Invesco (IVZ) Net Margin (2009 - 2026)
Invesco (IVZ) posted Net Margin of 13.21% for Q1 2026, up 118.84% on a QoQ basis from 70.11% in Q4 2025, and up 202.0% year-over-year from 4.37% in Q1 2025.
Invesco (IVZ) Net Margin (2009 - 2026) Analysis & Trends
Invesco's Net Margin history runs 17 years deep, the most recent figure standing at 13.21% for 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 was 13.21% for Q1 2026 at Invesco, up from 70.11% in the prior quarter.
- Across five years, Net Margin topped out at 18.37% in Q3 2025 and bottomed at 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 plunged 8325 bps.
- Invesco's 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 119 bps to 13.21% in 2026.
- Business Quant data shows IVZ's Net Margin at 13.21% in Q1 2026, 70.11% in Q4 2025, and 18.37% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 0.55% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 32.99% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 34.77% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -889.40% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 18.57% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 18.73% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 37.97% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 14.05% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 26.07% |
| 10 | Invesco | 13.45 Bn | 12.97 Bn | 1.71 Bn | 13.21% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Jun 30, 2021 | 25.32% |