Invesco (IVZ) Cash & Current Investments (2009 - 2026)

Invesco (IVZ) reported Cash & Current Investments of $806.9 million for Q1 2026, down 1.8% on a YoY basis from $821.7 million in Q1 2025, and down 22.23% quarter-over-quarter from $1.0 billion in Q4 2025.

Invesco (IVZ) Cash & Current Investments (2009 - 2026) Analysis & Trends

Invesco has reported Cash & Current Investments for 18 years, with the latest figure at $806.9 million in Q1 2026.

  • For the quarter ending Q1 2026, Cash & Current Investments fell 1.8% year-over-year to $806.9 million; the trailing twelve-month figure through Mar 2026 stood at $806.9 million (down 1.8% YoY), and the FY2025 full-year result was $1.0 billion, up 5.17% from the prior year.
  • Cash & Current Investments for Q1 2026 stood at $806.9 million, down from $1.0 billion in the prior quarter.
  • The five-year high for Cash & Current Investments was $1.5 billion in Q4 2023, with the low at $806.9 million in Q1 2026.
  • Historically, Cash & Current Investments has averaged $1.0 billion across 5 years, with a median of $986.5 million in 2024.
  • Annual changes were most pronounced in 2022 — Cash & Current Investments slumped 72.43% — and 2023, when it gained 21.29%.
  • Invesco's Cash & Current Investments 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 163.18 Bn 153.56 Bn - 9.84 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 2.45 Bn
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 851.00 Mn
5 State Street 46.95 Bn 21.27 Bn - 8.49 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 128.00 Mn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 11.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 869.31 Mn
10 Invesco 12.69 Bn 12.21 Bn 1.71 Bn 806.90 Mn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 1.33 Bn