Invesco (IVZ) Net Margin (2009 - 2026)
Invesco's (IVZ) quarterly Net Margin came in at 18.91% in Q2 2026, up 1974.0% on a YoY basis from 0.91% in Q2 2025, and up 43.21% quarter-over-quarter from 13.21% in Q1 2026.
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Invesco (IVZ) Net Margin (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Net Margin for 18 consecutive years, with 18.91% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Net Margin rose 1974.0% year-over-year to 18.91%; the trailing twelve-month figure through Jun 2026 stood at 4.48% (down 1135.0% YoY), and the FY2025 full-year result was 11.39%, down 2026.0% from the prior year.
- Net Margin climbed to 18.91% in Q2 2026 per IVZ's latest filing, from 13.21% in the prior quarter.
- Across five years, Net Margin topped out at 18.91% in Q2 2026 and bottomed at 70.11% in Q4 2025.
- Historically, Net Margin has averaged 2.42% across 5 years, with a median of 9.67% in 2022.
- The sharpest annual moves came in 2024 and 2025: Net Margin jumped 6453 bps in 2024, then slumped 8325 bps in 2025.
- Over 5 years, Net Margin stood at 16.74% in 2022, then sank by 407 bps to 51.39% in 2023, then jumped by 126 bps to 13.14% in 2024, then tumbled by 634 bps to 70.11% in 2025, then surged by 127 bps to 18.91% in 2026.
- According to Business Quant data, Net Margin over the past three periods registered 18.91%, 13.21%, and 70.11% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - | 27.15% |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn | 11.02% |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - | 10.83% |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn | 18.91% |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - | 37.05% |
| 10 | Voya Financial | 9.43 Bn | 8.80 Bn | 1.34 Bn | 4.75% |
Historic Data
Download Data
Historic 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% |