Evercore (EVR) Long-Term Investments (2009 - 2026)
Evercore (EVR) posted Long-Term Investments of $16.4 million for Q2 2026, down 2.2% on a QoQ basis from $16.7 million in Q1 2026, and down 6.86% year-over-year from $17.6 million in Q2 2025.
Analysis
Evercore (EVR) Long-Term Investments (2009 - 2026) Analysis & Trends
Evercore has reported Long-Term Investments for 18 years, with the latest figure at $16.4 million in Q2 2026.
- On a quarterly basis, Long-Term Investments fell 6.86% year-over-year to $16.4 million in Q2 2026; TTM through Jun 2026 was $16.4 million, a 6.86% decrease from a year earlier, with the FY2025 full-year figure at $16.9 million, down 9.51% from the prior year.
- Long-Term Investments was $16.4 million for Q2 2026 at Evercore, down from $16.7 million in the prior quarter.
- The five-year high for Long-Term Investments was $48.2 million in Q1 2022, with the low at $16.4 million in Q2 2026.
- Average Long-Term Investments over 5 years is $32.0 million, with a median of $42.3 million recorded in 2023.
- The sharpest annual moves came in 2024 and 2025: Long-Term Investments increased 2.76% in 2024, then plunged 61.06% in 2025.
- Over 5 years, Long-Term Investments stood at $43.0 million in 2022, then rose by 0.86% to $43.4 million in 2023, then sank by 56.99% to $18.7 million in 2024, then decreased by 9.51% to $16.9 million in 2025, then decreased by 3.11% to $16.4 million in 2026.
- The last three Long-Term Investments figures came in at $16.4 million (Q2 2026), $16.7 million (Q1 2026), and $16.9 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 16.37 Mn |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 1.56 Bn |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 299.25 Mn |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 301.48 Mn |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 307.24 Mn |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 540.63 Mn |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | 137.53 Mn |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 16.37 Mn |
| 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 |