Evercore (EVR) Tax Rate (2010 - 2026)
Evercore (EVR) posted quarterly Tax Rate of 2.73% for Q1 2026, up 3996.0% year-over-year from 0.07% in Q1 2025, and down 90.7% quarter-over-quarter from 29.34% in Q4 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 20.23% (up 594.0% YoY), while the FY2025 annual figure was 19.38%, down 226.0% from the prior year.
- Tax Rate for Q1 2026 stood at 2.73%, down from 29.34% in the prior quarter.
- The five-year high for Tax Rate was 30.8% in Q3 2022, with the low at 37.24% in Q1 2025.
- The 5-year median for Tax Rate is 26.21% (2024), against an average of 18.75%.
- The sharpest annual moves came in 2025 and 2026: Tax Rate plunged 2951 bps in 2025, then surged 3996 bps in 2026.
- Evercore's Tax Rate stood at 27.68% in 2022, then slipped by 17 bps to 23.08% in 2023, then gained by 16 bps to 26.85% in 2024, then increased by 9 bps to 29.34% in 2025, then sank by 91 bps to 2.73% in 2026.
- Business Quant data shows EVR's Tax Rate at 2.73% in Q1 2026, 29.34% in Q4 2025, and 27.66% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 23.07% |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 22.60% |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 23.68% |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 19.18% |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 8.10% |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 26.43% |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 23.50% |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 7.84% |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | -16.38% |
| 10 | Evercore | 11.15 Bn | 8.75 Bn | 975.67 Mn | 27.84% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 27.84% |
| Jun 30, 2026 | 27.84% |
| Jun 30, 2026 | 27.84% |
| Mar 31, 2026 | 2.73% |
| Mar 31, 2026 | 2.73% |
| Mar 31, 2026 | 2.73% |
| Dec 31, 2025 | 29.34% |
| Dec 31, 2025 | 29.34% |
| Dec 31, 2025 | 29.34% |
| Sep 30, 2025 | 27.66% |
| Sep 30, 2025 | 27.66% |
| Sep 30, 2025 | 27.66% |
| Jun 30, 2025 | 29.43% |
| Jun 30, 2025 | 29.43% |
| Jun 30, 2025 | 29.43% |
| Mar 31, 2025 | -37.24% |
| Mar 31, 2025 | -37.24% |
| Mar 31, 2025 | -37.24% |
| Dec 31, 2024 | 26.85% |
| Dec 31, 2024 | 26.85% |