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EVR

Evercore Inc

312.70

Aug 06 • 1:48 PM ET -6.08 (-1.91%)

Financial Capital Markets USA Large NYSE

Peers: LAZ MC HLI PJT GS JEF MS SF LPLA RJF

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

Scroll to Statements

Index	-
Market Cap	12.10B
Enterprise Value	11.64B
Income	745.05M
Sales	4.74B
Book/sh	46.08
Cash/sh	33.61
Dividend Est.	3.55 (1.13%)
Dividend TTM	3.41 (1.09%)
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	17.68
Forward P/E	13.85
PEG	0.71
P/S	2.55
P/B	6.79
P/C	9.30
P/FCF	8.06
EV/EBITDA	10.44
EV/Sales	2.46
Quick Ratio	2.77
Current Ratio	2.77
Debt/Eq	0.30
LT Debt/Eq	0.30
Option/Short	Yes / Yes

EPS (ttm)	17.69
EPS next Y	22.58
EPS next Q	3.49
EPS this Y	34.27%
EPS next Y	15.49%
EPS next 5Y	19.64%
EPS past 3/5Y	6.56% 11.30%
Sales past 3/5Y	11.77% 11.18%
EPS Y/Y TTM	59.92%
Sales Y/Y TTM	45.68%
EPS Q/Q	-1.63%
Sales Q/Q	19.15%
Earnings	Jul 29 BMO
EPS/Sales Surpr.	-3.93% 1.38%

Insider Own	6.85%
Insider Trans	-0.46%
Inst Own	92.86%
Inst Trans	0.78%
ROA	19.70%
ROE	45.43%
ROIC	26.43%
Gross Margin	98.79%
Oper. Margin	22.57%
Profit Margin	15.71%
SMA20	-5.64%
SMA50	-8.69%
SMA200	-5.64%
Trades

Shs Outstand	38.68M
Shs Float	36.03M
Short Float	3.29%
Short Ratio	2.63
Short Interest	1.18M
52W High	388.71 -19.55%
52W Low	265.87 17.61%
Volatility	3.76% 3.58%
ATR (14)	13.20
RSI (14)	38.75
Beta	1.49
Rel Volume	0.65
Avg Volume	450.44K
Volume	198,903

Perf Week	-0.05%
Perf Month	-5.54%
Perf Quarter	-6.19%
Perf Half Y	-12.25%
Perf YTD	-8.10%
Perf Year	4.33%
Perf 3Y	126.46%
Perf 5Y	136.37%
Perf 10Y	507.42%
Recom	1.83
Target Price	370.56
Prev Close	318.78
Price	312.70
Change	-1.91%

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

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	Loading…
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	Loading…
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)
08:00AM	Loading…
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 12:51PM	Evercore Inc. Q1 2026 Earnings Call Summary (Moby)
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)
Feb-25-26 11:05AM	Evercore's Roger Altman: The economic outlook is good, but the K-shaped economy remains (CNBC TV)
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)
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.)

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

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
Altman Roger C	Director	Aug 22 '25	Proposed Sale	320.50	33,400	10,704,703		Aug 22 06:14 PM

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EVR

Evercore Inc

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