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Evercore EVR Total investment securities

Total investment securities at other companies

JPMorgan Chase logo
JPMorgan ChaseJPM
$803.55B+25.2%
Raymond James Financial logo
Raymond James FinancialRJF
$103M-1.9%
Wells Fargo & Company logo
Wells Fargo & CompanyWFC
$394.17B+7.8%
Jones Lang LaSalle logo
Jones Lang LaSalleJLL

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:MarketableSecurities.

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 total investment securities?
Evercore (EVR) reported total investment securities of $836.7M in Q1 2026.
How has Evercore's total investment securities changed year-over-year?
Evercore's total investment securities increased by 5.3% year-over-year, from $794.64M to $836.7M.
What is the long-term trend for Evercore's total investment securities?
Over 5 years (2020 to 2025), Evercore's total investment securities has grown at a 7.7% compound annual growth rate (CAGR), from $1.06B to $1.54B.
What does total investment securities mean?
The total value of all investment securities held by the company.
How do you interpret total investment securities?
An increase suggests excess cash deployment into markets, while a decrease may indicate liquidity needs or portfolio rebalancing.
How does total investment securities compare across companies?
Common in financial services firms managing capital buffers or proprietary investment funds.