Evercore (EVR) Assets Average (2011 - 2026)

Evercore (EVR) posted quarterly Assets Average of $4.8 billion for Q1 2026, up 29.92% year-over-year from $3.7 billion in Q1 2025, and down 1.1% on a QoQ basis from $4.9 billion in Q4 2025.

Evercore (EVR) Assets Average (2011 - 2026) Analysis & Trends

Evercore (EVR) has reported Assets Average for 16 consecutive years, with $4.8 billion the latest figure, recorded in Q1 2026.

  • In Q1 2026, Assets Average rose 29.92% year-over-year to $4.8 billion; the TTM figure through Mar 2026 stood at $4.8 billion (up 29.92% YoY), while the FY2025 annual figure was $4.8 billion, up 21.01% from the prior year.
  • Assets Average came in at $4.8 billion for Q1 2026 at Evercore, down from $4.9 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 $3.5 billion, with a median of $3.4 billion recorded in 2022.
  • Across the five-year window, Assets Average decreased 5.48% in 2023 and rose 29.92% in 2026, its largest moves.
  • Year by year, Assets Average stood at $3.4 billion in 2022, then gained by 2.32% to $3.5 billion in 2023, then grew by 11.72% to $3.9 billion in 2024, then rose by 26.34% to $4.9 billion in 2025, then slipped by 1.1% to $4.8 billion in 2026.
  • According to Business Quant data, Assets Average over the past three periods registered $4.8 billion, $4.9 billion, and $4.1 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 1,500.84 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 1,934.75 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 492.16 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 30.33 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 41.81 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 18.66 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 8.24 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 79.62 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 7.15 Bn
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn 4.84 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 2.84 Bn