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Evercore EVR Investment Banking & Equities — Execution, Clearing and Custody Fees

Other segment segments

Investment Management
$496K+10.0%

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Other financials

Income statement

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Revenue$990.2M+18.8%
Net income$95.3M-2.0%
EPS (diluted)$2.32-1.7%

Balance sheet

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Cash & equivalents$1.3B+102%
Total debt$1.1B+29.6%
Total equity$1.9B+12.3%
Total assets$4.7B+27.4%

Cash flow

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Operating cash flow$525.5M+20.1%
CapEx$10.7M-58.8%
Free cash flow$514.8M+25.0%

Valuation

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Market cap$12.33B+6.4%
Enterprise value$12.16B+3.0%
P/E16.6×-8.5×
P/S2.6×-1.0×

Profitability

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Net margin15.8%+1.5pp
FCF margin34.5%+11.6pp

Returns & leverage

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Return on equity42.4%+13.3pp
Debt / equity0.6×+0.1×
Current ratio2.5×-0.3×

Where this comes from

Reported directly by Evercore in its filing.

Tagged under the XBRL concept us-gaap:FloorBrokerageExchangeAndClearanceFees.

The source filing: Evercore’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:07 PM EDT
Fiscal quarter
Q4 FY2026
Calendar quarter
Q4 2026
Accession
0001628280-26-053320
Line itemFor the Three Months Ended June 30, 2026For the Three Months Ended June 30, 2025For the Six Months Ended June 30, 2026For the Six Months Ended June 30, 2025
Travel and Related Expenses34,90323,72962,51045,540
Technology and Information Services42,27735,41181,23667,663
Depreciation and Amortization12,4136,34224,69912,235
Execution, Clearing and Custody Fees2,5562,7295,2565,612
Acquisition and Transition Costs1,6371,8001,637
Other Operating Expenses22,35812,60537,68523,293
Total Non-Compensation$175,789$130,773$328,445$250,547
Investment Management

Item 1. Financial Statements

FAQ

What is Evercore's investment banking & equities — execution, clearing and custody fees?
Evercore (EVR) reported investment banking & equities — execution, clearing and custody fees of $2.56M in Q2 2026.
How has Evercore's investment banking & equities — execution, clearing and custody fees changed year-over-year?
Evercore's investment banking & equities — execution, clearing and custody fees decreased by 6.3% year-over-year, from $2.73M to $2.56M.
What is the long-term trend for Evercore's investment banking & equities — execution, clearing and custody fees?
Over 3 years (2022 to 2025), Evercore's investment banking & equities — execution, clearing and custody fees has grown at a 6.5% compound annual growth rate (CAGR), from $8.81M to $10.65M.
What does investment banking & equities — execution, clearing and custody fees mean?
These are the direct costs paid to third-party exchanges, clearinghouses, and custodians to facilitate the execution and settlement of equity trades. This metric is highly correlated with the volume and complexity of the segment's equities trading business. It is a direct variable cost of generating trading-related revenue.

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