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Evercore EVR Investment Management — Other Operating Expenses

Other segment segments

Investment Banking & Equities
$22.36M+77.4%

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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:OtherCostAndExpenseOperating.

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
Technology and Information Services1,6841,1763,1432,291
Depreciation and Amortization164108316191
Execution, Clearing and Custody Fees496451983914
Other Operating Expenses468340789644
Total Non-Compensation$4,728$4,057$8,854$8,103
Total
Occupancy and Equipment Rental$29,726$26,914$56,791$52,645
Professional Fees33,04423,13361,39945,523

Item 1. Financial Statements

FAQ

What is Evercore's investment management — other operating expenses?
Evercore (EVR) reported investment management — other operating expenses of $468K in Q2 2026.
How has Evercore's investment management — other operating expenses changed year-over-year?
Evercore's investment management — other operating expenses increased by 37.6% year-over-year, from $340K to $468K.
What is the long-term trend for Evercore's investment management — other operating expenses?
Over 3 years (2022 to 2025), Evercore's investment management — other operating expenses has grown at a 9.7% compound annual growth rate (CAGR), from $1.17M to $1.54M.
What does investment management — other operating expenses mean?
Encompasses miscellaneous operational costs not categorized under specific line items, such as general office supplies, insurance, or minor administrative expenses for the Investment Management segment. This serves as a catch-all for residual operating costs.

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