Evercore (EVR) Long-Term Investments (2010 - 2026)
Evercore (EVR) recorded Long-Term Investments of $16.37 million in Q2 2026, down 6.9% from $17.58 million a year earlier and down 2.2% from the prior quarter.
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Analysis
Evercore (EVR) Long-Term Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, Evercore reported Long-Term Investments of $16.9 million, down 9.5% from FY2024.
- Annual Long-Term Investments has a five-year compound annual growth rate of -27.9% (FY2020 to FY2025).
- Across earlier years, Long-Term Investments came in at $18.67 million in FY2024 (-57.0%), $43.42 million in FY2023 (+0.9%), $43.05 million in FY2022 (-42.7%) and $75.18 million in FY2021 (-13.3%).
- The Q2 2026 figure is the lowest quarterly Long-Term Investments since Q2 2015.
- On a year-over-year basis, Long-Term Investments has declined for eight consecutive quarters, with an average decline of 32.0% over the last eight quarters.
- Peak year-over-year performance for Long-Term Investments in the last five years was growth of 2.8% in Q2 2024, against a decline of 61.1% in Q1 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at $16.74 million (Q1 2026), $16.9 million (Q4 2025) and $17.68 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 110.28 Bn | 98.38 Bn | - | - |
| 2 | Intercontinental Exchange | 92.08 Bn | 85.82 Bn | - | 136.00 Mn |
| 3 | Robinhood Markets | 87.64 Bn | 68.68 Bn | - | - |
| 4 | Nasdaq | 58.05 Bn | 55.48 Bn | 1.50 Bn | - |
| 5 | Interactive Brokers | 36.99 Bn | 14.10 Bn | - | - |
| 6 | Cboe Global Markets | 34.49 Bn | 26.14 Bn | 731.60 Mn | 40.60 Mn |
| 7 | Tradeweb Markets | 25.96 Bn | 17.97 Bn | - | 291.59 Mn |
| 8 | LPL Financial Holdings | 25.71 Bn | 21.03 Bn | - | - |
| 9 | Circle Internet | 21.59 Bn | 15.47 Bn | 288.85 Mn | 103.80 Mn |
| 10 | Evercore | 9.81 Bn | -38.15 Mn | - | 16.37 Mn |
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 |
API Access
Evercore Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=EVR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "EVR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=EVR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();