Invesco (MEX:IVZN) Retained Earnings: MXN109,412 Mil (As of Jun. 2026)

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MEX:IVZN Invesco Ltd MEX:IVZN
61 GF Score
Price MXN425.00
GF Value MXN287.44
! 9 Warning Signs
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What is Invesco Retained Earnings?

Invesco MEX:IVZN 61 Retained Earnings is MXN109,412 Mil as of Jun. 2026. GuruFocus rates MEX:IVZN with a GF Score™ of 61/100 and a GF Value™ of MXN287.44. The stock has 9 warning signs investors should review.

Retained earnings is the accumulated portion of net income that is not distributed to shareholders. Invesco's retained earnings for the quarter that ended in Jun. 2026 was MXN109,412 Mil.

Invesco's quarterly retained earnings increased from Dec. 2025 (MXN105,996 Mil) to Mar. 2026 (MXN108,591 Mil) and increased from Mar. 2026 (MXN108,591 Mil) to Jun. 2026 (MXN109,412 Mil).

Invesco's annual retained earnings increased from Dec. 2023 (MXN115,878 Mil) to Dec. 2024 (MXN145,790 Mil) but then declined from Dec. 2024 (MXN145,790 Mil) to Dec. 2025 (MXN105,996 Mil).


Invesco  (MEX:IVZN) Retained Earnings Explanation

Historically profitable companies sometimes have negative retained earnings. This is because they have cumulatively paid out more to shareholders than they reported in profits.

For example, in 2011, Microsoft had negative retained earnings. This does not mean the company lost more money than it made over the years. It just means it paid out more money than it earned.

If a company has negative retained earnings, investors should check the 10-year financial results. They should not assume that negative retained earnings prove a company has generally lost money in the past.

Of course, many companies with negative retained earnings have indeed lost money in the past.

Retained Earnings: Warren Buffett's Secret.

One of the most important indicators of durable competitive advantage. Net earnings can be paid out as dividends, used to buy back shares or retained for growth.

If the company loses more than it has accumulated, retained earnings is negative.

If a company isn't adding to its retained earnings, it isn't growing its net worth.

Rate of growth of retained earnings is good indicator whether it's benefiting from a competitive advantage.

Microsoft is negative because it chose to buyback stock and pay dividends.

The more earnings retained, the faster it grows and increases growth rate for future earnings.


Invesco Retained Earnings Historical Data

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The historical data trend for Invesco's Retained Earnings can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Invesco Retained Earnings Chart

Invesco Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Retained Earnings
Get a 7-Day Free Trial Premium Member Only Premium Member Only 147,068.97 146,576.78 115,878.10 145,789.69 105,995.96

Invesco Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Retained Earnings Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 131,075.71 131,483.89 105,995.96 108,591.12 109,412.21
MEX:IVZN
61GF Score
Invesco Ltd MEX:IVZN
Retained Earnings is just one metric. See GF Score™, valuation, warning signs, and more.
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Invesco Retained Earnings Calculation

Retained Earnings is the accumulated portion of net income that is not distributed to shareholders. Because the net income was not distributed to shareholders, shareholders' equity is increased by the same amount.

Of course, if a company loses, it is called retained losses, or accumulated losses.

Frequently Asked Questions Learn more about Retained Earnings →
What does a Retained Earnings of MXN109,412 Mil mean?
Invesco (MEX:IVZN) has a Retained Earnings of MXN109,412 Mil as of Jun. 2026. Retained earnings is the amount of net income not issued to shareholders. View historical data on Invesco and its competitors.
Is Invesco's Retained Earnings too high?
Invesco's current Retained Earnings is MXN109,412 Mil. Overall, Invesco has a GF Score™ of 61/100, reflecting its overall financial health beyond just this single metric.
How does Invesco's Retained Earnings compare to EQH and ARCC?
Invesco's Retained Earnings of MXN109,412 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Retained Earnings for an Asset Management company?
A good Retained Earnings depends on the Asset Management industry context. However, Retained Earnings should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Retained Earnings mean?
A high Retained Earnings can signal that a stock is expensive relative to its fundamentals. Retained earnings is the amount of net income not issued to shareholders. View historical data on Invesco and its competitors. Invesco's current Retained Earnings is MXN109,412 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invesco stock overvalued right now?
Invesco (MEX:IVZN) has a current Retained Earnings of MXN109,412 Mil. The stock's GF Value™ is MXN287.44, compared to a current price of MXN425.00 — trading 47.9% above its estimated fair value. The current Retained Earnings is MXN109,412 Mil. Invesco's overall GF Score™ is 61/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Retained Earnings calculated?
Retained Earnings is calculated from a company's financial statements. For Invesco (MEX:IVZN), the current Retained Earnings is MXN109,412 Mil as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Invesco (MEX:IVZN) Overvalued in 2026?

Based on GuruFocus' analysis, Invesco stock appears to be overvalued. The current stock price of MXN425.00 is trading 47.9% above its estimated GF Value™ of MXN287.44.

Key valuation signals for MEX:IVZN:

  • Retained Earnings: MXN109,412 Mil
  • GF Value™: MXN287.44 vs. price of MXN425.00 (47.9% above fair value)
  • GF Score™: 61/100 with 9 warning signs

No single metric tells the full story. See the MEX:IVZN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Invesco Business Description

Address 1331 Spring Street NW, Suite 2500, Atlanta, GA, USA, 30309
Invesco provides investment management services to retail (69% of managed assets) and institutional (31%) clients. At the end of May 2026, the firm had $2.454 trillion in assets under management spread among its equity (61% of AUM), balanced (3%), fixed-income (21%), alternative investment (6%), and money market (9%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 32% of its AUM sourced from Europe, Africa, and the Middle East (17%) and Asia (15%).
61GF Score

Get the complete analysis for MEX:IVZN

Retained Earnings is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN425.00
Price
MXN287.44
GF Value