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Evercore EVR Investment Management — Non-Compensation

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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 evr:NonCompensation.

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
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
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

Item 1. Financial Statements

FAQ

What is Evercore's investment management — non-compensation?
Evercore (EVR) reported investment management — non-compensation of $4.73M in Q2 2026.
How has Evercore's investment management — non-compensation changed year-over-year?
Evercore's investment management — non-compensation increased by 16.5% year-over-year, from $4.06M to $4.73M.
What is the long-term trend for Evercore's investment management — non-compensation?
Over 3 years (2022 to 2025), Evercore's investment management — non-compensation has grown at a 7.4% compound annual growth rate (CAGR), from $13.52M to $16.74M.
What does investment management — non-compensation mean?
This encompasses all operating expenses for the investment management segment excluding personnel costs, such as technology, occupancy, and professional fees. It represents the overhead required to support the segment's infrastructure.

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