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| 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% |