Invesco IVZ
NYSE IVZ
$31.93 -0.16 (-0.48%)
As of: Sep 10, 2026 · 3:59 PM EDT

Invesco (IVZ) Retained Earnings (2009 - 2026)

Invesco's (IVZ) quarterly Retained Earnings came in at $6.3 billion in Q2 2026, down 9.92% on a YoY basis from $7.0 billion in Q2 2025, and up 4.13% quarter-over-quarter from $6.0 billion in Q1 2026.

Analysis

Invesco (IVZ) Retained Earnings (2009 - 2026) Analysis & Trends

Invesco (IVZ) has reported Retained Earnings for 18 consecutive years, with $6.3 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Retained Earnings fell 9.92% year-over-year to $6.3 billion; the trailing twelve-month figure through Jun 2026 stood at $6.3 billion (down 9.92% YoY), and the FY2025 full-year result was $5.9 billion, down 15.79% from the prior year.
  • Retained Earnings grew to $6.3 billion in Q2 2026 per IVZ's latest filing, from $6.0 billion in the prior quarter.
  • Across five years, Retained Earnings topped out at $7.7 billion in Q3 2023 and bottomed at $5.9 billion in Q4 2025.
  • Historically, Retained Earnings has averaged $7.0 billion across 5 years, with a median of $7.0 billion in 2024.
  • The sharpest annual moves came in 2022 and 2025: Retained Earnings advanced 16.05% in 2022, then declined 15.79% in 2025.
  • Over 5 years, Retained Earnings stood at $7.5 billion in 2022, then fell by 9.2% to $6.8 billion in 2023, then grew by 2.4% to $7.0 billion in 2024, then slipped by 15.79% to $5.9 billion in 2025, then rose by 6.52% to $6.3 billion in 2026.
  • According to Business Quant data, Retained Earnings over the past three periods registered $6.3 billion, $6.0 billion, and $5.9 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Retained Earnings (Qtr)
1 BlackRock 164.98 Bn 151.11 Bn - 40.21 Bn
2 Spdr Gold Trust 143.46 Bn -414.54 Bn - -
3 Ishares Gold Trust 30.01 Bn -30.09 Bn - -
4 World Gold Trust 29.01 Bn -74.06 Bn - -
5 Principal Financial 24.83 Bn -28.13 Bn 1.91 Bn 18.54 Bn
6 iShares Silver Trust 21.45 Bn -6.76 Bn - -
7 Franklin Resources 17.39 Bn 13.67 Bn - 11.52 Bn
8 Invesco 14.41 Bn 13.50 Bn 1.79 Bn 6.27 Bn
9 Affiliated Managers 9.35 Bn 8.94 Bn - 7.91 Bn
10 Voya Financial 9.32 Bn 6.97 Bn 1.34 Bn -1.95 Bn
Historic Data

Historic Data

Download Data
DateValue
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