Invesco (IVZ) Tax Provisions (2009 - 2026)
Invesco's (IVZ) quarterly Tax Provisions came in at $116.5 million in Q2 2026, up 51.3% on a YoY basis from $77.0 million in Q2 2025, and up 43.65% quarter-over-quarter from $81.1 million in Q1 2026.
Analysis
Invesco (IVZ) Tax Provisions (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Tax Provisions for 18 consecutive years, with $116.5 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Provisions rose 51.3% year-over-year to $116.5 million; the trailing twelve-month figure through Jun 2026 stood at -$161.6 million (down 158.81% YoY), and the FY2025 full-year result was -$204.6 million, down 180.9% from the prior year.
- Tax Provisions advanced to $116.5 million in Q2 2026 per IVZ's latest filing, from $81.1 million in the prior quarter.
- Across five years, Tax Provisions topped out at $116.5 million in Q2 2026 and bottomed at -$349.5 million in Q4 2025.
- Historically, Tax Provisions has averaged $27.7 million across 5 years, with a median of $69.3 million in 2023.
- The sharpest annual moves came in 2024 and 2025: Tax Provisions jumped 129.54% in 2024, then sank 544.09% in 2025.
- Over 5 years, Tax Provisions stood at $89.6 million in 2022, then plunged by 397.32% to -$266.4 million in 2023, then surged by 129.54% to $78.7 million in 2024, then tumbled by 544.09% to -$349.5 million in 2025, then surged by 133.33% to $116.5 million in 2026.
- According to Business Quant data, Tax Provisions over the past three periods registered $116.5 million, $81.1 million, and -$349.5 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.98 Bn | 151.11 Bn | - | 677.00 Mn |
| 2 | Spdr Gold Trust | 143.46 Bn | -414.54 Bn | - | - |
| 3 | Ishares Gold Trust | 30.01 Bn | -30.09 Bn | - | - |
| 4 | World Gold Trust | 29.01 Bn | -74.06 Bn | - | - |
| 5 | Principal Financial | 24.83 Bn | -28.13 Bn | 1.91 Bn | 66.00 Mn |
| 6 | iShares Silver Trust | 21.45 Bn | -6.76 Bn | - | - |
| 7 | Franklin Resources | 17.39 Bn | 13.67 Bn | - | 115.60 Mn |
| 8 | Invesco | 14.41 Bn | 13.50 Bn | 1.79 Bn | 116.50 Mn |
| 9 | Affiliated Managers | 9.35 Bn | 8.94 Bn | - | 70.00 Mn |
| 10 | Voya Financial | 9.32 Bn | 6.97 Bn | 1.34 Bn | 16.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 116.50 Mn |
| Mar 31, 2026 | 81.10 Mn |
| Dec 31, 2025 | -349.50 Mn |
| Sep 30, 2025 | -9.70 Mn |
| Jun 30, 2025 | 77.00 Mn |
| Mar 31, 2025 | 77.60 Mn |
| Dec 31, 2024 | 78.70 Mn |
| Sep 30, 2024 | 41.50 Mn |
| Jun 30, 2024 | 64.00 Mn |
| Mar 31, 2024 | 68.70 Mn |
| Dec 31, 2023 | -266.40 Mn |
| Sep 30, 2023 | 61.30 Mn |
| Jun 30, 2023 | 65.50 Mn |
| Mar 31, 2023 | 69.90 Mn |
| Dec 31, 2022 | 89.60 Mn |
| Sep 30, 2022 | 86.80 Mn |
| Jun 30, 2022 | 63.00 Mn |
| Mar 31, 2022 | 82.80 Mn |
| Dec 31, 2021 | 130.70 Mn |
| Sep 30, 2021 | 139.70 Mn |