Evercore EVR
NYSE EVR
$298.12 +1.13 (+0.38%)
At close: Sep 4, 2026 · 4:00 PM EDT

Evercore (EVR) Invested Capital (2010 - 2026)

Evercore (EVR) posted Invested Capital of $2.7 billion for Q2 2026, up 3.42% on a QoQ basis from $2.6 billion in Q1 2026, and up 18.41% year-over-year from $2.3 billion in Q2 2025.

Analysis

Evercore (EVR) Invested Capital (2010 - 2026) Analysis & Trends

Evercore has reported Invested Capital for 17 years, with the latest figure at $2.7 billion in Q2 2026.

  • On a quarterly basis, Invested Capital rose 18.41% year-over-year to $2.7 billion in Q2 2026; TTM through Jun 2026 was $2.7 billion, a 18.41% increase from a year earlier, with the FY2025 full-year figure at $2.9 billion, up 25.58% from the prior year.
  • Invested Capital was $2.7 billion for Q2 2026 at Evercore, up from $2.6 billion in the prior quarter.
  • The five-year high for Invested Capital was $2.9 billion in Q4 2025, with the low at $1.9 billion in Q2 2022.
  • Average Invested Capital over 5 years is $2.2 billion, with a median of $2.1 billion recorded in 2022.
  • The sharpest annual moves came in 2023 and 2025: Invested Capital declined 1.33% in 2023, then increased 25.58% in 2025.
  • Over 5 years, Invested Capital stood at $2.1 billion in 2022, then grew by 0.79% to $2.2 billion in 2023, then climbed by 7.39% to $2.3 billion in 2024, then rose by 25.58% to $2.9 billion in 2025, then fell by 6.53% to $2.7 billion in 2026.
  • The last three Invested Capital figures came in at $2.7 billion (Q2 2026), $2.6 billion (Q1 2026), and $2.9 billion (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Evercore 11.52 Bn 9.43 Bn 975.67 Mn 2.72 Bn
2 Jefferies Financial 11.24 Bn -4.17 Bn 3.09 Bn 33.36 Bn
3 Houlihan Lokey 9.53 Bn 8.45 Bn - -
4 Cluster Group Holdings 8.00 Bn 8.00 Bn - -
5 PJT Partners 6.94 Bn 6.99 Bn 481.98 Mn -
6 Moelis 6.06 Bn 5.99 Bn - -
7 Piper Sandler Companies 5.20 Bn 5.09 Bn - 1.60 Bn
8 Lazard 4.97 Bn 3.99 Bn - 2.60 Bn
9 BRBI BR Partners 3.49 Bn 3.38 Bn 16.77 Mn 2.49 Bn
10 Perella Weinberg Partners 1.81 Bn 2.01 Bn - -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 2.72 Bn
Mar 31, 2026 2.63 Bn
Dec 31, 2025 2.91 Bn
Sep 30, 2025 2.67 Bn
Jun 30, 2025 2.30 Bn
Mar 31, 2025 2.13 Bn
Dec 31, 2024 2.32 Bn
Sep 30, 2024 2.16 Bn
Jun 30, 2024 2.10 Bn
Mar 31, 2024 2.02 Bn
Dec 31, 2023 2.16 Bn
Sep 30, 2023 2.06 Bn
Jun 30, 2023 2.03 Bn
Mar 31, 2023 2.00 Bn
Dec 31, 2022 2.14 Bn
Sep 30, 2022 1.99 Bn
Jun 30, 2022 1.95 Bn
Mar 31, 2022 2.02 Bn
Dec 31, 2021 2.07 Bn
Sep 30, 2021 1.92 Bn