Invesco (IVZ) Equity Average (2009 - 2026)
Invesco (IVZ) reported Equity Average of $12.6 billion for Q1 2026, down 17.12% on a YoY basis from $15.2 billion in Q1 2025, and down 6.34% quarter-over-quarter from $13.4 billion in Q4 2025.
Invesco (IVZ) Equity Average (2009 - 2026) Analysis & Trends
Invesco has reported Equity Average for 18 years, with the latest figure at $12.6 billion in Q1 2026.
- For the quarter ending Q1 2026, Equity Average fell 17.12% year-over-year to $12.6 billion; the trailing twelve-month figure through Mar 2026 stood at $12.6 billion (down 17.12% YoY), and the FY2025 full-year result was $13.7 billion, down 9.7% from the prior year.
- Equity Average for Q1 2026 stood at $12.6 billion, down from $13.4 billion in the prior quarter.
- The five-year high for Equity Average was $16.1 billion in Q1 2022, with the low at $12.6 billion in Q1 2026.
- Historically, Equity Average has averaged $15.2 billion across 5 years, with a median of $15.3 billion in 2024.
- Annual changes were most pronounced in 2022 — Equity Average gained 7.76% — and 2026, when it decreased 17.12%.
- Invesco's Equity Average stood at $15.7 billion in 2022, then declined by 1.11% to $15.5 billion in 2023, then fell by 1.8% to $15.2 billion in 2024, then retreated by 11.75% to $13.4 billion in 2025, then fell by 6.34% to $12.6 billion in 2026.
- The last three Equity Average figures came in at $12.6 billion (Q1 2026), $13.4 billion (Q4 2025), and $14.5 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 56.51 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 14.44 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 54.71 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 41.02 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 6.38 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.97 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 6.29 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 6.32 Bn |
| 10 | Invesco | 12.69 Bn | 12.21 Bn | 1.71 Bn | 12.58 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 12.58 Bn |
| Dec 31, 2025 | 13.44 Bn |
| Sep 30, 2025 | 14.53 Bn |
| Jun 30, 2025 | 14.83 Bn |
| Mar 31, 2025 | 15.18 Bn |
| Dec 31, 2024 | 15.23 Bn |
| Sep 30, 2024 | 15.26 Bn |
| Jun 30, 2024 | 15.19 Bn |
| Mar 31, 2024 | 15.18 Bn |
| Dec 31, 2023 | 15.50 Bn |
| Sep 30, 2023 | 15.85 Bn |
| Jun 30, 2023 | 15.90 Bn |
| Mar 31, 2023 | 15.89 Bn |
| Dec 31, 2022 | 15.68 Bn |
| Sep 30, 2022 | 15.65 Bn |
| Jun 30, 2022 | 15.89 Bn |
| Mar 31, 2022 | 16.08 Bn |
| Dec 31, 2021 | 15.95 Bn |
| Sep 30, 2021 | 15.58 Bn |
| Jun 30, 2021 | 15.23 Bn |