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

Evercore (EVR) recorded quarterly Cash & Current Investments of $2.0 billion in Q1 2026, down 32.78% quarter-over-quarter from $3.0 billion in Q4 2025, and up 48.12% on a YoY basis from $1.4 billion in Q1 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 was $2.0 billion for Q1 2026 at Evercore, down from $3.0 billion in the prior quarter.
  • In the past five years, Cash & Current Investments ranged from a high of $3.0 billion in Q4 2025 to a low of $1.4 billion in Q1 2025.
  • Historically, Cash & Current Investments has averaged $1.8 billion across 5 years, with a median of $1.7 billion in 2025.
  • The sharpest annual moves came in 2022 and 2026: Cash & Current Investments fell 11.29% in 2022, then soared 48.12% in 2026.
  • A 5-year view of Cash & Current Investments shows it stood at $2.1 billion in 2022, then fell by 2.97% to $2.0 billion in 2023, then increased by 17.64% to $2.4 billion in 2024, then grew by 25.67% to $3.0 billion in 2025, then tumbled by 32.78% to $2.0 billion in 2026.
  • The last three Cash & Current Investments figures came in at $2.0 billion (Q1 2026), $3.0 billion (Q4 2025), and $2.4 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 SOL Strategies 96,012.83 Bn 96,012.83 Bn - 268,003.51
2 Morgan Stanley 328.23 Bn 194.70 Bn - 133.53 Bn
3 Goldman Sachs 313.22 Bn -624.33 Bn - 937.55 Bn
4 Schwab Charles 154.90 Bn 109.92 Bn - 44.98 Bn
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn 5.01 Bn
6 Interactive Brokers 38.41 Bn 49.00 Bn - 5.09 Bn
7 LPL Financial Holdings 23.13 Bn 22.10 Bn - 1.02 Bn
8 Tradeweb Markets 21.12 Bn 19.87 Bn - 1.94 Bn
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn 1.52 Bn
10 Evercore 13.92 Bn 12.20 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