Invesco (IVZ) Price to Book (2009 - 2026)
Invesco's (IVZ) quarterly Price to Book came in at 0.89 in Q2 2026, up 82.34% on a YoY basis from 0.49 in Q2 2025, and up 6.8% quarter-over-quarter from 0.83 in Q1 2026.
Analysis
Invesco (IVZ) Price to Book (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Price to Book for 18 consecutive years, with 0.89 the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Price to Book rose 82.34% year-over-year to 0.89; the trailing twelve-month figure through Jun 2026 stood at 0.89 (up 82.34% YoY), and the FY2025 full-year result was 0.9, up 74.23% from the prior year.
- Price to Book improved to 0.89 in Q2 2026 per IVZ's latest filing, from 0.83 in the prior quarter.
- Across five years, Price to Book topped out at 0.9 in Q4 2025 and bottomed at 0.4 in Q3 2022.
- Historically, Price to Book has averaged 0.56 across 5 years, with a median of 0.5 in 2024.
- The sharpest annual moves came in 2022 and 2026: Price to Book slumped 43.18% in 2022, then soared 86.83% in 2026.
- Over 5 years, Price to Book stood at 0.52 in 2022, then rose by 2.36% to 0.53 in 2023, then fell by 2.05% to 0.52 in 2024, then jumped by 74.23% to 0.9 in 2025, then retreated by 1.46% to 0.89 in 2026.
- According to Business Quant data, Price to Book over the past three periods registered 0.89, 0.83, and 0.9 for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 173.88 Bn | 160.24 Bn | - |
| 2 | Spdr Gold Trust | 143.21 Bn | -414.80 Bn | - |
| 3 | World Gold Trust | 30.03 Bn | -73.04 Bn | - |
| 4 | Ishares Gold Trust | 27.84 Bn | -32.27 Bn | - |
| 5 | Principal Financial | 25.04 Bn | -27.21 Bn | 1.91 Bn |
| 6 | iShares Silver Trust | 23.18 Bn | -5.03 Bn | - |
| 7 | Franklin Resources | 17.63 Bn | 15.39 Bn | - |
| 8 | Invesco | 14.60 Bn | 14.32 Bn | 1.79 Bn |
| 9 | Affiliated Managers | 9.57 Bn | 10.05 Bn | - |
| 10 | Voya Financial | 9.43 Bn | 8.80 Bn | 1.34 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.89 |
| Mar 31, 2026 | 0.83 |
| Dec 31, 2025 | 0.90 |
| Sep 30, 2025 | 0.70 |
| Jun 30, 2025 | 0.49 |
| Mar 31, 2025 | 0.45 |
| Dec 31, 2024 | 0.52 |
| Sep 30, 2024 | 0.51 |
| Jun 30, 2024 | 0.44 |
| Mar 31, 2024 | 0.49 |
| Dec 31, 2023 | 0.53 |
| Sep 30, 2023 | 0.41 |
| Jun 30, 2023 | 0.48 |
| Mar 31, 2023 | 0.47 |
| Dec 31, 2022 | 0.52 |
| Sep 30, 2022 | 0.40 |
| Jun 30, 2022 | 0.46 |
| Mar 31, 2022 | 0.66 |
| Dec 31, 2021 | 0.66 |
| Sep 30, 2021 | 0.71 |