Invesco (IVZ) Equity Ratio (2016 - 2025)
Invesco's Equity Ratio history spans 17 years, with the latest figure at 0.48 for Q4 2025.
- For Q4 2025, Equity Ratio fell 11.48% year-over-year to 0.48; the TTM value through Dec 2025 reached 0.48, down 11.48%, while the annual FY2025 figure was 0.48, 11.48% down from the prior year.
- Equity Ratio reached 0.48 in Q4 2025 per IVZ's latest filing, down from 0.51 in the prior quarter.
- In the past five years, Equity Ratio ranged from a high of 0.56 in Q2 2024 to a low of 0.43 in Q1 2021.
- Average Equity Ratio over 5 years is 0.52, with a median of 0.53 recorded in 2023.
- The largest YoY upside for Equity Ratio was 21.93% in 2021 against a maximum downside of 99.6% in 2021.
- A 5-year view of Equity Ratio shows it stood at 0.49 in 2021, then increased by 7.64% to 0.53 in 2022, then decreased by 1.53% to 0.52 in 2023, then rose by 2.82% to 0.54 in 2024, then fell by 11.48% to 0.48 in 2025.
- Per Business Quant, the three most recent readings for IVZ's Equity Ratio are 0.48 (Q4 2025), 0.51 (Q3 2025), and 0.51 (Q2 2025).