Invesco (IVZ) Preferred Shares (2019 - 2026)

Invesco (IVZ) posted Preferred Shares of $2.5 billion for Q1 2026, little changed on a QoQ basis from $2.5 billion in Q4 2025, and down 37.5% year-over-year from $4.0 billion in Q1 2025.

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

Invesco's Preferred Shares history runs 8 years deep, the most recent figure standing at $2.5 billion for Q1 2026.

  • Quarterly Preferred Shares fell 37.5% year-over-year to $2.5 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $2.5 billion (down 37.5% YoY) and the FY2025 annual result came in at $2.5 billion, down 37.4% from the prior year.
  • Preferred Shares was $2.5 billion for Q1 2026 at Invesco, roughly flat 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 Q1 2026.
  • A 5-year average of $3.7 billion and a median of $4.0 billion in 2022 frame the typical range for Preferred Shares.
  • Annual changes were most pronounced in 2022 — Preferred Shares changed 0.0% — and 2026, when it slumped 37.5%.
  • Invesco's 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 decreased by 0.42% to $2.5 billion in 2026.
  • Business Quant data shows IVZ's Preferred Shares at $2.5 billion in Q1 2026, $2.5 billion in Q4 2025, and $3.0 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Preferred Shares (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 4.09 Bn
2 BlackRock 161.01 Bn 148.08 Bn - -
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 1.40 Bn
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - 493.50 Mn
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Invesco 13.45 Bn 12.97 Bn 1.71 Bn 2.50 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.50 Bn
Dec 31, 2025 2.51 Bn
Sep 30, 2025 3.01 Bn
Jun 30, 2025 3.01 Bn
Mar 31, 2025 4.00 Bn
Dec 31, 2024 4.01 Bn
Sep 30, 2024 4.01 Bn
Jun 30, 2024 4.00 Bn
Mar 31, 2024 4.01 Bn
Dec 31, 2023 4.01 Bn
Sep 30, 2023 4.01 Bn
Jun 30, 2023 4.00 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
Jun 30, 2021 4.01 Bn