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

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

Historic Data

Download Data
DateValue
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