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Evercore EVR Investment Management — Total Assets

Other segment segments

Investment Banking & Equities
$4.19B+31.7%

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Other financials

Income statement

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

Balance sheet

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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

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

Valuation

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

Profitability

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

Returns & leverage

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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:Assets.

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

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Questions, answered.

What is Evercore's investment management — total assets?
Evercore (EVR) reported investment management — total assets of $127.43M in Q1 2026.
How has Evercore's investment management — total assets changed year-over-year?
Evercore's investment management — total assets increased by 37.3% year-over-year, from $92.84M to $127.43M.
What is the long-term trend for Evercore's investment management — total assets?
Over 4 years (2021 to 2025), Evercore's investment management — total assets has grown at a -6.8% compound annual growth rate (CAGR), from $692.66M to $521.83M.
What does investment management — total assets mean?
The total value of assets under management or held by the segment.
How do you interpret investment management — total assets?
Growth in assets typically signals market share gains or positive investment performance, while a decline suggests outflows or market depreciation.
How does investment management — total assets compare across companies?
Comparable to AUM or segment asset base metrics at asset management firms.