Evercore (EVR) Long-Term Investments (2009 - 2026)

Evercore (EVR) recorded quarterly Long-Term Investments of $16.7 million in Q1 2026, down 0.93% quarter-over-quarter from $16.9 million in Q4 2025, and down 0.97% on a YoY basis from $16.9 million in Q1 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 was $16.7 million for Q1 2026 at Evercore, down from $16.9 million in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $48.2 million in Q1 2022 to a low of $16.7 million in Q1 2026.
  • Historically, Long-Term Investments has averaged $32.9 million across 5 years, with a median of $42.5 million in 2023.
  • The sharpest annual moves came in 2024 and 2025: Long-Term Investments grew 2.76% in 2024, then sank 61.06% in 2025.
  • A 5-year view of Long-Term Investments shows it stood at $43.0 million in 2022, then increased by 0.86% to $43.4 million in 2023, then slumped by 56.99% to $18.7 million in 2024, then retreated by 9.51% to $16.9 million in 2025, then declined by 0.93% to $16.7 million in 2026.
  • The last three Long-Term Investments figures came in at $16.7 million (Q1 2026), $16.9 million (Q4 2025), and $17.7 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 SOL Strategies 96,012.83 Bn 96,012.83 Bn - 356,421.89
2 Morgan Stanley 328.23 Bn 194.70 Bn - -
3 Goldman Sachs 313.22 Bn -624.33 Bn - 25.73 Bn
4 Schwab Charles 154.90 Bn 109.92 Bn - -
5 Robinhood Markets 75.17 Bn 70.53 Bn 960.00 Mn -
6 Interactive Brokers 38.41 Bn 49.00 Bn - -
7 LPL Financial Holdings 23.13 Bn 22.10 Bn - -
8 Tradeweb Markets 21.12 Bn 19.87 Bn - 296.16 Mn
9 Circle Internet 19.75 Bn 18.24 Bn 35.01 Mn 100.10 Mn
10 Evercore 13.92 Bn 12.20 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