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| Date | Value |
|---|---|
| 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 |