Invesco (IVZ) Debt Ratio (2009 - 2026)
Invesco (IVZ) posted Debt Ratio of 0.07 for Q1 2026, up 8.8% on a QoQ basis from 0.07 in Q4 2025, and up 113.79% year-over-year from 0.03 in Q1 2025.
Invesco (IVZ) Debt Ratio (2009 - 2026) Analysis & Trends
Invesco's Debt Ratio history runs 18 years deep, the most recent figure standing at 0.07 for 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 was 0.07 for Q1 2026 at Invesco, up from 0.07 in the prior quarter.
- Across five years, Debt Ratio topped out at 0.07 in Q1 2026 and bottomed at 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 tumbled 36.02% — and 2026, when it surged 113.79%.
- Invesco's Debt Ratio stood at 0.05 in 2022, then advanced by 2.98% to 0.05 in 2023, then sank by 35.95% to 0.03 in 2024, then soared by 104.29% to 0.07 in 2025, then grew by 8.8% to 0.07 in 2026.
- Business Quant data shows IVZ's Debt Ratio at 0.07 in Q1 2026, 0.07 in Q4 2025, and 0.06 in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Debt Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 0.12 |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 0.27 |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 0.03 |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 0.00 |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 0.04 |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 0.05 |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | - |
| 10 | Invesco | 13.45 Bn | 12.97 Bn | 1.71 Bn | 0.07 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 0.06 |