Invesco (IVZ) Accumulated Expenses (2012 - 2026)
Invesco's (IVZ) quarterly Accumulated Expenses came in at $810.8 million in Q2 2026, up 13.18% on a YoY basis from $716.4 million in Q2 2025, and up 40.08% quarter-over-quarter from $578.8 million in Q1 2026.
Analysis
Invesco (IVZ) Accumulated Expenses (2012 - 2026) Analysis & Trends
Invesco (IVZ) has reported Accumulated Expenses for 15 consecutive years, with $810.8 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Accumulated Expenses rose 13.18% year-over-year to $810.8 million; the trailing twelve-month figure through Jun 2026 stood at $810.8 million (up 13.18% YoY), and the FY2025 full-year result was $1.1 billion, up 6.02% from the prior year.
- Accumulated Expenses improved to $810.8 million in Q2 2026 per IVZ's latest filing, from $578.8 million in the prior quarter.
- Across five years, Accumulated Expenses topped out at $1.1 billion in Q4 2025 and bottomed at $434.7 million in Q1 2023.
- Historically, Accumulated Expenses has averaged $712.5 million across 5 years, with a median of $698.4 million in 2022.
- The sharpest annual moves came in 2022 and 2025: Accumulated Expenses slipped 24.84% in 2022, then increased 21.49% in 2025.
- Over 5 years, Accumulated Expenses stood at $860.8 million in 2022, then climbed by 4.6% to $900.4 million in 2023, then increased by 14.3% to $1.0 billion in 2024, then grew by 6.02% to $1.1 billion in 2025, then fell by 25.7% to $810.8 million in 2026.
- According to Business Quant data, Accumulated Expenses over the past three periods registered $810.8 million, $578.8 million, and $1.1 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |