Evercore (EVR) Assets Average (2011 - 2026)
Evercore (EVR) recorded quarterly Assets Average of $4.8 billion in Q1 2026, down 1.1% quarter-over-quarter from $4.9 billion in Q4 2025, and up 29.92% on a YoY basis from $3.7 billion in Q1 2025.
Evercore (EVR) Assets Average (2011 - 2026) Analysis & Trends
Evercore's Assets Average history runs 16 years deep, the most recent figure standing at $4.8 billion for 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 was $4.8 billion for Q1 2026 at Evercore, down from $4.9 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $4.9 billion in Q4 2025 to a low of $2.9 billion in Q2 2023.
- Historically, Assets Average has averaged $3.5 billion across 5 years, with a median of $3.4 billion in 2022.
- The sharpest annual moves came in 2023 and 2026: Assets Average declined 5.48% in 2023, then climbed 29.92% in 2026.
- A 5-year view of Assets Average shows it stood at $3.4 billion in 2022, then grew by 2.32% to $3.5 billion in 2023, then gained by 11.72% to $3.9 billion in 2024, then climbed by 26.34% to $4.9 billion in 2025, then fell by 1.1% to $4.8 billion in 2026.
- The last three Assets Average figures came in at $4.8 billion (Q1 2026), $4.9 billion (Q4 2025), and $4.1 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 1,500.84 Bn |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 1,934.75 Bn |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 492.16 Bn |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 41.81 Bn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 210.99 Bn |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 18.66 Bn |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 8.24 Bn |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 79.62 Bn |
| 10 | Evercore | 13.26 Bn | 11.55 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 |