Invesco (IVZ) Accumulated Expenses (2012 - 2026)
Invesco's (IVZ) quarterly Accumulated Expenses came in at $578.8 million in Q1 2026, up 6.61% YoY from $542.9 million in Q1 2025, and down 46.96% on a QoQ basis from $1.1 billion in Q4 2025.
Invesco (IVZ) Accumulated Expenses (2012 - 2026) Analysis & Trends
Invesco (IVZ) has 15 years of Accumulated Expenses data on file, last reported at $578.8 million in 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 slipped to $578.8 million in Q1 2026, from $1.1 billion in the prior quarter.
- In the past five years, Accumulated Expenses ranged from a high of $1.1 billion in Q4 2025 to a low of $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 decreased 24.84% — and 2025, when it grew 21.49%.
- Tracing IVZ's Accumulated Expenses over 5 years: 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 | 179.54 Bn | 165.67 Bn | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - |
| 10 | Invesco | 14.44 Bn | 13.53 Bn | 1.79 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |