Invesco (IVZ) Enterprise Value (2009 - 2026)
Invesco (IVZ) posted Enterprise Value of -$481.7 million for Q1 2026, down 42.09% on a QoQ basis from -$339.0 million in Q4 2025, and down 74.4% year-over-year from -$1.9 billion in Q1 2025.
Invesco (IVZ) Enterprise Value (2009 - 2026) Analysis & Trends
Invesco's Enterprise Value history runs 18 years deep, the most recent figure standing at -$481.7 million for Q1 2026.
- Quarterly Enterprise Value fell 74.4% year-over-year to -$481.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$481.7 million (down 74.4% YoY) and the FY2025 annual result came in at -$339.0 million, up 23.27% from the prior year.
- Enterprise Value was -$481.7 million for Q1 2026 at Invesco, 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.
- A 5-year average of -$322.3 million and a median of -$336.9 million in 2025 frame the typical range for Enterprise Value.
- Annual changes were most pronounced in 2022 — Enterprise Value surged 98.98% — and 2024, when it sank 2324.47%.
- Invesco's Enterprise Value stood at -$236.0 million in 2022, then sank by 206.57% to -$723.5 million in 2023, then jumped by 38.94% to -$441.8 million in 2024, then climbed by 23.27% to -$339.0 million in 2025, then slumped by 42.09% to -$481.7 million in 2026.
- Business Quant data shows IVZ's Enterprise Value at -$481.7 million in Q1 2026, -$339.0 million in Q4 2025, and -$336.9 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 74.60 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -12.93 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -1.05 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 19.58 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -9.27 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -14.92 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -3.57 Bn |
| 10 | Invesco | 13.45 Bn | 12.97 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 | -4.33 Bn |