Evercore Inc (EVR) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking 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 ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

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

What is Evercore Inc's ROI in the second quarter of 2026?
Evercore Inc achieved a return on average invested assets (ROI) of 21.97 % in its second quarter of 2026, this is above EVR's average return on investment of 14.51%.
Evercore Inc s investments during the 12 months ending in the second quarter of 2026 are valued at $3 billion

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

Within the Financial sector 26 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Jun 30 2026 quarter, so far to 268, from total ROI ranking in the first quarter of 2026 at 277.

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM 21.64 % 18.15 % 12.8 % 8.67 % 4.54 %
Y / Y Net Income Change TTM 60.68 % 69.24 % 97.38 % 237.41 % 516.16 %
Investment (TTM) in Millions 3,725 3,605 3,863 3,540 3,089
Return On Investment (TTM) 21.97 % 22.97 % 19.16 % 18.06 % 16.63 %
EVR's Overall Ranking # 268 # 277 # 321 # 375 # 368
Seq. Investment Change TTM 4.52 % 5.37 % 5.39 % 4.8 % 1.52 %
Seq. Net Income Change TTM -0.05 % 26.37 % 11.81 % 13.78 % 5.27 %
Net Income (TTM) in Millions 809 810 641 573 504

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 # 27
Overall # 268

Return On Investment Statistics
High Average Low
32.67 %
14.51 %
-0.27 %
(Mar 31 2022)   (Mar 31 2012)







Financial Statements
Evercore Inc's II. Quarter Investments $ 3,725 Millions EVR's Balance sheet
Evercore Inc's II. Quarter Income $ 107 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



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
United States 12 month Oil Fund Lp  55.68 %
Dave Inc   48.43 %
United States Oil Fund Lp  46.99 %
United States 12 month Natural Gas Fund Lp  45.69 %
Abrdn Silver Etf Trust  38.14 %
Suro Capital Corp   34.86 %
Site Centers Corp   31.22 %
Corvel Corporation  29.42 %
Oscar Health Inc   27.79 %
Sei Investments Company  27.54 %
Lendingtree inc   24.24 %
Artisan Partners Asset Management Inc   23.45 %
Erie Indemnity Company  23.09 %
Gigcapital7 Corp   22.40 %
Moody s Corporation  21.89 %
Evercore Inc   21.62 %
Invesco Db Oil Fund  21.16 %
Brookfield Asset Management Ltd   21.04 %
Cohen and Steers Inc   21.03 %
Gcm Grosvenor Inc   21.03 %
Slide Insurance Holdings Inc   20.95 %
Oppfi Inc   20.81 %
Goosehead Insurance Inc   20.16 %
Hamilton Lane Incorporated  19.50 %
Moelis and Co  18.88 %
Graniteshares Gold Trust  18.57 %
Hamilton Insurance Group Ltd   18.36 %
Mntn Inc   18.07 %
Cboe Global Markets Inc   18.06 %
Spdr Gold Trust  17.35 %

Date modified: 2026-09-26T07:06:22+00:00



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