Invesco (IVZ) Gains from Investment Securities (2009 - 2026)
Invesco's (IVZ) quarterly Gains from Investment Securities came in at $4.4 million in Q1 2026, down 25.42% YoY from $5.9 million in Q1 2025, and down 27.87% on a QoQ basis from $6.1 million in Q4 2025.
Invesco (IVZ) Gains from Investment Securities (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Gains from Investment Securities data on file, last reported at $4.4 million in Q1 2026.
- Quarterly Gains from Investment Securities fell 25.42% year-over-year to $4.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $45.3 million (down 37.17% YoY) and the FY2025 annual result came in at $46.8 million, down 43.0% from the prior year.
- Gains from Investment Securities eased to $4.4 million in Q1 2026, from $6.1 million in the prior quarter.
- In the past five years, Gains from Investment Securities ranged from a high of $67.5 million in Q2 2022 to a low of -$6.0 million in Q3 2022.
- A 5-year average of $16.3 million and a median of $5.9 million in 2025 frame the typical range for Gains from Investment Securities.
- Annual changes were most pronounced in 2022 — Gains from Investment Securities plunged 766.67% — and 2023, when it soared 1121.67%.
- Tracing IVZ's Gains from Investment Securities over 5 years: stood at $9.9 million in 2022, then sank by 83.84% to $1.6 million in 2023, then slumped by 162.5% to -$1.0 million in 2024, then surged by 710.0% to $6.1 million in 2025, then slipped by 27.87% to $4.4 million in 2026.
- The last three Gains from Investment Securities figures came in at $4.4 million (Q1 2026), $6.1 million (Q4 2025), and $39.2 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - |
| 10 | Invesco | 14.44 Bn | 13.53 Bn | 1.79 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 4.10 Mn |
| Jun 30, 2026 | 4.10 Mn |
| Mar 31, 2026 | 4.40 Mn |
| Mar 31, 2026 | 4.40 Mn |
| Dec 31, 2025 | 6.10 Mn |
| Dec 31, 2025 | 6.10 Mn |
| Sep 30, 2025 | 39.20 Mn |
| Sep 30, 2025 | 39.20 Mn |
| Jun 30, 2025 | -4.40 Mn |
| Jun 30, 2025 | -4.40 Mn |
| Mar 31, 2025 | 5.90 Mn |
| Mar 31, 2025 | 5.90 Mn |
| Dec 31, 2024 | -1.00 Mn |
| Dec 31, 2024 | -1.00 Mn |
| Sep 30, 2024 | 54.90 Mn |
| Sep 30, 2024 | 54.90 Mn |
| Jun 30, 2024 | 12.30 Mn |
| Jun 30, 2024 | 12.30 Mn |
| Mar 31, 2024 | 15.90 Mn |
| Mar 31, 2024 | 15.90 Mn |