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
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