Evercore (EVR) Tax Rate (2010 - 2026)

Evercore (EVR) recorded quarterly Tax Rate of 2.73% in Q1 2026, down 90.61% quarter-over-quarter from 29.08% in Q4 2025, and up 3996.0% on a YoY basis from 0.07% in Q1 2025.

Evercore (EVR) Tax Rate (2010 - 2026) Analysis & Trends

Evercore's Tax Rate history runs 17 years deep, the most recent figure standing at 2.73% for Q1 2026.

  • In Q1 2026, Tax Rate rose 3996.0% year-over-year to 2.73%; the TTM figure through Mar 2026 stood at 20.16% (up 554.0% YoY), while the FY2025 annual figure was 19.38%, down 252.0% from the prior year.
  • Tax Rate was 2.73% for Q1 2026 at Evercore, down from 29.08% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 31.28% in Q3 2022 to a low of 37.24% in Q1 2025.
  • Historically, Tax Rate has averaged 18.92% across 5 years, with a median of 26.21% in 2024.
  • The sharpest annual moves came in 2025 and 2026: Tax Rate sank 2951 bps in 2025, then soared 3996 bps in 2026.
  • A 5-year view of Tax Rate shows it stood at 27.84% in 2022, then retreated by 16 bps to 23.47% in 2023, then climbed by 21 bps to 28.34% in 2024, then gained by 3 bps to 29.08% in 2025, then slumped by 91 bps to 2.73% in 2026.
  • The last three Tax Rate figures came in at 2.73% (Q1 2026), 29.08% (Q4 2025), and 27.66% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn - -
2 Morgan Stanley 331.35 Bn 197.82 Bn - 19.58%
3 Goldman Sachs 317.73 Bn -619.82 Bn - 13.20%
4 Schwab Charles 153.74 Bn 108.77 Bn - 22.24%
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn 15.82%
6 Interactive Brokers 38.91 Bn 49.50 Bn - 9.08%
7 LPL Financial Holdings 22.76 Bn 21.73 Bn - 26.45%
8 Tradeweb Markets 20.90 Bn 19.65 Bn - 23.03%
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn 2.47%
10 Evercore 13.26 Bn 11.55 Bn 1.38 Bn 2.73%

Historic Data

Download Data
DateValue
Mar 31, 2026 2.73%
Mar 31, 2026 2.73%
Dec 31, 2025 29.08%
Dec 31, 2025 29.08%
Sep 30, 2025 27.66%
Sep 30, 2025 27.66%
Jun 30, 2025 29.28%
Jun 30, 2025 29.28%
Mar 31, 2025 -37.24%
Mar 31, 2025 -37.24%
Dec 31, 2024 28.34%
Dec 31, 2024 28.34%
Sep 30, 2024 28.67%
Sep 30, 2024 28.67%
Jun 30, 2024 26.21%
Jun 30, 2024 26.21%
Mar 31, 2024 -7.73%
Mar 31, 2024 -7.73%
Dec 31, 2023 23.47%
Dec 31, 2023 23.47%