Invesco (IVZ) Operating Expenses (2009 - 2026)
Invesco's (IVZ) quarterly Operating Expenses came in at $1.4 billion in Q1 2026, up 12.73% YoY from $1.3 billion in Q1 2025, and down 55.2% on a QoQ basis from $3.2 billion in Q4 2025.
Invesco (IVZ) Operating Expenses (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Operating Expenses data on file, last reported at $1.4 billion in Q1 2026.
- Quarterly Operating Expenses rose 12.73% year-over-year to $1.4 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $7.2 billion (up 38.43% YoY) and the FY2025 annual result came in at $7.1 billion, up 35.11% from the prior year.
- Operating Expenses declined to $1.4 billion in Q1 2026, from $3.2 billion in the prior quarter.
- In the past five years, Operating Expenses ranged from a high of $3.2 billion in Q4 2025 to a low of $1.1 billion in Q3 2022.
- A 5-year average of $1.4 billion and a median of $1.3 billion in 2024 frame the typical range for Operating Expenses.
- Annual changes were most pronounced in 2024 — Operating Expenses sank 48.53% — and 2025, when it soared 145.85%.
- Tracing IVZ's Operating Expenses over 5 years: stood at $1.2 billion in 2022, then jumped by 107.73% to $2.5 billion in 2023, then slumped by 48.53% to $1.3 billion in 2024, then soared by 145.85% to $3.2 billion in 2025, then slumped by 55.2% to $1.4 billion in 2026.
- The last three Operating Expenses figures came in at $1.4 billion (Q1 2026), $3.2 billion (Q4 2025), and $1.4 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Opex (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 4.62 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 2.38 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 5.41 Bn |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | 14.94 Bn |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 659.00 Mn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 8.74 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 2.66 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 3.50 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 1.64 Bn |
| 10 | Invesco | 14.11 Bn | 13.19 Bn | 1.79 Bn | 1.46 Bn |
Historic Data
Download 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 |