Evercore (EVR) Assets (2009 - 2026)
Evercore (EVR) posted quarterly Assets of $4.3 billion for Q1 2026, up 31.89% year-over-year from $3.3 billion in Q1 2025, and down 19.48% quarter-over-quarter from $5.4 billion in Q4 2025.
Evercore (EVR) Assets (2009 - 2026) Analysis & Trends
Evercore's Assets history runs 18 years deep, the most recent figure standing at $4.3 billion for Q1 2026.
- In Q1 2026, Assets rose 31.89% year-over-year to $4.3 billion; the TTM figure through Mar 2026 stood at $4.3 billion (up 31.89% YoY), while the FY2025 annual figure was $5.4 billion, up 28.37% from the prior year.
- Assets for Q1 2026 stood at $4.3 billion, down from $5.4 billion in the prior quarter.
- The five-year high for Assets was $5.4 billion in Q4 2025, with the low at $2.8 billion in Q1 2023.
- The 5-year median for Assets is $3.3 billion (2024), against an average of $3.6 billion.
- The sharpest annual moves came in 2023 and 2026: Assets retreated 6.39% in 2023, then jumped 31.89% in 2026.
- Evercore's Assets stood at $3.6 billion in 2022, then grew by 2.27% to $3.7 billion in 2023, then increased by 12.71% to $4.2 billion in 2024, then advanced by 28.37% to $5.4 billion in 2025, then declined by 19.48% to $4.3 billion in 2026.
- Business Quant data shows EVR's Assets at $4.3 billion in Q1 2026, $5.4 billion in Q4 2025, and $4.4 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 1,675.06 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 2,127.71 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 493.32 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 29.37 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 56.55 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 7.26 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 40.41 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 218.75 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 19.79 Bn |
| 10 | Evercore | 12.47 Bn | 10.75 Bn | 1.38 Bn | 4.31 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 4.31 Bn |
| Dec 31, 2025 | 5.36 Bn |
| Sep 30, 2025 | 4.42 Bn |
| Jun 30, 2025 | 3.69 Bn |
| Mar 31, 2025 | 3.27 Bn |
| Dec 31, 2024 | 4.17 Bn |
| Sep 30, 2024 | 3.57 Bn |
| Jun 30, 2024 | 3.32 Bn |
| Mar 31, 2024 | 3.01 Bn |
| Dec 31, 2023 | 3.70 Bn |
| Sep 30, 2023 | 3.23 Bn |
| Jun 30, 2023 | 3.05 Bn |
| Mar 31, 2023 | 2.75 Bn |
| Dec 31, 2022 | 3.62 Bn |
| Sep 30, 2022 | 3.15 Bn |
| Jun 30, 2022 | 3.01 Bn |
| Mar 31, 2022 | 2.94 Bn |
| Dec 31, 2021 | 3.80 Bn |
| Sep 30, 2021 | 3.27 Bn |
| Jun 30, 2021 | 2.95 Bn |