Invesco (IVZ) Return on Assets [ROA] (2009 - 2026)
Invesco (IVZ) posted Return on Assets [ROA] of -0.30% for Q2 2026, down 3.15 percentage points from 2.85% a year earlier but up 0.53 percentage points from the prior quarter.
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Analysis
Invesco (IVZ) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, Invesco's Return on Assets [ROA] came in at -0.65%, down 3.34 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a five-year change of -2.77 percentage points (FY2020 to FY2025).
- In prior years, Invesco's Return on Assets [ROA] was 2.69% in FY2024 (+3.26 pp), -0.57% in FY2023 (-3.54 pp), 2.96% in FY2022 (-2.73 pp) and 5.69% in FY2021 (+3.57 pp).
- Quarterly Return on Assets [ROA] has run from a low of -0.83% in Q1 2026 to a high of 6.01% in Q4 2021 over five years.
- On a year-over-year basis, Return on Assets [ROA] has declined in each of the last three quarters, with an average year-over-year change of +0.07 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q3 2025, with a gain of 4.28 percentage points; the weakest was Q1 2026, with a drop of 3.75 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was -0.83% (Q1 2026), -0.63% (Q4 2025) and 3.72% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 13.90% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 21.76% |
| 10 | Invesco | 13.54 Bn | 10.44 Bn | - | -0.30% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -0.30% |
| Mar 31, 2026 | -0.83% |
| Dec 31, 2025 | -0.63% |
| Sep 30, 2025 | 3.72% |
| Jun 30, 2025 | 2.85% |
| Mar 31, 2025 | 2.92% |
| Dec 31, 2024 | 2.76% |
| Sep 30, 2024 | -0.56% |
| Jun 30, 2024 | -0.32% |
| Mar 31, 2024 | -0.42% |
| Dec 31, 2023 | -0.58% |
| Sep 30, 2023 | 2.72% |
| Jun 30, 2023 | 2.70% |
| Mar 31, 2023 | 2.87% |
| Dec 31, 2022 | 3.14% |
| Sep 30, 2022 | 3.98% |
| Jun 30, 2022 | 5.03% |
| Mar 31, 2022 | 5.69% |
| Dec 31, 2021 | 6.01% |
| Sep 30, 2021 | 5.28% |
API Access
Invesco Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IVZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "IVZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();