Invesco (IVZ) Tax Rate (2009 - 2026)
Invesco (IVZ) reported Tax Rate of 27.02% for Q1 2026, up 452.0% on a YoY basis from 4.89% in Q1 2025, and up 4.0% quarter-over-quarter from 25.98% in Q4 2025.
Invesco (IVZ) Tax Rate (2009 - 2026) Analysis & Trends
Invesco has reported Tax Rate for 18 years, with the latest figure 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.
- The five-year high for Tax Rate was 34.03% in Q3 2022, with the low at 2.8% in Q3 2025.
- Historically, Tax Rate has averaged 24.8% across 5 years, with a median of 25.98% in 2025.
- Annual changes were most pronounced in 2022 — Tax Rate surged 1364 bps — and 2025, when it tumbled 3140 bps.
- Invesco's Tax Rate 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 | 163.18 Bn | 153.56 Bn | - | 18.16 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 13.55 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 40.05 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 598.59 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 21.16 |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 20.02 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 24.99 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 19.13 |
| 10 | Invesco | 12.69 Bn | 12.21 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% |