Evercore (EVR) Assets (2009 - 2026)
Evercore (EVR) recorded quarterly Assets of $4.3 billion in Q1 2026, down 19.48% quarter-over-quarter from $5.4 billion in Q4 2025, and up 31.89% on a YoY basis from $3.3 billion in Q1 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 was $4.3 billion for Q1 2026 at Evercore, down from $5.4 billion in the prior quarter.
- In the past five years, Assets ranged from a high of $5.4 billion in Q4 2025 to a low of $2.8 billion in Q1 2023.
- Historically, Assets has averaged $3.6 billion across 5 years, with a median of $3.3 billion in 2024.
- The sharpest annual moves came in 2023 and 2026: Assets decreased 6.39% in 2023, then surged 31.89% in 2026.
- A 5-year view of Assets shows it stood at $3.6 billion in 2022, then increased by 2.27% to $3.7 billion in 2023, then rose by 12.71% to $4.2 billion in 2024, then climbed by 28.37% to $5.4 billion in 2025, then fell by 19.48% to $4.3 billion in 2026.
- The last three Assets figures came in at $4.3 billion (Q1 2026), $5.4 billion (Q4 2025), and $4.4 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 1,581.42 Bn |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 2,060.18 Bn |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 493.32 Bn |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 45.47 Bn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 218.75 Bn |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 18.84 Bn |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 8.30 Bn |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 80.54 Bn |
| 10 | Evercore | 13.26 Bn | 11.55 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 |