Growth Metrics

Invesco (IVZ) Enterprise Value (2009 - 2026)

Invesco posted quarterly Enterprise Value of -$481.7 million for Q1 2026, down 74.4% year-on-year from -$1.9 billion in Q1 2025, and down 42.09% on a QoQ basis from -$339.0 million in Q4 2025.

Invesco (IVZ) has 18 years of Enterprise Value data on file, last reported 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.
  • Across five years, Enterprise Value topped out at -$9.4 million in Q1 2023 and bottomed at -$723.5 million in Q4 2023.
  • The 5-year median for Enterprise Value is -$336.9 million (2025), against an average of -$322.3 million.
  • The widest annual swing landed in 2022, when Enterprise Value soared 98.95%; it then plunged 2324.47% in 2024.
  • A 5-year view of Enterprise Value shows it stood at -$236.0 million in 2022, then slumped by 206.57% to -$723.5 million in 2023, then soared by 38.94% to -$441.8 million in 2024, then advanced by 23.27% to -$339.0 million in 2025, then tumbled 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 158.51 Bn 148.89 Bn - -9.62 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -1.05 Bn
3 Kkr 84.94 Bn 132.45 Bn - 47.51 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 339.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 18.73 Bn
6 State Street 44.42 Bn 18.75 Bn - -8.49 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -128.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - 3.37 Bn
10 Invesco 12.44 Bn 11.96 Bn 1.71 Bn -481.70 Mn

Historic Data

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DateValue
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
Mar 31, 2021 -820.00 Mn
Dec 31, 2020 -1.20 Bn
Sep 30, 2020 -838.40 Mn
Jun 30, 2020 -784.30 Mn
Mar 31, 2020 -764.00 Mn
Dec 31, 2019 -665.50 Mn
Sep 30, 2019 -650.60 Mn
Jun 30, 2019 -803.00 Mn
Mar 31, 2019 -566.00 Mn
Dec 31, 2018 -751.50 Mn
Sep 30, 2018 -1.21 Bn
Jun 30, 2018 -1.18 Bn
Mar 31, 2018 -1.58 Bn
Dec 31, 2017 -1.76 Bn
Sep 30, 2017 -1.41 Bn
Jun 30, 2017 -1.32 Bn
Mar 31, 2017 -1.19 Bn
Dec 31, 2016 -1.04 Bn
Sep 30, 2016 -1.23 Bn
Jun 30, 2016 -1.37 Bn
Mar 31, 2016 -1.05 Bn
Dec 31, 2015 -1.04 Bn
Sep 30, 2015 -1.41 Bn
Jun 30, 2015 -1.30 Bn
Mar 31, 2015 -423.90 Mn
Dec 31, 2014 -720.40 Mn
Sep 30, 2014 -637.60 Mn
Jun 30, 2014 -422.80 Mn
Mar 31, 2014 -876.80 Mn
Dec 31, 2013 -1.33 Bn
Sep 30, 2013 -1.17 Bn
Jun 30, 2013 -676.80 Mn
Mar 31, 2013 -601.60 Mn
Dec 31, 2012 -467.20 Mn
Sep 30, 2012 -362.00 Mn
Jun 30, 2012 -109.90 Mn
Mar 31, 2012 11.80 Mn
Dec 31, 2011 7.40 Mn
Sep 30, 2011 -33.80 Mn
Jun 30, 2011 387.50 Mn
Mar 31, 2011 263.50 Mn
Dec 31, 2010 47.00 Mn
Sep 30, 2010 -664.10 Mn
Jun 30, 2010 -869.60 Mn
Mar 31, 2010 -53.10 Mn
Dec 31, 2009 -236.50 Mn
Sep 30, 2009 -400.40 Mn
Jun 30, 2009 -257.60 Mn
Mar 31, 2009 -333.10 Mn