Invesco (IVZ) Interest & Investment Income (2009 - 2026)
Invesco's (IVZ) quarterly Interest & Investment Income came in at $9.2 million in Q1 2026, down 18.58% YoY from $11.3 million in Q1 2025, and down 57.41% on a QoQ basis from $21.6 million in Q4 2025.
Invesco (IVZ) Interest & Investment Income (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Interest & Investment Income data on file, last reported at $9.2 million in Q1 2026.
- Quarterly Interest & Investment Income fell 18.58% year-over-year to $9.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $51.8 million (down 10.38% YoY) and the FY2025 annual result came in at $53.9 million, down 8.49% from the prior year.
- Interest & Investment Income declined to $9.2 million in Q1 2026, from $21.6 million in the prior quarter.
- In the past five years, Interest & Investment Income ranged from a high of $24.6 million in Q4 2024 to a low of $1.2 million in Q1 2022.
- A 5-year average of $11.4 million and a median of $10.8 million in 2023 frame the typical range for Interest & Investment Income.
- Annual changes were most pronounced in 2023 — Interest & Investment Income jumped 616.67% — and 2026, when it slipped 18.58%.
- Tracing IVZ's Interest & Investment Income over 5 years: stood at $17.8 million in 2022, then gained by 19.66% to $21.3 million in 2023, then grew by 15.49% to $24.6 million in 2024, then fell by 12.2% to $21.6 million in 2025, then sank by 57.41% to $9.2 million in 2026.
- The last three Interest & Investment Income figures came in at $9.2 million (Q1 2026), $21.6 million (Q4 2025), and $10.5 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Int & Inv Inc (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 109.00 Mn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 134.22 Mn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 732.79 Mn |
| 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 | 9.90 Mn |
Historic Data
Download 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 |