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% quarter-over-quarter from $16.9 million in Q4 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 for Q1 2026 stood at $16.7 million, 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.
- The 5-year median for Long-Term Investments is $42.5 million (2023), against an average of $32.9 million.
- The sharpest annual moves came in 2024 and 2025: Long-Term Investments climbed 2.76% in 2024, then plunged 61.06% in 2025.
- Evercore's Long-Term Investments stood at $43.0 million in 2022, then grew by 0.86% to $43.4 million in 2023, then sank by 56.99% to $18.7 million in 2024, then fell by 9.51% to $16.9 million in 2025, then dropped by 0.93% to $16.7 million in 2026.
- Business Quant data shows EVR's Long-Term Investments at $16.7 million in Q1 2026, $16.9 million in Q4 2025, and $17.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 255.63 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 291.59 Mn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 103.80 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 79.10 Mn |
| 10 | Evercore | 11.15 Bn | 8.75 Bn | 975.67 Mn | 16.37 Mn |
Historic Data
Download 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 |