Invesco (IVZ) Retained Earnings (2009 - 2026)
Invesco (IVZ) reported Retained Earnings of $6.0 billion for Q1 2026, down 14.81% on a YoY basis from $7.1 billion in Q1 2025, and up 2.29% quarter-over-quarter from $5.9 billion in Q4 2025.
Invesco (IVZ) Retained Earnings (2009 - 2026) Analysis & Trends
Invesco has reported Retained Earnings for 18 years, with the latest figure 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.
- The five-year high for Retained Earnings was $7.7 billion in Q3 2023, with the low at -$1.1 billion in Q3 2022.
- Historically, Retained Earnings has averaged $4.2 billion across 5 years, with a median of $6.9 billion in 2024.
- The largest YoY upside for Retained Earnings was 2080.31% in 2022 against a maximum downside of 116.58% in 2022.
- Invesco's Retained Earnings stood at -$942.4 million in 2022, then rose by 14.92% to -$801.8 million in 2023, then fell by 29.22% to -$1.0 billion in 2024, then surged by 668.17% to $5.9 billion in 2025, then increased 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 | 163.18 Bn | 153.56 Bn | - | 39.18 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | -15.77 Mn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 14.08 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 5.16 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 28.43 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 17.07 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 14.49 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | -1.66 Bn |
| 10 | Invesco | 12.69 Bn | 12.21 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 |