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| Date | Value |
|---|---|
| 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 |