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
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