B
2020-03-311.80%$667.2M$81.50M$37.01B
2019-12-311.87%$737.8M$179.80M$39.42B
2019-09-301.56%$590M$167.10M$37.89B
2019-06-301.63%$628.6M$40.10M$38.5B
2019-03-312.51%$808.5M$177.70M$32.21B
2018-12-312.85%$883.1M$114.20M$30.98B
2018-09-303.73%$1.21B$269.60M$32.5B
2018-06-303.71%$1.2B$245.10M$32.46B
2018-03-313.83%$1.21B$253.90M$31.62B
2017-12-313.67%$1.16B$408.20M$31.67B
2017-09-303.15%$956.5M$267.50M$30.37B
2017-06-303.32%$937.8M$239.60M$28.25B
2017-03-313.48%$924.7M$212.00M$26.6B
2016-12-313.37%$868.3M$226.50M$25.73B
2016-09-303.50%$845M$241.20M$24.14B
2016-06-303.53%$830.4M$225.50M$23.5B
2016-03-313.70%$837.9M$161.00M$22.66B
2015-12-313.85%$964.1M$201.90M$25.07B
2015-09-303.99%$995.2M$249.30M$24.96B
2015-06-304.39%$1.01B$257.30M$22.9B
2015-03-314.91%$1.08B$259.60M$21.96B
2014-12-314.90%$1B$269.80M$20.45B
2014-09-305.51%$1.11B$256.00M$20.08B
2014-06-305.54%$1.1B$274.50M$19.9B
2014-03-314.87%$990M$187.80M$20.35B
2013-12-315.10%$982.8M$287.40M$19.27B
2013-09-304.16%$780M$228.10M$18.76B
2013-06-303.79%$688.2M$202.60M$18.14B
2013-03-313.84%$712.1M$222.20M$18.53B
2012-12-313.36%$587.3M$158.70M$17.49B
2012-09-304.31%$769.2M$170.60M$17.86B
2012-06-303.74%$695.7M$153.90M$18.61B
2012-03-313.09%$597.5M$193.90M$19.33B
2011-12-313.21%$622M$202.30M$19.35B
2011-09-302.38%$468.8M$166.90M$19.74B
2011-06-301.97%$412.8M$183.00M$20.92B
2011-03-312.47%$521.6M$177.50M$21.14B
2010-12-313.11%$636.8M$175.20M$20.44B
2010-09-303.08%$614.3M$154.70M$19.94B
2010-06-303.66%$691.6M$40.80M$18.9B
2010-03-312.87%$481.6M$95.00M$16.79B
2009-12-311.92%$209.3M$110.90M$10.91B
2009-09-300.42%$45.8M$105.20M$10.95B
2009-06-300.73%$77.2M$75.70M$10.58B

Annual ROA

DateROANet income 12 monthTotal assets
2025-12-31-0.65%-$174.8M$27.09B
2024-12-312.79%$752.4M$27.01B
2023-12-31-0.58%-$168.2M$28.93B
2022-12-313.11%$925.5M$29.76B
2021-12-316.03%$1.97B$32.69B
2020-12-312.21%$807.5M$36.5B
2019-12-311.87%$737.8M$39.42B
2018-12-312.85%$883.1M$30.98B
2017-12-313.67%$1.16B$31.67B
2016-12-313.37%$868.3M$25.73B
2015-12-313.85%$964.1M$25.07B
2014-12-314.90%$1B$20.45B
2013-12-315.10%$982.8M$19.27B
2012-12-313.36%$587.3M$17.49B
2011-12-313.21%$622M$19.35B
2010-12-313.11%$636.8M$20.44B
2009-12-311.92%$209.3M$10.91B
2008-12-314.31%$421M$9.76B

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