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 | 333.21 Bn | 173.07 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 505.29 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 51.01 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 233.03 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 19.31 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 8.27 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 78.85 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 30.33 Bn |
| 10 | Evercore | 11.15 Bn | 8.75 Bn | 975.67 Mn | 4.51 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 4.51 Bn |
| 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 |