Invesco IVZ
NYSE IVZ
$30.52 +0.29 (+0.96%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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