Invesco (IVZ) Long-Term Investments (2009 - 2026)

Invesco (IVZ) reported Long-Term Investments of $1.3 billion for Q1 2026, up 170.79% on a YoY basis from $487.8 million in Q1 2025, and down 4.36% quarter-over-quarter from $1.4 billion in Q4 2025.

Invesco (IVZ) Long-Term Investments (2009 - 2026) Analysis & Trends

Invesco has reported Long-Term Investments for 18 years, with the latest figure at $1.3 billion in Q1 2026.

  • For the quarter ending Q1 2026, Long-Term Investments rose 170.79% year-over-year to $1.3 billion; the trailing twelve-month figure through Mar 2026 stood at $1.3 billion (up 170.79% YoY), and the FY2025 full-year result was $1.4 billion, up 260.51% from the prior year.
  • Long-Term Investments for Q1 2026 stood at $1.3 billion, down from $1.4 billion in the prior quarter.
  • The five-year high for Long-Term Investments was $1.4 billion in Q4 2025, with the low at $255.3 million in Q1 2022.
  • Historically, Long-Term Investments has averaged $721.4 million across 5 years, with a median of $495.2 million in 2025.
  • Annual changes were most pronounced in 2022 — Long-Term Investments slumped 70.23% — and 2025, when it soared 260.51%.
  • Invesco's Long-Term Investments stood at $368.6 million in 2022, then soared by 124.04% to $825.8 million in 2023, then tumbled by 53.61% to $383.1 million in 2024, then soared by 260.51% to $1.4 billion in 2025, then dropped by 4.36% to $1.3 billion in 2026.
  • The last three Long-Term Investments figures came in at $1.3 billion (Q1 2026), $1.4 billion (Q4 2025), and $1.2 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 14.57 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 32.75 Bn
3 Kkr 86.45 Bn 133.96 Bn - 77.47 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.10 Bn
5 State Street 46.95 Bn 21.27 Bn - 586.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 2.51 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - 399.00 Mn
9 Ares Management 29.04 Bn 32.41 Bn - -1.48 Bn
10 Invesco 12.69 Bn 12.21 Bn 1.71 Bn 1.32 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.32 Bn
Dec 31, 2025 1.38 Bn
Sep 30, 2025 1.16 Bn
Jun 30, 2025 495.20 Mn
Mar 31, 2025 487.80 Mn
Dec 31, 2024 383.10 Mn
Sep 30, 2024 1.13 Bn
Jun 30, 2024 328.40 Mn
Mar 31, 2024 1.11 Bn
Dec 31, 2023 825.80 Mn
Sep 30, 2023 932.60 Mn
Jun 30, 2023 490.80 Mn
Mar 31, 2023 351.30 Mn
Dec 31, 2022 368.60 Mn
Sep 30, 2022 906.70 Mn
Jun 30, 2022 328.30 Mn
Mar 31, 2022 255.30 Mn
Dec 31, 2021 239.50 Mn
Sep 30, 2021 906.40 Mn
Jun 30, 2021 965.20 Mn