Invesco IVZ
NYSE IVZ
$30.52 +0.29 (+0.96%)
At close: Sep 18, 2026 · 4:00 PM EDT

Invesco (IVZ) Accumulated Expenses (2012 - 2026)

Invesco's (IVZ) quarterly Accumulated Expenses came in at $810.8 million in Q2 2026, up 13.18% on a YoY basis from $716.4 million in Q2 2025, and up 40.08% quarter-over-quarter from $578.8 million in Q1 2026.

Analysis

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

Invesco (IVZ) has reported Accumulated Expenses for 15 consecutive years, with $810.8 million the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Accumulated Expenses rose 13.18% year-over-year to $810.8 million; the trailing twelve-month figure through Jun 2026 stood at $810.8 million (up 13.18% YoY), and the FY2025 full-year result was $1.1 billion, up 6.02% from the prior year.
  • Accumulated Expenses improved to $810.8 million in Q2 2026 per IVZ's latest filing, from $578.8 million 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.
  • Historically, Accumulated Expenses has averaged $712.5 million across 5 years, with a median of $698.4 million in 2022.
  • The sharpest annual moves came in 2022 and 2025: Accumulated Expenses slipped 24.84% in 2022, then increased 21.49% in 2025.
  • Over 5 years, 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 fell by 25.7% to $810.8 million in 2026.
  • According to Business Quant data, Accumulated Expenses over the past three periods registered $810.8 million, $578.8 million, and $1.1 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 BlackRock 165.77 Bn 152.13 Bn -
2 Spdr Gold Trust 141.23 Bn -416.77 Bn -
3 World Gold Trust 29.62 Bn -73.45 Bn -
4 Ishares Gold Trust 27.46 Bn -32.65 Bn -
5 Principal Financial 25.26 Bn -27.00 Bn 1.91 Bn
6 iShares Silver Trust 23.22 Bn -4.99 Bn -
7 Invesco 13.47 Bn 13.19 Bn 1.79 Bn
8 Voya Financial 9.20 Bn 8.58 Bn 1.34 Bn
9 Affiliated Managers 9.20 Bn 9.69 Bn -
10 Victory Capital Holdings 6.56 Bn 6.49 Bn -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 810.80 Mn
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