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