Annual Retained Earnings
$6.99B$163.70M+2.40%
Summary
- Current Value
- As of today, IVZ annual retained earnings is $6.99B, up +2.40% on
- Historical Performance
- IVZ annual retained earnings is down -2.49% over the past 3 years, and up +18.12% over the past 5 years
- All-Time High Comparison
- IVZ annual retained earnings is currently -7.02% below its historical high of $7.52B set on
- 3-Year Low Comparison
- IVZ annual retained earnings is +2.40% above its 3-year low of $6.83B reached on
- Sector Comparison
- IVZ annual retained earnings is higher than 92.74% of companies in Financial Services sector
Retained Earnings Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Retained Earnings | $6.99B | +2.4% | -2.5% | +18.1% | +328.5% | |
| Quarterly Retained Earnings | $7.17B | +4.3% | -3.4% | +20.6% | +207.9% | |
| Price | $29.44 | +74.5% | +51.8% | +47.2% | +17.8% | |
| Annual Net Income | $752.40M | +547.3% | -61.8% | +2.0% | +259.5% | |
| Annual Dividends Paid | $608.30M | +2.3% | +11.7% | -6.8% | +260.1% | |
| Annual Shareholders Equity | $14.56B | -0.3% | -6.0% | +5.0% | +110.6% | |
| Annual Revenue | $6.01B | +8.5% | -14.3% | -2.3% | +136.8% | |
| Annual EPS | $1.18 | +260.4% | -60.7% | -8.2% | +54.6% |
Retained Earnings Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $7.52B | N/A | -7.0% |
| 5Y | $7.52B | -7.0% | |
| All | $7.52B | -7.0% |
Retained Earnings Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $6.83B | +2.4% | |
| 5Y | $6.09B | N/A | +14.9% |
| All | -$59.43M | >+9999.0% |
Retained Earnings History
FAQ
What is the current annual retained earnings of IVZ?
As of today, IVZ annual retained earnings is $6.99B
What is 1-year change in IVZ annual retained earnings?
IVZ annual retained earnings is up +2.40% year-over-year
What is 3-year change in IVZ annual retained earnings?
IVZ annual retained earnings is down -2.49% over the past 3 years
How far is IVZ annual retained earnings from its all-time high?
IVZ annual retained earnings is currently -7.02% below its historical high of $7.52B set on December 31, 2022
How does IVZ annual retained earnings rank versus sector peers?
IVZ annual retained earnings is higher than 92.74% of companies in Financial Services sector
When is IVZ next annual earnings release?
The next annual earnings release for IVZ is on
Quarterly Retained Earnings
$7.17B$206.30M+2.96%
Summary
- Current Value
- As of today, IVZ quarterly retained earnings is $7.17B, up +2.96% on
- Historical Performance
- IVZ quarterly retained earnings is up +4.27% year-over-year, and down -3.35% over the past 3 years
- All-Time High Comparison
- IVZ quarterly retained earnings is currently -6.41% below its historical high of $7.66B set on
- 3-Year Low Comparison
- IVZ quarterly retained earnings is +4.99% above its 3-year low of $6.83B reached on
- Sector Comparison
- IVZ quarterly retained earnings is higher than 93.05% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Retained Earnings | $7.17B | +3.0% | +4.3% | -3.4% | +20.6% | |
| Annual Retained Earnings | $6.99B | – | +2.4% | -2.5% | +18.1% | |
| Price | $29.44 | +29.1% | +74.5% | +51.8% | +47.2% | |
| Quarterly Net Income | $356.40M | +80.5% | +244.0% | +111.8% | +20.9% | |
| Quarterly Dividends Paid | $139.40M | -8.2% | -9.8% | -3.8% | +6.7% | |
| Quarterly Shareholders Equity | $14.01B | +1.0% | -5.1% | -6.0% | +0.5% | |
| Quarterly Revenue | $1.66B | +7.0% | +8.6% | +23.7% | +6.1% | |
| Quarterly EPS | $0.66 | +2501.4% | +449.1% | +71.7% | +60.3% |
Quarterly Retained Earnings Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $7.17B | at high | |
| 3Y | $7.66B | -6.4% | |
| 5Y | $7.66B | -6.4% | |
| All | $7.66B | -6.4% |
Quarterly Retained Earnings Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $6.96B | +3.0% | |
| 3Y | $6.83B | +5.0% | |
| 5Y | $6.09B | N/A | +17.8% |
| All | -$921.10M | +878.2% |
Quarterly Retained Earnings History
FAQ
What is the current quarterly retained earnings of IVZ?
As of today, IVZ quarterly retained earnings is $7.17B
What is IVZ quarterly retained earnings most recent change?
IVZ quarterly retained earnings was up +2.96% on September 30, 2025
What is 1-year change in IVZ quarterly retained earnings?
IVZ quarterly retained earnings is up +4.27% year-over-year
How far is IVZ quarterly retained earnings from its all-time high?
IVZ quarterly retained earnings is currently -6.41% below its historical high of $7.66B set on September 30, 2023
How does IVZ quarterly retained earnings rank versus sector peers?
IVZ quarterly retained earnings is higher than 93.05% of companies in Financial Services sector
When is IVZ next earnings release?
The next earnings release for IVZ is on
Retained Earnings Formula
Retained Earnings = Retained Earnings (start of the period) + Net Income −
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