Invesco Ltd's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Invesco Ltd's ROI in the second quarter of 2026?
Invesco Ltd recorded a cumulative net loss of $-82 million during 12 months ending in the second quarter of 2026, resulting in a negative return on investment (ROI) of -0.32%.

Within the Financial sector 280 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 2515 to 2552.

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Return On Investment	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter
Y / Y Investment Change TTM	-6.06 %	-5.05 %	-4.64 %	-3.86 %	-4.85 %
Y / Y Net Income Change TTM	-	-	-	253.86 %	311.94 %
Investment (TTM) in Millions	25,855	24,989	25,615	26,792	27,065
Return On Investment (TTM)	-0.32 %	-0.85 %	-0.66 %	3.88 %	2.94 %
IVZ's Overall Ranking	# 2552	# 2515	# 1912	# 1439	# 562
Seq. Investment Change TTM	-1.16 %	-1.64 %	-2.75 %	-0.65 %	-0.09 %
Seq. Net Income Change TTM	-	-	-	31.33 %	0.19 %
Net Income (TTM) in Millions	-82	-223	-175	1,060	807

IVZ Company Profile >> Back to IVZ Roi Comparisons >> See Annual IVZ Return On Investment

Return On Investment IVZ's Ranking
Within:	No.
Industry	# 26
Sector	# 281
Overall	# 2552

Return On Investment Statistics
High	Average	Low
29.02 %	4.08 %	-0.85 %
(Dec. 31, 2007)		(Mar 31 2026)

News about Invesco Ltd Return on Investment ROI

Invesco Advisers Revamps Portfolio Management Teams in Response to Declining Returns for Closed-End Funds

March 18, 2024

Invesco Advisers Announces Portfolio Management Changes amidst Declining Performance
ATLANTA, March 18, 2024 - Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), has recently made significant changes to its portfolio management teams for several Invesco closed-end funds. These changes come at a crucial time for the company, as it struggles with a substantial net loss of $168 million during the twelve months ending in the fourth quarter of 2023, resulting in a negative return on investment (ROI) of -0.57%.
The affected funds include the Invesco California Value Municipal Income Trust (NYSE: VCV) and several others. Despite these changes, Invesco Ltd. has faced challenges within the financial sector, as 156 other companies have showcased a higher return on investment.

Financial Statements
Invesco Ltd's II. Quarter Investments	$ 25,855 Millions	IVZ's Balance sheet
Invesco Ltd's II. Quarter Income	$ 339 Millions	Quarterly IVZ's Income Statement
IVZ's Income by Division		See IVZ's Income by Division

IVZ Annual Return On Investment	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Investments in Millions	28,194	28,621	30,838	31,906	33,664
Y / Y Investment Growth	-1.49 %	-7.19 %	-3.35 %	-5.22 %	-7.43 %
Net Income in Millions	-175	752	-168	926	1,969
Y / Y Net Income Growth	-	-	-	-53.01 %	143.89 %
Annual Return On Investment	-0.62 %	2.63 %	-0.55 %	2.9 %	5.85 %

Annual Roi Comment

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IVZ's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
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Other Ratios
IVZ's Roa	IVZ's Inventory Turnover Ratio	IVZ's Growth Rates	IVZ's Dividend Statistics
	IVZ's Profitability Ratios	IVZ's Asset Turnover Ratio	IVZ's Dividend Growth
IVZ's Roe	IVZ's Valuation Ratios	IVZ's Financial Strength Ratios	IVZ's Dividend Payout Ratio

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Date modified: 2026-09-26T06:59:17+00:00

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