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Evercore EVR Unrecognized Tax Benefits

Unrecognized Tax Benefits at other companies

Jefferies Financial Group logo
Jefferies Financial GroupJEF
$240M-27.1%
Morgan Stanley logo
Morgan StanleyMS
$1.52B+16.3%
Stifel Financial logo
Stifel FinancialSF
$5.47M-0.7%
Wells Fargo & Company logo
Wells Fargo & CompanyWFC
$2.53B-18.6%
SEI Investments logo
SEI InvestmentsSEIC

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:UnrecognizedTaxBenefits.

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 unrecognized tax benefits?
Evercore (EVR) reported unrecognized tax benefits of $126K in Q1 2026.
How has Evercore's unrecognized tax benefits changed year-over-year?
Evercore's unrecognized tax benefits decreased by 66.8% year-over-year, from $379K to $126K.
What is the long-term trend for Evercore's unrecognized tax benefits?
Over 5 years (2020 to 2025), Evercore's unrecognized tax benefits has grown at a -19.6% compound annual growth rate (CAGR), from $376K to $126K.
What does unrecognized tax benefits mean?
Tax savings claimed on returns that the company is not yet certain it will be allowed to keep.
How do you interpret unrecognized tax benefits?
A decrease suggests successful resolution of tax positions, while an increase indicates higher uncertainty or more aggressive tax planning.
How does unrecognized tax benefits compare across companies?
Varies widely based on the complexity of the company's tax structure and the aggressiveness of its tax strategy.