Evercore (EVR) Cash & Current Investments (2009 - 2026)
Evercore (EVR) posted Cash & Current Investments of $2.4 billion for Q2 2026, up 19.0% on a QoQ basis from $2.0 billion in Q1 2026, and up 38.65% year-over-year from $1.7 billion in Q2 2025.
Analysis
Evercore (EVR) Cash & Current Investments (2009 - 2026) Analysis & Trends
Evercore has reported Cash & Current Investments for 18 years, with the latest figure at $2.4 billion in Q2 2026.
- On a quarterly basis, Cash & Current Investments rose 38.65% year-over-year to $2.4 billion in Q2 2026; TTM through Jun 2026 was $2.4 billion, a 38.65% increase from a year earlier, with the FY2025 full-year figure at $3.0 billion, up 25.67% from the prior year.
- Cash & Current Investments was $2.4 billion for Q2 2026 at Evercore, up from $2.0 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.
- Average Cash & Current Investments over 5 years is $1.9 billion, with a median of $1.8 billion recorded in 2022.
- The sharpest annual moves came in 2022 and 2026: Cash & Current Investments retreated 11.29% in 2022, then jumped 48.12% in 2026.
- Over 5 years, Cash & Current Investments stood at $2.1 billion in 2022, then retreated by 2.97% to $2.0 billion in 2023, then rose by 17.64% to $2.4 billion in 2024, then increased by 25.67% to $3.0 billion in 2025, then retreated by 20.01% to $2.4 billion in 2026.
- The last three Cash & Current Investments figures came in at $2.4 billion (Q2 2026), $2.0 billion (Q1 2026), and $3.0 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 2.40 Bn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 15.45 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | 1.19 Bn |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 618.54 Mn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 207.74 Mn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 304.23 Mn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 1.10 Bn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 117.31 Mn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | 115.85 Mn |
Historic Data
Download Data
Historic 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 |