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
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 |