Invesco (IVZ) Equity Ratio (2009 - 2026)
Invesco posted quarterly Equity Ratio of 0.48 for Q1 2026, down 10.98% year-on-year from 0.54 in Q1 2025, and up 6.8% on a QoQ basis from 0.45 in Q4 2025.
Invesco (IVZ) has 18 years of Equity Ratio data on file, last reported at 0.48 in Q1 2026.
- For the quarter ending Q1 2026, Equity Ratio fell 10.98% year-over-year to 0.48; the trailing twelve-month figure through Mar 2026 stood at 0.48 (down 10.98% YoY), and the FY2025 full-year result was 0.45, down 19.38% from the prior year.
- Equity Ratio for Q1 2026 stood at 0.48, up from 0.45 in the prior quarter.
- Across five years, Equity Ratio topped out at 0.56 in Q4 2024 and bottomed at 0.45 in Q4 2025.
- The 5-year median for Equity Ratio is 0.53 (2022), against an average of 0.53.
- The widest annual swing landed in 2022, when Equity Ratio increased 16.48%; it then dropped 19.38% in 2025.
- A 5-year view of Equity Ratio shows it stood at 0.53 in 2022, then retreated by 1.53% to 0.52 in 2023, then gained by 6.8% to 0.56 in 2024, then decreased by 19.38% to 0.45 in 2025, then increased by 6.8% to 0.48 in 2026.
- The last three Equity Ratio figures came in at 0.48 (Q1 2026), 0.45 (Q4 2025), and 0.51 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 0.33 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 0.17 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 0.07 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 0.48 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 0.08 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 0.03 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 0.07 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 0.29 |
| 10 | Invesco | 12.44 Bn | 11.96 Bn | 1.71 Bn | 0.48 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.48 |
| Dec 31, 2025 | 0.45 |
| Sep 30, 2025 | 0.51 |
| Jun 30, 2025 | 0.51 |
| Mar 31, 2025 | 0.54 |
| Dec 31, 2024 | 0.56 |
| Sep 30, 2024 | 0.56 |
| Jun 30, 2024 | 0.56 |
| Mar 31, 2024 | 0.54 |
| Dec 31, 2023 | 0.52 |
| Sep 30, 2023 | 0.54 |
| Jun 30, 2023 | 0.54 |
| Mar 31, 2023 | 0.54 |
| Dec 31, 2022 | 0.53 |
| Sep 30, 2022 | 0.53 |
| Jun 30, 2022 | 0.52 |
| Mar 31, 2022 | 0.50 |
| Dec 31, 2021 | 0.49 |
| Sep 30, 2021 | 0.48 |
| Jun 30, 2021 | 0.46 |
| Mar 31, 2021 | 0.43 |
| Dec 31, 2020 | 0.41 |
| Jun 30, 2020 | 103.16 |
| Mar 31, 2020 | 484.11 |
| Dec 31, 2019 | 0.36 |
| Sep 30, 2019 | 33.65 |
| Jun 30, 2019 | 22.23 |
| Mar 31, 2019 | 1,958.57 |
| Dec 31, 2018 | 0.29 |
| Sep 30, 2018 | 11.31 |
| Jun 30, 2018 | 15.44 |
| Mar 31, 2018 | 23.72 |
| Dec 31, 2017 | 0.28 |
| Sep 30, 2017 | 32.54 |
| Jun 30, 2017 | 0.06 |
| Mar 31, 2017 | 0.23 |
| Dec 31, 2016 | 0.30 |
| Sep 30, 2016 | 33.74 |
| Jun 30, 2016 | 0.02 |
| Mar 31, 2016 | 3.05 |
| Dec 31, 2015 | 0.35 |
| Sep 30, 2015 | 147.84 |
| Jun 30, 2015 | 11.68 |
| Mar 31, 2015 | 11.41 |
| Dec 31, 2014 | 0.45 |
| Sep 30, 2014 | 0.46 |
| Jun 30, 2014 | 0.47 |
| Mar 31, 2014 | 0.44 |
| Dec 31, 2013 | 0.47 |
| Sep 30, 2013 | 0.49 |
| Jun 30, 2013 | 0.48 |
| Mar 31, 2013 | 0.48 |
| Dec 31, 2012 | 0.52 |
| Sep 30, 2012 | 0.51 |
| Jun 30, 2012 | 0.49 |
| Mar 31, 2012 | 14.22 |
| Dec 31, 2011 | 0.47 |
| Sep 30, 2011 | 0.45 |
| Jun 30, 2011 | 0.44 |
| Mar 31, 2011 | 0.39 |
| Dec 31, 2010 | 0.46 |
| Sep 30, 2010 | 1.37 |
| Jun 30, 2010 | 1.37 |
| Mar 31, 2010 | 1.41 |
| Dec 31, 2009 | 0.70 |
| Sep 30, 2009 | 139.29 |
| Jun 30, 2009 | 135.14 |