Invesco IVZ
NYSE IVZ
$32.02 +0.66 (+2.10%)
At close: Aug 21, 2026 · 4:00 PM EDT

Invesco (IVZ) Accumulated Expenses (2012 - 2026)

Invesco's (IVZ) quarterly Accumulated Expenses came in at $578.8 million in Q1 2026, up 6.61% YoY from $542.9 million in Q1 2025, and down 46.96% on a QoQ basis from $1.1 billion in Q4 2025.

Invesco (IVZ) Accumulated Expenses (2012 - 2026) Analysis & Trends

Invesco (IVZ) has 15 years of Accumulated Expenses data on file, last reported at $578.8 million in Q1 2026.

  • Quarterly Accumulated Expenses rose 6.61% year-over-year to $578.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $578.8 million (up 6.61% YoY) and the FY2025 annual result came in at $1.1 billion, up 6.02% from the prior year.
  • Accumulated Expenses slipped to $578.8 million in Q1 2026, from $1.1 billion in the prior quarter.
  • In the past five years, Accumulated Expenses ranged from a high of $1.1 billion in Q4 2025 to a low of $434.7 million in Q1 2023.
  • A 5-year average of $706.7 million and a median of $680.4 million in 2022 frame the typical range for Accumulated Expenses.
  • Annual changes were most pronounced in 2022 — Accumulated Expenses decreased 24.84% — and 2025, when it grew 21.49%.
  • Tracing IVZ's Accumulated Expenses over 5 years: stood at $860.8 million in 2022, then gained by 4.6% to $900.4 million in 2023, then climbed by 14.3% to $1.0 billion in 2024, then advanced by 6.02% to $1.1 billion in 2025, then sank by 46.96% to $578.8 million in 2026.
  • The last three Accumulated Expenses figures came in at $578.8 million (Q1 2026), $1.1 billion (Q4 2025), and $893.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn -
2 Blackstone 114.83 Bn 112.32 Bn -
3 Kkr 97.26 Bn -179.81 Bn -
4 Brookfield 93.07 Bn 45.66 Bn -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn
7 State Street 51.66 Bn 51.66 Bn -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn
9 Raymond James Financial 33.99 Bn 20.74 Bn -
10 Invesco 14.44 Bn 13.53 Bn 1.79 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 810.80 Mn
Mar 31, 2026 578.80 Mn
Dec 31, 2025 1.09 Bn
Sep 30, 2025 893.00 Mn
Jun 30, 2025 716.40 Mn
Mar 31, 2025 542.90 Mn
Dec 31, 2024 1.03 Bn
Sep 30, 2024 886.50 Mn
Jun 30, 2024 589.70 Mn
Mar 31, 2024 452.50 Mn
Dec 31, 2023 900.40 Mn
Sep 30, 2023 733.60 Mn
Jun 30, 2023 570.60 Mn
Mar 31, 2023 434.70 Mn
Dec 31, 2022 860.80 Mn
Sep 30, 2022 680.40 Mn
Jun 30, 2022 558.00 Mn
Mar 31, 2022 495.40 Mn
Dec 31, 2021 1.06 Bn
Sep 30, 2021 903.20 Mn