Evercore Inc.
EVR
NYSE·Financial Services·Financial - Capital Markets·Mkt cap $11.5B
$297.92
▲ +0.34%
P/E
16.29
Mkt Cap
$11.5B
52-Wk Range
$265.87–$388.71
52-Week Range
$265.87 - $388.71
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 8.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Independence from commercial banking operations enables unbiased advisory services and client trust
- Established reputation and relationships built over 25+ years in complex M&A and strategic transactions
- Diversified revenue streams across advisory fees, transaction fees, and asset management reducing cyclical risk
- Global platform with significant presence in key financial centers across North America, Europe, and Latin America
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Increased M&A activity and corporate restructuring driving investment banking advisory demand
Value
Valued in line with Investment Banking & Capital Markets peers (0.9x).
Momentum
Weak
-12.4% over 3m
Quality
Excellent
High-growth business (46% revenue growth, 98% gross margin). Profitable with strong growth momentum.
Dividend
Modest
1.16% yield
Smart-money signal
Who's buying EVR right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 28, 2026
JUL 29, 2026
Reported EPS of $2.91 vs $3.03 consensus (-4.0% surprise). Revenue of $998.5M vs $985.0M expected (+1.4%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-4.0%
Revenue trend · last 8Q
—
+24%
+20%
+21%
+41%
+33%
+100%
+18%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$734.2M
$975.3M
$699.0M
$838.0M
$1.0B
$1.3B
$1.4B
$990.2M
Margins · last 8Q
Gross
100.0%
Operating
14.8%
Profit
9.6%
Wall Street consensus
6 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Evercore · Aug 10, 2026
vs Industry
How EVR stacks vs Financial - Capital Markets
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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