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% on a QoQ basis from $3.0 billion in Q4 2025.

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

Evercore (EVR) has reported Cash & Current Investments for 18 consecutive years, with $2.0 billion the latest figure, recorded in 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 came in at $2.0 billion for Q1 2026 at Evercore, 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.
  • Average Cash & Current Investments over 5 years is $1.8 billion, with a median of $1.7 billion recorded in 2025.
  • Across the five-year window, Cash & Current Investments slipped 11.29% in 2022 and soared 48.12% in 2026, its largest moves.
  • Year by year, Cash & Current Investments stood at $2.1 billion in 2022, then slipped by 2.97% to $2.0 billion in 2023, then advanced by 17.64% to $2.4 billion in 2024, then gained by 25.67% to $3.0 billion in 2025, then plunged by 32.78% to $2.0 billion in 2026.
  • According to Business Quant data, Cash & Current Investments over the past three periods registered $2.0 billion, $3.0 billion, and $2.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Cash & Current Investments (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 133.53 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - 937.55 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - 44.98 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn 2.21 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 5.01 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 1.02 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 1.94 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 1.52 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.21 Bn
10 Evercore 13.30 Bn 11.58 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