Invesco (IVZ) Retained Earnings (2009 - 2026)
Invesco posted quarterly Retained Earnings of $6.0 billion for Q1 2026, down 14.81% year-on-year from $7.1 billion in Q1 2025, and up 2.29% on a QoQ basis from $5.9 billion in Q4 2025.
Invesco (IVZ) has 18 years of Retained Earnings data on file, last reported at $6.0 billion in Q1 2026.
- For the quarter ending Q1 2026, Retained Earnings fell 14.81% year-over-year to $6.0 billion; the trailing twelve-month figure through Mar 2026 stood at $6.0 billion (down 14.81% YoY), and the FY2025 full-year result was $5.9 billion, up 668.17% from the prior year.
- Retained Earnings for Q1 2026 stood at $6.0 billion, up from $5.9 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $7.7 billion in Q3 2023 and bottomed at -$1.1 billion in Q3 2022.
- The 5-year median for Retained Earnings is $6.9 billion (2024), against an average of $4.2 billion.
- Peak annual rise in Retained Earnings reached 2080.31% in 2022, while the deepest fall reached 116.58% in 2022.
- A 5-year view of Retained Earnings shows it stood at -$942.4 million in 2022, then gained by 14.92% to -$801.8 million in 2023, then retreated by 29.22% to -$1.0 billion in 2024, then soared by 668.17% to $5.9 billion in 2025, then rose by 2.29% to $6.0 billion in 2026.
- The last three Retained Earnings figures came in at $6.0 billion (Q1 2026), $5.9 billion (Q4 2025), and $7.2 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 39.18 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | -15.77 Mn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 14.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 180.00 Mn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 5.16 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 28.43 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 17.07 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | -1.66 Bn |
| 10 | Invesco | 12.44 Bn | 11.96 Bn | 1.71 Bn | 6.02 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 6.02 Bn |
| Dec 31, 2025 | 5.89 Bn |
| Sep 30, 2025 | 7.17 Bn |
| Jun 30, 2025 | 6.96 Bn |
| Mar 31, 2025 | 7.07 Bn |
| Dec 31, 2024 | -1.04 Bn |
| Sep 30, 2024 | -736.60 Mn |
| Jun 30, 2024 | 6.92 Bn |
| Mar 31, 2024 | 6.88 Bn |
| Dec 31, 2023 | -801.80 Mn |
| Sep 30, 2023 | 7.66 Bn |
| Jun 30, 2023 | -818.30 Mn |
| Mar 31, 2023 | 7.58 Bn |
| Dec 31, 2022 | -942.40 Mn |
| Sep 30, 2022 | -1.13 Bn |
| Jun 30, 2022 | 7.32 Bn |
| Mar 31, 2022 | 7.29 Bn |
| Dec 31, 2021 | 7.17 Bn |
| Sep 30, 2021 | 6.82 Bn |
| Jun 30, 2021 | -369.80 Mn |
| Mar 31, 2021 | 6.28 Bn |
| Dec 31, 2020 | -404.50 Mn |
| Sep 30, 2020 | -647.90 Mn |
| Jun 30, 2020 | 5.83 Bn |
| Mar 31, 2020 | -905.50 Mn |
| Dec 31, 2019 | 5.92 Bn |
| Sep 30, 2019 | -804.30 Mn |
| Jun 30, 2019 | 5.86 Bn |
| Mar 31, 2019 | 600,000.00 |
| Dec 31, 2018 | -735.00 Mn |
| Sep 30, 2018 | -585.80 Mn |
| Jun 30, 2018 | -107.40 Mn |
| Mar 31, 2018 | -331.40 Mn |
| Dec 31, 2017 | -109.70 Mn |
| Sep 30, 2017 | -448.50 Mn |
| Jun 30, 2017 | -594.20 Mn |
| Mar 31, 2017 | -743.70 Mn |
| Dec 31, 2016 | -809.30 Mn |
| Sep 30, 2016 | -573.70 Mn |
| Jun 30, 2016 | -513.90 Mn |
| Mar 31, 2016 | -348.70 Mn |
| Dec 31, 2015 | -446.00 Mn |
| Sep 30, 2015 | -328.30 Mn |
| Jun 30, 2015 | -94.80 Mn |
| Mar 31, 2015 | -253.60 Mn |
| Dec 31, 2014 | 48.80 Mn |
| Sep 30, 2014 | 252.90 Mn |
| Jun 30, 2014 | 509.90 Mn |
| Mar 31, 2014 | 379.90 Mn |
| Dec 31, 2013 | 427.90 Mn |
| Sep 30, 2013 | 434.80 Mn |
| Jun 30, 2013 | 243.90 Mn |
| Mar 31, 2013 | 334.50 Mn |
| Dec 31, 2012 | 530.50 Mn |
| Sep 30, 2012 | 538.20 Mn |
| Jun 30, 2012 | 389.90 Mn |
| Mar 31, 2012 | 481.10 Mn |
| Dec 31, 2011 | 373.30 Mn |
| Sep 30, 2011 | 2.27 Bn |
| Jun 30, 2011 | 2.16 Bn |
| Mar 31, 2011 | 2.03 Bn |
| Dec 31, 2010 | 495.50 Mn |
| Sep 30, 2010 | 1.78 Bn |
| Jun 30, 2010 | 213.60 Mn |
| Mar 31, 2010 | 1.69 Bn |
| Dec 31, 2009 | 393.60 Mn |
| Sep 30, 2009 | 1.57 Bn |
| Jun 30, 2009 | 1.50 Bn |