Return on Equity (ROE): -1.99%
Is the return on equity (ROE) high or low?
The return on equity (ROE) of -1.99% is 149% below its 5-year average of 4.04%, near the low end of its 5-year range (-2.30%–10.52%).
As of Thursday, June 25, 2026. 231.79% below its 12-month average of 1.51%.
IVZ Return on Equity (ROE) Chart
Annual fiscal-year return on equity; no daily interpolation.
IVZ Average Return on Equity (ROE) Chart
IVZ Current vs Average Return on Equity (ROE) Chart
IVZ Return on Equity (ROE) Metrics
RETURN ON EQUITY (ROE)
-1.99%
RETURN ON EQUITY (ROE) AVG TTM
1.51%
RETURN ON EQUITY (ROE) AVG 3Y
2.10%
RETURN ON EQUITY (ROE) AVG 5Y
4.04%
RETURN ON EQUITY (ROE) AVG 10Y
6.92%
RETURN ON EQUITY (ROE) AVG 15Y
7.62%
RETURN ON EQUITY (ROE) AVG 20Y
7.58%
CURRENT VS TTM AVG
-231.79%
CURRENT VS 3Y AVG
-194.65%
CURRENT VS 5Y AVG
-149.28%
CURRENT VS 10Y AVG
-128.76%
CURRENT VS 15Y AVG
-126.10%
CURRENT VS 20Y AVG
-126.26%
IVZ Competitors' Return on Equity (ROE)
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Invesco Ltd. (IVZ) | $11.53B | -1.99% | 1.51% | 2.10% | 4.04% |
| American Financial Group, Inc. (AFG)vs › | $11.48B | 18.79% | 18.66% | 19.88% | 21.68% |
| Assurant, Inc. (AIZ)vs › | $13.06B | 17.04% | 14.88% | 12.41% | 13.66% |
| Globe Life Inc. (GL)vs › | $13.71B | 19.35% | 19.80% | 20.98% | 17.36% |
| FactSet Research Systems Inc. (FDS)vs › | $7.89B | 27.61% | 27.70% | 28.53% | 32.49% |
| Global Payments Inc. (GPN)vs › | $15.88B | -2.97% | 6.58% | 4.49% | 3.98% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.16B | 26.78% | 26.83% | 25.84% | 23.42% |
| Franklin Resources, Inc. (BEN)vs › | $17.22B | 6.70% | 4.04% | 6.69% | 8.49% |
| Main Street Capital Corporation (MAIN)vs › | $4.63B | 13.78% | 17.32% | 15.85% | 13.97% |
| Circle Internet Group (CRCL)vs › | $18.97B | -2.31% | 12.60% | -11.02% | 3.46% |
Return Analysis
ROE
-2.0%
ROA
-0.9%
Return on Equity (ROE) Formula & Definition
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Return on Equity (ROE) FAQ
- What is the return on equity (ROE) for Invesco Ltd. (IVZ)?
- The return on equity (ROE) for IVZ stock is -1.99%.
- Is Invesco Ltd.'s return on equity (ROE) high or low?
- The return on equity (ROE) of -1.99% is 149% below its 5-year average of 4.04%, near the low end of its 5-year range (-2.30%–10.52%).
- What is the TTM average return on equity (ROE) for Invesco Ltd. (IVZ)?
- The TTM average return on equity (ROE) for IVZ stock is 1.51%.
- What is the 3Y average return on equity (ROE) for Invesco Ltd. (IVZ)?
- The 3Y average return on equity (ROE) for IVZ stock is 2.10%.
- What is the 5Y average return on equity (ROE) for Invesco Ltd. (IVZ)?
- The 5Y average return on equity (ROE) for IVZ stock is 4.04%.
- What is the 10Y average return on equity (ROE) for Invesco Ltd. (IVZ)?
- The 10Y average return on equity (ROE) for IVZ stock is 6.92%.
- What is the 15Y average return on equity (ROE) for Invesco Ltd. (IVZ)?
- The 15Y average return on equity (ROE) for IVZ stock is 7.62%.
- What is the 20Y average return on equity (ROE) for Invesco Ltd. (IVZ)?
- The 20Y average return on equity (ROE) for IVZ stock is 7.58%.
IVZ Return on Equity (ROE) History
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-12-31 | -2.30% |
| 2024-12-31 | 5.32% |
| 2023-12-31 | -0.66% |
| 2022-12-31 | 6.05% |
| 2021-12-31 | 10.52% |
| 2020-12-31 | 5.30% |
| 2019-12-31 | 4.97% |
| 2018-12-31 | 10.29% |
| 2017-12-31 | 12.96% |
| 2016-12-31 | 11.38% |
| 2015-12-31 | 12.28% |
| 2014-12-31 | 11.91% |
| 2013-12-31 | 11.20% |
| 2012-12-31 | 8.14% |
| 2011-12-31 | 8.99% |
| 2010-12-31 | 5.63% |
| 2009-12-31 | 4.67% |
| 2008-12-31 | 8.47% |
| 2007-12-31 | 10.22% |
| 2006-12-31 | 7.95% |
| 2005-12-31 | 5.87% |
| 2004-12-31 | -1.01% |
| 2003-12-31 | -0.77% |
| 2002-12-31 | 0.74% |
| 2001-12-31 | 6.79% |
| 2000-12-31 | 13.72% |
| 1999-12-31 | 41.46% |
| 1998-12-31 | 28.44% |
| 1997-12-31 | -544.23% |
Related 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.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Andrew Ryan Schlossberg