Evercore Inc (EVR) Return on Assets ROA from the second quarter of 2026 to second quarter of 2025 and for the year 2026, Average High and Low, Fundamental Ratios from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Evercore Inc   (NYSE: EVR)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial


Evercore Inc 's ROA from the second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics


What is Evercore Inc 's ROA in the second quarter of 2026?
Evercore Inc achieved a return on average assets (ROA) of 17.26 % in its second quarter of 2026, this is above EVR's average return on assets of 12.62%.
Evercore Inc s assets during the 12 months ending in the second quarter of 2026 are valued at $4 billion

ROA decreased relative to the period ending Mar 31 2026, due to the decline in net income.

However, within the Financial sector 51 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Jun 30 2026 quarter, so far to 266, from total ROA ranking in the first quarter of 2026 at 395.

What is ROA?



Return On Assets (Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
(Sep 30 2025)
III. Quarter
(Jun 30 2025)
II. Quarter
Y / Y Total Assets Change 28.01 % 32.06 % 16.76 % 24.11 % 12.2 %
Y / Y Net Income Change -0.41 % 109.85 % 43.74 % 78.78 % 30.84 %
Net Income (TTM) in million 809 810 641 573 504
Return On Assets (TTM) 17.26 % 18.27 % 15.36 % 14.4 % 13.38 %
EVR's Total Ranking # 266 # 395 # 358 # 396 # 415
Total Assets (TTM) in million 4,701 4,298 5,354 4,405 3,672
Seq. Total Assets Change 9.38 % -19.73 % 21.55 % 19.95 % 12.84 %
Seq. Net Income Change -67 % 45.05 % 41.27 % 47.27 % -30.46 %



Return On Assets Company Ranking
Within: No.
Industry # 10
Sector # 52
Overall # 283

Return On Assets Statistics
High Average Low
27.25 %
12.62 %
-0.19 %
(Dec 31 2021)  



  News about Evercore Inc Return on Assets ROA

Evercore Welcomes Marcelo Pizzimbono as Head of Sales, Aims to Bolster Financial Services Offerings



Marcelo Pizzimbono Joins Evercore ISI as Head of Sales
NEW YORK - Evercore (NYSE: EVR), a leading global independent investment banking advisory firm, made a significant addition to its team by appointing Marcelo Pizzimbono as the senior managing director and head of sales at Evercore ISI. Pizzimbono brings with him a wealth of experience and expertise in the financial services industry, spanning over 30 years.
Pizzimbono s most recent position was as a managing partner at CrossRegional Management, where he played a pivotal role in establishing one of Latin America s top alternative private credit and direct lending companies. His contributions helped drive the firm s success and establish its reputation as a leading player in the region.

Evercore Inc's Return on Assets Declines in Q3 2023 despite Leadership Addition


NEW YORK - Evercore Inc (NYSE: EVR) recently announced the appointment of Sarah Bianchi as Senior Managing Director and Chief Strategist of International Political Affairs and Public Policy at its subsidiary, Evercore ISI. This move comes as the company seeks to strengthen its expertise in navigating global trade relationships. However, the latest financial report from Evercore Inc reveals a decline in its return on assets (ROA) during the third quarter of 2023.
Ambassador Sarah Bianchi possesses an impressive background, with nearly three decades of experience in both the public and private sectors. She most recently served as Deputy U.S. Trade Representative from 2021 to 2024, overseeing vital trading relationships across Asia and Africa. Her extensive portfolio included all aspects of trade.

Evercore Bolsters Real Estate Investment Banking Group with Neil Wolitzer's Appointment as Senior Managing Director.

Neil Wolitzer Joins Evercore to Strengthen Real Estate Investment Banking Group
Evercore, a leading global independent investment banking advisory firm, recently announced Neil Wolitzer as its newest senior managing director in the Real Estate Investment Banking group. This strategic move reflects Evercore s commitment to expanding its presence in the real estate sector and capitalizing on growing opportunities in this vital industry.
Real estate has become a priority growth area for Evercore, and the addition of Neil Wolitzer is seen as a significant step towards achieving this goal. Daniel Mendelow, co-head of U.S. Investment Banking at Evercore, expressed the firm s confidence in Wolitzer s capabilities, emphasizing how his integrity and client-centric approach align well with the company s core values.




Financial Statements
Evercore Inc 's Assets $ 4,701 million EVR's Balance sheet
Evercore Inc 's Income $ 107 million Quarterly EVR's Income Statement
EVR's Income by Division See EVR's Income by Division



Annual Return On Assets (Dec 31 2025)
FY 2025
(Dec 31 2024)
FY 2024
(Dec 31 2023)
FY 2023
(Dec 31 2022)
FY 2022
(Dec 31 2021)
FY 2021
Y / Y Total Assets Change 28.54 % 13.54 % 2.29 % -4.01 % 13.5 %
Total Assets in million 5,341 4,155 3,660 3,578 3,727
Y / Y Net Income Change 53.38 % 46.46 % -46.33 % -38.82 % 110.47 %
Net Income in million 641 418 285 531 869
Annual Return On Assets 12 % 10.05 % 7.79 % 14.85 % 23.3 %




Comment on EVR's ROA in the fiscal year ending 2025
In the fiscal year 2025 ROA improved to 12 % compared to prior year, due to annual net income growth of 53.38 % to $640.71 million, while value of Evercore Inc 's overall assets grew just by 28.54 % to $5,341.20 million, compared to $5,341.20 a year before.


More Return On Assets Ratios
EVR's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
EVR's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for EVR's Competitors
Subscribers only: Roa for Evercore Inc 's Suppliers
Subscribers only: Return On Assets for EVR's Customers

You may also want to know
EVR's Roi EVR's Inventory Turnover Ratio EVR's Growth Rates EVR's Dividend Comparisons
EVR's Profitability Ratios EVR's Asset Turnover Ratio EVR's Dividend Growth
EVR's Roe EVR's Valuation Ratios EVR's Financial Strength Ratios EVR's Dividend Payout Ratio



Companies with similar Return On Assets at Jun 30 2026, within Financial Sector ROA
Selectis Health Inc   45.87 %
Dave Inc   44.04 %
Invesco Db Oil Fund  41.25 %
Abrdn Silver Etf Trust  38.13 %
Suro Capital Corp   34.56 %
Site Centers Corp   27.81 %
Gigcapital7 Corp   27.54 %
Alliancebernstein Holding L p   25.37 %
Oppfi Inc   24.82 %
Artisan Partners Asset Management Inc   24.62 %
Invesco Db Energy Fund  23.88 %
Lendingtree inc   21.43 %
Gcm Grosvenor Inc   21.33 %
Hamilton Lane Incorporated  20.46 %
Invesco Db Commodity Index Tracking Fund  20.23 %
Pjt Partners Inc   20.03 %
Invesco Db Precious Metals Fund  19.76 %
Cohen and Steers Inc   19.70 %
Graniteshares Gold Trust  18.57 %
Corvel Corporation  18.52 %
Moody s Corporation  18.45 %
Slide Insurance Holdings Inc   18.39 %
Medalist Diversified inc   17.99 %
Spdr Gold Trust  17.34 %
Moelis and Co  17.23 %
Evercore Inc   17.22 %
Brookfield Asset Management Ltd   17.13 %
Erie Indemnity Company  16.95 %
Acadian Asset Management Inc   16.86 %
Abrdn Precious Metals Basket Etf Trust  16.58 %


Date modified: 2026-09-13T23:36:37+00:00


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