Invesco (IVZ) Gains from Investment Securities (2009 - 2026)
Invesco (IVZ) reported Gains from Investment Securities of $4.4 million for Q1 2026, down 58.49% on a YoY basis from $10.6 million in Q1 2025, and down 80.36% quarter-over-quarter from $22.4 million in Q4 2025.
Invesco (IVZ) Gains from Investment Securities (2009 - 2026) Analysis & Trends
Invesco has reported Gains from Investment Securities for 18 years, with the latest figure at $4.4 million in Q1 2026.
- For the quarter ending Q1 2026, Gains from Investment Securities fell 58.49% year-over-year to $4.4 million; the trailing twelve-month figure through Mar 2026 stood at $46.2 million (up 16.08% YoY), and the FY2025 full-year result was $52.4 million, up 16.19% from the prior year.
- Gains from Investment Securities for Q1 2026 stood at $4.4 million, down from $22.4 million in the prior quarter.
- The five-year high for Gains from Investment Securities was $165.4 million in Q2 2022, with the low at -$99.3 million in Q4 2022.
- Historically, Gains from Investment Securities has averaged $14.2 million across 5 years, with a median of $21.3 million in 2023.
- The largest YoY upside for Gains from Investment Securities was 542.98% in 2022 against a maximum downside of 233.43% in 2022.
- Invesco's Gains from Investment Securities stood at -$99.3 million in 2022, then soared by 142.5% to $42.2 million in 2023, then plunged by 152.37% to -$22.1 million in 2024, then surged by 201.36% to $22.4 million in 2025, then plunged by 80.36% to $4.4 million in 2026.
- The last three Gains from Investment Securities figures came in at $4.4 million (Q1 2026), $22.4 million (Q4 2025), and $28.5 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - |
| 10 | Invesco | 12.69 Bn | 12.21 Bn | 1.71 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 4.40 Mn |
| Mar 31, 2026 | 4.40 Mn |
| Dec 31, 2025 | 22.40 Mn |
| Dec 31, 2025 | 22.40 Mn |
| Sep 30, 2025 | 28.50 Mn |
| Sep 30, 2025 | 28.50 Mn |
| Jun 30, 2025 | -9.10 Mn |
| Jun 30, 2025 | -9.10 Mn |
| Mar 31, 2025 | 10.60 Mn |
| Mar 31, 2025 | 10.60 Mn |
| Dec 31, 2024 | -22.10 Mn |
| Dec 31, 2024 | -22.10 Mn |
| Sep 30, 2024 | 27.90 Mn |
| Sep 30, 2024 | 27.90 Mn |
| Jun 30, 2024 | 23.40 Mn |
| Jun 30, 2024 | 23.40 Mn |
| Mar 31, 2024 | 15.90 Mn |
| Mar 31, 2024 | 15.90 Mn |
| Dec 31, 2023 | 42.20 Mn |
| Dec 31, 2023 | 42.20 Mn |