Annual Shareholders Equity
$14.56B$37.70M-0.26%
Summary
- Current Value
- As of today, IVZ annual shareholders equity is $14.56B, down -0.26% on
- Historical Performance
- IVZ annual shareholders equity is down -6.04% over the past 3 years, and up +5.03% over the past 5 years
- All-Time High Comparison
- IVZ annual shareholders equity is currently -6.04% below its historical high of $15.50B set on
- 3-Year Low Comparison
- IVZ annual shareholders equity is at its 3-year low
- Sector Comparison
- IVZ annual shareholders equity is higher than 94.13% of companies in Financial Services sector
Shareholders Equity Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Shareholders Equity | $14.56B | -0.3% | -6.0% | +5.0% | +110.6% | |
| Quarterly Shareholders Equity | $14.01B | -5.1% | -6.0% | +0.5% | +71.8% | |
| Price | $29.39 | +74.2% | +51.6% | +47.0% | +17.6% | |
| 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% | |
| Annual Retained Earnings | $6.99B | +2.4% | -2.5% | +18.1% | +328.5% | |
| Annual Book Value | $10.55B | -0.4% | -8.2% | +7.1% | +52.6% | |
| PB Ratio | 1.19 | +65.3% | +50.6% | +33.7% | -14.4% | |
| Market Cap | $13B | +73.1% | +48.3% | +42.5% | +13.7% |
Shareholders Equity Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $15.21B | N/A | -4.3% |
| 5Y | $15.50B | -6.0% | |
| All | $15.50B | -6.0% |
Shareholders Equity Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $14.56B | at low | |
| 5Y | $14.36B | N/A | +1.4% |
| All | -$95.50M | >+9999.0% |
Shareholders Equity History
FAQ
What is the current annual shareholders equity of IVZ?
As of today, IVZ annual shareholders equity is $14.56B
What is 1-year change in IVZ annual shareholders equity?
IVZ annual shareholders equity is down -0.26% year-over-year
What is 3-year change in IVZ annual shareholders equity?
IVZ annual shareholders equity is down -6.04% over the past 3 years
How far is IVZ annual shareholders equity from its all-time high?
IVZ annual shareholders equity is currently -6.04% below its historical high of $15.50B set on December 31, 2021
How does IVZ annual shareholders equity rank versus sector peers?
IVZ annual shareholders equity is higher than 94.13% of companies in Financial Services sector
When is IVZ next annual earnings release?
The next annual earnings release for IVZ is on
Quarterly Shareholders Equity
$14.01B$132.50M+0.96%
Summary
- Current Value
- As of today, IVZ quarterly shareholders equity is $14.01B, up +0.96% on
- Historical Performance
- IVZ quarterly shareholders equity is down -5.07% year-over-year, and down -6.03% over the past 3 years
- All-Time High Comparison
- IVZ quarterly shareholders equity is currently -9.62% below its historical high of $15.50B set on
- 3-Year Low Comparison
- IVZ quarterly shareholders equity is +0.96% above its 3-year low of $13.87B reached on
- Sector Comparison
- IVZ quarterly shareholders equity is higher than 93.71% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Shareholders Equity | $14.01B | +1.0% | -5.1% | -6.0% | +0.5% | |
| Annual Shareholders Equity | $14.56B | – | -0.3% | -6.0% | +5.0% | |
| Price | $29.39 | +28.9% | +74.2% | +51.6% | +47.0% | |
| 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% | |
| Quarterly Retained Earnings | $7.17B | +3.0% | +4.3% | -3.4% | +20.6% | |
| Quarterly Book Value | $11.00B | +1.2% | +2.3% | +0.9% | +10.8% | |
| PB Ratio | 1.19 | +29.4% | +65.3% | +50.6% | +33.7% | |
| Market Cap | $13B | +28.9% | +73.1% | +48.3% | +42.5% |
Quarterly Shareholders Equity Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $14.70B | -4.7% | |
| 3Y | $15.34B | -8.7% | |
| 5Y | $15.50B | -9.6% | |
| All | $15.50B | -9.6% |
Quarterly Shareholders Equity Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $13.87B | +1.0% | |
| 3Y | $13.87B | +1.0% | |
| 5Y | $13.87B | +1.0% | |
| All | -$35.50M | >+9999.0% |
Quarterly Shareholders Equity History
FAQ
What is the current quarterly shareholders equity of IVZ?
As of today, IVZ quarterly shareholders equity is $14.01B
What is IVZ quarterly shareholders equity most recent change?
IVZ quarterly shareholders equity was up +0.96% on September 30, 2025
What is 1-year change in IVZ quarterly shareholders equity?
IVZ quarterly shareholders equity is down -5.07% year-over-year
How far is IVZ quarterly shareholders equity from its all-time high?
IVZ quarterly shareholders equity is currently -9.62% below its historical high of $15.50B set on December 31, 2021
How does IVZ quarterly shareholders equity rank versus sector peers?
IVZ quarterly shareholders equity is higher than 93.71% of companies in Financial Services sector
When is IVZ next earnings release?
The next earnings release for IVZ is on
Shareholders Equity Formula
Shareholders Equity = −
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