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 90.61% on a QoQ basis from 29.08% in Q4 2025.

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

Evercore (EVR) has reported Tax Rate for 17 consecutive years, with 2.73% the latest figure, recorded in 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 came in at 2.73% for Q1 2026 at Evercore, down from 29.08% in the prior quarter.
  • The five-year high for Tax Rate was 31.28% in Q3 2022, with the low at 37.24% in Q1 2025.
  • Average Tax Rate over 5 years is 18.92%, with a median of 26.21% recorded in 2024.
  • Across the five-year window, Tax Rate slumped 2951 bps in 2025 and soared 3996 bps in 2026, its largest moves.
  • Year by year, Tax Rate stood at 27.84% in 2022, then dropped by 16 bps to 23.47% in 2023, then rose by 21 bps to 28.34% in 2024, then grew by 3 bps to 29.08% in 2025, then tumbled by 91 bps to 2.73% in 2026.
  • According to Business Quant data, Tax Rate over the past three periods registered 2.73%, 29.08%, and 27.66% for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - 19.58%
2 Goldman Sachs 309.79 Bn -627.76 Bn - 13.20%
3 Schwab Charles 167.21 Bn 122.24 Bn - 22.24%
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -16.38%
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn 15.82%
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - 26.45%
7 Tradeweb Markets 21.59 Bn 20.34 Bn - 23.03%
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn 2.47%
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn 2.46%
10 Evercore 13.30 Bn 11.58 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%