Invesco (IVZ) Retained Earnings (2009 - 2026)
Invesco's (IVZ) quarterly Retained Earnings came in at -$799.0 million in Q1 2026, up 15.71% YoY from -$690.5 million in Q1 2025, and down 10.53% on a QoQ basis from -$722.9 million in Q4 2025.
Invesco (IVZ) Retained Earnings (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Retained Earnings data on file, last reported at -$799.0 million in Q1 2026.
- Quarterly Retained Earnings rose 15.71% year-over-year to -$799.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$799.0 million (up 15.71% YoY) and the FY2025 annual result came in at -$722.9 million, up 30.23% from the prior year.
- Retained Earnings eased to -$799.0 million in Q1 2026, from -$722.9 million in the prior quarter.
- In the past five years, Retained Earnings ranged from a high of $7.7 billion in Q3 2023 to a low of -$1.0 billion in Q4 2024.
- A 5-year average of $3.4 billion and a median of $6.8 billion in 2023 frame the typical range for Retained Earnings.
- Annual changes were most pronounced in 2022 — Retained Earnings soared 2080.31% — and 2024, when it slumped 115.18%.
- Tracing IVZ's Retained Earnings over 5 years: stood at -$942.4 million in 2022, then soared by 824.4% to $6.8 billion in 2023, then tumbled by 115.18% to -$1.0 billion in 2024, then jumped by 30.23% to -$722.9 million in 2025, then fell by 10.53% to -$799.0 million in 2026.
- The last three Retained Earnings figures came in at -$799.0 million (Q1 2026), -$722.9 million (Q4 2025), and $7.2 billion (Q3 2025), per Business Quant data.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 40.21 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | -18.65 Mn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | -950.00 Mn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 16.67 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 29.38 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 14.98 Bn |
| 10 | Invesco | 14.44 Bn | 13.53 Bn | 1.79 Bn | 6.27 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 6.27 Bn |
| Mar 31, 2026 | -799.00 Mn |
| Dec 31, 2025 | -722.90 Mn |
| Sep 30, 2025 | 7.17 Bn |
| Jun 30, 2025 | 6.96 Bn |
| Mar 31, 2025 | -947.90 Mn |
| Dec 31, 2024 | -1.04 Bn |
| Sep 30, 2024 | 6.87 Bn |
| Jun 30, 2024 | 6.92 Bn |
| Mar 31, 2024 | -897.10 Mn |
| Dec 31, 2023 | 6.83 Bn |
| Sep 30, 2023 | 7.66 Bn |
| Jun 30, 2023 | 7.62 Bn |
| Mar 31, 2023 | -882.90 Mn |
| Dec 31, 2022 | -942.40 Mn |
| Sep 30, 2022 | 7.42 Bn |
| Jun 30, 2022 | 7.32 Bn |
| Mar 31, 2022 | -508.50 Mn |
| Dec 31, 2021 | -441.50 Mn |
| Sep 30, 2021 | 6.82 Bn |