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 93.77% 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 | $12.23B | +15.9% | +9.2% | +18.2% | +48.0% | |
| Quarterly Book Value | $9.72B | -7.9% | -13.2% | -6.1% | +17.6% | |
| Price | $26.23 | +50.8% | +49.4% | +9.5% | +0.4% | |
| $27.09B | +0.3% | -8.9% | -25.8% | +32.5% | ||
| $14.09B | +24.2% | +9.1% | -34.4% | +27.1% | ||
| 1.20 | +62.2% | +69.0% | +13.2% | -17.2% | ||
| $12.23B | -16.0% | -19.6% | -14.8% | +48.0% | ||
| Market Cap | $12B | +50.0% | +46.3% | +6.2% | -2.9% |
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 93.77% of companies in Financial Services sector
When is IVZ next annual earnings release?
As of today, the next annual earnings release for IVZ has not been scheduled
Quarterly Book Value
$9.72B$1.27B-11.59%
Summary
- Current Value
- As of today, IVZ quarterly book value is $9.72B, down -11.59% on
- Historical Performance
- IVZ quarterly book value is down -7.86% year-over-year, down -13.23% over the past 3 years
- All-Time High Comparison
- IVZ quarterly book value is currently -15.37% below its historical high of $11.49B set on
- 3-Year Low Comparison
- IVZ quarterly book value is at its 3-year low
- Sector Comparison
- IVZ quarterly book value is higher than 92.48% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $9.72B | -11.6% | -7.9% | -13.2% | -6.1% | |
| Annual Book Value | $12.23B | – | +15.9% | +9.2% | +18.2% | |
| Price | $26.23 | +8.2% | +50.8% | +49.4% | +9.5% | |
| $27.09B | -4.7% | +0.3% | -8.9% | -25.8% | ||
| $14.09B | +3.2% | +24.2% | +9.1% | -34.4% | ||
| 1.20 | +22.4% | +62.2% | +69.0% | +13.2% | ||
| $12.23B | -12.7% | -16.0% | -19.6% | -14.8% | ||
| Market Cap | $12B | +8.2% | +50.0% | +46.3% | +6.2% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $11.00B | -11.6% | |
| 3Y | $11.33B | -14.2% | |
| 5Y | $11.49B | -15.4% | |
| All | $11.49B | -15.4% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $9.72B | at low | |
| 3Y | $9.72B | at low | |
| 5Y | $9.72B | at low | |
| 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 $9.72B
What is IVZ quarterly book value most recent change?
IVZ quarterly book value was down -11.59% on December 31, 2025
What is 1-year change in IVZ quarterly book value?
IVZ quarterly book value is down -7.86% year-over-year
How far is IVZ quarterly book value from its all-time high?
IVZ quarterly book value is currently -15.37% 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 92.48% 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/914208/000091420826000017/0000914208-26-000017-index.htm
- 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