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 93.81% 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

What is the current quarterly book value of IVZ?

As of today, IVZ quarterly book value is $9.96B

What is IVZ quarterly book value most recent change?

IVZ quarterly book value was up +2.23% on June 30, 2026

What is 1-year change in IVZ quarterly book value?

IVZ quarterly book value is down -8.30% year-over-year

How far is IVZ quarterly book value from its all-time high?

IVZ quarterly book value is currently -13.27% 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 93.15% of companies in Financial Services sector

When is IVZ next earnings release?

The next earnings release for IVZ is on October 27, 2026

Invesco Ltd. (IVZ) Book Value History & Chart Since 1985

Annual Book Value

$12.23B$1.68B+15.94%

December 31, 2025

Summary

Current Value: As of today, IVZ annual book value is $12.23B, up +15.94% on December 31, 2025
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 December 31, 2024
Sector Comparison: IVZ annual book value is higher than 93.81% of companies in Financial Services sector

Book Value Chart

beforeafter

Performance

IVZ Performance
Metric	Date	Value	1Y	3Y	5Y	15Y
Annual Book Value	Dec 31, 25	$12.23B	+15.9%	+9.2%	+18.2%	+48.0%
Quarterly Book Value	Jun 30, 26	$9.96B	-8.3%	-12.0%	-8.6%	+21.6%
Price	Aug 10, 26	$31.74	+55.2%	+93.7%	+23.6%	+74.4%
	Dec 31, 25	$27.09B	+0.3%	-8.9%	-25.8%	+32.5%
	Dec 31, 25	$14.09B	+24.2%	+9.1%	-34.4%	+27.1%
	Aug 10, 26	1.41	+67.9%	+116.9%	+29.4%	+41.0%
	Dec 31, 25	$12.23B	-16.0%	-19.6%	-14.8%	+48.0%
Market Cap	Aug 10, 26	$14B	+53.6%	+90.6%	+18.3%	+70.8%

Book Value Highs

IVZ Annual Book Value Highs Comparison
Period	High	Date	Current
3Y	$12.23B	Dec 31, 25	at high
5Y	$12.23B	Dec 31, 25	at high
All	$12.23B	Dec 31, 25	at high

Book Value Lows

IVZ Annual Book Value Lows Comparison
Period	Low	Date	Current
3Y	$10.55B	Dec 31, 24	+15.9%
5Y	$10.35B	N/A	+18.2%
All	-$95.51M	Dec 31, 97	>+9999.0%

Book Value History

Year	Value	Change
2025	$12.23B	+15.9%
2024	$10.55B	-0.4%
2023	$10.59B	-5.5%
2022	$11.20B	-2.5%
2021	$11.49B	+11.0%
2020	$10.35B	+5.1%
2019	$9.85B	+14.8%
2018	$8.58B	-1.3%
2017	$8.70B	+15.9%
2016	$7.50B	-4.8%
2015	$7.89B	-5.3%
2014	$8.33B	-0.8%
2013	$8.39B	+0.9%
2012	$8.32B	+2.4%
2011	$8.12B	-1.8%
2010	$8.26B	+19.6%
2009	$6.91B	+21.5%
2008	$5.69B	-13.7%
2007	$6.59B	+54.3%
2006	$4.27B	+18.2%
2005	$3.61B	+2.0%

Year	Value	Change
2004	$3.54B	-5.4%
2003	$3.74B	+8.6%
2002	$3.45B	+8.4%
2001	$3.18B	+5.6%
2000	$3.01B	+446.3%
1999	$550.99M	+47.4%
1998	$373.69M	+491.3%
1997	-$95.51M	-300.1%
1996	$47.74M	-4.9%
1995	$50.18M	-22.0%
1994	$64.37M	+72.9%
1993	$37.22M	+142.2%
1992	$15.37M	-0.1%
1991	$15.39M	-67.2%
1990	$46.94M	-49.1%
1989	$92.17M	+53.9%
1988	$59.90M	-65.9%
1987	$175.76M	+27.2%
1986	$138.17M	-2.6%
1985	$141.88M	-

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 93.81% 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

$9.96B$216.90M+2.23%

June 30, 2026

Summary

Current Value: As of today, IVZ quarterly book value is $9.96B, up +2.23% on June 30, 2026
Historical Performance: IVZ quarterly book value is down -8.30% year-over-year, down -11.99% over the past 3 years
All-Time High Comparison: IVZ quarterly book value is currently -13.27% below its historical high of $11.49B set on December 31, 2021
3-Year Low Comparison: IVZ quarterly book value is +2.48% above its 3-year low of $9.72B reached on December 31, 2025
Sector Comparison: IVZ quarterly book value is higher than 93.15% of companies in Financial Services sector

Performance

IVZ Performance
Metric	Date	Value	3M	1Y	3Y	5Y
Quarterly Book Value	Jun 30, 26	$9.96B	+2.2%	-8.3%	-12.0%	-8.6%
Annual Book Value	Dec 31, 25	$12.23B	–	+15.9%	+9.2%	+18.2%
Price	Aug 10, 26	$31.74	+13.4%	+55.2%	+93.7%	+23.6%
	Jun 30, 26	$27.47B	+2.4%	-3.6%	-6.7%	-17.4%
	Jun 30, 26	$14.00B	+3.2%	+3.4%	+9.8%	-19.8%
	Aug 10, 26	1.41	+11.0%	+67.9%	+116.9%	+29.4%
	Jun 30, 26	$12.47B	+1.8%	-10.1%	-18.6%	-16.3%
Market Cap	Aug 10, 26	$14B	+12.9%	+53.6%	+90.6%	+18.3%

Quarterly Book Value Highs

IVZ Quarterly Book Value Highs Comparison
Period	High	Date	Current
1Y	$11.00B	Sep 30, 25	-9.4%
3Y	$11.32B	N/A	-12.0%
5Y	$11.49B	Dec 31, 21	-13.3%
All	$11.49B	Dec 31, 21	-13.3%

Quarterly Book Value Lows

IVZ Quarterly Book Value Lows Comparison
Period	Low	Date	Current
1Y	$9.72B	Dec 31, 25	+2.5%
3Y	$9.72B	Dec 31, 25	+2.5%
5Y	$9.72B	Dec 31, 25	+2.5%
All	-$35.50M	Dec 31, 97	>+9999.0%

Quarterly Book Value History

Month	Value	Change
Jun 2026	$9.96B	+2.2%
Mar 2026	$9.74B	+0.2%
Dec 2025	$9.72B	-11.6%
Sep 2025	$11.00B	+1.2%
Jun 2025	$10.86B	+1.6%
Mar 2025	$10.69B	+1.3%
Dec 2024	$10.55B	-1.8%
Sep 2024	$10.74B	+1.6%
Jun 2024	$10.57B	+0.3%
Mar 2024	$10.54B	-0.4%
Dec 2023	$10.59B	-5.8%
Sep 2023	$11.24B	-0.7%
Jun 2023	$11.32B	-0.1%
Mar 2023	$11.33B	+1.2%
Dec 2022	$11.20B	+2.8%
Sep 2022	$10.89B	-1.9%
Jun 2022	$11.10B	-2.0%
Mar 2022	$11.33B	-1.3%
Dec 2021	$11.49B	+3.8%
Sep 2021	$11.07B	+1.6%
Jun 2021	$10.90B	+3.4%
Mar 2021	$10.54B	+1.8%
Dec 2020	$10.35B	+4.3%
Sep 2020	$9.92B	+3.5%
Jun 2020	$9.59B	+1.1%
Mar 2020	$9.49B	-3.7%
Dec 2019	$9.85B	+3.0%
Sep 2019	$9.56B	-3.6%
Jun 2019	$9.92B	+14.5%
Mar 2019	$8.67B	+1.1%
Dec 2018	$8.58B	-4.5%
Sep 2018	$8.99B	+1.9%
Jun 2018	$8.82B	-0.9%
Mar 2018	$8.90B	+2.3%
Dec 2017	$8.70B	+4.6%
Sep 2017	$8.31B	+4.3%
Jun 2017	$7.97B	+4.0%
Mar 2017	$7.66B	+2.1%
Dec 2016	$7.50B	-3.0%
Sep 2016	$7.74B	+1.1%
Jun 2016	$7.66B	-3.1%
Mar 2016	$7.90B	+0.2%
Dec 2015	$7.89B	-2.6%
Sep 2015	$8.09B	-2.8%
Jun 2015	$8.33B	+3.1%
Mar 2015	$8.08B	-3.0%
Dec 2014	$8.33B	-1.2%
Sep 2014	$8.42B	-1.5%
Jun 2014	$8.55B	+3.3%
Mar 2014	$8.28B	-1.3%
Dec 2013	$8.39B	-1.6%
Sep 2013	$8.53B	+4.5%
Jun 2013	$8.16B	-0.4%
Mar 2013	$8.20B	-1.5%
Dec 2012	$8.32B	+0.0%

Month	Value	Change
Sep 2012	$8.32B	+1.8%
Jun 2012	$8.17B	-0.3%
Mar 2012	$8.19B	+0.9%
Dec 2011	$8.12B	+2.1%
Sep 2011	$7.95B	-2.9%
Jun 2011	$8.19B	-1.7%
Mar 2011	$8.33B	+0.8%
Dec 2010	$8.26B	+1.4%
Sep 2010	$8.15B	+0.5%
Jun 2010	$8.11B	+11.0%
Mar 2010	$7.30B	+5.6%
Dec 2009	$6.91B	+2.8%
Sep 2009	$6.73B	+3.6%
Jun 2009	$6.50B	+15.9%
Mar 2009	$5.60B	-1.5%
Dec 2008	$5.69B	-10.6%
Sep 2008	$6.37B	-4.7%
Jun 2008	$6.68B	+1.7%
Mar 2008	$6.57B	-0.3%
Dec 2007	$6.59B	+32.0%
Sep 2007	$4.99B	+6.7%
Jun 2007	$4.68B	+9.5%
Dec 2006	$4.27B	+4.6%
Sep 2006	$4.08B	+7.4%
Jun 2006	$3.80B	+5.0%
Mar 2006	$3.62B	+0.2%
Dec 2005	$3.61B	-1.6%
Sep 2005	$3.67B	+4.8%
Jun 2005	$3.51B	-4.8%
Mar 2005	$3.68B	+4.1%
Dec 2004	$3.54B	+5.4%
Sep 2004	$3.36B	-10.9%
Jun 2004	$3.77B	-9.6%
Mar 2004	$4.17B	+11.5%
Dec 2003	$3.74B	+0.1%
Sep 2003	$3.74B	+1.5%
Jun 2003	$3.68B	+2.5%
Mar 2003	$3.59B	+4.3%
Dec 2002	$3.45B	-7.0%
Sep 2002	$3.71B	+5.3%
Jun 2002	$3.52B	+7.8%
Mar 2002	$3.27B	+2.7%
Dec 2001	$3.18B	-5.0%
Sep 2001	$3.35B	+6.6%
Jun 2001	$3.14B	+2.6%
Mar 2001	$3.06B	+282.2%
Mar 2000	$800.53M	+13.1%
Sep 1999	$708.11M	+22.2%
Jun 1999	$579.50M	-0.9%
Mar 1999	$584.90M	+6.5%
Dec 1998	$549.20M	+4.1%
Sep 1998	$527.80M	+9.7%
Jun 1998	$481.00M	+1,005.7%
Mar 1998	$43.50M	+222.5%
Dec 1997	-$35.50M	-

FAQ

What is the current quarterly book value of IVZ?: As of today, IVZ quarterly book value is $9.96B
What is IVZ quarterly book value most recent change?: IVZ quarterly book value was up +2.23% on June 30, 2026
What is 1-year change in IVZ quarterly book value?: IVZ quarterly book value is down -8.30% year-over-year
How far is IVZ quarterly book value from its all-time high?: IVZ quarterly book value is currently -13.27% 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 93.15% of companies in Financial Services sector
When is IVZ next earnings release?: The next earnings release for IVZ is on October 27, 2026

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