Invesco (IVZ) Liabilities and Shareholders Equity (2009 - 2026)
Invesco (IVZ) reported Liabilities and Shareholders Equity of $26.8 billion for Q1 2026, down 4.65% on a YoY basis from $28.1 billion in Q1 2025, and down 0.96% quarter-over-quarter from $27.1 billion in Q4 2025.
Invesco (IVZ) Liabilities and Shareholders Equity (2009 - 2026) Analysis & Trends
Invesco has reported Liabilities and Shareholders Equity for 18 years, with the latest figure at $26.8 billion in Q1 2026.
- For the quarter ending Q1 2026, Liabilities and Shareholders Equity fell 4.65% year-over-year to $26.8 billion; the trailing twelve-month figure through Mar 2026 stood at $110.9 billion (up 0.95% YoY), and the FY2025 full-year result was $27.1 billion, changed 0.32% from the prior year.
- Liabilities and Shareholders Equity for Q1 2026 stood at $26.8 billion, down from $27.1 billion in the prior quarter.
- The five-year high for Liabilities and Shareholders Equity was $31.9 billion in Q1 2022, with the low at $26.8 billion in Q1 2026.
- Historically, Liabilities and Shareholders Equity has averaged $28.7 billion across 5 years, with a median of $28.5 billion in 2025.
- Annual changes were most pronounced in 2022 — Liabilities and Shareholders Equity slipped 10.79% — and 2025, when it rose 4.89%.
- Invesco's Liabilities and Shareholders Equity stood at $29.8 billion in 2022, then declined by 2.77% to $28.9 billion in 2023, then fell by 6.65% to $27.0 billion in 2024, then gained by 0.32% to $27.1 billion in 2025, then slipped by 0.96% to $26.8 billion in 2026.
- The last three Liabilities and Shareholders Equity figures came in at $26.8 billion (Q1 2026), $27.1 billion (Q4 2025), and $28.4 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 170.24 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 48.33 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 412.08 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 467.53 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 392.17 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 184.45 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 174.57 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 91.94 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 28.39 Bn |
| 10 | Invesco | 12.69 Bn | 12.21 Bn | 1.71 Bn | 26.83 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | 33.25 Bn |