Invesco (IVZ) Equity Income (2009 - 2026)
Invesco's (IVZ) quarterly Equity Income came in at $35.1 million in Q2 2026, up 40.4% on a YoY basis from $25.0 million in Q2 2025, and up 3.24% quarter-over-quarter from $34.0 million in Q1 2026.
Analysis
Invesco (IVZ) Equity Income (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Equity Income for 18 consecutive years, with $35.1 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Equity Income rose 40.4% year-over-year to $35.1 million; the trailing twelve-month figure through Jun 2026 stood at $129.3 million (up 93.56% YoY), and the FY2025 full-year result was $104.8 million, up 143.72% from the prior year.
- Equity Income rose to $35.1 million in Q2 2026 per IVZ's latest filing, from $34.0 million in the prior quarter.
- Across five years, Equity Income topped out at $35.1 million in Q2 2026 and bottomed at $2.1 million in Q3 2024.
- Historically, Equity Income has averaged $21.9 million across 5 years, with a median of $22.4 million in 2022.
- The sharpest annual moves came in 2024 and 2025: Equity Income sank 87.57% in 2024, then jumped 1557.14% in 2025.
- Over 5 years, Equity Income stood at $27.8 million in 2022, then slumped by 67.27% to $9.1 million in 2023, then soared by 120.88% to $20.1 million in 2024, then gained by 26.37% to $25.4 million in 2025, then surged by 38.19% to $35.1 million in 2026.
- According to Business Quant data, Equity Income over the past three periods registered $35.1 million, $34.0 million, and $25.4 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Income (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - | - |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn | - |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - | - |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn | 35.10 Mn |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - | 124.90 Mn |
| 10 | Voya Financial | 9.43 Bn | 8.80 Bn | 1.34 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 35.10 Mn |
| Mar 31, 2026 | 34.00 Mn |
| Dec 31, 2025 | 25.40 Mn |
| Sep 30, 2025 | 34.80 Mn |
| Jun 30, 2025 | 25.00 Mn |
| Mar 31, 2025 | 19.60 Mn |
| Dec 31, 2024 | 20.10 Mn |
| Sep 30, 2024 | 2.10 Mn |
| Jun 30, 2024 | 13.90 Mn |
| Mar 31, 2024 | 6.90 Mn |
| Dec 31, 2023 | 9.10 Mn |
| Sep 30, 2023 | 16.90 Mn |
| Jun 30, 2023 | 19.20 Mn |
| Mar 31, 2023 | 26.10 Mn |
| Dec 31, 2022 | 27.80 Mn |
| Sep 30, 2022 | 20.20 Mn |
| Jun 30, 2022 | 24.70 Mn |
| Mar 31, 2022 | 33.40 Mn |
| Dec 31, 2021 | 33.00 Mn |
| Sep 30, 2021 | 54.60 Mn |