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Evercore EVR Investment Management — Technology and Information Services

Other segment segments

Investment Banking & Equities
$42.28M+19.4%

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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:CommunicationsAndInformationTechnology.

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
Occupancy and Equipment Rental$642$653$1,269$1,281
Professional Fees8461,0741,6622,320
Travel and Related Expenses428255692462
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

Item 1. Financial Statements

FAQ

What is Evercore's investment management — technology and information services?
Evercore (EVR) reported investment management — technology and information services of $1.68M in Q2 2026.
How has Evercore's investment management — technology and information services changed year-over-year?
Evercore's investment management — technology and information services increased by 43.2% year-over-year, from $1.18M to $1.68M.
What is the long-term trend for Evercore's investment management — technology and information services?
Over 3 years (2022 to 2025), Evercore's investment management — technology and information services has grown at a 25.0% compound annual growth rate (CAGR), from $2.46M to $4.81M.
What does investment management — technology and information services mean?
Includes costs related to software licenses, data subscriptions, IT infrastructure, and digital platforms required to support the Investment Management segment's operations. This reflects the firm's investment in the tools necessary for research, portfolio management, and reporting.

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