Invesco (IVZ) Debt Ratio (2009 - 2026)
Invesco's (IVZ) quarterly Debt Ratio came in at 0.07 in Q1 2026, up 113.79% YoY from 0.03 in Q1 2025, and up 8.8% on a QoQ basis from 0.07 in Q4 2025.
Invesco (IVZ) Debt Ratio (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Debt Ratio data on file, last reported at 0.07 in Q1 2026.
- Quarterly Debt Ratio rose 113.79% year-over-year to 0.07 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.07 (up 113.79% YoY) and the FY2025 annual result came in at 0.07, up 104.29% from the prior year.
- Debt Ratio climbed to 0.07 in Q1 2026, from 0.07 in the prior quarter.
- In the past five years, Debt Ratio ranged from a high of 0.07 in Q1 2026 to a low of 0.03 in Q3 2024.
- A 5-year average of 0.05 and a median of 0.05 in 2023 frame the typical range for Debt Ratio.
- Annual changes were most pronounced in 2024 — Debt Ratio plunged 36.02% — and 2026, when it surged 113.79%.
- Tracing IVZ's Debt Ratio over 5 years: stood at 0.05 in 2022, then rose by 2.98% to 0.05 in 2023, then tumbled by 35.95% to 0.03 in 2024, then jumped by 104.29% to 0.07 in 2025, then advanced by 8.8% to 0.07 in 2026.
- The last three Debt Ratio figures came in at 0.07 (Q1 2026), 0.07 (Q4 2025), and 0.06 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Debt Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.12 Bn | 165.25 Bn | - | 0.12 |
| 2 | Blackstone | 114.77 Bn | 112.26 Bn | - | 0.26 |
| 3 | Kkr | 96.71 Bn | -180.36 Bn | - | - |
| 4 | Brookfield | 93.09 Bn | 45.69 Bn | - | 0.03 |
| 5 | Brookfield Asset Management | 83.30 Bn | 81.80 Bn | - | 0.17 |
| 6 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | 0.03 |
| 7 | State Street | 51.49 Bn | 51.49 Bn | - | - |
| 8 | Ameriprise Financial | 51.18 Bn | 40.13 Bn | 4.72 Bn | 0.00 |
| 9 | Raymond James Financial | 34.06 Bn | 20.80 Bn | - | 0.05 |
| 10 | Invesco | 14.37 Bn | 13.45 Bn | 1.79 Bn | 0.06 |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.06 |
| Mar 31, 2026 | 0.07 |
| Dec 31, 2025 | 0.07 |
| Sep 30, 2025 | 0.06 |
| Jun 30, 2025 | 0.07 |
| Mar 31, 2025 | 0.03 |
| Dec 31, 2024 | 0.03 |
| Sep 30, 2024 | 0.03 |
| Jun 30, 2024 | 0.03 |
| Mar 31, 2024 | 0.04 |
| Dec 31, 2023 | 0.05 |
| Sep 30, 2023 | 0.05 |
| Jun 30, 2023 | 0.05 |
| Mar 31, 2023 | 0.05 |
| Dec 31, 2022 | 0.05 |
| Sep 30, 2022 | 0.05 |
| Jun 30, 2022 | 0.06 |
| Mar 31, 2022 | 0.07 |
| Dec 31, 2021 | 0.06 |
| Sep 30, 2021 | 0.06 |