Invesco (IVZ) EBT Margin (2009 - 2026)
Invesco's (IVZ) quarterly EBT Margin came in at 17.21% in Q1 2026, down 535.0% YoY from 3.96% in Q1 2025, and up 121.64% on a QoQ basis from 79.52% in Q4 2025.
Invesco (IVZ) EBT Margin (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of EBT Margin data on file, last reported at 17.21% in Q1 2026.
- Quarterly EBT Margin fell 535.0% year-over-year to 17.21% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 6.43% (down 2387.0% YoY) and the FY2025 annual result came in at 5.95%, down 2252.0% from the prior year.
- EBT Margin climbed to 17.21% in Q1 2026, from 79.52% in the prior quarter.
- In the past five years, EBT Margin ranged from a high of 27.05% in Q4 2022 to a low of 79.52% in Q4 2025.
- A 5-year average of 7.7% and a median of 17.65% in 2022 frame the typical range for EBT Margin.
- Annual changes were most pronounced in 2024 — EBT Margin surged 8597 bps — and 2025, when it tumbled 9944 bps.
- Tracing IVZ's EBT Margin over 5 years: stood at 27.05% in 2022, then tumbled by 344 bps to 66.05% in 2023, then soared by 130 bps to 19.92% in 2024, then sank by 499 bps to 79.52% in 2025, then soared by 122 bps to 17.21% in 2026.
- The last three EBT Margin figures came in at 17.21% (Q1 2026), 79.52% (Q4 2025), and 21.14% (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 38.38% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 55.68% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 24.00% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 76.10% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 22.28% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 34.31% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 28.77% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 78.90% |
| 10 | Invesco | 14.11 Bn | 13.19 Bn | 1.79 Bn | 24.95% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 24.95% |
| Mar 31, 2026 | 17.21% |
| Dec 31, 2025 | -79.52% |
| Sep 30, 2025 | 21.14% |
| Jun 30, 2025 | 18.11% |
| Mar 31, 2025 | 22.55% |
| Dec 31, 2024 | 19.92% |
| Sep 30, 2024 | 9.58% |
| Jun 30, 2024 | 17.52% |
| Mar 31, 2024 | 19.18% |
| Dec 31, 2023 | -66.05% |
| Sep 30, 2023 | 15.95% |
| Jun 30, 2023 | 15.93% |
| Mar 31, 2023 | 16.62% |
| Dec 31, 2022 | 27.05% |
| Sep 30, 2022 | 17.65% |
| Jun 30, 2022 | 18.42% |
| Mar 31, 2022 | 19.66% |
| Dec 31, 2021 | 39.00% |
| Sep 30, 2021 | 39.16% |