Invesco IVZ
NYSE IVZ
$30.52 +0.29 (+0.96%)
At close: Sep 18, 2026 · 4:00 PM EDT

Invesco (IVZ) Preferred Shares (2019 - 2026)

Invesco's (IVZ) quarterly Preferred Shares came in at $2.5 billion in Q2 2026, down 16.61% on a YoY basis from $3.0 billion in Q2 2025, and little changed quarter-over-quarter from $2.5 billion in Q1 2026.

Analysis

Invesco (IVZ) Preferred Shares (2019 - 2026) Analysis & Trends

Invesco (IVZ) has reported Preferred Shares for 8 consecutive years, with $2.5 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Preferred Shares fell 16.61% year-over-year to $2.5 billion; the trailing twelve-month figure through Jun 2026 stood at $2.5 billion (down 16.61% YoY), and the FY2025 full-year result was $2.5 billion, down 37.4% from the prior year.
  • Preferred Shares held at $2.5 billion in Q2 2026 per IVZ's latest filing, from $2.5 billion in the prior quarter.
  • Across five years, Preferred Shares topped out at $4.0 billion in Q1 2022 and bottomed at $2.5 billion in Q4 2025.
  • Historically, Preferred Shares has averaged $3.6 billion across 5 years, with a median of $4.0 billion in 2022.
  • The sharpest annual moves came in 2022 and 2025: Preferred Shares changed 0.0% in 2022, then sank 37.4% in 2025.
  • Over 5 years, Preferred Shares stood at $4.0 billion in 2022, then changed by 0.0% to $4.0 billion in 2023, then changed by 0.0% to $4.0 billion in 2024, then slumped by 37.4% to $2.5 billion in 2025, then changed by 0.0% to $2.5 billion in 2026.
  • According to Business Quant data, Preferred Shares over the past three periods registered $2.5 billion, $2.5 billion, and $2.5 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Preferred Shares (Qtr)
1 BlackRock 165.77 Bn 152.13 Bn - -
2 Spdr Gold Trust 141.23 Bn -416.77 Bn - -
3 World Gold Trust 29.62 Bn -73.45 Bn - -
4 Ishares Gold Trust 27.46 Bn -32.65 Bn - -
5 Principal Financial 25.26 Bn -27.00 Bn 1.91 Bn -
6 iShares Silver Trust 23.22 Bn -4.99 Bn - -
7 Invesco 13.47 Bn 13.19 Bn 1.79 Bn 2.51 Bn
8 Voya Financial 9.20 Bn 8.58 Bn 1.34 Bn -
9 Affiliated Managers 9.20 Bn 9.69 Bn - -
10 Victory Capital Holdings 6.56 Bn 6.49 Bn - 200,000.00
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 2.51 Bn
Mar 31, 2026 2.51 Bn
Dec 31, 2025 2.51 Bn
Sep 30, 2025 3.01 Bn
Jun 30, 2025 3.01 Bn
Mar 31, 2025 4.01 Bn
Dec 31, 2024 4.01 Bn
Sep 30, 2024 4.01 Bn
Jun 30, 2024 4.01 Bn
Mar 31, 2024 4.01 Bn
Dec 31, 2023 4.01 Bn
Sep 30, 2023 4.01 Bn
Jun 30, 2023 4.01 Bn
Mar 31, 2023 4.01 Bn
Dec 31, 2022 4.01 Bn
Sep 30, 2022 4.01 Bn
Jun 30, 2022 4.01 Bn
Mar 31, 2022 4.01 Bn
Dec 31, 2021 4.01 Bn
Sep 30, 2021 4.01 Bn