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| Date | Value |
|---|---|
| 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 |