Invesco (IVZ) Tax Rate (2009 - 2026)
Invesco's (IVZ) quarterly Tax Rate came in at 25.58% in Q2 2026, down 248.0% on a YoY basis from 17.29% in Q2 2025, and down 5.31% quarter-over-quarter from 27.02% in Q1 2026.
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Invesco (IVZ) Tax Rate (2009 - 2026) Analysis & Trends
Invesco (IVZ) has reported Tax Rate for 18 consecutive years, with 25.58% the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Tax Rate fell 248.0% year-over-year to 25.58%; the trailing twelve-month figure through Jun 2026 stood at 66.47% (up 4107.0% YoY), and the FY2025 full-year result was 53.93%, up 2877.0% from the prior year.
- Tax Rate slipped to 25.58% in Q2 2026 per IVZ's latest filing, from 27.02% 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.
- Historically, Tax Rate has averaged 24.84% across 5 years, with a median of 25.91% in 2022.
- The sharpest annual moves came in 2022 and 2025: Tax Rate soared 1364 bps in 2022, then plunged 3140 bps in 2025.
- Over 5 years, Tax Rate stood at 22.95% in 2022, then rose by 24 bps to 28.54% in 2023, then declined by 13 bps to 24.8% in 2024, then increased by 5 bps to 25.98% in 2025, then decreased by 2 bps to 25.58% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 25.58%, 27.02%, and 25.98% for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.77 Bn | 152.13 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 141.23 Bn | -416.77 Bn | - | - |
| 3 | World Gold Trust | 29.62 Bn | -73.45 Bn | - | - |
| 4 | Ishares Gold Trust | 27.46 Bn | -32.65 Bn | - | - |
| 5 | Principal Financial | 25.26 Bn | -27.00 Bn | 1.91 Bn | 13.30% |
| 6 | iShares Silver Trust | 23.22 Bn | -4.99 Bn | - | - |
| 7 | Invesco | 13.47 Bn | 13.19 Bn | 1.79 Bn | 25.58% |
| 8 | Voya Financial | 9.20 Bn | 8.58 Bn | 1.34 Bn | 47.06% |
| 9 | Affiliated Managers | 9.20 Bn | 9.69 Bn | - | 22.77% |
| 10 | Victory Capital Holdings | 6.56 Bn | 6.49 Bn | - | 25.55% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 25.58% |
| Mar 31, 2026 | 27.02% |
| Dec 31, 2025 | 25.98% |
| Sep 30, 2025 | -2.80% |
| Jun 30, 2025 | 28.06% |
| Mar 31, 2025 | 22.50% |
| Dec 31, 2024 | 24.80% |
| Sep 30, 2024 | 28.60% |
| Jun 30, 2024 | 24.62% |
| Mar 31, 2024 | 24.28% |
| Dec 31, 2023 | 28.54% |
| Sep 30, 2023 | 26.65% |
| Jun 30, 2023 | 28.49% |
| Mar 31, 2023 | 29.66% |
| Dec 31, 2022 | 22.95% |
| Sep 30, 2022 | 34.03% |
| Jun 30, 2022 | 22.35% |
| Mar 31, 2022 | 25.85% |
| Dec 31, 2021 | 19.00% |
| Sep 30, 2021 | 20.39% |