Invesco (IVZ) Accumulated Expenses (2012 - 2026)

Invesco (IVZ) reported Accumulated Expenses of $578.8 million for Q1 2026, up 6.61% on a YoY basis from $542.9 million in Q1 2025, and down 46.96% quarter-over-quarter from $1.1 billion in Q4 2025.

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

Invesco has reported Accumulated Expenses for 15 years, with the latest figure at $578.8 million in Q1 2026.

  • For the quarter ending Q1 2026, Accumulated Expenses rose 6.61% year-over-year to $578.8 million; the trailing twelve-month figure through Mar 2026 stood at $578.8 million (up 6.61% YoY), and the FY2025 full-year result was $1.1 billion, up 6.02% from the prior year.
  • Accumulated Expenses for Q1 2026 stood at $578.8 million, down from $1.1 billion in the prior quarter.
  • The five-year high for Accumulated Expenses was $1.1 billion in Q4 2025, with the low at $434.7 million in Q1 2023.
  • Historically, Accumulated Expenses has averaged $706.7 million across 5 years, with a median of $680.4 million in 2022.
  • Annual changes were most pronounced in 2022 — Accumulated Expenses decreased 24.84% — and 2025, when it grew 21.49%.
  • Invesco's Accumulated Expenses 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 163.18 Bn 153.56 Bn -
2 Blackstone 96.85 Bn 95.80 Bn -
3 Kkr 86.45 Bn 133.96 Bn -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn
5 State Street 46.95 Bn 21.27 Bn -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn
7 Northern Trust 31.92 Bn 31.92 Bn -
8 Raymond James Financial 30.62 Bn 19.37 Bn -
9 Ares Management 29.04 Bn 32.41 Bn -
10 Invesco 12.69 Bn 12.21 Bn 1.71 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 742.40 Mn