Invesco (IVZ) Liabilities and Shareholders Equity (2009 - 2026)
Invesco's (IVZ) quarterly Liabilities and Shareholders Equity came in at $27.5 billion in Q2 2026, down 3.59% on a YoY basis from $28.5 billion in Q2 2025, and up 2.38% quarter-over-quarter from $26.8 billion in Q1 2026.
Analysis
Invesco (IVZ) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Liabilities and Shareholders Equity for 18 consecutive years, with $27.5 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Liabilities and Shareholders Equity fell 3.59% year-over-year to $27.5 billion; the trailing twelve-month figure through Jun 2026 stood at $109.8 billion (down 1.18% YoY), and the FY2025 full-year result was $27.1 billion, changed 0.32% from the prior year.
- Liabilities and Shareholders Equity rose to $27.5 billion in Q2 2026 per IVZ's latest filing, from $26.8 billion in the prior quarter.
- Across five years, Liabilities and Shareholders Equity topped out at $31.9 billion in Q1 2022 and bottomed at $26.8 billion in Q1 2026.
- Historically, Liabilities and Shareholders Equity has averaged $28.6 billion across 5 years, with a median of $28.5 billion in 2025.
- The sharpest annual moves came in 2022 and 2025: Liabilities and Shareholders Equity dropped 10.79% in 2022, then gained 4.89% in 2025.
- Over 5 years, Liabilities and Shareholders Equity stood at $29.8 billion in 2022, then retreated by 2.77% to $28.9 billion in 2023, then decreased by 6.65% to $27.0 billion in 2024, then climbed by 0.32% to $27.1 billion in 2025, then grew by 1.4% to $27.5 billion in 2026.
- According to Business Quant data, Liabilities and Shareholders Equity over the past three periods registered $27.5 billion, $26.8 billion, and $27.1 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - | 175.88 Bn |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - | 46.13 Bn |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - | 27.30 Bn |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn | 352.75 Bn |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn | 27.47 Bn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn | 182.95 Bn |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - | 9.40 Bn |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - | 4.18 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 27.47 Bn |
| Mar 31, 2026 | 26.83 Bn |
| Dec 31, 2025 | 27.09 Bn |
| Sep 30, 2025 | 28.44 Bn |
| Jun 30, 2025 | 28.50 Bn |
| Mar 31, 2025 | 28.14 Bn |
| Dec 31, 2024 | 27.01 Bn |
| Sep 30, 2024 | 27.50 Bn |
| Jun 30, 2024 | 27.17 Bn |
| Mar 31, 2024 | 28.08 Bn |
| Dec 31, 2023 | 28.93 Bn |
| Sep 30, 2023 | 29.43 Bn |
| Jun 30, 2023 | 29.46 Bn |
| Mar 31, 2023 | 29.73 Bn |
| Dec 31, 2022 | 29.76 Bn |
| Sep 30, 2022 | 29.27 Bn |
| Jun 30, 2022 | 30.19 Bn |
| Mar 31, 2022 | 31.85 Bn |
| Dec 31, 2021 | 32.69 Bn |
| Sep 30, 2021 | 32.81 Bn |