Invesco (IVZ) Retained Earnings (2009 - 2026)
Invesco's Retained Earnings came in at $6.27 billion for Q2 2026, down 9.9% from $6.96 billion a year earlier but up 4.1% from the prior quarter.
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Analysis
Invesco (IVZ) Retained Earnings (2009 - 2026) Analysis & Trends
At the end of FY2025, Invesco's Retained Earnings was $5.89 billion, down 15.8% from FY2024.
- Retained Earnings carries a five-year compound annual growth rate of -0.7% (FY2020 to FY2025).
- Going back by year, Retained Earnings was $6.99 billion in FY2024 (+2.4%), $6.83 billion in FY2023 (-9.2%), $7.52 billion in FY2022 (+4.9%) and $7.17 billion in FY2021 (+17.8%).
- The five-year range for quarterly Retained Earnings is $5.89 billion (Q4 2025) to $7.66 billion (Q3 2023).
- Year-over-year, Retained Earnings has declined for three consecutive quarters, with an average decline of 5.1% over the last eight quarters.
- The fastest year-over-year change in Retained Earnings over five years came in Q4 2021 (growth of 17.8%), and the weakest in Q4 2025 (a decline of 15.8%).
- Business Quant data shows IVZ's Retained Earnings at $6.02 billion (Q1 2026), $5.89 billion (Q4 2025) and $7.17 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 40.21 Bn |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | -18.65 Mn |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 5.65 Bn |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 14.57 Bn |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | -950.00 Mn |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 6.15 Bn |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 5.78 Bn |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 2.05 Bn |
| 10 | Invesco | 13.54 Bn | 10.44 Bn | - | 6.27 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.27 Bn |
| 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 | 6.99 Bn |
| Sep 30, 2024 | 6.87 Bn |
| Jun 30, 2024 | 6.92 Bn |
| Mar 31, 2024 | 6.88 Bn |
| Dec 31, 2023 | 6.83 Bn |
| Sep 30, 2023 | 7.66 Bn |
| Jun 30, 2023 | 7.62 Bn |
| Mar 31, 2023 | 7.58 Bn |
| Dec 31, 2022 | 7.52 Bn |
| Sep 30, 2022 | 7.42 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 |
API Access
Invesco Retained Earnings API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=retained-earnings&ticker=IVZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "ticker": "IVZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=retained-earnings&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();