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
DateValue
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