Evercore Inc's ROI from its third quarter of 2026 to the third quarter of 2025 and 5 Year Period

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

What is Evercore Inc's ROI in the third quarter of 2026?
Evercore Inc achieved a return on average invested assets (ROI) of 21.39 % in its third quarter of 2026, this is above EVR's average return on investment of 14.46%.
Evercore Inc s investments during the 12 months ending in the third quarter of 2026 are valued at $3 billion

ROI fell compared to the second quarter of 2026, despite the net income growth of 50.97% from the second quarter of 2026.

Within the Financial sector 28 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Sep 30 2026 quarter, so far to 260, from total ROI ranking in the second quarter of 2026 at 277.

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Return On Investment	(Sep 30 2026) III. Quarter	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter
Y / Y Investment Change TTM	19.71 %	21.64 %	18.15 %	12.8 %	8.67 %
Y / Y Net Income Change TTM	41.79 %	60.68 %	104.11 %	163.8 %	550.45 %
Investment (TTM) in Millions	4,004	3,725	3,605	3,863	3,540
Return On Investment (TTM)	21.39 %	21.97 %	22.97 %	19.16 %	18.06 %
EVR's Overall Ranking	# 260	# 277	# 321	# 375	#
Seq. Investment Change TTM	3.14 %	4.52 %	5.37 %	5.39 %	4.8 %
Seq. Net Income Change TTM	0.41 %	-0.05 %	26.37 %	11.81 %	13.78 %
Net Income (TTM) in Millions	812	809	810	641	573

EVR Company Profile >> Back to EVR Roi Comparisons >> See Annual EVR Return On Investment

Return On Investment EVR's Ranking
Within:	No.
Industry	# 2
Sector	# 29
Overall	# 260

Return On Investment Statistics
High	Average	Low
32.67 %	14.46 %	-0.27 %
(Mar 31 2022)		(Mar 31 2012)

Financial Statements
Evercore Inc's III. Quarter Investments	$ 4,004 Millions	EVR's Balance sheet
Evercore Inc's III. Quarter Income	$ 161 Millions	Quarterly EVR's Income Statement
EVR's Income by Division		See EVR's Income by Division

EVR Annual Return On Investment	(Dec 31 2025) 2025	(Dec 31 2024) 2024	(Dec 31 2023) 2023	(Dec 31 2022) 2022	(Dec 31 2021) 2021
Total Investments in Millions	3,863	3,178	2,999	2,740	2,820
Y / Y Investment Growth	21.54 %	5.99 %	9.45 %	-2.85 %	9.94 %
Net Income in Millions	641	418	285	531	869
Y / Y Net Income Growth	53.38 %	46.46 %	-46.33 %	-38.82 %	110.47 %
Annual Return On Investment	16.59 %	13.14 %	9.51 %	19.39 %	30.8 %

Annual Roi Comment

In the fiscal year 2025 ROI improved to 16.59 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Investment Services Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
EVR's Roi Ratio versus Investment Services Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for EVR's Competitors
Subscribers only: Roi for Evercore Inc's Suppliers
Subscribers only: Return On Investment for EVR's Customers

Other Ratios
EVR's Roa	EVR's Inventory Turnover Ratio	EVR's Growth Rates	EVR's Dividend Statistics
	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

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Brookfield Asset Management Ltd	30.81 %
Gigcapital7 Corp	28.31 %
Sei Investments Company	27.68 %
Exzeo Group Inc	26.72 %
National Health Investors Inc	25.79 %
United States 12 month Oil Fund Lp	24.82 %
Miami International Holdings Inc	24.06 %
Moody s Corporation	23.29 %
Artisan Partners Asset Management Inc	22.74 %
Erie Indemnity Company	22.54 %
Federated Hermes Inc	21.82 %
Ltc Properties Inc	21.37 %
Slide Insurance Holdings Inc	21.05 %
Cohen and Steers Inc	20.07 %
Cboe Global Markets Inc	17.86 %
Mntn Inc	17.25 %
United States Brent Oil Fund Lp	17.08 %
Hamilton Lane Incorporated	17.03 %
Alexanders Inc	16.87 %
Hci Group Inc	16.69 %
Morningstar inc	15.61 %
Price T Rowe Group Inc	15.55 %
Greenlight Capital Re Ltd	11.84 %
Brc Group Holdings Inc	11.71 %

Date modified: 2026-11-06T12:57:23+00:00

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