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 338.83 Bn 205.30 Bn - 23.07%
2 Goldman Sachs 316.34 Bn -660.01 Bn - 22.60%
3 Schwab Charles 220.55 Bn 135.80 Bn - 22.24%
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn -16.38%
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 19.18%
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 2.46%
7 ATIF Holdings 45.42 Bn 45.42 Bn - -
8 Interactive Brokers 39.54 Bn -3.28 Bn - -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 26.43%
10 Evercore 12.47 Bn 10.75 Bn 1.38 Bn 2.73%

Historic Data

Download Data
DateValue
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%
Dec 31, 2024 26.85%
Sep 30, 2024 28.42%
Sep 30, 2024 28.42%