Evercore (EVR) Long-Term Investments (2009 - 2026)
Evercore (EVR) recorded quarterly Long-Term Investments of $16.7 million in Q1 2026, down 0.93% quarter-over-quarter from $16.9 million in Q4 2025, and down 0.97% on a YoY basis from $16.9 million in Q1 2025.
Evercore (EVR) Long-Term Investments (2009 - 2026) Analysis & Trends
Evercore's Long-Term Investments history runs 18 years deep, the most recent figure standing at $16.7 million for Q1 2026.
- In Q1 2026, Long-Term Investments fell 0.97% year-over-year to $16.7 million; the TTM figure through Mar 2026 stood at $16.7 million (down 0.97% YoY), while the FY2025 annual figure was $16.9 million, down 9.51% from the prior year.
- Long-Term Investments was $16.7 million for Q1 2026 at Evercore, down from $16.9 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $48.2 million in Q1 2022 to a low of $16.7 million in Q1 2026.
- Historically, Long-Term Investments has averaged $32.9 million across 5 years, with a median of $42.5 million in 2023.
- The sharpest annual moves came in 2024 and 2025: Long-Term Investments grew 2.76% in 2024, then sank 61.06% in 2025.
- A 5-year view of Long-Term Investments shows it stood at $43.0 million in 2022, then increased by 0.86% to $43.4 million in 2023, then slumped by 56.99% to $18.7 million in 2024, then retreated by 9.51% to $16.9 million in 2025, then declined by 0.93% to $16.7 million in 2026.
- The last three Long-Term Investments figures came in at $16.7 million (Q1 2026), $16.9 million (Q4 2025), and $17.7 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 96,012.83 Bn | 96,012.83 Bn | - | 356,421.89 |
| 2 | Morgan Stanley | 328.23 Bn | 194.70 Bn | - | - |
| 3 | Goldman Sachs | 313.22 Bn | -624.33 Bn | - | 25.73 Bn |
| 4 | Schwab Charles | 154.90 Bn | 109.92 Bn | - | - |
| 5 | Robinhood Markets | 75.17 Bn | 70.53 Bn | 960.00 Mn | - |
| 6 | Interactive Brokers | 38.41 Bn | 49.00 Bn | - | - |
| 7 | LPL Financial Holdings | 23.13 Bn | 22.10 Bn | - | - |
| 8 | Tradeweb Markets | 21.12 Bn | 19.87 Bn | - | 296.16 Mn |
| 9 | Circle Internet | 19.75 Bn | 18.24 Bn | 35.01 Mn | 100.10 Mn |
| 10 | Evercore | 13.92 Bn | 12.20 Bn | 1.38 Bn | 16.74 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 16.74 Mn |
| Dec 31, 2025 | 16.90 Mn |
| Sep 30, 2025 | 17.68 Mn |
| Jun 30, 2025 | 17.58 Mn |
| Mar 31, 2025 | 16.91 Mn |
| Dec 31, 2024 | 18.67 Mn |
| Sep 30, 2024 | 18.56 Mn |
| Jun 30, 2024 | 43.18 Mn |
| Mar 31, 2024 | 43.42 Mn |
| Dec 31, 2023 | 43.42 Mn |
| Sep 30, 2023 | 42.53 Mn |
| Jun 30, 2023 | 42.02 Mn |
| Mar 31, 2023 | 43.74 Mn |
| Dec 31, 2022 | 43.05 Mn |
| Sep 30, 2022 | 43.31 Mn |
| Jun 30, 2022 | 42.90 Mn |
| Mar 31, 2022 | 48.16 Mn |
| Dec 31, 2021 | 75.18 Mn |
| Sep 30, 2021 | 70.77 Mn |
| Jun 30, 2021 | 75.84 Mn |