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
DateValue
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