Evercore (EVR) Tax Rate (2010 - 2026)
Evercore's Tax Rate came in at 27.84% for Q2 2026, down 1.43 percentage points from 29.28% a year earlier but up 25.11 percentage points from the prior quarter.
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Analysis
Evercore (EVR) Tax Rate (2010 - 2026) Analysis & Trends
Over the trailing twelve months to Jun 30, 2026, Evercore reported Tax Rate of 19.87%, up 3.83 percentage points year-over-year; for FY2025, it came in at 19.29%, down 2.36 percentage points from FY2024.
- Tax Rate has declined in each of the last three years, with a five-year change of -4.41 percentage points (FY2020 to FY2025).
- Going back by year, Tax Rate was 21.65% in FY2024 (-0.38 pp), 22.03% in FY2023 (-2.49 pp), 24.52% in FY2022 (+2.31 pp) and 22.21% in FY2021 (-1.48 pp).
- The five-year range for quarterly Tax Rate is -37.24% (Q1 2025) to 30.80% (Q3 2022).
- Year-over-year, Tax Rate increased in five of the last eight quarters, with an average year-over-year change of +2.60 percentage points.
- The fastest year-over-year change in Tax Rate over five years came in Q1 2026 (a gain of 39.96 percentage points), and the weakest in Q1 2025 (a drop of 29.51 percentage points).
- Business Quant data shows EVR's Tax Rate at 2.73% (Q1 2026), 28.98% (Q4 2025) and 27.52% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Cme | 109.27 Bn | 97.61 Bn | - | 23.46% |
| 2 | Bank of New York Mellon | 98.55 Bn | 37.92 Bn | - | 20.95% |
| 3 | Intercontinental Exchange | 91.26 Bn | 85.07 Bn | - | 24.24% |
| 4 | Robinhood Markets | 85.47 Bn | 66.56 Bn | - | 19.18% |
| 5 | Nasdaq | 57.27 Bn | 54.71 Bn | 1.48 Bn | 23.11% |
| 6 | State Street | 46.11 Bn | 46.11 Bn | - | 21.96% |
| 7 | Interactive Brokers | 36.17 Bn | 29.63 Bn | - | 8.10% |
| 8 | Cboe Global Markets | 35.59 Bn | 27.25 Bn | 731.60 Mn | 28.62% |
| 9 | Northern Trust | 30.73 Bn | 30.73 Bn | - | 25.59% |
| 10 | Evercore | 9.73 Bn | 201.63 Mn | - | 27.84% |
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% |
| Dec 31, 2024 | 27.51% |
| Sep 30, 2024 | 28.42% |
| Jun 30, 2024 | 25.76% |
| 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% |
| Jun 30, 2021 | 22.09% |
| Mar 31, 2021 | 16.06% |
API Access
Evercore Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=EVR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "EVR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=EVR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();