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 | 333.21 Bn | 173.07 Bn | - | 160.14 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 976.35 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 73.59 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 17.39 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 64.31 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 2.70 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 2.06 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 1.73 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 15.93 Bn |
| 10 | Evercore | 11.15 Bn | 8.75 Bn | 975.67 Mn | 2.40 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.40 Bn |
| 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 |