Invesco (IVZ) Net Margin (2009 - 2026)
Invesco's Net Margin was 18.91% in Q2 2026, up 19.74 percentage points from -0.82% a year earlier and up 5.71 percentage points from the prior quarter.
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Analysis
Invesco (IVZ) Net Margin (2009 - 2026) Analysis & Trends
On a trailing twelve-month basis, Invesco's Net Margin was -4.48% through Jun 30, 2026, down 11.35 percentage points year-over-year; for FY2025, it was -11.39%, down 20.26 percentage points from FY2024.
- Net Margin shows a five-year change of -16.08 percentage points (FY2020 to FY2025).
- In earlier years, Net Margin was 8.87% in FY2024 (+14.71 pp), -5.84% in FY2023 (-13.23 pp), 7.39% in FY2022 (-9.38 pp) and 16.77% in FY2021 (+12.08 pp).
- The Q2 2026 figure marks the highest quarterly Net Margin since Q4 2021.
- Compared with a year earlier, Net Margin was higher in five of the last eight quarters, with an average year-over-year change of +2.20 percentage points.
- The best year-over-year quarter for Net Margin over five years was Q4 2024 (a gain of 69.85 percentage points); the worst was Q4 2025 (a drop of 83.25 percentage points).
- Per Business Quant data, IVZ's Net Margin in the three quarters before Q2 2026 was 13.21% (Q1 2026), -70.11% (Q4 2025) and 18.37% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 27.02% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 24.37% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 0.00% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 11.53% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 51.57% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 11.98% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 58.46% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 60.94% |
| 10 | Invesco | 13.54 Bn | 10.44 Bn | - | 18.91% |
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 | 5.58% |
| Dec 31, 2023 | -56.71% |
| Sep 30, 2023 | 5.01% |
| Jun 30, 2023 | 5.06% |
| Mar 31, 2023 | 6.05% |
| Dec 31, 2022 | 8.91% |
| Sep 30, 2022 | 8.18% |
| Jun 30, 2022 | 4.04% |
| Mar 31, 2022 | 8.50% |
| Dec 31, 2021 | 20.85% |
| Sep 30, 2021 | 15.48% |
API Access
Invesco Net Margin API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=net-margin&ticker=IVZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "net-margin", "ticker": "IVZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=net-margin&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();