Inside the research
Evercore Inc.
EVR Research profile · latest available data
Price overview
$262.91
▲ +5.98 (+2.3%)
| 52w hi | $379.99 |
|---|---|
| 52w lo | $256.93 |
| Vol | 944.10K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.16
| Short | +0.31 |
|---|---|
| Medium | -0.01 |
| Long | +0.19 |
computed 2026-09-27
Key fundamentals
Evercore Inc.
Financial Services · Capital Markets
| Market cap | $10.11B |
|---|---|
| Enterprise value | $10.27B |
| Trailing P/E | 14.80x |
| Forward P/E | 11.64x |
| P / S (ttm) | 2.15x |
| Profit margin | 15.8% |
| Return on equity | 39.5% |
| Revenue growth | +18.8% |
| Earnings growth | -1.7% |
| Debt / equity | 50.18 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.33 | |
| Sector | +0.02 | |
| Technical | -0.31 | |
| Earnings | +0.00 | |
| Sentiment | +0.84 |
macro × 1.00 · 2026-09-27
Business overview
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
Risk Metrics
| Beta vs SPX | 1.87 |
|---|---|
| Corr SPX | 0.72 |
| Annual vol | 41.7% |
| Annual ret | +9.9% |
| Sharpe | 0.24 |
| Max DD | -48.2% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $373.80 |
|---|---|
| High / Low | $435.00 / $325.00 |
| Median | $375.50 |
| Analysts | 10 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 5 | |
| Hold | 5 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-30 | UBS | → Neutral |
| 2026-04-14 | Goldman Sachs | → Buy |
| 2026-04-09 | Morgan Stanley | → Equal-Weight |
| 2026-04-01 | Goldman Sachs | → Buy |
| 2026-03-12 | UBS | → Neutral |
| 2026-03-12 | Goldman Sachs | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Exhibits | read |
| 2026-06-12 | Shareholder Vote, Exhibits | read |
| 2026-04-29 | Earnings Release, Exhibits | read |
| 2026-02-04 | Officer / Director Change | read |
| 2026-02-04 | Earnings Release, Exhibits | read |
| 2025-10-29 | Earnings Release, Exhibits | read |
| 2025-07-30 | Earnings Release, Exhibits | read |
| 2025-07-30 | Securities Issuance, Reg FD Disclosure… | read |
| 2025-07-11 | Material Agreement, Material Obligation… | read |
| 2025-06-13 | Shareholder Vote, Exhibits | read |
| 2025-04-30 | Earnings Release, Exhibits | read |
| 2025-02-14 | Officer / Director Change | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 10 |
| Top-5 share | 95.1% |
| HHI | 2,132 (moderate) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| AQR Capital Management | $584.20M | 1.71M |
| State Street Corp | $411.82M | 1.21M |
| Fidelity / FMR LLC | $386.67M | 1.13M |
| Millennium Management | $219.36M | 642.46K |
| Capital Research / Capital World | $171.88M | 503.40K |
| Renaissance Technologies | $53.33M | 156.18K |
| Citadel Advisors | $24.93M | 73.00K |
| Bridgewater Associates | $11.33M | 33.19K |
| Norges Bank (Norway sovereign) | $1.35M | 3.96K |
| T. Rowe Price Group | $12.80K | 37.49K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.64% |
|---|---|
| $ / share (TTM) | $1.68 |
| 5y CAGR | +7.2% |
Annual dividend per share
| 2021 | $2.65 |
|---|---|
| 2022 | $2.84 |
| 2023 | $3.00 |
| 2024 | $3.16 |
| 2025 | $3.32 |
| 2026 | $0.84 |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $3.88B | +15.1% | |
| Net income | $591.92M | +40.8% | |
| Cash from ops | $457.95M | +12.5% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $257.81 | $263.00 | $257.79 | $262.91 | 944.10K |
| Sep 24 | $258.61 | $260.42 | $254.31 | $256.93 | 427.90K |
| Sep 23 | $260.27 | $266.41 | $258.61 | $259.89 | 496.40K |
| Sep 22 | $271.46 | $272.85 | $260.63 | $263.20 | 649.30K |
| Sep 21 | $267.18 | $271.40 | $260.89 | $269.01 | 662.90K |
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