Invesco Ltd. (IVZ) Operating Margin: -9.71%
Is Invesco Ltd.’s operating margin high or low?
Invesco Ltd.'s operating margin of -9.71% is 201% below its 5-year average of 9.65%, near the low end of its 5-year range (-10.91%–25.94%).
As of Wednesday, June 24, 2026. 791.10% below its 12-month average of 1.41%.
IVZ Operating Margin Chart
Reported annual fiscal-period values; no daily interpolation.
IVZ Average Operating Margin Chart
IVZ Current vs Average Operating Margin Chart
IVZ Operating Margin Metrics
OPERATING MARGIN
-9.71%
OPERATING MARGIN AVG TTM
1.41%
OPERATING MARGIN AVG 3Y
4.25%
OPERATING MARGIN AVG 5Y
9.65%
OPERATING MARGIN AVG 10Y
15.40%
OPERATING MARGIN AVG 15Y
21.18%
OPERATING MARGIN AVG 20Y
21.14%
CURRENT VS TTM AVG
-791.10%
CURRENT VS 3Y AVG
-328.74%
CURRENT VS 5Y AVG
-200.62%
CURRENT VS 10Y AVG
-163.04%
CURRENT VS 15Y AVG
-145.84%
CURRENT VS 20Y AVG
-145.94%
IVZ Competitors' Operating Margin
| NAME | MARKET CAP | OPERATING MARGIN | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Invesco Ltd. (IVZ) | $11.52B | -9.71% | 1.41% | 4.25% | 9.65% |
| Assurant, Inc. (AIZ)vs › | $13.08B | 9.42% | 8.15% | 6.74% | 6.76% |
| Globe Life Inc. (GL)vs › | $13.63B | 24.92% | 23.67% | 22.59% | 22.36% |
| FactSet Research Systems Inc. (FDS)vs › | $7.95B | 31.17% | 32.03% | 30.02% | 29.88% |
| Global Payments Inc. (GPN)vs › | $15.21B | 16.21% | 20.86% | 21.67% | 20.60% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.02B | 34.51% | 33.14% | 30.23% | 28.61% |
| Franklin Resources, Inc. (BEN)vs › | $16.88B | 9.34% | 5.85% | 11.80% | 14.71% |
| Main Street Capital Corporation (MAIN)vs › | $4.65B | 66.79% | 77.53% | 73.88% | 64.77% |
| Circle Internet Group (CRCL)vs › | $20.23B | -4.65% | 3.33% | 5.07% | -46.87% |
| Brown & Brown, Inc. (BRO)vs › | $20.47B | 26.79% | 28.76% | 28.02% | 27.63% |
Operating Efficiency
Gross Margin
50.7%
Operating Margin
-9.7%
Invesco Ltd. Operating Margin Formula & Definition
Operating Margin = Operating Income / Revenue
Operating margin is the percentage of revenue remaining after operating expenses, reflecting operating efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Invesco Ltd. Operating Margin FAQ
- What is the operating margin for Invesco Ltd. (IVZ)?
- The operating margin for IVZ stock is -9.71%.
- Is Invesco Ltd.'s operating margin high or low?
- Invesco Ltd.'s operating margin of -9.71% is 201% below its 5-year average of 9.65%, near the low end of its 5-year range (-10.91%–25.94%).
- What is the TTM average operating margin for Invesco Ltd. (IVZ)?
- The TTM average operating margin for IVZ stock is 1.41%.
- What is the 3Y average operating margin for Invesco Ltd. (IVZ)?
- The 3Y average operating margin for IVZ stock is 4.25%.
- What is the 5Y average operating margin for Invesco Ltd. (IVZ)?
- The 5Y average operating margin for IVZ stock is 9.65%.
- What is the 10Y average operating margin for Invesco Ltd. (IVZ)?
- The 10Y average operating margin for IVZ stock is 15.40%.
- What is the 15Y average operating margin for Invesco Ltd. (IVZ)?
- The 15Y average operating margin for IVZ stock is 21.18%.
- What is the 20Y average operating margin for Invesco Ltd. (IVZ)?
- The 20Y average operating margin for IVZ stock is 21.14%.
Invesco Ltd. Operating Margin History
| DATE | OPERATING MARGIN |
|---|---|
| 2025-12-31 | -10.91% |
| 2024-12-31 | 13.72% |
| 2023-12-31 | -7.61% |
| 2022-12-31 | 21.78% |
| 2021-12-31 | 25.94% |
| 2020-12-31 | 14.98% |
| 2019-12-31 | 13.21% |
| 2018-12-31 | 22.67% |
| 2017-12-31 | 24.79% |
| 2016-12-31 | 24.34% |
| 2015-12-31 | 26.52% |
| 2014-12-31 | 24.81% |
| 2013-12-31 | 24.12% |
| 2012-12-31 | 20.80% |
| 2011-12-31 | 21.95% |
| 2010-12-31 | 16.91% |
| 2009-12-31 | 18.43% |
| 2008-12-31 | 22.61% |
| 2007-12-31 | 25.63% |
| 2006-12-31 | 24.19% |
| 2005-12-31 | 14.20% |
| 2004-12-31 | -9.40% |
| 2003-12-31 | 6.64% |
| 2002-12-31 | 11.02% |
| 2001-12-31 | 20.12% |
| 2000-12-31 | 32.70% |
| 1999-12-31 | 29.46% |
| 1998-12-31 | 29.43% |
| 1997-12-31 | 35.07% |
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.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Andrew Ryan Schlossberg