Invesco (IVZ) Return on Equity [ROE] (2009 - 2026)
Invesco's Return on Equity [ROE] was -0.63% in Q2 2026, down 6.07 percentage points from 5.44% a year earlier but up 1.10 percentage points from the prior quarter.
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Analysis
Invesco (IVZ) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2025, Return on Equity [ROE] at Invesco came in at -1.25%, down 6.21 percentage points from FY2024.
- Return on Equity [ROE] shows a five-year change of -6.79 percentage points (FY2020 to FY2025).
- In earlier years, Return on Equity [ROE] was 4.97% in FY2024 (+6.05 pp), -1.08% in FY2023 (-6.87 pp), 5.78% in FY2022 (-6.93 pp) and 12.72% in FY2021 (+7.17 pp).
- Quarterly Return on Equity [ROE] has moved between -1.72% (Q1 2026) and 12.35% (Q4 2021) over five years.
- Compared with a year earlier, Return on Equity [ROE] has declined for three straight quarters, with an average year-over-year change of +0.14 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was Q3 2025 (a gain of 8.30 percentage points); the worst was Q1 2026 (a drop of 7.03 percentage points).
- Per Business Quant data, IVZ's Return on Equity [ROE] in the three quarters before Q2 2026 was -1.72% (Q1 2026), -1.27% (Q4 2025) and 7.29% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.40 Bn | 111.76 Bn | - | 12.43% |
| 2 | Spdr Gold Trust | 133.61 Bn | -424.39 Bn | - | 16.25% |
| 3 | Blackstone | 84.03 Bn | 78.95 Bn | - | 33.23% |
| 4 | Brookfield | 82.79 Bn | -82.59 Bn | 4.47 Bn | 3.12% |
| 5 | Kkr | 80.75 Bn | 47.23 Bn | - | 7.09% |
| 6 | Brookfield Asset Management | 71.44 Bn | 67.69 Bn | - | 34.49% |
| 7 | Apollo Global Management | 66.43 Bn | 4.11 Bn | 10.56 Bn | 10.61% |
| 8 | Wheaton Precious Metals | 61.87 Bn | 57.29 Bn | 687.86 Mn | 21.60% |
| 9 | Franco Nevada | 46.42 Bn | 43.78 Bn | 451.00 Mn | 23.59% |
| 10 | Invesco | 13.47 Bn | 10.37 Bn | - | -0.63% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -0.63% |
| Mar 31, 2026 | -1.72% |
| Dec 31, 2025 | -1.27% |
| Sep 30, 2025 | 7.29% |
| Jun 30, 2025 | 5.44% |
| Mar 31, 2025 | 5.31% |
| Dec 31, 2024 | 4.94% |
| Sep 30, 2024 | -1.01% |
| Jun 30, 2024 | -0.58% |
| Mar 31, 2024 | -0.79% |
| Dec 31, 2023 | -1.08% |
| Sep 30, 2023 | 5.04% |
| Jun 30, 2023 | 5.03% |
| Mar 31, 2023 | 5.37% |
| Dec 31, 2022 | 5.90% |
| Sep 30, 2022 | 7.55% |
| Jun 30, 2022 | 9.81% |
| Mar 31, 2022 | 11.42% |
| Dec 31, 2021 | 12.35% |
| Sep 30, 2021 | 11.19% |
API Access
Invesco Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=IVZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();