Invesco (IVZ) Preferred Shares (2019 - 2026)
Invesco's (IVZ) quarterly Preferred Shares came in at $2.5 billion in Q1 2026, down 37.5% YoY from $4.0 billion in Q1 2025, and little changed on a QoQ basis from $2.5 billion in Q4 2025.
Invesco (IVZ) Preferred Shares (2019 - 2026) Analysis & Trends
Invesco (IVZ) has 8 years of Preferred Shares data on file, last reported at $2.5 billion in 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 steadied at $2.5 billion in Q1 2026, from $2.5 billion in the prior quarter.
- In the past five years, Preferred Shares ranged from a high of $4.0 billion in Q1 2022 to a low of $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 tumbled 37.5%.
- Tracing IVZ's Preferred Shares over 5 years: 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.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Preferred Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 1.40 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | Invesco | 14.44 Bn | 13.53 Bn | 1.79 Bn | 2.51 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.51 Bn |
| 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 |