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IVZ Invesco Ltd.

NYSE, CIK 0000914208, fiscal year ends 12/31. Last price 28.06 on 2026-10-23, market value 12.4 billion dollars.

Machine-readable: IVZ.json, IVZ.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

PhilosophyScoreStatusCurrent inputs as ofHistory usedPriceVerificationRules
Graham Defensive 42
partial, missing 2
 partial: 2 2025-12-31
stale: Revenue
 2013–2025 2026-10-23 14 verified, 19 unverified method
Magic Formula n/a insufficient data (no fresh current assets/liabilities (unclassified balance sheet)) — — — — method
Momentum 77 ok 2026-10-23 — 2026-10-23 — method
Insider 0 ok 2026-10-23 — — — method
Buffett Quality 38 ok 2026-06-30 2016–2025 2026-10-23 0 verified, 47 unverified method
Lynch GARP 26 ok 2026-06-30 2020–2025 2026-10-23 0 verified, 5 unverified method
Graham Enterprising 39
partial, missing 1, 2, 7
 partial: 1, 2, 7 2026-06-30 2020–2025 2026-10-23 0 verified, 8 unverified method
Piotroski F-Score 44
partial, missing 5, 6
 partial: 5, 6 — 2024–2026 — 0 verified, 19 unverified method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

InputValueUnitPeriod / dateSource
Traded price28.06USD per traded unit (share or ADS)2026-10-23Yahoo Finance
SEC shares outstanding441,499,780underlying shares2026-06-30SEC cover page 10-Q 0000914208-26-000235 (441,499,780 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/914208/000091420826000235/ivz-20260630.htm 0000914208-26-000235
Depositary ratio1.0underlying shares per traded unit domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares12,388,483,827USD2026-10-23
shares at 2026-06-30
28.06 (price 2026-10-23) / 1 x 441,499,780 (shares at 2026-06-30) = 12,388,483,827

Graham Defensive

42 of 100. partial: 2. How this is scored.

Test or factorValueThresholdPoints
1 Adequate size6.38 revenue $B>= 15.0 / 5
2 Balance sheet tests current assets/liabilities or equity not fresh—None / 30
3 Positive earnings each of 10 years8 of 1010 of 1012.0 / 15
4 Dividends every year for 20 years20 of 20 XBRL check: 13 years agree, 7 unverified20 of 2015.0 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago2.20 -> -0.38 (-117%)>= +33%0.0 / 10
6 P/E on 3-year average EPS average EPS not positive—<= 150.0 / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5P/B 0.99<= 1.5 or <= 22.510.0 / 10
Inputs, 35 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)28.062026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Revenue6377100000.02025-12-31 staleSEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-26-000079unverified
debt_incl_current1624000000.02026-06-30SEC XBRL LongTermDebt 0000914208-26-000235unverified
equity12471900000.02026-06-30SEC XBRL StockholdersEquity (companyfacts) 0000914208-26-000235unverified
Net income FY2016854200000.02016-12-31 historySEC XBRL NetIncomeLoss 0000914208-19-000195unverified
Net income FY20171127300000.02017-12-31 historySEC XBRL NetIncomeLoss 0000914208-20-000245unverified
Net income FY2018882800000.02018-12-31 historySEC XBRL NetIncomeLoss 0000914208-21-000331unverified
Net income FY2019564700000.02019-12-31 historySEC XBRL NetIncomeLoss 0000914208-22-000319unverified
Net income FY2020524800000.02020-12-31 historySEC XBRL NetIncomeLoss 0000914208-23-000297unverified
Net income FY20211393000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000914208-24-000219unverified
Net income FY2022683900000.02022-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Net income FY2023-333700000.02023-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Net income FY2024538000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Net income FY2025-174800000.02025-12-31 historySEC XBRL ProfitLoss 0000914208-26-000079unverified
Dividend years (Yahoo)[2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historyverified (partly: XBRL covers 13 of 20 years)
Dividends per share FY2013 (XBRL)0.84752013-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-16-000846verified
Dividends per share FY2014 (XBRL)0.9752014-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-17-000328verified
Dividends per share FY2015 (XBRL)1.062015-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-18-000255verified
Dividends per share FY2016 (XBRL)1.112016-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-19-000195verified
Dividends per share FY2017 (XBRL)1.152017-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-20-000245verified
Dividends per share FY2018 (XBRL)1.192018-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-21-000331verified
Dividends per share FY2019 (XBRL)1.232019-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-22-000319verified
Dividends per share FY2020 (XBRL)0.782020-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-23-000297verified
Dividends per share FY2021 (XBRL)0.672021-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-24-000219verified
Dividends per share FY2022 (XBRL)0.732022-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-25-000114verified
Dividends per share FY2023 (XBRL)0.78752023-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-26-000079verified
Dividends per share FY2024 (XBRL)0.8152024-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-26-000079verified
Dividends per share FY2025 (XBRL)0.8352025-12-31 historySEC XBRL CommonStockDividendsPerShareDeclared 0000914208-26-000079verified
EPS diluted FY20142.272014-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-17-000328unverified
EPS diluted FY20152.262015-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-18-000255unverified
EPS diluted FY20162.062016-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-19-000195unverified
EPS diluted FY2023-0.732023-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-26-000079unverified
EPS diluted FY20241.182024-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-26-000079unverified
EPS diluted FY2025-1.62025-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-26-000079unverified
Shares outstanding441499780.02026-06-30SEC cover page 10-Q 0000914208-26-000235 (441,499,780 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/914208/000091420826000235/ivz-20260630.htm 0000914208-26-000235not cross-checked

Magic Formula

insufficient data (no fresh current assets/liabilities (unclassified balance sheet)). How this is scored.

insufficient data (no fresh current assets/liabilities (unclassified balance sheet)).

Momentum

77 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
12-1 month return39.8 % (percentile 84.1)42.0 / 50
6 month return12.2 % (percentile 68.5)13.7 / 20
Price / 52-week high0.84212.6 / 15
Volatility penalty (60d annualised)26.7 %8.2 / 15
Inputs, 1 numbers with their sources
InputValuePeriodSourceCheck
Adjusted close series (14 months)28.062026-10-23Yahoo Finance / Alpaca Market Data daily historynot cross-checked

Insider

0 of 100. ok. How this is scored. Form 4 data loaded through 2026-10-23

Test or factorValueThresholdPoints
Open-market buy value / market cap (percentile among buyers)0.0 bp0.0 / 35
Distinct buyers00.0 / 25
Buyer seniority0.00.0 / 20
Recency (half-life 30d)0.00.0 / 10
Sales penalty (excludes 10b5-1 plan sales)5.83 bp-9.2 / 0
Inputs, 5 numbers with their sources
InputValuePeriodSourceCheck
Form 4 S WOOD PHOEBE A 2026-09-1197320.02026-09-11SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S Butcher Stephanie 2026-09-091455666.62026-09-09SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S Lo Andrew Tak Shing 2026-09-093247048.00000000052026-09-09SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S Lo Andrew Tak Shing 2026-09-081397110.52026-09-08SEC Form 4 (insider transactions data set)not cross-checked
Form 4 S DUKES LAURA ALLISON 2026-09-041030446.99999999992026-09-04SEC Form 4 (insider transactions data set)not cross-checked

Buffett Quality

38 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
1 Average return on equity (net income / year-end equity)3.9% over 8 yrs>= 15%0.0 / 25
2 Profitable every year8 of 10all years12.0 / 15
3 Net income growth, 3-yr average now vs start of window-48.0% a year>= +10%0.0 / 10
4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities)165.2 years<= 40.0 / 15
5 Operating margin, 5-yr average8.6%>= 20%0.5 / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex)2.46>= 1.010.0 / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap)10.0%>= 7%15.0 / 15
Inputs, 49 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)28.062026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Net income FY2018882800000.02018-12-31 historySEC XBRL NetIncomeLoss 0000914208-21-000331unverified
Equity at FY2018 end8578800000.02018-12-31 historySEC XBRL StockholdersEquity 0000914208-20-000245unverified
Net income FY2019564700000.02019-12-31 historySEC XBRL NetIncomeLoss 0000914208-22-000319unverified
Equity at FY2019 end13862500000.02019-12-31 historySEC XBRL StockholdersEquity 0000914208-21-000331unverified
Net income FY2020524800000.02020-12-31 historySEC XBRL NetIncomeLoss 0000914208-23-000297unverified
Equity at FY2020 end14361800000.02020-12-31 historySEC XBRL StockholdersEquity 0000914208-22-000319unverified
Net income FY20211393000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000914208-24-000219unverified
Equity at FY2021 end15495800000.02021-12-31 historySEC XBRL StockholdersEquity 0000914208-23-000297unverified
Net income FY2022683900000.02022-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Equity at FY2022 end15213600000.02022-12-31 historySEC XBRL StockholdersEquity 0000914208-24-000219unverified
Net income FY2023-333700000.02023-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Equity at FY2023 end14597600000.02023-12-31 historySEC XBRL StockholdersEquity 0000914208-25-000114unverified
Net income FY2024538000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Equity at FY2024 end14559900000.02024-12-31 historySEC XBRL StockholdersEquity 0000914208-26-000079unverified
Net income FY2025-174800000.02025-12-31 historySEC XBRL ProfitLoss 0000914208-26-000079unverified
Equity at FY2025 end12231000000.02025-12-31 historySEC XBRL StockholdersEquity 0000914208-26-000235unverified
Net income FY2016854200000.02016-12-31 historySEC XBRL NetIncomeLoss 0000914208-19-000195unverified
Net income FY20171127300000.02017-12-31 historySEC XBRL NetIncomeLoss 0000914208-20-000245unverified
Net income FY2018882800000.02018-12-31 historySEC XBRL NetIncomeLoss 0000914208-21-000331unverified
Net income FY2019564700000.02019-12-31 historySEC XBRL NetIncomeLoss 0000914208-22-000319unverified
Net income FY2020524800000.02020-12-31 historySEC XBRL NetIncomeLoss 0000914208-23-000297unverified
Net income FY20211393000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000914208-24-000219unverified
Net income FY2022683900000.02022-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Net income FY2023-333700000.02023-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Net income FY2024538000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Net income FY2025-174800000.02025-12-31 historySEC XBRL ProfitLoss 0000914208-26-000079unverified
debt_incl_current1624000000.02026-06-30SEC XBRL LongTermDebt 0000914208-26-000235unverified
Operating income FY20211788200000.02021-12-31 historySEC XBRL OperatingIncomeLoss 0000914208-24-000219unverified
Revenue FY20216894500000.02021-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-24-000219unverified
Operating income FY20221317700000.02022-12-31 historySEC XBRL OperatingIncomeLoss 0000914208-25-000114unverified
Revenue FY20226048900000.02022-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-25-000114unverified
Operating income FY2023-434800000.02023-12-31 historySEC XBRL OperatingIncomeLoss 0000914208-26-000079unverified
Revenue FY20235716400000.02023-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-26-000079unverified
Operating income FY2024832100000.02024-12-31 historySEC XBRL OperatingIncomeLoss 0000914208-26-000079unverified
Revenue FY20246067000000.02024-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-26-000079unverified
Operating income FY2025-695700000.02025-12-31 historySEC XBRL OperatingIncomeLoss 0000914208-26-000079unverified
Revenue FY20256377100000.02025-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-26-000079unverified
Operating cash flow FY20211078100000.02021-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000914208-24-000219unverified
Capital expenditure FY2021108800000.02021-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000914208-24-000219unverified
Operating cash flow FY2022703200000.02022-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000914208-25-000114unverified
Capital expenditure FY2022192900000.02022-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000914208-25-000114unverified
Operating cash flow FY20231300800000.02023-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000914208-26-000079unverified
Capital expenditure FY2023164300000.02023-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000914208-26-000079unverified
Operating cash flow FY20241190000000.02024-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000914208-26-000079unverified
Capital expenditure FY202469100000.02024-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000914208-26-000079unverified
Operating cash flow FY20251525300000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000914208-26-000079unverified
Capital expenditure FY202584300000.02025-12-31 historySEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000914208-26-000079unverified
Shares outstanding441499780.02026-06-30SEC cover page 10-Q 0000914208-26-000235 (441,499,780 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/914208/000091420826000235/ivz-20260630.htm 0000914208-26-000235not cross-checked

Lynch GARP

26 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
1 PEG: P/E divided by 5-yr EPS growth (in % points) earnings not positive in both years, or growth not positive: PEG undefined—<= 1.00.0 / 30
2 EPS growth, 5-yr compound rate earnings not positive in both years—12% to 35% a year0.0 / 20
3 P/E on latest annual EPS latest EPS not positive—<= 250.0 / 10
4 Borrowings / equity LongTermDebt (incl. current maturities)0.13<= 0.515.0 / 15
5 Years of the last 5 in which EPS rose2 of 55 of 56.0 / 15
6 Net cash (cash minus borrowings) / market cap-5.7%>= +10%5.5 / 10
Inputs, 6 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)28.062026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
EPS diluted FY2025-1.62025-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-26-000079unverified
EPS diluted FY20201.132020-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-23-000297unverified
debt_incl_current1624000000.02026-06-30SEC XBRL LongTermDebt 0000914208-26-000235unverified
equity12471900000.02026-06-30SEC XBRL StockholdersEquity (companyfacts) 0000914208-26-000235unverified
cash915400000.02026-06-30SEC XBRL CashAndCashEquivalentsAtCarryingValue (companyfacts) 0000914208-26-000235unverified

Graham Enterprising

39 of 100. partial: 1, 2, 7. How this is scored.

Test or factorValueThresholdPoints
1 Current ratio no fresh current assets/liabilities (unclassified balance sheet)—>= 1.5None / 15
2 Borrowings vs working capital no fresh current assets/liabilities—<= 1.1xNone / 15
3 No earnings deficit in the last 5 years3 of 5 profitable5 of 59.0 / 15
4 Pays a current dividendyesyes10.0 / 10
5 EPS higher than five years earlier1.13 -> -1.60higher0.0 / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)0.99<= 1.220.0 / 20
7 Price / net current asset value per share (current assets minus all liabilities) needs fresh current assets, total liabilities (or assets and equity of the same date) and share count—<= 0.67None / 15
Inputs, 11 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)28.062026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Net income FY20211393000000.02021-12-31 historySEC XBRL NetIncomeLoss 0000914208-24-000219unverified
Net income FY2022683900000.02022-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Net income FY2023-333700000.02023-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Net income FY2024538000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
Net income FY2025-174800000.02025-12-31 historySEC XBRL ProfitLoss 0000914208-26-000079unverified
Dividend years (Yahoo)[2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historynot cross-checked
EPS diluted FY2025-1.62025-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-26-000079unverified
EPS diluted FY20201.132020-12-31 historySEC XBRL EarningsPerShareDiluted 0000914208-23-000297unverified
equity12471900000.02026-06-30SEC XBRL StockholdersEquity (companyfacts) 0000914208-26-000235unverified
Shares outstanding441499780.02026-06-30SEC cover page 10-Q 0000914208-26-000235 (441,499,780 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/914208/000091420826000235/ivz-20260630.htm 0000914208-26-000235not cross-checked

Piotroski F-Score

44 of 100. partial: 5, 6. How this is scored.

Test or factorValueThresholdPoints
1 Return on assets is positive-0.6%pass = 10.0 / 11.11111111111111
2 Operating cash flow is positive1,525Mpass = 111.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year2.0% -> -0.6%pass = 10.0 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)1,525M vs -175Mpass = 111.11111111111111 / 11.11111111111111
5 Long-term debt / assets fell an input is not reported for one of the two years—pass = 1None / 11.11111111111111
6 Current ratio improved an input is not reported for one of the two years—pass = 1None / 11.11111111111111
7 No new shares issued (share count did not rise)446M -> 441Mpass = 111.11111111111111 / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry)13.7% -> -10.9%pass = 10.0 / 11.11111111111111
9 Asset turnover (revenue / assets) improved0.22 -> 0.24pass = 111.11111111111111 / 11.11111111111111
Inputs, 19 numbers with their sources
InputValuePeriodSourceCheck
net_income 2025-12-31-174800000.02025-12-31 historySEC XBRL ProfitLoss 0000914208-26-000079unverified
total_assets 2025-12-3127094000000.02025-12-31 historySEC XBRL Assets 0000914208-26-000235unverified
cfo 2025-12-311525300000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000914208-26-000079unverified
net_income 2025-12-31-174800000.02025-12-31 historySEC XBRL ProfitLoss 0000914208-26-000079unverified
net_income 2024-12-31538000000.02024-12-31 historySEC XBRL NetIncomeLoss 0000914208-25-000114unverified
total_assets 2025-12-3127094000000.02025-12-31 historySEC XBRL Assets 0000914208-26-000235unverified
total_assets 2024-12-3127008900000.02024-12-31 historySEC XBRL Assets 0000914208-26-000079unverified
cfo 2025-12-311525300000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0000914208-26-000079unverified
net_income 2025-12-31-174800000.02025-12-31 historySEC XBRL ProfitLoss 0000914208-26-000079unverified
shares_out 2026-06-30441499780.02026-06-30 historySEC XBRL EntityCommonStockSharesOutstanding (companyfacts) 0000914208-26-000235unverified
shares_out 2025-06-30445963773.02025-06-30 historySEC XBRL EntityCommonStockSharesOutstanding 0000914208-25-000262unverified
operating_income 2025-12-31-695700000.02025-12-31 historySEC XBRL OperatingIncomeLoss 0000914208-26-000079unverified
operating_income 2024-12-31832100000.02024-12-31 historySEC XBRL OperatingIncomeLoss 0000914208-26-000079unverified
revenue 2025-12-316377100000.02025-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-26-000079unverified
revenue 2024-12-316067000000.02024-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-26-000079unverified
revenue 2025-12-316377100000.02025-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-26-000079unverified
revenue 2024-12-316067000000.02024-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0000914208-26-000079unverified
total_assets 2025-12-3127094000000.02025-12-31 historySEC XBRL Assets 0000914208-26-000235unverified
total_assets 2024-12-3127008900000.02024-12-31 historySEC XBRL Assets 0000914208-26-000079unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FYEndedRevenue, $MNet income, $MEPS dilutedDividendFiling
20132013-12-314,6459402.1paid0000914208-16-000846
20142014-12-315,1479882.27paid0000914208-17-000328
20152015-12-315,1239682.26paid0000914208-18-000255
20162016-12-314,7348542.06paid0000914208-19-000195
20172017-12-315,1601,1272.75paid0000914208-20-000245
20182018-12-315,3148832.14paid0000914208-21-000331
20192019-12-316,1175651.28paid0000914208-22-000319
20202020-12-316,1465251.13paid0000914208-23-000297
20212021-12-316,8941,3932.99paid0000914208-24-000219
20222022-12-316,0496841.49paid0000914208-25-000114
20232023-12-315,716-334-0.73paid0000914208-25-000114
20242024-12-316,0675381.18paid0000914208-25-000114
20252025-12-316,377-175-1.6paid0000914208-26-000079

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

DateInsiderRoleTypeSharesPriceValue
2026-09-11Wood Phoebe Adirectorsale3,00032.4497,320
2026-09-09Butcher Stephanieofficersale45,09532.281,455,667
2026-09-09Lo Andrew Tak Shingofficersale100,84032.203,247,048
2026-09-08Lo Andrew Tak Shingofficersale42,53032.851,397,110
2026-09-04Dukes Laura AllisonCFOsale31,07533.161,030,447