IVZNEUTRAL

IVZ Debt-to-Equity Ratio Analysis

0.74x

Updated 273h ago·SEC filings & market data

Key Takeaway

A Debt-to-Equity Ratio of 0.74x means the company carries 74 cents of debt for every $1 of shareholder equity, showing how much leverage it uses to fund operations.

Sector Performance

50th percentile

IVZ

0.74x

Sector Median

0.74x

Sector Avg

2.51x

Prior Period

0.77x(Aug 2026)

↑ Improving

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Deep Analysis

A Debt-to-Equity Ratio of 0.74x means the company carries 74 cents of debt for every $1 of shareholder equity, showing how much leverage it uses to fund operations.

This matches the sector median of 0.74x exactly, placing the company at the 50th percentile among peers, so its leverage is neither high nor low relative to the group. The year-over-year change is not available, but quarter-over-quarter the ratio fell from 0.77x to 0.74x, a -3.9% decline. With leverage at the sector midpoint and a recent downward move, the company is reducing debt relative to equity, slightly easing financial risk. This combination of average level and improving trend suggests no pressing balance-sheet strain, but also no particular leverage-driven advantage. The metric supports the overall NEUTRAL verdict, as it shows a balanced financial position that does not tilt the investment case toward higher risk or higher reward.

Frequently Asked Questions

What does the Debt-to-Equity Ratio tell investors about IVZ?

Shows how much a company is financing its operations through debt vs shareholder funds. High D/E can amplify returns — and losses.

How is the Debt-to-Equity Ratio calculated?

Debt-to-Equity Ratio is calculated as: Total Debt / Shareholders' Equity.

Who are IVZ's closest peers by Debt-to-Equity Ratio?

The closest peers by Debt-to-Equity Ratio include: TAP (0.76x), PCAR (0.72x), O (0.78x), PRU (0.78x), KIM (0.85x).

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Learn More About Debt-to-Equity Ratio

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Debt/Equity Ratio: How Much Debt Is Too Much?

The debt to equity ratio explained: why context, interest coverage, and sector norms matter far more than the raw number when assessing debt risk.

The Formula

Total Debt / Shareholders' Equity

Why It Matters

Shows how much a company is financing its operations through debt vs shareholder funds. High D/E can amplify returns — and losses.