Annual Book Value
$12.23B$1.68B+15.94%
Summary
- Current Value
- As of today, IVZ annual book value is $12.23B, up +15.94% on
- Historical Performance
- IVZ annual book value is up +9.18% over the past 3 years, up +18.16% over the past 5 years
- All-Time High Comparison
- IVZ annual book value is currently at its all-time high
- 3-Year Low Comparison
- IVZ annual book value is +15.94% above its 3-year low of $10.55B reached on
- Sector Comparison
- IVZ annual book value is higher than 93.89% of companies in Financial Services sector
Book Value Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $12.23B | +15.9% | +9.2% | +18.2% | +48.0% | |
| Quarterly Book Value | $12.63B | +14.9% | +12.3% | +14.1% | +58.9% | |
| Price | $29.02 | +20.4% | +127.4% | +14.2% | +38.9% | |
| $27.09B | +0.3% | -8.9% | -25.8% | +32.5% | ||
| $14.09B | +24.2% | +9.1% | -34.4% | +27.1% | ||
| 1.01 | +3.1% | +98.0% | -4.7% | -15.1% | ||
| $12.23B | -16.0% | -19.6% | -14.8% | +48.0% | ||
| Market Cap | $13B | +18.9% | +122.3% | +8.8% | +35.3% |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $12.23B | at high | |
| 5Y | $12.23B | at high | |
| All | $12.23B | at high |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $10.55B | +15.9% | |
| 5Y | $10.35B | N/A | +18.2% |
| All | -$95.51M | >+9999.0% |
Book Value History
FAQ
- What is the current annual book value of IVZ?
- As of today, IVZ annual book value is $12.23B
- What is 1-year change in IVZ annual book value?
- IVZ annual book value is up +15.94% year-over-year
- What is 3-year change in IVZ annual book value?
- IVZ annual book value is up +9.18% over the past 3 years
- How far is IVZ annual book value from its all-time high?
- IVZ annual book value is currently at its all-time high
- How does IVZ annual book value rank versus sector peers?
- IVZ annual book value is higher than 93.89% of companies in Financial Services sector
- When is IVZ next annual earnings release?
- The next annual earnings release for IVZ is on
Book Value Formula
Book Value = −
Quarterly Book Value
$12.63B$2.67B+26.79%
Summary
- Current Value
- As of today, IVZ quarterly book value is $12.63B, up +26.79% on
- Historical Performance
- IVZ quarterly book value is up +14.87% year-over-year, up +12.33% over the past 3 years
- All-Time High Comparison
- IVZ quarterly book value is currently at its all-time high
- 3-Year Low Comparison
- IVZ quarterly book value is +29.93% above its 3-year low of $9.72B reached on
- Sector Comparison
- IVZ quarterly book value is higher than 94.42% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $12.63B | +26.8% | +14.9% | +12.3% | +14.1% | |
| Annual Book Value | $12.23B | – | +15.9% | +9.2% | +18.2% | |
| Price | $29.02 | +3.4% | +20.4% | +127.4% | +14.2% | |
| $27.65B | +0.6% | -2.8% | -6.1% | -15.8% | ||
| $14.02B | +0.1% | +2.7% | +9.2% | -15.3% | ||
| 1.01 | -18.6% | +3.1% | +98.0% | -4.7% | ||
| $12.63B | +1.3% | -9.8% | -17.2% | -16.3% | ||
| Market Cap | $13B | +2.9% | +18.9% | +122.3% | +8.8% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $12.63B | at high | |
| 3Y | $12.63B | at high | |
| 5Y | $12.63B | at high | |
| All | $12.63B | at high |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $9.72B | +29.9% | |
| 3Y | $9.72B | +29.9% | |
| 5Y | $9.72B | +29.9% | |
| All | -$35.50M | >+9999.0% |
Quarterly Book Value History
FAQ
- What is the current quarterly book value of IVZ?
- As of today, IVZ quarterly book value is $12.63B
- What is IVZ quarterly book value most recent change?
- IVZ quarterly book value was up +26.79% on September 30, 2026
- What is 1-year change in IVZ quarterly book value?
- IVZ quarterly book value is up +14.87% year-over-year
- How far is IVZ quarterly book value from its all-time high?
- IVZ quarterly book value is currently at its all-time high
- How does IVZ quarterly book value rank versus sector peers?
- IVZ quarterly book value is higher than 94.42% of companies in Financial Services sector
- When is IVZ next earnings release?
- The next earnings release for IVZ is on
Book Value Formula
Book Value = −
Data Sources & References
- IVZ Official Website www.invesco.com
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/914208/000091420826000017/0000914208-26-000017-index.htm
- IVZ Profile on Yahoo Finance finance.yahoo.com/quote/IVZ
- IVZ Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/ivz