Invesco (IVZ) Accumulated Expenses (2012 - 2026)

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

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

Invesco's Accumulated Expenses history runs 15 years deep, the most recent figure standing at $578.8 million for 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 was $578.8 million for Q1 2026 at Invesco, down from $1.1 billion 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.
  • 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 declined 24.84% — and 2025, when it gained 21.49%.
  • Invesco's 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 tumbled by 46.96% to $578.8 million in 2026.
  • Business Quant data shows IVZ's Accumulated Expenses at $578.8 million in Q1 2026, $1.1 billion in Q4 2025, and $893.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn
2 BlackRock 161.01 Bn 148.08 Bn -
3 Blackstone 97.77 Bn 96.72 Bn -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn
5 State Street 51.30 Bn 51.30 Bn -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn
7 Northern Trust 32.93 Bn 32.93 Bn -
8 Raymond James Financial 32.59 Bn 17.67 Bn -
9 Price T Rowe 24.70 Bn 21.13 Bn -
10 Invesco 13.45 Bn 12.97 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