Invesco IVZ
NYSE IVZ
$32.02 +0.66 (+2.10%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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