Invesco (IVZ) Tax Rate (2009 - 2026)
Invesco (IVZ) reported Tax Rate of 25.58% for Q2 2026, down 2.48 percentage points from 28.06% a year earlier and down 1.43 percentage points from the prior quarter.
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Analysis
Invesco (IVZ) Tax Rate (2009 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, Invesco's Tax Rate came in at 66.47%, up 41.07 percentage points year-over-year; for FY2025, it was 53.93%, up 28.77 percentage points from FY2024.
- Tax Rate has a five-year change of +29.46 percentage points (FY2020 to FY2025).
- By year, Tax Rate came in at 25.16% in FY2024 (-4.14 pp), 29.30% in FY2023 (+3.47 pp), 25.82% in FY2022 (+4.58 pp) and 21.24% in FY2021 (-3.23 pp).
- Five-year quarterly Tax Rate spans a low of -2.80% in Q3 2025 and a high of 34.03% in Q3 2022.
- Year over year, Tax Rate gained in four of the last eight quarters, with an average year-over-year change of -3.54 percentage points.
- The high point for year-over-year Tax Rate in five years was Q3 2022 (a gain of 13.64 percentage points); the low point was Q3 2025 (a drop of 31.40 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 27.02% (Q1 2026), 25.98% (Q4 2025) and -2.80% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 16.11% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 12.14% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 23.17% |
| 10 | Invesco | 13.54 Bn | 10.44 Bn | - | 25.58% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 25.58% |
| Mar 31, 2026 | 27.02% |
| 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% |
| 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% |
| Jun 30, 2021 | 23.75% |
| Mar 31, 2021 | 22.28% |
| Dec 31, 2020 | 17.24% |
API Access
Invesco Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=IVZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "IVZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=IVZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();