Evercore (EVR) Tax Rate (2010 - 2026)
Evercore (EVR) posted Tax Rate of 27.84% for Q2 2026, up 920.05% on a QoQ basis from 2.73% in Q1 2026, and down 143.0% year-over-year from 64.75% in Q2 2025.
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Analysis
Evercore (EVR) Tax Rate (2010 - 2026) Analysis & Trends
Evercore has reported Tax Rate for 17 years, with the latest figure at 27.84% in Q2 2026.
- On a quarterly basis, Tax Rate fell 143.0% year-over-year to 27.84% in Q2 2026; TTM through Jun 2026 was 19.87%, a 383.0% increase from a year earlier, with the FY2025 full-year figure at 19.29%, down 236.0% from the prior year.
- Tax Rate was 27.84% for Q2 2026 at Evercore, up from 2.73% 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.
- Average Tax Rate over 5 years is 19.22%, with a median of 26.74% recorded in 2024.
- The sharpest annual moves came in 2025 and 2026: Tax Rate plunged 2951 bps in 2025, then jumped 3996 bps in 2026.
- Over 5 years, Tax Rate stood at 27.68% in 2022, then declined by 17 bps to 23.08% in 2023, then grew by 19 bps to 27.51% in 2024, then increased by 5 bps to 28.98% in 2025, then fell by 4 bps to 27.84% in 2026.
- The last three Tax Rate figures came in at 27.84% (Q2 2026), 2.73% (Q1 2026), and 28.98% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Evercore | 10.14 Bn | 8.05 Bn | 975.67 Mn | 27.84% |
| 2 | Jefferies Financial | 9.74 Bn | -5.67 Bn | 3.09 Bn | 20.79% |
| 3 | Houlihan Lokey | 9.07 Bn | 7.99 Bn | - | - |
| 4 | Cluster Group Holdings | 8.00 Bn | 8.00 Bn | - | - |
| 5 | PJT Partners | 5.75 Bn | 5.81 Bn | 481.98 Mn | 20.38% |
| 6 | Moelis | 5.25 Bn | 5.17 Bn | - | 26.77% |
| 7 | Piper Sandler Companies | 4.88 Bn | 4.77 Bn | - | 30.21% |
| 8 | Lazard | 3.95 Bn | 2.96 Bn | - | 158.38% |
| 9 | BRBI BR Partners | 3.50 Bn | 3.38 Bn | 16.77 Mn | -15.99% |
| 10 | Perella Weinberg Partners | 1.40 Bn | 1.59 Bn | - | -4.06% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 27.84% |
| Mar 31, 2026 | 2.73% |
| Dec 31, 2025 | 28.98% |
| Sep 30, 2025 | 27.52% |
| Jun 30, 2025 | 29.28% |
| Mar 31, 2025 | -37.24% |
| Dec 31, 2024 | 27.51% |
| Sep 30, 2024 | 28.42% |
| Jun 30, 2024 | 25.76% |
| Mar 31, 2024 | -7.73% |
| Dec 31, 2023 | 23.08% |
| Sep 30, 2023 | 25.12% |
| Jun 30, 2023 | 28.85% |
| Mar 31, 2023 | 14.88% |
| Dec 31, 2022 | 27.68% |
| Sep 30, 2022 | 30.80% |
| Jun 30, 2022 | 25.98% |
| Mar 31, 2022 | 16.42% |
| Dec 31, 2021 | 23.94% |
| Sep 30, 2021 | 24.00% |