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
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