Invesco (IVZ) Tax Rate (2009 - 2026)
Invesco posted quarterly Tax Rate of 27.02% for Q1 2026, up 452.0% year-on-year from 4.89% in Q1 2025, and up 4.0% on a QoQ basis from 25.98% in Q4 2025.
Invesco (IVZ) has 18 years of Tax Rate data on file, last reported at 27.02% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate rose 452.0% year-over-year to 27.02%; the trailing twelve-month figure through Mar 2026 stood at 47.42% (up 2289.0% YoY), and the FY2025 full-year result was 53.93%, up 2877.0% from the prior year.
- Tax Rate for Q1 2026 stood at 27.02%, up from 25.98% in the prior quarter.
- Across five years, Tax Rate topped out at 34.03% in Q3 2022 and bottomed at 2.8% in Q3 2025.
- The 5-year median for Tax Rate is 25.98% (2025), against an average of 24.8%.
- The widest annual swing landed in 2022, when Tax Rate surged 1364 bps; it then sank 3140 bps in 2025.
- A 5-year view of Tax Rate shows it stood at 22.95% in 2022, then increased by 24 bps to 28.54% in 2023, then dropped by 13 bps to 24.8% in 2024, then grew by 5 bps to 25.98% in 2025, then advanced by 4 bps to 27.02% in 2026.
- The last three Tax Rate figures came in at 27.02% (Q1 2026), 25.98% (Q4 2025), and 2.8% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Invesco | 12.44 Bn | 11.96 Bn | 1.71 Bn | 27.02 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 27.02 |
| Mar 31, 2026 | 27.02 |
| Dec 31, 2025 | 25.98 |
| Dec 31, 2025 | 25.98 |
| Sep 30, 2025 | -2.80 |
| Sep 30, 2025 | -2.80 |
| Jun 30, 2025 | 28.06 |
| Jun 30, 2025 | 28.06 |
| Mar 31, 2025 | 22.50 |
| Mar 31, 2025 | 22.50 |
| Dec 31, 2024 | 24.80 |
| Dec 31, 2024 | 24.80 |
| Sep 30, 2024 | 28.60 |
| Sep 30, 2024 | 28.60 |
| Jun 30, 2024 | 24.62 |
| Jun 30, 2024 | 24.62 |
| Mar 31, 2024 | 24.28 |
| Mar 31, 2024 | 24.28 |
| Dec 31, 2023 | 28.54 |
| Dec 31, 2023 | 28.54 |
| Sep 30, 2023 | 26.65 |
| Sep 30, 2023 | 26.65 |
| Jun 30, 2023 | 28.49 |
| Jun 30, 2023 | 28.49 |
| Mar 31, 2023 | 29.66 |
| Mar 31, 2023 | 29.66 |
| Dec 31, 2022 | 22.95 |
| Dec 31, 2022 | 22.95 |
| Sep 30, 2022 | 34.03 |
| Sep 30, 2022 | 34.03 |
| Jun 30, 2022 | 22.35 |
| Jun 30, 2022 | 22.35 |
| Mar 31, 2022 | 25.85 |
| Mar 31, 2022 | 25.85 |
| Dec 31, 2021 | 19.00 |
| Dec 31, 2021 | 19.00 |
| Sep 30, 2021 | 20.39 |
| Sep 30, 2021 | 20.39 |
| Jun 30, 2021 | 23.75 |
| Jun 30, 2021 | 23.75 |
| Mar 31, 2021 | 22.28 |
| Mar 31, 2021 | 22.28 |
| Dec 31, 2020 | 17.24 |
| Dec 31, 2020 | 17.24 |
| Sep 30, 2020 | 23.77 |
| Sep 30, 2020 | 23.77 |
| Jun 30, 2020 | 41.18 |
| Jun 30, 2020 | 41.18 |
| Mar 31, 2020 | 32.36 |
| Mar 31, 2020 | 32.36 |
| Dec 31, 2019 | 24.89 |
| Dec 31, 2019 | 24.89 |
| Sep 30, 2019 | 23.37 |
| Sep 30, 2019 | 23.37 |
| Jun 30, 2019 | 18.95 |
| Jun 30, 2019 | 18.95 |
| Mar 31, 2019 | 25.78 |
| Mar 31, 2019 | 25.78 |
| Dec 31, 2018 | 35.95 |
| Dec 31, 2018 | 35.95 |
| Sep 30, 2018 | 17.85 |
| Sep 30, 2018 | 17.85 |
| Jun 30, 2018 | 23.01 |
| Jun 30, 2018 | 23.01 |
| Mar 31, 2018 | 20.50 |
| Mar 31, 2018 | 20.50 |
| Dec 31, 2017 | 140.11 |
| Dec 31, 2017 | 140.11 |
| Sep 30, 2017 | -30.95 |
| Sep 30, 2017 | -30.95 |
| Jun 30, 2017 | -27.06 |
| Jun 30, 2017 | -27.06 |
| Mar 31, 2017 | 26.11 |
| Mar 31, 2017 | 26.11 |
| Dec 31, 2016 | 187.68 |
| Dec 31, 2016 | 187.68 |
| Sep 30, 2016 | 25.98 |
| Sep 30, 2016 | 25.98 |
| Jun 30, 2016 | 26.14 |
| Jun 30, 2016 | 26.14 |
| Mar 31, 2016 | 31.30 |
| Mar 31, 2016 | 31.30 |
| Dec 31, 2015 | 30.85 |
| Dec 31, 2015 | 30.85 |
| Sep 30, 2015 | 29.38 |
| Sep 30, 2015 | 29.38 |
| Jun 30, 2015 | 30.96 |
| Jun 30, 2015 | 30.96 |
| Mar 31, 2015 | 26.29 |
| Mar 31, 2015 | 26.29 |
| Dec 31, 2014 | 30.53 |
| Dec 31, 2014 | 30.53 |
| Sep 30, 2014 | 27.34 |
| Sep 30, 2014 | 27.34 |
| Jun 30, 2014 | 25.26 |
| Jun 30, 2014 | 25.26 |
| Mar 31, 2014 | 29.89 |
| Mar 31, 2014 | 29.89 |
| Dec 31, 2013 | 21.91 |
| Dec 31, 2013 | 21.91 |
| Sep 30, 2013 | 27.08 |
| Sep 30, 2013 | 27.08 |
| Jun 30, 2013 | 28.62 |
| Jun 30, 2013 | 28.62 |
| Mar 31, 2013 | 30.62 |
| Mar 31, 2013 | 30.62 |
| Dec 31, 2012 | 32.18 |
| Dec 31, 2012 | 32.18 |
| Sep 30, 2012 | 31.99 |
| Sep 30, 2012 | 31.99 |
| Jun 30, 2012 | 21.72 |
| Jun 30, 2012 | 21.72 |
| Mar 31, 2012 | 49.60 |
| Mar 31, 2012 | 49.60 |
| Dec 31, 2011 | 18.90 |
| Dec 31, 2011 | 18.90 |
| Sep 30, 2011 | 41.47 |
| Sep 30, 2011 | 41.47 |
| Jun 30, 2011 | 36.82 |
| Jun 30, 2011 | 36.82 |
| Mar 31, 2011 | 43.22 |
| Mar 31, 2011 | 43.22 |
| Dec 31, 2010 | 26.22 |
| Dec 31, 2010 | 26.22 |
| Sep 30, 2010 | 66.54 |
| Sep 30, 2010 | 66.54 |
| Jun 30, 2010 | 13.35 |
| Jun 30, 2010 | 13.35 |
| Mar 31, 2010 | 18.93 |
| Mar 31, 2010 | 18.93 |
| Dec 31, 2009 | 26.43 |
| Dec 31, 2009 | 26.43 |
| Sep 30, 2009 | 29.45 |
| Sep 30, 2009 | 29.45 |
| Jun 30, 2009 | 56.07 |
| Jun 30, 2009 | 56.07 |
| Mar 31, 2009 | -54.13 |
| Mar 31, 2009 | -54.13 |