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Evercore EVR Wealth Management — Revenue

Other product segments

Advisory Fees
$775.59M+11.2%
Underwriting Fees
$97.07M+201%
Commissions and Related Revenue
$63.54M+9.0%
Asset Management and Administration Fees
$23.66M+14.4%

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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:RevenueFromContractWithCustomerExcludingAssessedTax.

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
Advisory Fees$775,590$697,744$2,020,329$1,255,093
Underwriting Fees97,07132,206152,13986,461
Commissions and Related Revenue63,53558,272126,193113,382
Asset Management and Administration Fees23,65520,68446,29841,667
Other Revenue, Including Interest and Investments38,64629,13454,00740,459
Total Revenues998,497838,0402,398,9661,537,062
Interest Expense8,2984,21017,1898,403
Net Revenues990,199833,8302,381,7771,528,659

Item 1. Financial Statements

FAQ

What is Evercore's wealth management — revenue?
Evercore (EVR) reported wealth management — revenue of $23.66M in Q2 2026.
How has Evercore's wealth management — revenue changed year-over-year?
Evercore's wealth management — revenue increased by 14.4% year-over-year, from $20.68M to $23.66M.
What is the long-term trend for Evercore's wealth management — revenue?
Over 4 years (2021 to 2025), Evercore's wealth management — revenue has grown at a 7.3% compound annual growth rate (CAGR), from $65.78M to $87.36M.
What does wealth management — revenue mean?
This metric represents the total revenue recognized from wealth management services provided to clients under specific contractual arrangements. It captures fees generated from investment advisory, financial planning, and asset management activities within the wealth management business unit. This revenue stream is a key indicator of the firm's ability to monetize its client relationships and grow its recurring fee-based income.

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