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| Date | Value |
|---|---|
| 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% |