Invesco (IVZ) Accumulated Expenses (2012 - 2026)
Invesco posted quarterly Accumulated Expenses of $578.8 million for Q1 2026, up 6.61% year-on-year from $542.9 million in Q1 2025, and down 46.96% on a QoQ basis from $1.1 billion in Q4 2025.
Invesco (IVZ) has 15 years of Accumulated Expenses data on file, last reported 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.
- Across five years, Accumulated Expenses topped out at $1.1 billion in Q4 2025 and bottomed at $434.7 million in Q1 2023.
- The 5-year median for Accumulated Expenses is $680.4 million (2022), against an average of $706.7 million.
- The widest annual swing landed in 2022, when Accumulated Expenses decreased 24.84%; it then grew 21.49% in 2025.
- A 5-year view of Accumulated Expenses shows it stood at $860.8 million in 2022, then advanced by 4.6% to $900.4 million in 2023, then grew by 14.3% to $1.0 billion in 2024, then climbed by 6.02% to $1.1 billion in 2025, then plunged 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 | 158.51 Bn | 148.89 Bn | - |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - |
| 10 | Invesco | 12.44 Bn | 11.96 Bn | 1.71 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Mar 31, 2021 | 592.20 Mn |
| Dec 31, 2020 | 973.70 Mn |
| Sep 30, 2020 | 714.90 Mn |
| Jun 30, 2020 | 575.50 Mn |
| Mar 31, 2020 | 481.10 Mn |
| Dec 31, 2019 | 1.03 Bn |
| Sep 30, 2019 | 851.00 Mn |
| Jun 30, 2019 | 726.70 Mn |
| Mar 31, 2019 | 340.20 Mn |
| Dec 31, 2018 | 646.50 Mn |
| Sep 30, 2018 | 552.70 Mn |
| Jun 30, 2018 | 446.10 Mn |
| Mar 31, 2018 | 371.60 Mn |
| Dec 31, 2017 | 696.10 Mn |
| Sep 30, 2017 | 608.50 Mn |
| Jun 30, 2017 | 475.10 Mn |
| Mar 31, 2017 | 390.50 Mn |
| Dec 31, 2016 | 654.30 Mn |
| Sep 30, 2016 | 505.70 Mn |
| Jun 30, 2016 | 412.10 Mn |
| Mar 31, 2016 | 331.00 Mn |
| Dec 31, 2015 | 661.30 Mn |
| Sep 30, 2015 | 571.20 Mn |
| Jun 30, 2015 | 474.80 Mn |
| Mar 31, 2015 | 371.70 Mn |
| Dec 31, 2014 | 667.30 Mn |
| Sep 30, 2014 | 540.10 Mn |
| Jun 30, 2014 | 463.20 Mn |
| Mar 31, 2014 | 391.30 Mn |
| Dec 31, 2013 | 676.40 Mn |
| Sep 30, 2013 | 565.50 Mn |
| Dec 31, 2012 | 609.80 Mn |