Annual Total Expenses
$5.23B$402.70M-7.14%
Summary
- Current Value
- As of today, IVZ annual total expenses is $5.23B, down -7.14% on
- Historical Performance
- IVZ annual total expenses is down -2.70% over the past 3 years, and down -4.20% over the past 5 years
- All-Time High Comparison
- IVZ annual total expenses is currently -7.14% below its historical high of $5.64B set on
- 3-Year Low Comparison
- IVZ annual total expenses is +4.66% above its 3-year low of $5.00B reached on an earlier date
- Sector Comparison
- IVZ annual total expenses is higher than 87.51% of companies in Financial Services sector
Total Expenses Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual Total Expenses | $5.23B | -7.1% | -2.7% | -4.2% | +136.3% | |
| Quarterly Total Expenses | $1.31B | -7.1% | +18.9% | +0.0% | +101.0% | |
| Price | $28.76 | +75.8% | +47.0% | +46.9% | +15.6% | |
| Annual Cost Of Goods Sold | $2.21B | +9.8% | -6.3% | +6.5% | +186.0% | |
| Annual Operating Expenses | $3.01B | +6.5% | +11.0% | +19.7% | +120.8% | |
| Annual Gross Profit | $3.80B | +7.7% | -18.3% | -6.8% | +115.3% | |
| Annual Net Income | $752.40M | +547.3% | -61.8% | +2.0% | +259.5% | |
| Annual Revenue | $6.01B | +8.5% | -14.3% | -2.3% | +136.8% |
Total Expenses Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $5.64B | -7.1% | |
| 5Y | $5.64B | -7.1% | |
| All | $5.64B | -7.1% |
Total Expenses Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $5.00B | N/A | +4.7% |
| 5Y | $5.00B | +4.7% | |
| All | $119.53M | +4278.9% |
Total Expenses History
FAQ
What is the current annual total expenses of IVZ?
As of today, IVZ annual total expenses is $5.23B
What is 1-year change in IVZ annual total expenses?
IVZ annual total expenses is down -7.14% year-over-year
What is 3-year change in IVZ annual total expenses?
IVZ annual total expenses is down -2.70% over the past 3 years
How far is IVZ annual total expenses from its all-time high?
IVZ annual total expenses is currently -7.14% below its historical high of $5.64B set on December 31, 2023
How does IVZ annual total expenses rank versus sector peers?
IVZ annual total expenses is higher than 87.51% of companies in Financial Services sector
When is IVZ next annual earnings release?
The next annual earnings release for IVZ is on
Quarterly Total Expenses
$1.31B$34.10M-2.53%
Summary
- Current Value
- As of today, IVZ quarterly total expenses is $1.31B, down -2.53% on
- Historical Performance
- IVZ quarterly total expenses is down -7.07% year-over-year, and up +18.89% over the past 3 years
- All-Time High Comparison
- IVZ quarterly total expenses is currently -37.18% below its historical high of $2.09B set on
- 3-Year Low Comparison
- IVZ quarterly total expenses is +8.98% above its 3-year low of $1.20B reached on
- Sector Comparison
- IVZ quarterly total expenses is higher than 87.13% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly Total Expenses | $1.31B | -2.5% | -7.1% | +18.9% | +0.0% | |
| Annual Total Expenses | $5.23B | – | -7.1% | -2.7% | -4.2% | |
| Price | $28.76 | +28.0% | +75.8% | +47.0% | +46.9% | |
| Quarterly Cost Of Goods Sold | $596.60M | +10.3% | +9.8% | +19.5% | +12.1% | |
| Quarterly Operating Expenses | $746.70M | +3.5% | -12.7% | +34.0% | +24.7% | |
| Quarterly Gross Profit | $1.06B | +5.2% | +8.0% | +26.2% | +3.0% | |
| Quarterly Net Income | $356.40M | +80.5% | +244.0% | +111.8% | +20.9% | |
| Quarterly Revenue | $1.66B | +7.0% | +8.6% | +23.7% | +6.1% |
Quarterly Total Expenses Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $1.35B | -2.5% | |
| 3Y | $2.09B | -37.2% | |
| 5Y | $2.09B | -37.2% | |
| All | $2.09B | -37.2% |
Quarterly Total Expenses Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $1.24B | N/A | +5.4% |
| 3Y | $1.20B | +9.0% | |
| 5Y | $1.07B | +22.7% | |
| All | $175.70M | +646.5% |
Quarterly Total Expenses History
FAQ
What is the current quarterly total expenses of IVZ?
As of today, IVZ quarterly total expenses is $1.31B
What is IVZ quarterly total expenses most recent change?
IVZ quarterly total expenses was down -2.53% on September 30, 2025
What is 1-year change in IVZ quarterly total expenses?
IVZ quarterly total expenses is down -7.07% year-over-year
How far is IVZ quarterly total expenses from its all-time high?
IVZ quarterly total expenses is currently -37.18% below its historical high of $2.09B set on December 31, 2023
How does IVZ quarterly total expenses rank versus sector peers?
IVZ quarterly total expenses is higher than 87.13% of companies in Financial Services sector
When is IVZ next earnings release?
The next earnings release for IVZ is on
Total Expenses Formula
Total Expenses = + + Non Operating Expenses
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