Skip to content
OpenCapital
Get started

Evercore EVR Investment Management — Execution, Clearing and Custody Fees

Other segment segments

Investment Banking & Equities
$2.7M-6.3%

Similar metrics at other companies

Jefferies Financial Group logo
JEFAsset Management — Brokerage and clearing fees
$11.3M+22.8%
Jefferies Financial Group logo
JEFInvestment Banking and Capital Markets — Brokerage and clearing fees
$121.8M+21.6%
SEI Investments logo
SEICInvestment Managers — Operations & services
$94.87M+10.0%
EFC
EFCCorporate Segment and Other Operating Segment — Investment related expenses—Other
$0—
State Street logo
STTInvestment Servicing — Transaction processing services
$230M+6.5%
State Street logo
STTInvestment Management — Transaction processing services
$53M+26.2%

Other financials

Income statement

See full
Revenue$1.4B+100%
Net income$301.2M+106%
EPS (diluted)$7.20+107%

Balance sheet

See full
Cash & equivalents$996.1M+77.0%
Total debt$1.1B+29.6%
Total equity$1.8B+18.3%
Total assets$4.3B+31.9%

Cash flow

See full
Operating cash flow-$225.9M+58.9%
CapEx$3.1M-84.2%
Free cash flow-$229.0M+59.8%

Valuation

See full
Market cap$14.38B+51.3%
Enterprise value$14.48B+47.3%
P/E19.3×-2.4×
P/S3.2×+0.1×

Profitability

See full
Net margin16.4%+2.2pp
FCF margin33.4%+11.8pp

Returns & leverage

See full
Return on equity45.4%+15.7pp
Debt / equity0.6×+0.1×
Current ratio2.8×-0.5×

Where this comes from

Reported directly by Evercore in its filing.

Tagged under the XBRL concept us-gaap:FloorBrokerageExchangeAndClearanceFees.

The official record: Evercore’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

Ask your AI about Evercore's investment management — execution, clearing and custody fees.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Evercore's investment management — execution, clearing and custody fees?
Evercore (EVR) reported investment management — execution, clearing and custody fees of $487K in Q1 2026.
How has Evercore's investment management — execution, clearing and custody fees changed year-over-year?
Evercore's investment management — execution, clearing and custody fees increased by 5.2% year-over-year, from $463K to $487K.
What is the long-term trend for Evercore's investment management — execution, clearing and custody fees?
Over 3 years (2022 to 2025), Evercore's investment management — execution, clearing and custody fees has grown at a 6.4% compound annual growth rate (CAGR), from $1.53M to $1.85M.
What does investment management — execution, clearing and custody fees mean?
Fees paid to third parties to execute trades and hold client assets.
How do you interpret investment management — execution, clearing and custody fees?
Higher fees generally indicate increased trading volume and client activity, while lower fees suggest reduced market activity or lower asset turnover.
How does investment management — execution, clearing and custody fees compare across companies?
Directly comparable to other asset management and brokerage firms based on trading volume.