Invesco (IVZ) Preferred Shares (2019 - 2026)
Invesco's (IVZ) quarterly Preferred Shares came in at $2.5 billion in Q2 2026, down 16.61% on a YoY basis from $3.0 billion in Q2 2025, and little changed quarter-over-quarter from $2.5 billion in Q1 2026.
Analysis
Invesco (IVZ) Preferred Shares (2019 - 2026) Analysis & Trends
Invesco (IVZ) has reported Preferred Shares for 8 consecutive years, with $2.5 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Preferred Shares fell 16.61% year-over-year to $2.5 billion; the trailing twelve-month figure through Jun 2026 stood at $2.5 billion (down 16.61% YoY), and the FY2025 full-year result was $2.5 billion, down 37.4% from the prior year.
- Preferred Shares held at $2.5 billion in Q2 2026 per IVZ's latest filing, 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 Q4 2025.
- Historically, Preferred Shares has averaged $3.6 billion across 5 years, with a median of $4.0 billion in 2022.
- The sharpest annual moves came in 2022 and 2025: Preferred Shares changed 0.0% in 2022, then sank 37.4% in 2025.
- Over 5 years, 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 changed by 0.0% to $2.5 billion in 2026.
- According to Business Quant data, Preferred Shares over the past three periods registered $2.5 billion, $2.5 billion, and $2.5 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Preferred Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - | - |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - | - |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - | - |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn | - |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn | 2.51 Bn |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn | - |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - | - |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - | 200,000.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.51 Bn |
| Mar 31, 2026 | 2.51 Bn |
| Dec 31, 2025 | 2.51 Bn |
| Sep 30, 2025 | 3.01 Bn |
| Jun 30, 2025 | 3.01 Bn |
| Mar 31, 2025 | 4.01 Bn |
| Dec 31, 2024 | 4.01 Bn |
| Sep 30, 2024 | 4.01 Bn |
| Jun 30, 2024 | 4.01 Bn |
| Mar 31, 2024 | 4.01 Bn |
| Dec 31, 2023 | 4.01 Bn |
| Sep 30, 2023 | 4.01 Bn |
| Jun 30, 2023 | 4.01 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 |