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Evercore EVR Investment Banking & Equities — Equity Method Income

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Investment Management
$1M+24.4%

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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:IncomeLossFromEquityMethodInvestments.

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
Non-Compensation(2)175,789130,773328,445250,547
Special Charges, Including Business Realignment Costs21,31521,315
Operating Income142,474145,951469,414252,680
Income (Loss) from Equity Method Investments181126(27)
Pre-Tax Income$142,492$145,962$469,440$252,653
Identifiable Segment Assets$4,577,617$3,575,400$4,577,617$3,575,400
Investment Management
Net Revenues(1)$23,322$21,659$46,150$41,956

Item 1. Financial Statements

FAQ

What is Evercore's investment banking & equities — equity method income?
Evercore (EVR) reported investment banking & equities — equity method income of $18K in Q2 2026.
How has Evercore's investment banking & equities — equity method income changed year-over-year?
Evercore's investment banking & equities — equity method income increased by 63.6% year-over-year, from $11K to $18K.
What is the long-term trend for Evercore's investment banking & equities — equity method income?
Over 4 years (2021 to 2025), Evercore's investment banking & equities — equity method income has grown at a -74.1% compound annual growth rate (CAGR), from $1.34M to $6K.
What does investment banking & equities — equity method income mean?
The segment's share of earnings from investments in other entities where the firm exercises significant influence but does not have full control. This represents non-core income derived from strategic partnerships or minority stakes. It highlights the firm's ability to generate returns from capital deployed in external ventures.

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