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Evercore EVR Investment Management — Total Assets

Other segment segments

Investment Banking & Equities
$4.58B+28.0%

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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:Assets.

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
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
Employee Compensation and Benefits641,791548,6111,545,8611,008,436
Non-Compensation(2)180,517134,830337,299258,650

Item 1. Financial Statements

FAQ

What is Evercore's investment management — total assets?
Evercore (EVR) reported investment management — total assets of $123.18M in Q2 2026.
How has Evercore's investment management — total assets changed year-over-year?
Evercore's investment management — total assets increased by 7.8% year-over-year, from $114.26M to $123.18M.
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?
This represents the total value of assets held or managed within the investment management segment. It serves as a measure of the scale and market footprint of the segment's operations.

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