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Segment Assets By Segment
Details asset allocation across business units, offering insight into strategic focus and potential risk exposure.Evercore’s Investment Banking & Equities assets show a material build, especially in late‑2025, consistent with the record advisory and ECM activity management flagged—this implies bigger deal inventory and trading exposure that helped drive one‑off revenue but also raises capital and market‑sensitivity risk. Investment Management remains a much smaller, recovering contributor, signaling gradual diversification rather than a revenue driver. Given management’s warning on quarter‑to‑quarter lumpiness and recent hedge losses, watch deal timing and trading marks for volatility in future quarters.
Date | Investment Banking & Equities | Investment Management |
|---|---|---|
Jun 30, 2026 | $4.58B | $123.18M |
Mar 31, 2026 | $4.19B | $127.43M |
Dec 31, 2025 | $5.18B | $173.38M |
Sep 30, 2025 | $4.28B | $141.36M |
Jun 30, 2025 | $3.58B | $114.26M |
Mar 31, 2025 | $3.18B | $92.84M |
Dec 31, 2024 | $4.02B | $151.74M |
Sep 30, 2024 | $3.43B | $135.33M |
Jun 30, 2024 | $3.18B | $139.20M |
Mar 31, 2024 | $2.88B | $126.10M |