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
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