Invesco (IVZ) Enterprise Value (2009 - 2026)
Invesco (IVZ) reported Enterprise Value of -$481.7 million for Q1 2026, down 74.4% on a YoY basis from -$1.9 billion in Q1 2025, and down 42.09% quarter-over-quarter from -$339.0 million in Q4 2025.
Invesco (IVZ) Enterprise Value (2009 - 2026) Analysis & Trends
Invesco has reported Enterprise Value for 18 years, with the latest figure at -$481.7 million in Q1 2026.
- For the quarter ending Q1 2026, Enterprise Value fell 74.4% year-over-year to -$481.7 million; the trailing twelve-month figure through Mar 2026 stood at -$481.7 million (down 74.4% YoY), and the FY2025 full-year result was -$339.0 million, up 23.27% from the prior year.
- Enterprise Value for Q1 2026 stood at -$481.7 million, down from -$339.0 million in the prior quarter.
- The five-year high for Enterprise Value was -$9.4 million in Q1 2023, with the low at -$723.5 million in Q4 2023.
- Historically, Enterprise Value has averaged -$322.3 million across 5 years, with a median of -$336.9 million in 2025.
- Annual changes were most pronounced in 2022 — Enterprise Value soared 98.95% — and 2024, when it slumped 2324.47%.
- Invesco's Enterprise Value 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | -9.62 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | -1.05 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 47.51 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 18.73 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | -8.49 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | -128.00 Mn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | -11.25 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 3.37 Bn |
| 10 | Invesco | 12.69 Bn | 12.21 Bn | 1.71 Bn | -481.70 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | -969.10 Mn |