Invesco (IVZ) Net Margin (2009 - 2026)
Invesco's (IVZ) quarterly Net Margin came in at 13.21% in Q1 2026, up 202.0% YoY from 4.37% in Q1 2025, and up 118.84% on a QoQ basis from 70.11% in Q4 2025.
Invesco (IVZ) Net Margin (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 17 years of Net Margin data on file, last reported at 13.21% in Q1 2026.
- Quarterly Net Margin rose 202.0% year-over-year to 13.21% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 10.12% (down 1939.0% YoY) and the FY2025 annual result came in at 11.39%, down 2026.0% from the prior year.
- Net Margin improved to 13.21% in Q1 2026, from 70.11% in the prior quarter.
- In the past five years, Net Margin ranged from a high of 18.37% in Q3 2025 to a low of 70.11% in Q4 2025.
- A 5-year average of 1.45% and a median of 8.91% in 2024 frame the typical range for Net Margin.
- Annual changes were most pronounced in 2024 — Net Margin soared 6453 bps — and 2025, when it sank 8325 bps.
- Tracing IVZ's Net Margin over 5 years: stood at 16.74% in 2022, then tumbled by 407 bps to 51.39% in 2023, then surged by 126 bps to 13.14% in 2024, then sank by 634 bps to 70.11% in 2025, then soared by 119 bps to 13.21% in 2026.
- The last three Net Margin figures came in at 13.21% (Q1 2026), 70.11% (Q4 2025), and 18.37% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 27.15% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 46.71% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 11.53% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | 1.88% |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 51.57% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 11.98% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 25.35% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.20% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 58.35% |
| 10 | Invesco | 14.11 Bn | 13.19 Bn | 1.79 Bn | 18.91% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 18.91% |
| Mar 31, 2026 | 13.21% |
| Dec 31, 2025 | -70.11% |
| Sep 30, 2025 | 18.37% |
| Jun 30, 2025 | -0.82% |
| Mar 31, 2025 | 11.19% |
| Dec 31, 2024 | 13.14% |
| Sep 30, 2024 | 3.63% |
| Jun 30, 2024 | 8.91% |
| Mar 31, 2024 | 10.51% |
| Dec 31, 2023 | -51.39% |
| Sep 30, 2023 | 7.59% |
| Jun 30, 2023 | 7.29% |
| Mar 31, 2023 | 7.52% |
| Dec 31, 2022 | 16.74% |
| Sep 30, 2022 | 7.55% |
| Jun 30, 2022 | 10.44% |
| Mar 31, 2022 | 10.94% |
| Dec 31, 2021 | 28.24% |
| Sep 30, 2021 | 27.79% |