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| 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 |