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% on a QoQ basis from $5.4 billion in Q4 2025.
Evercore (EVR) Assets (2009 - 2026) Analysis & Trends
Evercore (EVR) has reported Assets for 18 consecutive years, with $4.3 billion the latest figure, recorded in 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 came in at $4.3 billion for Q1 2026 at Evercore, 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.
- Average Assets over 5 years is $3.6 billion, with a median of $3.3 billion recorded in 2024.
- Across the five-year window, Assets declined 6.39% in 2023 and surged 31.89% in 2026, its largest moves.
- Year by year, Assets stood at $3.6 billion in 2022, then advanced by 2.27% to $3.7 billion in 2023, then climbed by 12.71% to $4.2 billion in 2024, then rose by 28.37% to $5.4 billion in 2025, then slipped by 19.48% to $4.3 billion in 2026.
- According to Business Quant data, Assets over the past three periods registered $4.3 billion, $5.4 billion, and $4.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 1,581.42 Bn |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 2,060.18 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 493.32 Bn |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 29.37 Bn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 45.47 Bn |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 18.84 Bn |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 8.30 Bn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 80.54 Bn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 7.26 Bn |
| 10 | Evercore | 13.30 Bn | 11.58 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 |