Invesco (IVZ) Preferred Shares (2019 - 2026)

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

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

Invesco has reported Preferred Shares for 8 years, with the latest figure at $2.5 billion in Q1 2026.

  • For the quarter ending Q1 2026, Preferred Shares fell 37.5% year-over-year to $2.5 billion; the trailing twelve-month figure through Mar 2026 stood at $2.5 billion (down 37.5% YoY), and the FY2025 full-year result was $2.5 billion, down 37.4% from the prior year.
  • Preferred Shares for Q1 2026 stood at $2.5 billion, roughly flat from $2.5 billion in the prior quarter.
  • The five-year high for Preferred Shares was $4.0 billion in Q1 2022, with the low at $2.5 billion in Q1 2026.
  • Historically, Preferred Shares has averaged $3.7 billion across 5 years, with a median of $4.0 billion in 2022.
  • Annual changes were most pronounced in 2024 — Preferred Shares grew 0.26% — and 2026, when it tumbled 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 plunged by 37.4% to $2.5 billion in 2025, then fell by 0.42% to $2.5 billion in 2026.
  • The last three Preferred Shares figures came in at $2.5 billion (Q1 2026), $2.5 billion (Q4 2025), and $3.0 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Preferred Shares (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 1.40 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - 391.40 Mn
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 1.46 Bn
10 Invesco 12.69 Bn 12.21 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 3.00 Bn
Jun 30, 2025 3.00 Bn
Mar 31, 2025 4.00 Bn
Dec 31, 2024 4.01 Bn
Sep 30, 2024 4.01 Bn
Jun 30, 2024 4.01 Bn
Mar 31, 2024 4.00 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