Growth Metrics

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

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DateValue
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