Invesco (IVZ) Equity Ratio (2009 - 2026)

Invesco (IVZ) reported Equity Ratio of 0.48 for Q1 2026, down 10.98% on a YoY basis from 0.54 in Q1 2025, and up 6.8% quarter-over-quarter from 0.45 in Q4 2025.

Invesco (IVZ) Equity Ratio (2009 - 2026) Analysis & Trends

Invesco has reported Equity Ratio for 18 years, with the latest figure 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.
  • The five-year high for Equity Ratio was 0.56 in Q4 2024, with the low at 0.45 in Q4 2025.
  • Historically, Equity Ratio has averaged 0.53 across 5 years, with a median of 0.53 in 2022.
  • Annual changes were most pronounced in 2022 — Equity Ratio increased 16.48% — and 2025, when it dropped 19.38%.
  • Invesco's Equity Ratio stood at 0.53 in 2022, then fell by 1.53% to 0.52 in 2023, then rose by 6.8% to 0.56 in 2024, then retreated by 19.38% to 0.45 in 2025, then grew 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 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 Invesco 12.69 Bn 12.21 Bn 1.71 Bn 0.48

Historic Data

Download Data
DateValue
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