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| 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 |