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IVZInvesco Ltd.

Debt to Assets Ratio: 39.28%

popular:market cap|pe ratio|revenue|price history|total return

Is the debt to assets ratio high or low?

The debt to assets ratio of 39.28% is 91% above its 5-year average of 20.56%, near the high end of its 5-year range (3.43%–39.28%).

As of Thursday, June 25, 2026. 112.55% above its 12-month average of 18.48%.

Debt/Equity|Total Debt|Total Assets|Interest Coverage|All Metrics
Debt to Assets

IVZ Debt to Assets Ratio

39.28%

Reported quarterly debt to assets ratio; no daily interpolation.

+47.82% 5Y
IVZ Debt to Assets Ratio

IVZ Average Debt to Assets Ratio Chart

IVZ Debt to Assets Ratio

IVZ Current vs Average Debt to Assets Ratio Chart

IVZ Debt to Assets Ratio Metrics

DEBT TO ASSETS RATIO

39.28%

DEBT TO ASSETS RATIO AVG TTM

18.48%

DEBT TO ASSETS RATIO AVG 3Y

21.24%

DEBT TO ASSETS RATIO AVG 5Y

20.56%

DEBT TO ASSETS RATIO AVG 10Y

20.56%

DEBT TO ASSETS RATIO AVG 15Y

27.55%

DEBT TO ASSETS RATIO AVG 20Y

22.00%

CURRENT VS TTM AVG

+112.55%

CURRENT VS 3Y AVG

+84.94%

CURRENT VS 5Y AVG

+91.00%

CURRENT VS 10Y AVG

+91.09%

CURRENT VS 15Y AVG

+42.57%

CURRENT VS 20Y AVG

+78.55%

IVZ Competitors' Debt to Assets Ratio

NAMEMARKET CAPDEBT TO ASSETS RATIOTTM3Y5Y
Invesco Ltd. (IVZ)$11.53B39.28%18.48%21.24%20.56%
American Financial Group, Inc. (AFG)vs ›$11.29B0.06%N/AN/AN/A
Assurant, Inc. (AIZ)vs ›$12.92B0.06%N/AN/AN/A
Everest Group, Ltd. (EG)vs ›$13.57B0.06%N/AN/AN/A
Globe Life Inc. (GL)vs ›$13.71B0.09%N/AN/AN/A
FactSet Research Systems Inc. (FDS)vs ›$7.61B0.36%N/AN/AN/A
Kinsale Capital Group, Inc. (KNSL)vs ›$7.11B0.04%N/AN/AN/A
Global Payments Inc. (GPN)vs ›$16.13B0.41%N/AN/AN/A
Franklin Resources, Inc. (BEN)vs ›$16.97B0.41%N/AN/AN/A
Axos Financial, Inc. (AX)vs ›$5.42B0.02%N/AN/AN/A

Leverage Ratios Comparison

Debt/Assets

39.3%

Debt/Equity

0.83

Current Ratio

43.01

Interest Coverage

-8.4x

Formula: Debt/Assets = Total Debt / Total Assets × 100

Debt/Assets vs Debt/Equity:

  • Debt/Assets: Shows % of assets funded by creditors (bounded 0-100%)
  • Debt/Equity: Shows debt relative to shareholder investment (can exceed 100%)
  • Both measure leverage but from different perspectives

Industry context matters: Capital-intensive industries (utilities, real estate) typically have higher Debt/Assets ratios than tech companies.

Debt to Assets Ratio Formula & Definition

Debt/Assets ratio shows what percentage of a company's assets are financed by debt. Compare the current value with the historical chart and peer group to understand leverage over time.

Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute

Debt to Assets Ratio FAQ

What is the debt to assets ratio for Invesco Ltd. (IVZ)?
The debt to assets ratio for IVZ stock is 39.28%.
Is Invesco Ltd.'s debt to assets ratio high or low?
The debt to assets ratio of 39.28% is 91% above its 5-year average of 20.56%, near the high end of its 5-year range (3.43%–39.28%).
What is the TTM average debt to assets ratio for Invesco Ltd. (IVZ)?
The TTM average debt to assets ratio for IVZ stock is 18.48%.
What is the 3Y average debt to assets ratio for Invesco Ltd. (IVZ)?
The 3Y average debt to assets ratio for IVZ stock is 21.24%.
What is the 5Y average debt to assets ratio for Invesco Ltd. (IVZ)?
The 5Y average debt to assets ratio for IVZ stock is 20.56%.
What is the 10Y average debt to assets ratio for Invesco Ltd. (IVZ)?
The 10Y average debt to assets ratio for IVZ stock is 20.56%.
What is the 15Y average debt to assets ratio for Invesco Ltd. (IVZ)?
The 15Y average debt to assets ratio for IVZ stock is 27.55%.
What is the 20Y average debt to assets ratio for Invesco Ltd. (IVZ)?
The 20Y average debt to assets ratio for IVZ stock is 22.00%.

IVZ Debt to Assets Ratio History

DATEDEBT TO ASSETS RATIO
2026-03-3139.28%
2025-12-3137.37%
2025-09-305.71%
2025-06-306.61%
2025-03-313.43%
2024-12-3127.94%
2024-09-3027.10%
2024-06-3027.83%
2024-03-3130.73%
2023-12-3131.26%
2023-09-3028.78%
2023-06-305.05%
2023-03-315.00%
2022-12-3128.76%
2022-09-305.08%
2022-06-305.54%
2022-03-316.55%
2021-12-3129.71%
2021-09-3028.37%
2021-06-3026.57%
2021-03-3125.18%
2020-12-3124.97%
2020-09-306.96%
2020-06-307.77%
2020-03-317.95%
2019-12-3122.02%
2019-09-3020.53%
2019-06-3018.88%
2019-03-3123.99%
2018-12-3124.65%
2018-09-3023.49%
2018-06-3024.56%
2018-03-3120.81%
2017-12-3121.71%
2017-09-3021.07%
2017-06-3021.26%
2017-03-3123.94%
2016-12-3125.28%
2016-09-3024.58%
2016-06-3023.84%
2016-03-3122.66%
2015-12-3129.95%
2015-09-3029.48%
2015-06-3030.70%
2015-03-3132.24%
2014-12-3132.89%
2014-09-3031.37%
2014-06-3029.60%
2014-03-3131.22%
2013-12-3129.94%
2013-09-3028.73%
2013-06-3030.27%
2013-03-3130.95%
2012-12-3129.07%
2012-09-3028.78%
2012-06-3034.45%
2012-03-3134.51%
2011-12-3135.14%
2011-09-3036.76%
2011-06-3037.66%
2011-03-3136.07%
2010-12-3135.13%
2010-09-3035.29%
2010-06-3035.97%
2010-03-314.44%
2009-12-316.84%
2009-09-309.50%
2009-06-309.83%
2009-03-3112.38%
2008-12-3111.88%
2008-09-3011.50%
2008-06-3010.91%
2008-03-3111.93%
2007-12-319.88%
2007-09-3010.72%
2007-06-3011.37%
2007-03-3113.01%
2006-12-3110.41%
2006-09-3014.21%
2006-06-3016.26%
2006-03-3117.89%
2005-12-3116.13%
2005-09-3014.88%
2005-06-3016.29%
2005-03-3117.32%
2004-12-3118.55%
2004-09-3017.10%
2004-06-3017.82%
2004-03-3117.31%
2003-12-3117.76%
2003-09-3016.83%
2003-06-3018.17%
2003-03-3120.99%
2002-12-3119.76%
2002-09-3017.96%
2002-06-3016.61%

Related Metrics

Debt/EquityTotal DebtTotal AssetsInterest CoverageAll Metrics

About Invesco Ltd.

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

Atlanta, GA
7,499 employees
www.invesco.com
Financial Services / Asset Management
Sector
Financial Services
Industry
Asset Management
CEO
Andrew Ryan Schlossberg
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