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Evercore EVR Investment Management — Equity Method Income

Other segment segments

Investment Banking & Equities
$18K+63.6%

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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
Employee Compensation and Benefits14,49213,16429,40824,960
Non-Compensation(2)4,7284,0578,8548,103
Operating Income4,1024,4387,8888,893
Income from Equity Method Investments1,0008042,0431,721
Pre-Tax Income$5,102$5,242$9,931$10,614
Identifiable Segment Assets$123,178$114,259$123,178$114,259
Total
Net Revenues(1)$990,199$833,830$2,381,777$1,528,659

Item 1. Financial Statements

FAQ

What is Evercore's investment management — equity method income?
Evercore (EVR) reported investment management — equity method income of $1M in Q2 2026.
How has Evercore's investment management — equity method income changed year-over-year?
Evercore's investment management — equity method income increased by 24.4% year-over-year, from $804K to $1M.
What is the long-term trend for Evercore's investment management — equity method income?
Over 4 years (2021 to 2025), Evercore's investment management — equity method income has grown at a -25.9% compound annual growth rate (CAGR), from $12.82M to $3.87M.
What does investment management — equity method income mean?
This represents the share of earnings from investments in entities where the firm exercises significant influence but does not have full control. It reflects the performance of strategic partnerships or co-investments held within the investment management segment.

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