Invesco (IVZ) Interest & Investment Income (2009 - 2026)
Invesco's (IVZ) quarterly Interest & Investment Income came in at $9.9 million in Q2 2026, down 5.71% on a YoY basis from $10.5 million in Q2 2025, and up 7.61% quarter-over-quarter from $9.2 million in Q1 2026.
Analysis
Invesco (IVZ) Interest & Investment Income (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Interest & Investment Income for 18 consecutive years, with $9.9 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Interest & Investment Income fell 5.71% year-over-year to $9.9 million; the trailing twelve-month figure through Jun 2026 stood at $51.2 million (down 10.65% YoY), and the FY2025 full-year result was $53.9 million, down 8.49% from the prior year.
- Interest & Investment Income climbed to $9.9 million in Q2 2026 per IVZ's latest filing, from $9.2 million in the prior quarter.
- Across five years, Interest & Investment Income topped out at $24.6 million in Q4 2024 and bottomed at $1.2 million in Q1 2022.
- Historically, Interest & Investment Income has averaged $11.3 million across 5 years, with a median of $10.6 million in 2023.
- The sharpest annual moves came in 2023 and 2026: Interest & Investment Income surged 616.67% in 2023, then dropped 18.58% in 2026.
- Over 5 years, Interest & Investment Income stood at $17.8 million in 2022, then climbed by 19.66% to $21.3 million in 2023, then rose by 15.49% to $24.6 million in 2024, then fell by 12.2% to $21.6 million in 2025, then sank by 54.17% to $9.9 million in 2026.
- According to Business Quant data, Interest & Investment Income over the past three periods registered $9.9 million, $9.2 million, and $21.6 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - | 109.00 Mn |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - | - |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - | - |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn | - |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn | 9.90 Mn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn | - |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - | 13.90 Mn |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - | 7.72 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.90 Mn |
| Mar 31, 2026 | 9.20 Mn |
| Dec 31, 2025 | 21.60 Mn |
| Sep 30, 2025 | 10.50 Mn |
| Jun 30, 2025 | 10.50 Mn |
| Mar 31, 2025 | 11.30 Mn |
| Dec 31, 2024 | 24.60 Mn |
| Sep 30, 2024 | 10.90 Mn |
| Jun 30, 2024 | 11.00 Mn |
| Mar 31, 2024 | 12.40 Mn |
| Dec 31, 2023 | 21.30 Mn |
| Sep 30, 2023 | 10.80 Mn |
| Jun 30, 2023 | 7.10 Mn |
| Mar 31, 2023 | 8.60 Mn |
| Dec 31, 2022 | 17.80 Mn |
| Sep 30, 2022 | 3.30 Mn |
| Jun 30, 2022 | 2.10 Mn |
| Mar 31, 2022 | 1.20 Mn |
| Dec 31, 2021 | 21.60 Mn |
| Sep 30, 2021 | 1.90 Mn |