Evercore (EVR) Long-Term Investments (2009 - 2026)
Evercore (EVR) posted quarterly Long-Term Investments of $16.7 million for Q1 2026, down 0.97% year-over-year from $16.9 million in Q1 2025, and down 0.93% on a QoQ basis from $16.9 million in Q4 2025.
Evercore (EVR) Long-Term Investments (2009 - 2026) Analysis & Trends
Evercore (EVR) has reported Long-Term Investments for 18 consecutive years, with $16.7 million the latest figure, recorded in 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 came in at $16.7 million for Q1 2026 at Evercore, down from $16.9 million in the prior quarter.
- The five-year high for Long-Term Investments was $48.2 million in Q1 2022, with the low at $16.7 million in Q1 2026.
- Average Long-Term Investments over 5 years is $32.9 million, with a median of $42.5 million recorded in 2023.
- Across the five-year window, Long-Term Investments gained 2.76% in 2024 and slumped 61.06% in 2025, its largest moves.
- Year by year, Long-Term Investments stood at $43.0 million in 2022, then advanced by 0.86% to $43.4 million in 2023, then tumbled by 56.99% to $18.7 million in 2024, then dropped by 9.51% to $16.9 million in 2025, then decreased by 0.93% to $16.7 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $16.7 million, $16.9 million, and $17.7 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | - |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 25.73 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 78.39 Mn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | - |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | - |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 296.16 Mn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 100.10 Mn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 192.00 Mn |
| 10 | Evercore | 13.30 Bn | 11.58 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 |