EVR

Evercore Inc

297.59

Oct 29 • 3:59 PM ET +5.21 (1.78%)

297.00

Aftermarket • 5:49 PM ET -0.59 (-0.20%)

Financial Capital Markets USA Large NYSE

Oct 28, 11:38 AMEvercore posts record Q3 2026 results with adjusted EPS $4.28, revenue nearly $1.2B, record advisory backlog and improving margins

Peers: LAZ MC PJT HLI PWP JEF PIPR GS MS SF

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

Scroll to Statements

Index	-
Market Cap	11.44B
Enterprise Value	11.10B
Income	761.25M
Sales	4.87B
Book/sh	48.33
Cash/sh	31.20
Dividend Est.	3.55 (1.19%)
Dividend TTM	3.46 (1.16%)
Dividend Ex-Date	Aug 28, 2026
Dividend Gr. 3/5Y	5.34% 7.16%
Payout	23.63%
Employees	2570
IPO	Aug 11, 2006

P/E	16.35
Forward P/E	13.95
PEG	0.79
P/S	2.35
P/B	6.16
P/C	9.54
P/FCF	7.12
EV/EBITDA	9.69
EV/Sales	2.28
Quick Ratio	2.47
Current Ratio	2.47
Debt/Eq	0.29
LT Debt/Eq	0.29
Option/Short	Yes / Yes

EPS (ttm)	18.21
EPS next Y	21.33
EPS next Q	5.21
EPS this Y	34.63%
EPS next Y	8.82%
EPS next 5Y	17.66%
EPS past 3/5Y	6.56% 11.30%
Sales past 3/5Y	11.77% 11.12%
EPS Y/Y TTM	59.92%
Sales Y/Y TTM	36.78%
EPS Q/Q	15.30%
Sales Q/Q	12.51%
Earnings	Oct 28 BMO
EPS/Sales Surpr.	69.89% 33.99%

Insider Own	2.62%
Insider Trans	-0.77%
Inst Own	93.64%
Inst Trans	-0.50%
ROA	17.76%
ROE	42.41%
ROIC	26.37%
Gross Margin	98.73%
Oper. Margin	22.49%
Profit Margin	15.62%
SMA20	12.96%
SMA50	9.51%
SMA200	-5.90%
Trades

Shs Outstand	38.46M
Shs Float	37.45M
Short Float	2.75%
Short Ratio	1.83
Short Interest	1.03M
52W High	388.71 -23.44%
52W Low	245.47 21.23%
Volatility	3.83% 3.47%
ATR (14)	10.57
RSI (14)	70.81
Beta	1.49
Rel Volume	1.32
Avg Volume	565.13K
Volume	745,850

Perf Week	16.52%
Perf Month	15.57%
Perf Quarter	-7.17%
Perf Half Y	-7.38%
Perf YTD	-12.54%
Perf Year	1.74%
Perf 3Y	134.88%
Perf 5Y	95.99%
Perf 10Y	437.17%
Recom	1.92
Target Price	348.67
Prev Close	292.38
Price	297.59
Change %	1.78%

Consensus

Buy

Avg. Price Target

$348.67

Implied Upside

+17.2%

Analysts9incl. previous ratings

Rating Distribution4 Buy · 5 Hold · 0 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Jan 26, 2026	Initiated	BBofA Securities	Buy	$435	+46.2%
Dec 11, 2025	Resumed	UUBS	Neutral	$340	+14.3%
Dec 08, 2025	Downgrade	MMorgan Stanley	Overweight → Equal-Weight	$373	+25.3%
Oct 09, 2025	Initiated	DDeutsche Bank	Buy	$400	+34.4%
Oct 03, 2025	Initiated	BBMO Capital Markets	Market Perform	$358	+20.3%
Jul 14, 2025	Downgrade	CCitizens JMP	Mkt Outperform → Mkt Perform
Jun 23, 2025	Upgrade	MMorgan Stanley	Equal-Weight → Overweight	$312	+4.8%
Apr 08, 2025	Upgrade	CCitizens JMP	Mkt Perform → Mkt Outperform	$230	-22.7%
Apr 07, 2025	Downgrade	MMorgan Stanley	Overweight → Equal-Weight	$306 → $173	-41.9%
Dec 20, 2024	Upgrade	KKeefe Bruyette	Mkt Perform → Outperform	$269 → $339	+13.9%
Sep 12, 2024	Initiated	WWells Fargo	Equal Weight	$258	-13.3%
Sep 11, 2024	Upgrade	GGoldman	Neutral → Buy	$246 → $276	-7.3%
Jan 29, 2024	Resumed	KKeefe Bruyette	Mkt Perform
Jan 09, 2024	Downgrade	UUBS	Buy → Neutral	$160 → $176	-40.9%
Aug 22, 2023	Downgrade	GGoldman	Buy → Neutral	$158 → $140	-53.0%
Apr 12, 2023	Upgrade	UUBS	Sell → Buy
Apr 12, 2023	Upgrade	MMorgan Stanley	Equal-Weight → Overweight	$102 → $131	-56.0%
Jan 11, 2023	Upgrade	GGoldman	Neutral → Buy	$105 → $125	-58.0%
Oct 27, 2022	Downgrade	KKeefe Bruyette	Outperform → Mkt Perform	$106 → $109	-63.4%
Sep 23, 2022	Downgrade	UUBS	Neutral → Sell	$99 → $85	-71.4%

Oct-28-26 02:36PM	Evercore: Q3 Earnings Snapshot (Associated Press) +12.51%
11:19AM	Evercore Shares Rise 5.6% as Q3 Earnings Beat Forecasts and Advisory Revenue Grows 14% (InvestorsHub)
10:53AM	Evercore Crushes A Low Bar With Record Backlog, But A 20% Slide Shows The Market Is Pricing Deceleration (Earnings Whispers)
06:45AM	Evercore Reports Third Quarter 2026 Results; Quarterly Dividend of $0.89 Per Share (Business Wire)
Oct-24-26 07:47AM	Evercore Identifies Credit and Bond Yield Levels That Could Signal an AI Market Correction (InvestorsHub)
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Oct-23-26 09:27AM	Evercore Highlights 2 Cybersecurity Stocks as Demand Strengthens Into Year-End (Investing.com)
Oct-20-26 07:00AM	Evercore ISI Ranked No. 1 on Weighted Basis in 2026 Extel All-America Research Analyst Survey (Business Wire)
Oct-19-26 04:38PM	Goldman, Evercore Explore Funds That Would Let PE Firms Hold Assets for 15 Years (Benzinga Private Markets)
12:01PM	Investment bank Evercore names 2 co-presidents (Banking Dive)
09:04AM	Wall Street banks pitch forever funds for private equity assets - Bloomberg (Investing.com)
08:00AM	John Vaske Joins Evercore as Senior Managing Director in the Chemicals Investment Banking Group (Business Wire)
03:52AM	Evercore flags key levels that could turn AI bull market into correction (Investing.com)
Oct-18-26 05:00PM	Evercore Appoints Nigel Dawn and Naveen Nataraj as Co-Presidents (Business Wire)
Oct-16-26 10:45AM	SpaceXs Transformative Catalysts Are Closer Than They Appear, Says Evercore Sees 87% Upside Potential (Stocktwits)
Oct-15-26 03:00AM	Bear of the Day: Evercore (EVR) (Zacks)
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Oct-14-26 08:00AM	Evercore to Announce Third Quarter 2026 Financial Results and Host Conference Call on October 28, 2026 (Business Wire)
Oct-12-26 09:27AM	Robinhood: Evercore ISI sees product flywheel driving upside (Investing.com)
08:00AM	John Song and Jean Stack Join Evercore as Senior Managing Directors to Expand the Aerospace & Defense Investment Banking Team (Business Wire)
Oct-09-26 08:36AM	Evercore Sees Resilience in US Casual Dining Despite Slowdown Among Higher-Income Consumers (InvestorsHub)
Oct-05-26 08:00AM	Hans Vestberg Joins Evercore as Senior Advisor (Business Wire)
03:00AM	Philip von Malsen-Plessen Joins Evercore as Senior Managing Director in its Investment Banking Business (Business Wire)
Sep-28-26 02:53AM	Evercore sees yield-curve inversion risk rising as AI bull market holds firm (Investing.com)
Sep-21-26 09:36AM	Evercores New CIEN Target Implies 58% Upside Analyst Calls Ciena An Attractive Optical Networking Play (Stocktwits)
09:11AM	Lazard Stock Slides 21% Over 9 Straight Down Days (Trefis)
08:28AM	Alphabet Stock Surges as Google Search Makes a Major Comeback (GuruFocus.com)
08:04AM	Evercore lifts Ciena rating on AI-driven optical networking boom (Investing.com)
Sep-18-26 12:46PM	Lazard Stock Slides 20% Over 8 Straight Down Days (Trefis)
12:14PM	Evercore Resets Apple Stock Price Target for 2026 (GuruFocus.com)
Sep-15-26 06:05AM	Evercore Says AI Could Increase Scale and Complexity of Cybersecurity Threats (InvestorsHub)
Sep-14-26 09:41AM	Evercore cuts HPE rating amid tougher setup (Investing.com)
05:23PM	Loading…
Sep-11-26 05:23PM	Top Stock Reports for Meta Platforms, Marvell & Amphenol (Zacks)
Sep-06-26 10:23AM	Evercore expects softer third-quarter investment banking and trading guidance (InvestorsHub)
06:30AM	Street Calls of the Week (Investing.com)
Sep-01-26 08:18AM	Evercore Sees Duolingo's 2022 Netflix Moment (GuruFocus.com)
03:00AM	John Pissanos Joins Evercore as Senior Managing Director in the Healthcare Investment Banking Group (Business Wire)
Aug-29-26 09:00AM	SpaceX orbital compute could gain appeal as data center opposition grows (InvestorsHub)
Aug-25-26 03:26PM	Evercore: META Could Surge Over 50% on $22B AI Opportunity (Benzinga Prediction Markets)
Aug-24-26 06:08PM	Evercore ISI's Julian Emanuel predicts market roller coaster ahead (CNBC TV)
Aug-19-26 02:56PM	Evercore Revamps S&P 500 Price Target for 2026 (GuruFocus.com)
Aug-11-26 04:51PM	AI was a popular topic on investment banks' Q2 earnings calls (Pitchbook)
Aug-10-26 09:38AM	Defense Tech Firm Lyntris, Backers Seek $528 Million in US IPO (Bloomberg)
Aug-03-26 05:46PM	Sponsors pushed for a bigger slice of continuation fund profits in H1 (Pitchbook)
08:00AM	Dylan Tornay Joins Evercore as Senior Managing Director in the Equity Capital Markets Group (Business Wire)
Jul-31-26 11:58AM	Sleep-Apnea Biotech Apnimed Shares Jump After Upsized US IPO (Bloomberg)
Jul-29-26 03:03PM	Evercore Inc (EVR) Q2 2026 Earnings Call Highlights: Record Revenues and Strategic Growth Amid ... (GuruFocus.com) -10.51%
06:54AM	Evercore: Q2 Earnings Snapshot (Associated Press)
06:45AM	Evercore Reports Second Quarter 2026 Results; Quarterly Dividend of $0.89 Per Share (Business Wire)
Jul-23-26 02:45PM	Private credit secondaries volume already surpasses FY 2025 Evercore (Pitchbook)
Jul-22-26 06:07PM	Recent market moves a sign of resilience, says Evercore ISI's Emanuel (CNBC TV)
Jul-21-26 06:30PM	Continuation funds drive record H1 for secondary market (Pitchbook)
07:00AM	Secondary Deals Surge to Record $121 Billion on Trophy Assets (Bloomberg)
Jul-15-26 04:04PM	Microsoft Stock Rises After Evercore Hikes Price Target on AI Growth (GuruFocus.com)
08:00AM	Evercore to Announce Second Quarter 2026 Financial Results and Host Conference Call on July 29, 2026 (Business Wire)
Jul-14-26 10:01AM	SPCX Stock Is Down 37% From Peak, But Evercore Says Upside Is 'Too Compelling To Ignore (Stocktwits)
Jul-08-26 10:46AM	United PF Loan Talks Intensify as $525 Million Maturity Looms (GuruFocus.com)
10:15AM	This Analyst Believes OXY Stock Could Climb 25% From Current Levels But Latest Price Target Fails To Surpass 2026 Highs (Stocktwits)
09:49AM	Occidental upgraded as Evercore sees deleveraging driving cash flow upside (Investing.com)
07:10AM	Occidental Petroleum Jumps After Evercore Double Upgrade (OXY) (InvestorsHub)
Jul-06-26 08:00AM	Eric Rabinowitz Joins Evercore as Senior Managing Director in the Healthcare Investment Banking Group (Business Wire)
Jul-01-26 12:00AM	Global M&A Tops $2.5 Trillion After First-Half Deals Surge (Bloomberg)
Jun-22-26 12:56PM	Evercore Says Wall Street Is 40% Too Low on Credo (GuruFocus.com)
09:02AM	Credo Technology Gains as Evercore Launches Coverage with $325 Price Target (InvestorsHub)
08:06AM	Credo Technology pops 3.5% as Evercore initiates with monster $325 price target (Investing.com)
08:00AM	Dennis Cornell Joins Evercore as Senior Managing Director in the Private Capital Markets Group (Business Wire)
May-27-26 12:34PM	ZS Stock On Track For Its Biggest Decline Ever Evercore Expects Meaningful Shift In Zscaler's Narrative Going Forward (Stocktwits)
May-19-26 08:00AM	Clay McCoy Joins Evercore as Senior Managing Director in Private Capital Advisory (Business Wire)
03:01AM	Evercore ISI's Emanuel: July 4 could be 'breakpoint date' when oil prices spark an economic downturn (CNBC TV)
May-18-26 09:59AM	Evercore's Roger Altman: We may be approaching a tipping point in oil (CNBC TV)
08:00AM	Chris Connelly Joins Evercore as Senior Managing Director in the Industrials Investment Banking Group (Business Wire)
May-15-26 04:03PM	Evercore starts coverage on The J. M. Smucker Company with outperform rating (Investing.com)
May-14-26 08:00AM	Evercore to Host 6th Annual Consumer & Retail Conference, June 9-11, 2026 (Business Wire)
May-12-26 08:00AM	Mark Hibbert Joins Evercore Equities as Senior Managing Director (Business Wire)
May-05-26 08:00AM	Evercore to Host Inaugural TMT Conference, June 2-4, 2026 (Business Wire)
Apr-30-26 06:55AM	Goldman Sachs tops oil and gas M&A rankings by value in Q1 2026 (Offshore Technology)
03:06AM	Evercore Inc (EVR) Q1 2026 Earnings Call Highlights: Record Revenues and Strategic Growth Amid ... (GuruFocus.com)
Apr-29-26 08:50AM	Evercore Shares Rise 4% on Record Revenue and Strong Earnings Beat (InvestorsHub)
07:03AM	Evercore: Q1 Earnings Snapshot (Associated Press)
06:45AM	Evercore Reports Record First Quarter 2026 Revenues; Increases Quarterly Dividend to $0.89 Per Share (Business Wire)
Apr-17-26 09:28AM	Morning Call Sheet: markets rally to records as investors favor tech (CNBC TV)
Apr-15-26 08:00AM	Evercore to Host 3rd Annual Private Markets Forum, May 11-12, 2026 (Business Wire)
08:00AM	Evercore to Announce First Quarter 2026 Financial Results and Host Conference Call on April 29, 2026 (Business Wire)
Apr-14-26 08:39AM	Sandisk shares are up 2740% in a year. Evercore sees a favorable risk/reward (Investing.com)
Apr-13-26 02:09PM	Squawk Pod: A blockade begins & dirty soda heads to the Golden Arches - 04/13/26 Audio Only (CNBC TV)
08:08AM	Could take months for U.S. blockade of Iran's ports to work, says Evercore's Altman (CNBC TV)
Apr-12-26 09:15PM	IBM Stock Is Having Its Worst Year Since 2002. Why This Analyst Says Buy. (Barrons.com)
Apr-10-26 04:05PM	IBM Stock Is Having Its Worst Year Since 2002. Here's Why It Just Got a Buy Rating. (Barrons.com)
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)
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)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
LaLonde Timothy Gilbert	Chief Financial Officer	Jun 11 '26	Sale	343.06	7,808	2,678,595	34,800	Jun 15 04:15 PM
Timothy Gilbert LaLonde	Officer	Jun 11 '26	Proposed Sale	340.78	7,808	2,660,810		Jun 11 05:07 PM
Altman Roger C	Director	May 04 '26	Proposed Sale	316.30	20,000	6,325,986		May 04 04:35 PM
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

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.

Founder & Senior ChairmanMr. Roger Charles Altman

Chairman & CEOMr. John S. Weinberg

M.Sc.Mr. Timothy Gilbert LaLonde M.B.A.

Senior MDMr. Jason Klurfeld J.D.

Co-Head of EMEA Investment BankingMr. Matthew Lindsey-Clark

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EVR

Evercore Inc

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