Invesco (IVZ) Payout Ratio (2009 - 2026)
Invesco's (IVZ) quarterly Payout Ratio came in at 0.28 in Q2 2026, up 103.68% on a YoY basis from 0.14 in Q2 2025, and down 32.23% quarter-over-quarter from 0.41 in Q1 2026.
Analysis
Invesco (IVZ) Payout Ratio (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Payout Ratio for 18 consecutive years, with 0.28 the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Payout Ratio rose 103.68% year-over-year to 0.28; the trailing twelve-month figure through Jun 2026 stood at 1.23 (down 238.92% YoY), and the FY2025 full-year result was 0.52, down 175.23% from the prior year.
- Payout Ratio declined to 0.28 in Q2 2026 per IVZ's latest filing, from 0.41 in the prior quarter.
- Across five years, Payout Ratio topped out at 1.73 in Q3 2024 and bottomed at 7.62 in Q2 2025.
- Historically, Payout Ratio has averaged 0.1 across 5 years, with a median of 0.49 in 2022.
- The sharpest annual moves came in 2024 and 2025: Payout Ratio jumped 457.02% in 2024, then plunged 1180.3% in 2025.
- Over 5 years, Payout Ratio stood at 0.35 in 2022, then tumbled by 135.01% to 0.12 in 2023, then surged by 457.02% to 0.44 in 2024, then sank by 117.99% to 0.08 in 2025, then jumped by 451.52% to 0.28 in 2026.
- According to Business Quant data, Payout Ratio over the past three periods registered 0.28, 0.41, and 0.08 for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 166.84 Bn | 152.97 Bn | - |
| 2 | Spdr Gold Trust | 146.01 Bn | -412.00 Bn | - |
| 3 | Ishares Gold Trust | 30.54 Bn | -29.57 Bn | - |
| 4 | World Gold Trust | 29.53 Bn | -73.54 Bn | - |
| 5 | Principal Financial | 24.58 Bn | -28.39 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 22.65 Bn | -5.56 Bn | - |
| 7 | Franklin Resources | 17.60 Bn | 13.88 Bn | - |
| 8 | Invesco | 14.52 Bn | 13.60 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.42 Bn | 9.01 Bn | - |
| 10 | Voya Financial | 9.29 Bn | 6.93 Bn | 1.34 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.28 |
| Mar 31, 2026 | 0.41 |
| Dec 31, 2025 | -0.08 |
| Sep 30, 2025 | 0.32 |
| Jun 30, 2025 | -7.62 |
| Mar 31, 2025 | 0.54 |
| Dec 31, 2024 | 0.44 |
| Sep 30, 2024 | 1.73 |
| Jun 30, 2024 | 0.70 |
| Mar 31, 2024 | 0.58 |
| Dec 31, 2023 | -0.12 |
| Sep 30, 2023 | 0.82 |
| Jun 30, 2023 | 0.87 |
| Mar 31, 2023 | 0.80 |
| Dec 31, 2022 | 0.35 |
| Sep 30, 2022 | 0.79 |
| Jun 30, 2022 | 0.54 |
| Mar 31, 2022 | 0.44 |
| Dec 31, 2021 | 0.16 |
| Sep 30, 2021 | 0.16 |