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 93.73% 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 | $9.74B | -8.8% | -14.0% | -7.5% | +16.9% | |
| Price | $27.35 | +91.9% | +77.7% | -6.6% | +18.6% | |
| $27.09B | +0.3% | -8.9% | -25.8% | +32.5% | ||
| $14.09B | +24.2% | +9.1% | -34.4% | +27.1% | ||
| 1.24 | +106.7% | +100.0% | -3.1% | -3.1% | ||
| $12.23B | -16.0% | -19.6% | -14.8% | +48.0% | ||
| Market Cap | $12B | +90.1% | +71.9% | -10.2% | +13.8% |
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 93.73% 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
Book Value Formula
Book Value = −
Quarterly Book Value
$9.74B$24.00M+0.25%
Summary
- Current Value
- As of today, IVZ quarterly book value is $9.74B, up +0.25% on
- Historical Performance
- IVZ quarterly book value is down -8.83% year-over-year, down -14.01% over the past 3 years
- All-Time High Comparison
- IVZ quarterly book value is currently -15.16% below its historical high of $11.49B set on
- 3-Year Low Comparison
- IVZ quarterly book value is +0.25% above its 3-year low of $9.72B reached on
- Sector Comparison
- IVZ quarterly book value is higher than 92.74% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Book Value | $9.74B | +0.3% | -8.8% | -14.0% | -7.5% | |
| Annual Book Value | $12.23B | – | +15.9% | +9.2% | +18.2% | |
| Price | $27.35 | +10.6% | +91.9% | +77.7% | -6.6% | |
| $26.83B | -1.0% | -4.7% | -9.8% | -23.1% | ||
| $13.57B | -3.7% | +9.8% | +5.0% | -30.4% | ||
| 1.24 | +9.7% | +106.7% | +100.0% | -3.1% | ||
| $12.26B | +0.2% | -16.6% | -20.1% | -15.8% | ||
| Market Cap | $12B | +10.2% | +90.1% | +71.9% | -10.2% |
Quarterly Book Value Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $11.00B | -11.4% | |
| 3Y | $11.33B | N/A | -14.0% |
| 5Y | $11.49B | -15.2% | |
| All | $11.49B | -15.2% |
Quarterly Book Value Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $9.72B | +0.3% | |
| 3Y | $9.72B | +0.3% | |
| 5Y | $9.72B | +0.3% | |
| 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 $9.74B
What is IVZ quarterly book value most recent change?
IVZ quarterly book value was up +0.25% on March 31, 2026
What is 1-year change in IVZ quarterly book value?
IVZ quarterly book value is down -8.83% year-over-year
How far is IVZ quarterly book value from its all-time high?
IVZ quarterly book value is currently -15.16% 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 92.74% 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