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| 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 |