EVR

Evercore Inc

Apr 08 • 04:00PM ET

326.02

+19.11 6.23 %

Financial • Capital Markets • USA • NYSE

Peers: GS MS BAC JPM LZ LAZ RJF MC SF PJT

| Held by: IJH VTI VB VXF XMHQ MDY VBR VBK VIG SPMD

Index	-	P/E	23.28	EPS (ttm)	14.00	Insider Own	6.90%	Shs Outstand	38.52M	Perf Week	9.22%
Market Cap	12.91B	Forward P/E	14.17	EPS next Y	23.00	Insider Trans	-0.17%	Shs Float	36.87M	Perf Month	14.08%
Enterprise Value	11.35B	PEG	0.72	EPS next Q	4.71	Inst Own	88.89%	Short Float	1.67%	Perf Quarter	-12.83%
Income	591.92M	P/S	3.33	EPS this Y	27.51%	Inst Trans	-1.57%	Short Ratio	1.03	Perf Half Y	0.15%
Sales	3.88B	P/B	6.18	EPS next Y	23.92%	ROA	12.25%	Short Interest	0.61M	Perf YTD	-4.18%
Book/sh	52.74	P/C	4.29	EPS next 5Y	19.68%	ROE	31.66%	52W High	388.71 -16.13%	Perf Year	99.07%
Cash/sh	75.92	P/FCF	11.13	EPS past 3/5Y	6.56% 11.30%	ROIC	19.22%	52W Low	160.37 103.29%	Perf 3Y	187.37%
Dividend Est.	3.50 (1.07%)	EV/EBITDA	13.25	Sales past 3/5Y	11.77% 11.18%	Gross Margin	98.84%	Volatility	4.05% 3.78%	Perf 5Y	141.39%
Dividend TTM	3.36 (1.03%)	EV/Sales	2.92	EPS Y/Y TTM	54.99%	Oper. Margin	21.24%	ATR (14)	13.84	Perf 10Y	602.63%
Dividend Ex-Date	Feb 27, 2026	Quick Ratio	2.16	Sales Y/Y TTM	29.49%	Profit Margin	15.26%	RSI (14)	66.99	Recom	1.92
Dividend Gr. 3/5Y	5.34% 7.16%	Current Ratio	2.16	EPS Q/Q	44.47%	SMA20	13.69%	Beta	1.56	Target Price	373.89
Payout	23.63%	Debt/Eq	0.57	Sales Q/Q	32.41%	SMA50	4.37%	Rel Volume	1.19	Prev Close	306.91
Employees	2570	LT Debt/Eq	0.52	Earnings	Feb 04 BMO	SMA200	2.29%	Avg Volume	597.12K	Price	326.02
IPO	Aug 11, 2006	Option/Short	Yes / Yes	EPS/Sales Surpr.	26.75% 15.82%	Trades		Volume	709,512	Change	6.23%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-26-26	Initiated	BofA Securities	Buy	$435
Dec-11-25	Resumed	UBS	Neutral	$340
Dec-08-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$373
Oct-09-25	Initiated	Deutsche Bank	Buy	$400
Oct-03-25	Initiated	BMO Capital Markets	Market Perform	$358
Jul-14-25	Downgrade	Citizens JMP	Mkt Outperform → Mkt Perform
Jun-23-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$312
Apr-08-25	Upgrade	Citizens JMP	Mkt Perform → Mkt Outperform	$230
Apr-07-25	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$306 → $173
Dec-20-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$269 → $339
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$258
Sep-11-24	Upgrade	Goldman	Neutral → Buy	$246 → $276
Jan-29-24	Resumed	Keefe Bruyette	Mkt Perform
Jan-09-24	Downgrade	UBS	Buy → Neutral	$160 → $176
Aug-22-23	Downgrade	Goldman	Buy → Neutral	$158 → $140
Apr-12-23	Upgrade	UBS	Sell → Buy
Apr-12-23	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$102 → $131
Jan-11-23	Upgrade	Goldman	Neutral → Buy	$105 → $125
Oct-27-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$106 → $109
Sep-23-22	Downgrade	UBS	Neutral → Sell	$99 → $85

Show Previous Ratings

Apr-08-26 04:42PM	Novo-Backed Respiratory Drugmaker Avalyn Pharma Files for US IPO (Bloomberg) +6.23%
11:46AM	It's too soon to know if the U.S.-Iran truce can hold, says Evercore's Roger Altman (CNBC TV)
Mar-23-26 01:21PM	Microsoft Stock Rises. Evercore Stays Bullish Despite Cloud Concerns (GuruFocus.com)
Mar-18-26 11:19AM	It's hard to see how the Iran war ends, says Evercore's Roger Altman (CNBC TV)
Mar-13-26 11:03AM	Lennar Earnings Miss Is a Bad Sign for Home Builder Stocks-Even if They're Rising Today (Barrons.com)
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Mar-12-26 08:00AM	David Ke Joins Evercore as Senior Managing Director in the Equity Capital Markets Group (Business Wire) -7.33%
Mar-10-26 09:35AM	Cliffwater in market with $1B private credit secondary sale (Pitchbook)
Mar-06-26 11:40AM	EVR vs. HOOD: Which Stock Is the Better Value Option? (Zacks)
11:30AM	Why Is Evercore (EVR) Down 13.8% Since Last Earnings Report? (Zacks)
Mar-04-26 09:06AM	Interactive Brokers Deepens Global Footprint Through ISK Expansion (Zacks)
08:00AM	Evercore Wealth Management Promotes Sean Brady to Partner (Business Wire)
Mar-03-26 09:40AM	Evercore (EVR) is a Top-Ranked Value Stock: Should You Buy? (Zacks)
Mar-02-26 05:24PM	Evercore ISI's Julian Emanuel: Backdrop remains favorable for the markets, despite uncertainty (CNBC TV)
08:00AM	Ben Carpenter Joins Evercore as Senior Managing Director in the Healthcare Investment Banking Group (Business Wire)
Feb-25-26 11:05AM	Evercore's Roger Altman: The economic outlook is good, but the K-shaped economy remains (CNBC TV)
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09:45AM	Why Evercore (EVR) is a Top Growth Stock for the Long-Term (Zacks)
Feb-24-26 08:55AM	Morgan Stanley or Evercore: Which is a Smarter Bet Amid M&A Upcycle? (Zacks)
Feb-23-26 01:04PM	Evercore Sees Microsoft Growing FCF 5% as Hyperscaler Capex Jumps 58% (GuruFocus.com) -6.97%
08:17AM	Evercore singles out 8 AI stocks with resilient business models (Investing.com)
08:00AM	Ben Hart Joins Evercore as Senior Managing Director and Head of Asia Private Capital Advisory (Business Wire)
Feb-21-26 09:18AM	Best footwear stock to buy after IEEPA ruling (Investing.com)
Feb-19-26 11:22AM	Dell Stock Is Climbing -- Evercore Sees Double-Digit EPS Growth Potential (GuruFocus.com)
08:01AM	Evercore adds Dell to Tactical Outperform list ahead of earnings (Investing.com)
03:57AM	Zacks.com featured highlights include Orion, Coeur, Tim and Evercore (Zacks)
Feb-18-26 12:00PM	What Makes Evercore (EVR) a New Buy Stock (Zacks)
11:40AM	BGC vs. EVR: Which Stock Is the Better Value Option? (Zacks)
10:09AM	Are Wall Street Analysts Predicting Public Storage Stock Will Climb or Sink? (Barchart)
09:29AM	Buy These 5 Low-Leverage Stocks as Softness in Software Remains a Drag (Zacks)
Feb-17-26 06:20AM	Big Tech approaches red flag moment: AI capex is so great hyperscalers could go cash-flow negative, Evercore warns (Fortune)
Feb-11-26 12:39AM	Evercore's Q4 Earnings Call: Our Top 5 Analyst Questions (StockStory)
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Feb-10-26 03:08PM	Evercore's Krishna Guha on his expectations for the first jobs report of 2026 (CNBC TV)
Feb-09-26 09:45AM	Evercore (EVR) is a Top-Ranked Growth Stock: Should You Buy? (Zacks)
Feb-06-26 11:58AM	AI Software Fears Hit Private Credit as Blue Owl Slides 26% (GuruFocus.com)
Feb-05-26 12:36PM	Evercore Stock Rises as Q4 Earnings Beat, Revenue Reaches Record Level (Zacks)
12:33AM	EVR Q4 Deep Dive: Diversification and Market Momentum Drive Standout Quarter (StockStory)
Feb-04-26 02:02PM	Evercore Inc (EVR) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic Expansion ... (GuruFocus.com) +5.20%
12:11PM	Analyst Report: Evercore Inc. (Morningstar Research)
10:10AM	Evercore (EVR) Q4 2025 Earnings Call Transcript (Motley Fool)
09:30AM	Evercore (EVR) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
07:55AM	Evercore (EVR) Q4 Earnings and Revenues Top Estimates (Zacks)
07:06AM	Evercore: Q4 Earnings Snapshot (Associated Press Finance)
06:56AM	Evercore's (NYSE:EVR) Q4 CY2025: Strong Sales (StockStory)
06:45AM	Evercore Reports Record Fourth Quarter and Full Year 2025 Revenues; Quarterly Dividend of $0.84 Per Share (Business Wire)
Feb-03-26 06:50AM	Strong Earnings Set the Table for 'Very Good' 2026, Evercore's Emanuel Says (Bloomberg)
Feb-02-26 10:08PM	Evercore Earnings: What To Look For From EVR (StockStory)
06:37PM	Evercore ISI's Julian Emanuel: Mood around tech is as cautious as I've seen since ChatGPT launched (CNBC TV)
03:00AM	Jonathan Dale Joins Evercore as Senior Managing Director in the Consumer Group (Business Wire)
Jan-30-26 10:00AM	Piper Sandler Companies (PIPR) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Jan-29-26 01:10PM	Goldman vs. Evercore: Which Investment Banking Stock to Bet On? (Zacks)
Jan-28-26 04:31PM	Private credit secondaries volume nearly doubles to $20B in 2025 Evercore (Pitchbook)
12:10PM	Will Evercore (EVR) Beat Estimates Again in Its Next Earnings Report? (Zacks)
10:00AM	Evercore (EVR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jan-27-26 07:17PM	The secondary market's capitalization conundrum (Pitchbook)
Jan-26-26 08:17AM	Here Are Mondays Top Wall Street Analyst Research Calls: Amazon.com, AppLovin, Cisco Systems, Cognizant Technology, Dutch Bros., Meta Platforms, Netflix, and More (24/7 Wall St.)
Jan-21-26 08:00AM	Evercore to Announce Fourth Quarter and Full Year 2025 Financial Results and Host Conference Call on February 4, 2026 (Business Wire)
Jan-20-26 05:44PM	'Sobering' the U.S. Treasury is not playing 'safe haven' role in this moment: Evercore ISI's Guha (CNBC TV)
02:43PM	Market doesn't believe Trump has moved away from tariff escalation mode: Evercore's Julian Emanuel (CNBC TV)
07:45AM	Bianchi: There certainly are offramps here for the U.S. and EU to defuse this latest situation (CNBC TV)
Jan-16-26 03:12PM	Continuation funds drive a record year for the secondaries market (Pitchbook)
08:50AM	Private asset secondary deals hit record $226 billion in 2025 (Investing.com)
07:30AM	Evercore Analysts Are Pounding the Table on This 1 Strong Buy Tech Stock (Barchart)
Jan-15-26 03:23PM	Increasing number of companies set to benefit from new AI industrial cycle: Evercore's Mark Mahaney (CNBC TV)
03:00AM	Kaan Kesedar Joins Evercore as Senior Managing Director in the Financial Sponsors Group (Business Wire)
02:59AM	KBW and Wolfe Raise Evercore (EVR) Price Targets, Stay Bullish into 2026 (Insider Monkey)
Jan-14-26 12:18PM	AppLovin Rises on Evercore Outperform Rating (GuruFocus.com)
Jan-13-26 01:20PM	Why Nvidia's New Rubin Chips Could Spell Big Gains For This Under-the-Radar AI Stock (Motley Fool)
11:12AM	There could be three rate cuts this year, says Evercore ISI's Julian Emanuel (CNBC TV)
Jan-09-26 03:22PM	AI, tech to power market to new highs again, says Evercore ISI's Emanuel (CNBC TV)
Jan-06-26 06:08PM	Evercore ISI's Amit Daryanani shares his bull case for the data storage stocks (CNBC TV)
09:06AM	The aperture is opening for oil companies investing in Venezuela, says Evercore's Steve Richardson (CNBC TV)
Jan-05-26 02:18PM	Goldman Leads Dow Jones As These Financial Firms Break To New Highs (Investor's Business Daily)
08:00AM	Chris Macios Joins Evercore as Senior Managing Director in the Financial Sponsors Group (Business Wire)
Jan-03-26 08:00AM	Google, Other AI Stocks Trade Near Buy Points. One Named 'Top Stock' For 2026 (Investor's Business Daily)
Jan-02-26 09:51AM	Government funding talks will not cause shutdown again, says Evercore's Sarah Bianchi (CNBC TV)
Dec-30-25 02:41PM	Meta is 'pivoting or extending' more aggressively into AI, says Mark Mahaney on Manus acquisition (CNBC TV)
Dec-29-25 05:38PM	Evercore's Peter Levine talks 2026 cybersecurity playbook (CNBC TV)
Dec-23-25 12:14PM	Evercore ISI's David Palmer explains why he's watching the casual dining space heading into 2026 (CNBC TV)
11:47AM	This Software Stock Looks Washed Out but Analysts Think 2026 Could Be Its Turnaround Year. Why? (Barchart)
Dec-18-25 08:57AM	Warner Bros. bid process as clean and thorough as anyone can want, says Evercore's Roger Altman (CNBC TV)
Dec-16-25 11:15AM	Stream Realty Partners Announces Successful Closing of Recapitalization of Assets into a Continuation Vehicle with a Global Investor (PR Newswire)
08:49AM	Google is a name you need to stick with, says Evercore ISI's Mark Mahaney (CNBC TV)
Dec-15-25 05:47PM	Not seeing economic headwinds that would derail a bull market, says Evercore ISI's Julian Emanuel (CNBC TV)
08:00AM	Evercore to Host 12th Annual Leading the Charge: Power & Utility Conference, Jan. 8-9, 2026 (Business Wire)
Dec-10-25 09:45AM	Here's Why Evercore (EVR) is a Strong Growth Stock (Zacks)
Dec-09-25 02:16PM	Why Evercore (EVR) Stock Is Trading Up Today (StockStory)
05:00AM	Evercore Receives License and Opens Riyadh Office, as Firm Continues to Build in the Middle East (Business Wire)
Dec-08-25 06:39PM	'Season of surprises:' Evercore ISI's Julian Emanuel braces for a December market whipsaw (CNBC TV)
11:19AM	Apple executive turnover: Evercore's Amit Daryanani on what's next for the tech giant (CNBC TV)
Dec-04-25 08:00AM	Ashish Varshneya Joins Evercore as Senior Managing Director in the Healthcare Investment Banking Group (Business Wire)
Dec-02-25 08:00AM	Evercores Chairman and Chief Executive Officer John S. Weinberg to Participate in the Goldman Sachs 2025 Financial Services Conference on December 9 (Business Wire)
Dec-01-25 02:06PM	Evercore Stock Soars Nearly 38% in 6 Months: Is There More Room to Run? (Zacks)
Nov-28-25 11:30AM	Why Is Evercore (EVR) Up 8.8% Since Last Earnings Report? (Zacks)
Nov-26-25 11:29AM	Evercore ISI's Mark Mahaney on Alphabet: 'The fundamentals look great' (CNBC TV)
Nov-25-25 07:23PM	Analyst Report: Evercore Inc. (Morningstar Research)
08:00AM	Evercore Hosts 8th Annual Healthcare Conference, Dec. 2-4, 2025 (Business Wire)
Nov-24-25 10:38PM	Reflecting On Investment Banking & Brokerage Stocks' Q3 Earnings: Evercore (NYSE:EVR) (StockStory)
07:22AM	The broader credit market still shows the economy is very solid, says Evercore's Julian Emanuel (CNBC TV)
Nov-19-25 03:00AM	Lars Ingemarsson Joins Evercore as Senior Managing Director and Head of Evercores Nordic Region (Business Wire)
Nov-18-25 10:29AM	Top Analyst Calls NVIDIA a 'Buy' Before Earnings, Says $500B Pipeline Could Spark Upside (GuruFocus.com)
Nov-17-25 07:48PM	Analyst Report: Evercore Inc. (Morningstar Research)

Evercore, Inc. operates as a investment banking advisory company. It operates through the Investment Banking and Investment Management business segments. The Investment Banking segment includes the global advisory business of the company through which the firm delivers strategic corporate advisory, capital markets advisory, and institutional equities services. The Investment Management segment comprises wealth management and trust services through Evercore Wealth Management L.L.C. and investment management in Mexico through Evercore Casa de Bolsa, S.A. de C.V., as well as private equity through investments in entities that manage private equity funds. The company was founded by Roger C. Altman in 1995 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Williamson Sarah K	Director	Mar 06 '26	Buy	290.43	2,000	580,860	13,345	Mar 10 05:01 PM
Klurfeld Jason	General Counsel	Feb 06 '26	Sale	360.00	5,000	1,800,000	49,368	Feb 06 05:04 PM
Pensa Paul	Contr, Prin. Acct.Officer	Feb 05 '26	Sale	350.31	1,450	507,950	5,022	Feb 06 05:04 PM
Klurfeld Jason	Officer	Feb 06 '26	Proposed Sale	360.00	5,000	1,800,000		Feb 06 12:42 PM
Pensa Paul	Officer	Feb 05 '26	Proposed Sale	350.31	1,450	507,950		Feb 05 10:39 AM
Carlton Pamela G	Director	Dec 09 '25	Sale	343.11	192	65,877	3,481	Dec 11 04:55 PM
PAMELA CARLTON	DIRECTOR	Dec 09 '25	Proposed Sale	342.59	192	65,777		Dec 09 03:31 PM
Altman Roger C	Director	Nov 07 '25	Proposed Sale	302.50	13,400	4,053,479		Nov 07 04:31 PM
Altman Roger C	Director	Aug 22 '25	Proposed Sale	320.50	33,400	10,704,703		Aug 22 06:14 PM
LaLonde Timothy Gilbert	Chief Financial Officer	Aug 05 '25	Sale	295.44	8,407	2,483,764	37,463	Aug 07 04:41 PM
Klurfeld Jason	General Counsel	Aug 01 '25	Sale	285.85	5,500	1,572,175	59,687	Aug 05 04:57 PM
Timothy LaLonde	Officer	Aug 05 '25	Proposed Sale	295.35	8,407	2,483,000		Aug 05 04:43 PM
Klurfeld Jason	Officer	Aug 01 '25	Proposed Sale	285.85	5,500	1,572,154		Aug 01 05:23 PM
Altman Roger C	Director	Jul 31 '25	Proposed Sale	301.83	23,400	7,062,920		Jul 31 04:44 PM

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EVR

Evercore Inc

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