Annual Book Value
$10.55B$37.70M-0.36%
Summary
- Current Value
- As of today, IVZ annual book value is $10.55B, down -0.36% on
- Historical Performance
- IVZ annual book value is down -8.15% over the past 3 years, and up +7.08% over the past 5 years
- All-Time High Comparison
- IVZ annual book value is currently -8.15% below its historical high of $11.49B set on
- 3-Year Low Comparison
- IVZ annual book value is at its 3-year low
- Sector Comparison
- IVZ annual book value is higher than 92.99% of companies in Financial Services sector
Book Value Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Book Value | $10.55B | -0.4% | -8.2% | +7.1% | +52.6% | |
| Quarterly Book Value | $11.00B | +2.3% | +0.9% | +10.8% | +34.9% | |
| Price | $28.57 | +74.6% | +46.0% | +45.9% | +14.8% | |
| Annual Total Assets | $27.01B | -6.7% | -17.4% | -31.5% | +147.6% | |
| Annual Total Liabilities | $11.34B | -12.9% | -29.1% | -54.1% | +244.8% | |
| PB Ratio | 1.16 | +68.1% | +46.8% | +33.3% | -16.6% | |
| Annual Shareholders Equity | $14.56B | -0.3% | -6.0% | +5.0% | +110.6% | |
| Market Cap | $13B | +73.5% | +42.9% | +41.5% | +11.1% |
Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $11.20B | N/A | -5.8% |
| 5Y | $11.49B | -8.2% | |
| All | $11.49B | -8.2% |
Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $10.55B | at low | |
| 5Y | $10.35B | N/A | +1.9% |
| 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 $10.55B
What is 1-year change in IVZ annual book value?
IVZ annual book value is down -0.36% year-over-year
What is 3-year change in IVZ annual book value?
IVZ annual book value is down -8.15% over the past 3 years
How far is IVZ annual book value from its all-time high?
IVZ annual book value is currently -8.15% below its historical high of $11.49B set on December 31, 2021
How does IVZ annual book value rank versus sector peers?
IVZ annual book value is higher than 92.99% of companies in Financial Services sector
When is IVZ next annual earnings release?
The next annual earnings release for IVZ is on
Quarterly Book Value
$11.00B$132.50M+1.22%
Summary
- Current Value
- As of today, IVZ quarterly book value is $11.00B, up +1.22% on
- Historical Performance
- IVZ quarterly book value is up +2.34% year-over-year, and up +0.94% over the past 3 years
- All-Time High Comparison
- IVZ quarterly book value is currently -4.27% below its historical high of $11.49B set on
- 3-Year Low Comparison
- IVZ quarterly book value is +4.28% above its 3-year low of $10.54B reached on
- Sector Comparison
- IVZ quarterly book value is higher than 92.95% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $11.00B | +1.2% | +2.3% | +0.9% | +10.8% | |
| Annual Book Value | $10.55B | – | -0.4% | -8.2% | +7.1% | |
| Price | $28.57 | +27.1% | +74.6% | +46.0% | +45.9% | |
| Quarterly Total Assets | $28.44B | -0.2% | +3.4% | -2.9% | -21.1% | |
| Quarterly Total Liabilities | $13.65B | +0.8% | +17.7% | +6.9% | -36.4% | |
| PB Ratio | 1.16 | +27.5% | +68.1% | +46.8% | +33.3% | |
| Quarterly Shareholders Equity | $14.01B | +1.0% | -5.1% | -6.0% | +0.5% | |
| Market Cap | $13B | +27.1% | +73.5% | +42.9% | +41.5% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $11.00B | at high | |
| 3Y | $11.33B | -3.0% | |
| 5Y | $11.49B | -4.3% | |
| All | $11.49B | -4.3% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $10.55B | N/A | +4.2% |
| 3Y | $10.54B | +4.3% | |
| 5Y | $10.35B | N/A | +6.2% |
| 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 $11.00B
What is IVZ quarterly book value most recent change?
IVZ quarterly book value was up +1.22% on September 30, 2025
What is 1-year change in IVZ quarterly book value?
IVZ quarterly book value is up +2.34% year-over-year
How far is IVZ quarterly book value from its all-time high?
IVZ quarterly book value is currently -4.27% below its historical high of $11.49B set on December 31, 2021
How does IVZ quarterly book value rank versus sector peers?
IVZ quarterly book value is higher than 92.95% 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 Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/914208/000091420825000360/0000914208-25-000360-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/914208/000091420825000114/0000914208-25-000114-index.htm
- IVZ Profile on Yahoo Finance finance.yahoo.com/quote/IVZ
- IVZ Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/ivz