Invesco (IVZ) Retained Earnings (2009 - 2026)
Invesco (IVZ) posted Retained Earnings of -$799.0 million for Q1 2026, down 10.53% on a QoQ basis from -$722.9 million in Q4 2025, and up 15.71% year-over-year from -$690.5 million in Q1 2025.
Invesco (IVZ) Retained Earnings (2009 - 2026) Analysis & Trends
Invesco's Retained Earnings history runs 18 years deep, the most recent figure standing at -$799.0 million for 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 was -$799.0 million for Q1 2026 at Invesco, down from -$722.9 million in the prior quarter.
- Across five years, Retained Earnings topped out at $7.7 billion in Q3 2023 and bottomed at -$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 sank 115.18%.
- Invesco's Retained Earnings stood at -$942.4 million in 2022, then surged by 824.4% to $6.8 billion in 2023, then sank by 115.18% to -$1.0 billion in 2024, then soared by 30.23% to -$722.9 million in 2025, then decreased by 10.53% to -$799.0 million in 2026.
- Business Quant data shows IVZ's Retained Earnings at -$799.0 million in Q1 2026, -$722.9 million in Q4 2025, and $7.2 billion in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | -678.00 Mn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | -323.73 Mn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -3.14 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | -1.21 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | -636.60 Mn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | -368.00 Mn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | -51.60 Mn |
| 10 | Invesco | 13.45 Bn | 12.97 Bn | 1.71 Bn | -799.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Jun 30, 2021 | -369.80 Mn |