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% quarter-over-quarter from $4.9 billion in Q4 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 for Q1 2026 stood at $4.8 billion, 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.
- The 5-year median for Assets Average is $3.4 billion (2022), against an average of $3.5 billion.
- The sharpest annual moves came in 2023 and 2026: Assets Average dropped 5.48% in 2023, then advanced 29.92% in 2026.
- Evercore's Assets Average stood at $3.4 billion in 2022, then climbed by 2.32% to $3.5 billion in 2023, then rose by 11.72% to $3.9 billion in 2024, then advanced by 26.34% to $4.9 billion in 2025, then declined by 1.1% to $4.8 billion in 2026.
- Business Quant data shows EVR's Assets Average at $4.8 billion in Q1 2026, $4.9 billion in Q4 2025, and $4.1 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 492.16 Bn |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 30.33 Bn |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 51.01 Bn |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 7.15 Bn |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | 25.42 Mn |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 210.99 Bn |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 19.31 Bn |
| 10 | Evercore | 12.47 Bn | 10.75 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 |