Invesco (IVZ) Tax Rate (2009 - 2026)
Invesco (IVZ) posted Tax Rate of 27.02% for Q1 2026, up 4.0% on a QoQ basis from 25.98% in Q4 2025, and up 452.0% year-over-year from 4.89% in Q1 2025.
Invesco (IVZ) Tax Rate (2009 - 2026) Analysis & Trends
Invesco's Tax Rate history runs 18 years deep, the most recent figure standing at 27.02% for 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 was 27.02% for Q1 2026 at Invesco, 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.
- 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 slumped 3140 bps.
- Invesco's 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 climbed by 4 bps to 27.02% in 2026.
- Business Quant data shows IVZ's Tax Rate at 27.02% in Q1 2026, 25.98% in Q4 2025, and 2.8% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Invesco | 13.45 Bn | 12.97 Bn | 1.71 Bn | 27.02% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Dec 31, 2024 | 24.80% |
| Sep 30, 2024 | 28.60% |
| Sep 30, 2024 | 28.60% |