Invesco (IVZ) Cash & Current Investments (2009 - 2026)
Invesco's (IVZ) quarterly Cash & Current Investments came in at $806.9 million in Q1 2026, down 1.8% YoY from $821.7 million in Q1 2025, and down 22.23% on a QoQ basis from $1.0 billion in Q4 2025.
Invesco (IVZ) Cash & Current Investments (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Cash & Current Investments data on file, last reported at $806.9 million in Q1 2026.
- Quarterly Cash & Current Investments fell 1.8% year-over-year to $806.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $806.9 million (down 1.8% YoY) and the FY2025 annual result came in at $1.0 billion, up 5.17% from the prior year.
- Cash & Current Investments fell to $806.9 million in Q1 2026, from $1.0 billion in the prior quarter.
- In the past five years, Cash & Current Investments ranged from a high of $1.5 billion in Q4 2023 to a low of $806.9 million in Q1 2026.
- A 5-year average of $1.0 billion and a median of $986.5 million in 2024 frame the typical range for Cash & Current Investments.
- Annual changes were most pronounced in 2022 — Cash & Current Investments sank 80.03% — and 2023, when it gained 21.29%.
- Tracing IVZ's Cash & Current Investments over 5 years: stood at $1.2 billion in 2022, then advanced by 18.99% to $1.5 billion in 2023, then plunged by 32.85% to $986.5 million in 2024, then advanced by 5.17% to $1.0 billion in 2025, then slipped by 22.23% to $806.9 million in 2026.
- The last three Cash & Current Investments figures came in at $806.9 million (Q1 2026), $1.0 billion (Q4 2025), and $973.1 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 13.87 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 2.51 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 277.07 Bn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 47.40 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 1.50 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 25.37 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 11.05 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 13.25 Bn |
| 10 | Invesco | 14.44 Bn | 13.53 Bn | 1.79 Bn | 915.40 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 915.40 Mn |
| Mar 31, 2026 | 806.90 Mn |
| Dec 31, 2025 | 1.04 Bn |
| Sep 30, 2025 | 973.10 Mn |
| Jun 30, 2025 | 922.70 Mn |
| Mar 31, 2025 | 821.70 Mn |
| Dec 31, 2024 | 986.50 Mn |
| Sep 30, 2024 | 1.04 Bn |
| Jun 30, 2024 | 878.50 Mn |
| Mar 31, 2024 | 895.70 Mn |
| Dec 31, 2023 | 1.47 Bn |
| Sep 30, 2023 | 1.24 Bn |
| Jun 30, 2023 | 1.01 Bn |
| Mar 31, 2023 | 889.00 Mn |
| Dec 31, 2022 | 1.23 Bn |
| Sep 30, 2022 | 1.02 Bn |
| Jun 30, 2022 | 936.80 Mn |
| Mar 31, 2022 | 1.31 Bn |
| Dec 31, 2021 | 1.90 Bn |
| Sep 30, 2021 | 3.71 Bn |