Invesco (IVZ) Operating Expenses (2009 - 2026)
Invesco's (IVZ) quarterly Operating Expenses came in at $1.5 billion in Q2 2026, up 12.3% on a YoY basis from $1.3 billion in Q2 2025, and up 3.55% quarter-over-quarter from $1.4 billion in Q1 2026.
Analysis
Invesco (IVZ) Operating Expenses (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Operating Expenses for 18 consecutive years, with $1.5 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Operating Expenses rose 12.3% year-over-year to $1.5 billion; the trailing twelve-month figure through Jun 2026 stood at $7.4 billion (up 40.82% YoY), and the FY2025 full-year result was $7.1 billion, up 35.11% from the prior year.
- Operating Expenses improved to $1.5 billion in Q2 2026 per IVZ's latest filing, from $1.4 billion in the prior quarter.
- Across five years, Operating Expenses topped out at $3.2 billion in Q4 2025 and bottomed at $1.1 billion in Q3 2022.
- Historically, Operating Expenses has averaged $1.4 billion across 5 years, with a median of $1.3 billion in 2024.
- The sharpest annual moves came in 2024 and 2025: Operating Expenses slumped 48.53% in 2024, then jumped 145.85% in 2025.
- Over 5 years, Operating Expenses stood at $1.2 billion in 2022, then soared by 107.73% to $2.5 billion in 2023, then plunged by 48.53% to $1.3 billion in 2024, then surged by 145.85% to $3.2 billion in 2025, then slumped by 53.61% to $1.5 billion in 2026.
- According to Business Quant data, Operating Expenses over the past three periods registered $1.5 billion, $1.4 billion, and $3.2 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Opex (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - | 4.62 Bn |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - | 149.76 Mn |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - | 43.37 Mn |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - | 7.55 Mn |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn | 3.41 Bn |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - | 44.44 Mn |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - | 2.14 Bn |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn | 1.46 Bn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - | 486.70 Mn |
| 10 | Voya Financial | 9.29 Bn | 6.93 Bn | 1.34 Bn | 1.86 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.46 Bn |
| Mar 31, 2026 | 1.41 Bn |
| Dec 31, 2025 | 3.15 Bn |
| Sep 30, 2025 | 1.37 Bn |
| Jun 30, 2025 | 1.30 Bn |
| Mar 31, 2025 | 1.25 Bn |
| Dec 31, 2024 | 1.28 Bn |
| Sep 30, 2024 | 1.41 Bn |
| Jun 30, 2024 | 1.28 Bn |
| Mar 31, 2024 | 1.26 Bn |
| Dec 31, 2023 | 2.49 Bn |
| Sep 30, 2023 | 1.21 Bn |
| Jun 30, 2023 | 1.24 Bn |
| Mar 31, 2023 | 1.21 Bn |
| Dec 31, 2022 | 1.20 Bn |
| Sep 30, 2022 | 1.10 Bn |
| Jun 30, 2022 | 1.19 Bn |
| Mar 31, 2022 | 1.25 Bn |
| Dec 31, 2021 | 1.25 Bn |
| Sep 30, 2021 | 1.29 Bn |