Invesco (IVZ) Enterprise Value (2009 - 2026)
Invesco's (IVZ) quarterly Enterprise Value came in at -$481.7 million in Q1 2026, down 74.4% YoY from -$1.9 billion in Q1 2025, and down 42.09% on a QoQ basis from -$339.0 million in Q4 2025.
Invesco (IVZ) Enterprise Value (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Enterprise Value data on file, last reported at -$481.7 million in Q1 2026.
- Quarterly Enterprise Value fell 74.4% year-over-year to -$481.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$481.7 million (down 74.4% YoY) and the FY2025 annual result came in at -$339.0 million, up 23.27% from the prior year.
- Enterprise Value slipped to -$481.7 million in Q1 2026, from -$339.0 million in the prior quarter.
- In the past five years, Enterprise Value ranged from a high of -$9.4 million in Q1 2023 to a low of -$723.5 million in Q4 2023.
- A 5-year average of -$322.3 million and a median of -$336.9 million in 2025 frame the typical range for Enterprise Value.
- Annual changes were most pronounced in 2022 — Enterprise Value surged 98.98% — and 2024, when it slumped 2324.47%.
- Tracing IVZ's Enterprise Value over 5 years: stood at -$236.0 million in 2022, then tumbled by 206.57% to -$723.5 million in 2023, then surged by 38.94% to -$441.8 million in 2024, then gained by 23.27% to -$339.0 million in 2025, then plunged by 42.09% to -$481.7 million in 2026.
- The last three Enterprise Value figures came in at -$481.7 million (Q1 2026), -$339.0 million (Q4 2025), and -$336.9 million (Q3 2025), per Business Quant data.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | -13.64 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | -1.14 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | -277.07 Bn |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | -47.40 Bn |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | -265.00 Mn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | -4.90 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | - |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | -11.05 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | - |
| 10 | Invesco | 14.11 Bn | 13.19 Bn | 1.79 Bn | -280.40 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -280.40 Mn |
| Mar 31, 2026 | -481.70 Mn |
| Dec 31, 2025 | -339.00 Mn |
| Sep 30, 2025 | -336.90 Mn |
| Jun 30, 2025 | -391.10 Mn |
| Mar 31, 2025 | -276.20 Mn |
| Dec 31, 2024 | -441.80 Mn |
| Sep 30, 2024 | -464.40 Mn |
| Jun 30, 2024 | -309.60 Mn |
| Mar 31, 2024 | -227.90 Mn |
| Dec 31, 2023 | -723.50 Mn |
| Sep 30, 2023 | -487.40 Mn |
| Jun 30, 2023 | -168.00 Mn |
| Mar 31, 2023 | -9.40 Mn |
| Dec 31, 2022 | -236.00 Mn |
| Sep 30, 2022 | -33.20 Mn |
| Jun 30, 2022 | -44.00 Mn |
| Mar 31, 2022 | -508.50 Mn |
| Dec 31, 2021 | -1.39 Bn |
| Sep 30, 2021 | -3.17 Bn |