Evercore (EVR) Short-term Investments (2016 - 2026)

Evercore (EVR) posted quarterly Short-term Investments of $1.0 billion for Q1 2026, up 27.55% year-over-year from $811.5 million in Q1 2025, and down 34.52% on a QoQ basis from $1.6 billion in Q4 2025.

Evercore (EVR) Short-term Investments (2016 - 2026) Analysis & Trends

Evercore (EVR) has reported Short-term Investments for 11 consecutive years, with $1.0 billion the latest figure, recorded in Q1 2026.

  • In Q1 2026, Short-term Investments rose 27.55% year-over-year to $1.0 billion; the TTM figure through Mar 2026 stood at $1.0 billion (up 27.55% YoY), while the FY2025 annual figure was $1.6 billion, up 4.03% from the prior year.
  • Short-term Investments came in at $1.0 billion for Q1 2026 at Evercore, down from $1.6 billion in the prior quarter.
  • The five-year high for Short-term Investments was $1.6 billion in Q4 2025, with the low at $803.1 million in Q1 2023.
  • Average Short-term Investments over 5 years is $1.2 billion, with a median of $1.1 billion recorded in 2022.
  • Across the five-year window, Short-term Investments decreased 26.77% in 2023 and advanced 27.55% in 2026, its largest moves.
  • Year by year, Short-term Investments stood at $1.4 billion in 2022, then grew by 0.29% to $1.4 billion in 2023, then gained by 5.74% to $1.5 billion in 2024, then grew by 4.03% to $1.6 billion in 2025, then tumbled by 34.52% to $1.0 billion in 2026.
  • According to Business Quant data, Short-term Investments over the past three periods registered $1.0 billion, $1.6 billion, and $1.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn -
2 Goldman Sachs 309.79 Bn -627.76 Bn -
3 Schwab Charles 167.21 Bn 122.24 Bn -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 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 -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.04 Bn
Dec 31, 2025 1.58 Bn
Sep 30, 2025 1.57 Bn
Jun 30, 2025 1.12 Bn
Mar 31, 2025 811.46 Mn
Dec 31, 2024 1.52 Bn
Sep 30, 2024 1.29 Bn
Jun 30, 2024 1.06 Bn
Mar 31, 2024 865.30 Mn
Dec 31, 2023 1.44 Bn
Sep 30, 2023 1.14 Bn
Jun 30, 2023 962.12 Mn
Mar 31, 2023 803.14 Mn
Dec 31, 2022 1.43 Bn
Sep 30, 2022 1.31 Bn
Jun 30, 2022 1.14 Bn
Mar 31, 2022 1.10 Bn
Dec 31, 2021 1.78 Bn
Sep 30, 2021 1.27 Bn
Jun 30, 2021 1.06 Bn