Evercore (EVR) Cash & Current Investments (2009 - 2026)

Evercore (EVR) posted quarterly Cash & Current Investments of $2.0 billion for Q1 2026, up 48.12% year-over-year from $1.4 billion in Q1 2025, and down 32.78% quarter-over-quarter from $3.0 billion in Q4 2025.

Evercore (EVR) Cash & Current Investments (2009 - 2026) Analysis & Trends

Evercore's Cash & Current Investments history runs 18 years deep, the most recent figure standing at $2.0 billion for Q1 2026.

  • In Q1 2026, Cash & Current Investments rose 48.12% year-over-year to $2.0 billion; the TTM figure through Mar 2026 stood at $2.0 billion (up 48.12% YoY), while the FY2025 annual figure was $3.0 billion, up 25.67% from the prior year.
  • Cash & Current Investments for Q1 2026 stood at $2.0 billion, down from $3.0 billion in the prior quarter.
  • The five-year high for Cash & Current Investments was $3.0 billion in Q4 2025, with the low at $1.4 billion in Q1 2025.
  • The 5-year median for Cash & Current Investments is $1.7 billion (2025), against an average of $1.8 billion.
  • The sharpest annual moves came in 2022 and 2026: Cash & Current Investments declined 11.29% in 2022, then surged 48.12% in 2026.
  • Evercore's Cash & Current Investments stood at $2.1 billion in 2022, then declined by 2.97% to $2.0 billion in 2023, then grew by 17.64% to $2.4 billion in 2024, then climbed by 25.67% to $3.0 billion in 2025, then slumped by 32.78% to $2.0 billion in 2026.
  • Business Quant data shows EVR's Cash & Current Investments at $2.0 billion in Q1 2026, $3.0 billion in Q4 2025, and $2.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 160.14 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 976.35 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 84.75 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 15.93 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 17.39 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 2.21 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 1.52 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 58.50 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 2.70 Bn
10 Evercore 12.47 Bn 10.75 Bn 1.38 Bn 2.02 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.02 Bn
Dec 31, 2025 3.01 Bn
Sep 30, 2025 2.42 Bn
Jun 30, 2025 1.73 Bn
Mar 31, 2025 1.36 Bn
Dec 31, 2024 2.39 Bn
Sep 30, 2024 1.82 Bn
Jun 30, 2024 1.69 Bn
Mar 31, 2024 1.44 Bn
Dec 31, 2023 2.03 Bn
Sep 30, 2023 1.63 Bn
Jun 30, 2023 1.48 Bn
Mar 31, 2023 1.38 Bn
Dec 31, 2022 2.10 Bn
Sep 30, 2022 1.79 Bn
Jun 30, 2022 1.58 Bn
Mar 31, 2022 1.55 Bn
Dec 31, 2021 2.36 Bn
Sep 30, 2021 1.75 Bn
Jun 30, 2021 1.51 Bn