Invesco (IVZ) Enterprise Value (2009 - 2026)
Invesco's (IVZ) quarterly Enterprise Value came in at $11.4 billion in Q2 2026, up 71.19% on a YoY basis from $6.6 billion in Q2 2025, and up 10.55% quarter-over-quarter from $10.3 billion in Q1 2026.
Analysis
Invesco (IVZ) Enterprise Value (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Enterprise Value for 18 consecutive years, with $11.4 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Enterprise Value rose 71.19% year-over-year to $11.4 billion; the trailing twelve-month figure through Jun 2026 stood at $11.4 billion (up 71.19% YoY), and the FY2025 full-year result was $11.3 billion, up 53.26% from the prior year.
- Enterprise Value improved to $11.4 billion in Q2 2026 per IVZ's latest filing, from $10.3 billion in the prior quarter.
- Across five years, Enterprise Value topped out at $11.4 billion in Q2 2026 and bottomed at $6.0 billion in Q3 2023.
- Historically, Enterprise Value has averaged $8.0 billion across 5 years, with a median of $7.4 billion in 2023.
- The sharpest annual moves came in 2022 and 2023: Enterprise Value surged 92.39% in 2022, then declined 24.83% in 2023.
- Over 5 years, Enterprise Value stood at $7.9 billion in 2022, then fell by 8.18% to $7.3 billion in 2023, then increased by 1.28% to $7.4 billion in 2024, then jumped by 53.26% to $11.3 billion in 2025, then grew by 0.41% to $11.4 billion in 2026.
- According to Business Quant data, Enterprise Value over the past three periods registered $11.4 billion, $10.3 billion, and $11.3 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - |
| 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 |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.37 Bn |
| Mar 31, 2026 | 10.29 Bn |
| Dec 31, 2025 | 11.32 Bn |
| Sep 30, 2025 | 9.87 Bn |
| Jun 30, 2025 | 6.64 Bn |
| Mar 31, 2025 | 6.51 Bn |
| Dec 31, 2024 | 7.39 Bn |
| Sep 30, 2024 | 7.43 Bn |
| Jun 30, 2024 | 6.42 Bn |
| Mar 31, 2024 | 7.23 Bn |
| Dec 31, 2023 | 7.30 Bn |
| Sep 30, 2023 | 6.04 Bn |
| Jun 30, 2023 | 7.37 Bn |
| Mar 31, 2023 | 7.51 Bn |
| Dec 31, 2022 | 7.95 Bn |
| Sep 30, 2022 | 6.20 Bn |
| Jun 30, 2022 | 7.29 Bn |
| Mar 31, 2022 | 9.98 Bn |
| Dec 31, 2021 | 9.23 Bn |
| Sep 30, 2021 | 5.72 Bn |