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
DateValue
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