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Evercore EVR Investment Banking & Equities — Total Assets

Other segment segments

Investment Management
$123.18M+7.8%

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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:Assets.

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
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
Employee Compensation and Benefits14,49213,16429,40824,960
Non-Compensation(2)4,7284,0578,8548,103

Item 1. Financial Statements

FAQ

What is Evercore's investment banking & equities — total assets?
Evercore (EVR) reported investment banking & equities — total assets of $4.58B in Q2 2026.
How has Evercore's investment banking & equities — total assets changed year-over-year?
Evercore's investment banking & equities — total assets increased by 28.0% year-over-year, from $3.58B to $4.58B.
What is the long-term trend for Evercore's investment banking & equities — total assets?
Over 3 years (2022 to 2025), Evercore's investment banking & equities — total assets has grown at a 10.3% compound annual growth rate (CAGR), from $12.08B to $16.22B.
What does investment banking & equities — total assets mean?
The aggregate value of all assets held by the investment banking and equities segment, including cash, receivables, and other financial instruments. This metric indicates the scale of the segment's balance sheet and the capital required to support its operations. It is a key indicator of the segment's size and asset intensity.

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