Invesco IVZ
NYSE IVZ
$31.93 -0.16 (-0.48%)
As of: Sep 10, 2026 · 3:59 PM EDT

Invesco (IVZ) Debt Ratio (2009 - 2026)

Invesco's (IVZ) quarterly Debt Ratio came in at 0.06 in Q2 2026, down 10.58% on a YoY basis from 0.07 in Q2 2025, and down 19.34% quarter-over-quarter from 0.07 in Q1 2026.

Analysis

Invesco (IVZ) Debt Ratio (2009 - 2026) Analysis & Trends

Invesco (IVZ) has reported Debt Ratio for 18 consecutive years, with 0.06 the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Debt Ratio fell 10.58% year-over-year to 0.06; the trailing twelve-month figure through Jun 2026 stood at 0.06 (down 10.58% YoY), and the FY2025 full-year result was 0.07, up 104.29% from the prior year.
  • Debt Ratio slipped to 0.06 in Q2 2026 per IVZ's latest filing, 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.
  • Historically, Debt Ratio has averaged 0.05 across 5 years, with a median of 0.05 in 2023.
  • The sharpest annual moves came in 2024 and 2026: Debt Ratio sank 36.02% in 2024, then soared 113.79% in 2026.
  • Over 5 years, 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 decreased by 12.25% to 0.06 in 2026.
  • According to Business Quant data, Debt Ratio over the past three periods registered 0.06, 0.07, and 0.07 for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Debt Ratio (Qtr)
1 BlackRock 164.98 Bn 151.11 Bn - 0.12
2 Spdr Gold Trust 143.46 Bn -414.54 Bn - -
3 Ishares Gold Trust 30.01 Bn -30.09 Bn - -
4 World Gold Trust 29.01 Bn -74.06 Bn - -
5 Principal Financial 24.83 Bn -28.13 Bn 1.91 Bn 0.01
6 iShares Silver Trust 21.45 Bn -6.76 Bn - -
7 Franklin Resources 17.39 Bn 13.67 Bn - 0.07
8 Invesco 14.41 Bn 13.50 Bn 1.79 Bn 0.06
9 Affiliated Managers 9.35 Bn 8.94 Bn - 0.32
10 Voya Financial 9.32 Bn 6.97 Bn 1.34 Bn 0.02
Historic Data

Historic Data

Download Data
DateValue
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