Invesco (IVZ) Tax Rate (2009 - 2026)
Invesco's (IVZ) quarterly Tax Rate came in at 27.02% in Q1 2026, up 452.0% YoY from 4.89% in Q1 2025, and up 4.0% on a QoQ basis from 25.98% in Q4 2025.
Invesco (IVZ) Tax Rate (2009 - 2026) Analysis & Trends
Invesco (IVZ) has 18 years of Tax Rate data on file, last reported at 27.02% in Q1 2026.
- Quarterly Tax Rate rose 452.0% year-over-year to 27.02% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 47.42% (up 2289.0% YoY) and the FY2025 annual result came in at 53.93%, up 2877.0% from the prior year.
- Tax Rate rose to 27.02% in Q1 2026, from 25.98% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 34.03% in Q3 2022 to a low of 2.8% in Q3 2025.
- A 5-year average of 24.8% and a median of 25.98% in 2025 frame the typical range for Tax Rate.
- Annual changes were most pronounced in 2022 — Tax Rate surged 1364 bps — and 2025, when it tumbled 3140 bps.
- Tracing IVZ's Tax Rate over 5 years: stood at 22.95% in 2022, then grew by 24 bps to 28.54% in 2023, then slipped by 13 bps to 24.8% in 2024, then climbed by 5 bps to 25.98% in 2025, then gained 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.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 24.90% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 16.11% |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 17.91% |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 12.14% |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 22.82% |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 20.67% |
| 10 | Invesco | 14.44 Bn | 13.53 Bn | 1.79 Bn | 25.58% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 25.58% |
| Jun 30, 2026 | 25.58% |
| Jun 30, 2026 | 25.58% |
| Mar 31, 2026 | 27.02% |
| Mar 31, 2026 | 27.02% |
| Mar 31, 2026 | 27.02% |
| Dec 31, 2025 | 25.98% |
| Dec 31, 2025 | 25.98% |
| Dec 31, 2025 | 25.98% |
| Sep 30, 2025 | -2.80% |
| Sep 30, 2025 | -2.80% |
| Sep 30, 2025 | -2.80% |
| Jun 30, 2025 | 28.06% |
| Jun 30, 2025 | 28.06% |
| Jun 30, 2025 | 28.06% |
| Mar 31, 2025 | 22.50% |
| Mar 31, 2025 | 22.50% |
| Mar 31, 2025 | 22.50% |
| Dec 31, 2024 | 24.80% |
| Dec 31, 2024 | 24.80% |