Invesco IVZ
NYSE IVZ
$32.02 +0.66 (+2.10%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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