Evercore (EVR) Short-term Investments (2016 - 2026)
Evercore (EVR) recorded quarterly Short-term Investments of $1.0 billion in Q1 2026, down 34.52% quarter-over-quarter from $1.6 billion in Q4 2025, and up 27.55% on a YoY basis from $811.5 million in Q1 2025.
Evercore (EVR) Short-term Investments (2016 - 2026) Analysis & Trends
Evercore's Short-term Investments history runs 11 years deep, the most recent figure standing at $1.0 billion for 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 was $1.0 billion for Q1 2026 at Evercore, down from $1.6 billion in the prior quarter.
- In the past five years, Short-term Investments ranged from a high of $1.6 billion in Q4 2025 to a low of $803.1 million in Q1 2023.
- Historically, Short-term Investments has averaged $1.2 billion across 5 years, with a median of $1.1 billion in 2022.
- The sharpest annual moves came in 2023 and 2026: Short-term Investments declined 26.77% in 2023, then increased 27.55% in 2026.
- A 5-year view of Short-term Investments shows it stood at $1.4 billion in 2022, then gained by 0.29% to $1.4 billion in 2023, then grew by 5.74% to $1.5 billion in 2024, then gained by 4.03% to $1.6 billion in 2025, then slumped by 34.52% to $1.0 billion in 2026.
- The last three Short-term Investments figures came in at $1.0 billion (Q1 2026), $1.6 billion (Q4 2025), and $1.6 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn |
| 10 | Evercore | 13.26 Bn | 11.55 Bn | 1.38 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |