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Invesco (Invesco) Equity-to-Asset

: 0.51 (As of Dec. 2023)
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Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Invesco's Total Stockholders Equity for the quarter that ended in Dec. 2023 was $14,598 Mil. Invesco's Total Assets for the quarter that ended in Dec. 2023 was $28,934 Mil. Therefore, Invesco's Equity to Asset Ratio for the quarter that ended in Dec. 2023 was 0.51.

The historical rank and industry rank for Invesco's Equity-to-Asset or its related term are showing as below:

IVZ' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.28   Med: 0.37   Max: 0.51
Current: 0.51

During the past 13 years, the highest Equity to Asset Ratio of Invesco was 0.51. The lowest was 0.28. And the median was 0.37.

IVZ's Equity-to-Asset is ranked worse than
82.31% of 1730 companies
in the Asset Management industry
Industry Median: 0.83 vs IVZ: 0.51

Invesco Equity-to-Asset Historical Data

The historical data trend for Invesco's Equity-to-Asset can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Invesco Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Equity-to-Asset
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.35 0.39 0.47 0.51 0.51

Invesco Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Equity-to-Asset Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.51 0.52 0.52 0.52 0.51

Competitive Comparison

For the Asset Management subindustry, Invesco's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Invesco Equity-to-Asset Distribution

For the Asset Management industry and Financial Services sector, Invesco's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Invesco's Equity-to-Asset falls into.



Invesco Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

Invesco's Equity to Asset Ratio for the fiscal year that ended in Dec. 2023 is calculated as

Equity to Asset (A: Dec. 2023 )=Total Stockholders Equity/Total Assets
=14597.6/28933.8
=0.50

Invesco's Equity to Asset Ratio for the quarter that ended in Dec. 2023 is calculated as

Equity to Asset (Q: Dec. 2023 )=Total Stockholders Equity/Total Assets
=14597.6/28933.8
=0.50

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Invesco  (NYSE:IVZ) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


Invesco Equity-to-Asset Related Terms

Thank you for viewing the detailed overview of Invesco's Equity-to-Asset provided by GuruFocus.com. Please click on the following links to see related term pages.


Invesco (Invesco) Business Description

Traded in Other Exchanges
Address
1555 Peachtree Street, N.E., Suite 1800, Two Peachtree Pointe, Atlanta, GA, USA, 30309
Invesco provides investment-management services to retail (63% of managed assets) and institutional (37%) clients. At the end of October 2023, the firm had $1.451 trillion in assets under management spread among its equity (49% of AUM), balanced (4%), fixed-income (21%), alternative investment (12%), and money market (14%) operations. Passive products account for 35% of Invesco's total AUM, including 62% of the company's equity operations and 15% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 28% of its AUM sourced from Europe, Africa, and the Middle East (13%) and Asia (15%).
Executives
Thomas P Gibbons director THE BANK OF NEW YORK MELLON CORPORATION, 225 LIBERTY STREET, NEW YORK NY 10286
Martin L Flanagan director, officer: President & CEO 1555 PEACHTREE STREET, SUITE 100, ATLANTA GA 30309
Elizabeth S. Johnson director CITIZENS FINANCIAL GROUP, INC., 600 WASHINGTON BLVD., STAMFORD CT 06901
Stephanie Butcher officer: Senior Managing Director 1555 PEACHTREE ST. NE, ATLANTA GA 30309
Tony Wong officer: Senior Managing Director 1331 SPRING STREET NW, SUITE 2500, ATLANTA GA 30309
Trian Fund Management, L.p. director 280 PARK AVENUE, 41ST FLOOR, NEW YORK NY 10017
Jeffrey H Kupor officer: Senior Managing Director 1331 SPRING STREET NW, SUITE 2500, ATLANTA GA 30309
Mm Asset Management Holding Llc 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Terry Vacheron officer: Chief Accounting Officer 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Massmutual Holding Llc 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Massachusetts Mutual Life Insurance Co 10 percent owner 1295 STATE STREET, SPRINGFIELD MA 01111
Gregory Mcgreevey officer: Senior Managing Director 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Jennifer Krevitt officer: SMD & Chief HR Officer 1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA GA 30309
Meadows Colin officer: Senior Managing Director 1360 PEACHTREE STREET, ATLANTA GA 30309
Christopher C Womack director