Evercore (EVR) Assets Average (2011 - 2026)
Evercore (EVR) posted Assets Average of $4.5 billion for Q2 2026, down 6.8% on a QoQ basis from $4.8 billion in Q1 2026, and up 29.51% year-over-year from $3.5 billion in Q2 2025.
Analysis
Evercore (EVR) Assets Average (2011 - 2026) Analysis & Trends
Evercore has reported Assets Average for 16 years, with the latest figure at $4.5 billion in Q2 2026.
- On a quarterly basis, Assets Average rose 29.51% year-over-year to $4.5 billion in Q2 2026; TTM through Jun 2026 was $4.5 billion, a 29.51% increase from a year earlier, with the FY2025 full-year figure at $4.8 billion, up 21.01% from the prior year.
- Assets Average was $4.5 billion for Q2 2026 at Evercore, down from $4.8 billion in the prior quarter.
- The five-year high for Assets Average was $4.9 billion in Q4 2025, with the low at $2.9 billion in Q2 2023.
- Average Assets Average over 5 years is $3.6 billion, with a median of $3.4 billion recorded in 2022.
- The sharpest annual moves came in 2023 and 2026: Assets Average fell 5.48% in 2023, then grew 29.92% in 2026.
- Over 5 years, Assets Average stood at $3.4 billion in 2022, then increased by 2.32% to $3.5 billion in 2023, then advanced by 11.72% to $3.9 billion in 2024, then grew by 26.34% to $4.9 billion in 2025, then fell by 7.82% to $4.5 billion in 2026.
- The last three Assets Average figures came in at $4.5 billion (Q2 2026), $4.8 billion (Q1 2026), and $4.9 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 4.51 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 76.96 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 4.12 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 1.66 Bn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 1.35 Bn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 2.23 Bn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 4.30 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 3.55 Bn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | 620.38 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 4.51 Bn |
| Mar 31, 2026 | 4.84 Bn |
| Dec 31, 2025 | 4.89 Bn |
| Sep 30, 2025 | 4.06 Bn |
| Jun 30, 2025 | 3.48 Bn |
| Mar 31, 2025 | 3.72 Bn |
| Dec 31, 2024 | 3.87 Bn |
| Sep 30, 2024 | 3.44 Bn |
| Jun 30, 2024 | 3.16 Bn |
| Mar 31, 2024 | 3.35 Bn |
| Dec 31, 2023 | 3.46 Bn |
| Sep 30, 2023 | 3.14 Bn |
| Jun 30, 2023 | 2.90 Bn |
| Mar 31, 2023 | 3.19 Bn |
| Dec 31, 2022 | 3.39 Bn |
| Sep 30, 2022 | 3.08 Bn |
| Jun 30, 2022 | 2.97 Bn |
| Mar 31, 2022 | 3.37 Bn |
| Dec 31, 2021 | 3.54 Bn |
| Sep 30, 2021 | 3.11 Bn |