EVR
Evercore Inc. NYSE Listed Aug 14, 2006$371.72
+1.28%
vs $367.04
Mkt Cap $14.4B
52w Low $244.40
88.2% of range
52w High $388.71
50d MA $344.24
200d MA $330.41
P/E (TTM)
26.5x
EV/EBITDA
19.4x
P/B
7.1x
Debt/Equity
0.6x
ROE
29.1%
P/FCF
14.0x
RSI (14)
64.60
ATR (14)
$12.57
Beta
1.55
50d MA
$344.24
200d MA
$330.41
Avg Volume
410.0K
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; 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; and manages financial assets for institutional investors. 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.
55 East 52nd Street · New York City, NY 10055 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29, 2026 | TNS | 5.43 | 7.53 | +38.7% | 324.14 | +0.9% | -0.9% | -1.4% | +0.7% | +2.3% | +2.1% | — |
| Feb 4, 2026 | TNS | 3.83 | 5.13 | +33.9% | 356.36 | -3.9% | -1.5% | +1.9% | +0.5% | +0.7% | -4.6% | — |
| Oct 29, 2025 | TNS | 3.25 | 3.48 | +7.1% | 292.49 | -1.5% | -0.3% | +1.0% | +1.9% | -0.9% | +2.0% | — |
| Jul 30, 2025 | TNS | 1.78 | 2.42 | +36.0% | 310.25 | -1.5% | -2.9% | -2.4% | +2.0% | -0.5% | +0.4% | — |
| Apr 30, 2025 | TNS | 1.54 | 3.49 | +126.6% | 205.29 | +0.4% | +0.4% | +3.6% | -0.8% | -2.9% | +1.0% | — |
| Feb 5, 2025 | TNS | 2.90 | 3.41 | +17.6% | 285.06 | +1.0% | +0.1% | -3.5% | -1.2% | -2.4% | -0.0% | — |
| Oct 23, 2024 | TNS | 1.96 | 2.04 | +4.1% | 257.74 | +0.7% | +2.0% | -0.8% | +0.3% | +1.5% | -0.1% | — |
| Jul 24, 2024 | TNS | 1.63 | 1.81 | +11.0% | 236.39 | -0.1% | +3.9% | +1.4% | -1.6% | +0.8% | +1.3% | — |
| Apr 24, 2024 | TNS | 2.09 | 2.13 | +1.9% | 186.59 | -2.4% | -1.6% | +0.3% | +0.3% | -1.8% | +1.4% | — |
| Jan 31, 2024 | TNS | 1.67 | 2.02 | +21.0% | 171.73 | +0.9% | +1.9% | +1.0% | -1.1% | -0.7% | -0.8% | — |
| Oct 25, 2023 | TNS | 1.19 | 1.30 | +9.2% | 126.39 | +0.0% | +0.9% | -0.6% | +2.2% | +0.5% | +1.4% | — |
| Jul 26, 2023 | TNS | 1.28 | 0.96 | -25.0% | 136.50 | +0.5% | -1.9% | +0.2% | +0.6% | +0.1% | +0.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 30 | UBS | Maintains | Neutral → Neutral | — | $324.14 | $327.09 | +0.9% | -0.9% | -1.4% | +0.7% | +2.3% | +2.1% |
| Apr 14 | Goldman Sachs | Maintains | Buy → Buy | — | $350.54 | $350.75 | +0.1% | +2.0% | -0.2% | +0.1% | +1.5% | -1.3% |
| Apr 9 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $326.02 | $323.13 | -0.9% | +2.7% | +0.9% | +3.7% | +2.0% | -0.2% |
| Apr 1 | Goldman Sachs | Maintains | Buy → Buy | — | $298.51 | $303.36 | +1.6% | +0.9% | +1.2% | -0.1% | +0.7% | +6.2% |
| Mar 12 | UBS | Maintains | Neutral → Neutral | — | $288.33 | $281.80 | -2.3% | -7.3% | +0.4% | +1.5% | +2.3% | -1.3% |
| Mar 12 | Goldman Sachs | Maintains | Buy → Buy | — | $288.33 | $281.80 | -2.3% | -7.3% | +0.4% | +1.5% | +2.3% | -1.3% |
| Feb 5 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $356.36 | $342.60 | -3.9% | -1.5% | +1.9% | +0.5% | +0.7% | -4.6% |
| Feb 5 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $356.36 | $342.60 | -3.9% | -1.5% | +1.9% | +0.5% | +0.7% | -4.6% |
| Feb 5 | UBS | Maintains | Neutral → Neutral | — | $356.36 | $342.60 | -3.9% | -1.5% | +1.9% | +0.5% | +0.7% | -4.6% |
| Jan 8 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $373.05 | $374.08 | +0.3% | -2.0% | +0.9% | +0.4% | -1.3% | +0.2% |
| Jan 7 | UBS | Maintains | Neutral → Neutral | — | $374.02 | $373.97 | -0.0% | -0.3% | -2.0% | +0.9% | +0.4% | -1.3% |
| Jan 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $364.47 | $363.42 | -0.3% | +2.6% | -0.3% | -2.0% | +0.9% | +0.4% |
| Dec 17 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $337.22 | $340.00 | +0.8% | -0.9% | +1.3% | +1.2% | +2.6% | -0.8% |
| Dec 8 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $331.69 | $322.25 | -2.8% | -0.6% | +3.1% | +1.4% | -0.0% | -2.2% |
| Oct 30 | Morgan Stanley | Maintains | Overweight → Overweight | — | $292.49 | $288.00 | -1.5% | -0.3% | +1.0% | +1.9% | -0.9% | +2.0% |
| Oct 30 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $292.49 | $288.00 | -1.5% | -0.3% | +1.0% | +1.9% | -0.9% | +2.0% |
| Oct 13 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $300.99 | $307.69 | +2.2% | +4.9% | +1.3% | +1.2% | -2.4% | -0.3% |
| Sep 8 | Morgan Stanley | Maintains | Overweight → Overweight | — | $318.77 | $320.40 | +0.5% | +1.7% | +0.3% | +2.3% | +3.2% | -0.4% |
| Jul 31 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $310.25 | $305.60 | -1.5% | -2.9% | -2.4% | +2.0% | -0.5% | +0.4% |
| Jul 31 | Morgan Stanley | Maintains | Overweight → Overweight | — | $310.25 | $305.60 | -1.5% | -2.9% | -2.4% | +2.0% | -0.5% | +0.4% |
| Jul 14 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $291.53 | $292.55 | +0.3% | +0.4% | -1.9% | +2.4% | +1.7% | -0.1% |
| Jul 14 | JMP Securities | Downgrade | Market Outperform → Market Perform | — | $291.53 | $292.55 | +0.3% | +0.4% | -1.9% | +2.4% | +1.7% | -0.1% |
| Jul 11 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $298.97 | $297.07 | -0.6% | -2.5% | +0.4% | -1.9% | +2.4% | +1.7% |
| Jul 7 | Goldman Sachs | Maintains | Buy → Buy | — | $287.50 | $285.52 | -0.7% | -1.3% | +0.6% | +2.8% | +1.9% | -2.5% |
| Jun 23 | Morgan Stanley | Upgrade | Equal Weight → Overweight | — | $244.54 | $248.33 | +1.5% | +5.0% | +3.2% | +0.7% | +1.7% | -1.0% |
| May 15 | Goldman Sachs | Maintains | Buy → Buy | — | $240.26 | $238.42 | -0.8% | -1.2% | +1.8% | -0.5% | -1.6% | -5.3% |
| May 12 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $216.90 | $229.68 | +5.9% | +7.4% | +1.4% | +1.7% | -1.2% | +1.8% |
| May 1 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $205.29 | $206.20 | +0.4% | +0.4% | +3.6% | -0.8% | -2.9% | +1.0% |
| May 1 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $205.29 | $206.20 | +0.4% | +0.4% | +3.6% | -0.8% | -2.9% | +1.0% |
| Apr 30 | Goldman Sachs | Maintains | Buy → Buy | — | $199.00 | $210.60 | +5.8% | +3.2% | +0.4% | +3.6% | -0.8% | -2.9% |
| Apr 8 | JMP Securities | Upgrade | Market Perform → Market Outperform | — | $164.87 | $173.97 | +5.5% | -0.7% | +15.7% | -7.7% | -0.6% | +4.2% |
| Apr 8 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $164.87 | $173.97 | +5.5% | -0.7% | +15.7% | -7.7% | -0.6% | +4.2% |
| Apr 7 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $163.95 | $152.68 | -6.9% | +0.6% | -0.7% | +15.7% | -7.7% | -0.6% |
| Apr 2 | Goldman Sachs | Maintains | Buy → Buy | — | $200.43 | $195.19 | -2.6% | +4.8% | -15.5% | -7.7% | +0.6% | -0.7% |
| Mar 14 | Goldman Sachs | Maintains | Buy → Buy | — | $193.85 | $198.07 | +2.2% | +3.6% | +1.7% | -1.4% | +1.4% | +0.1% |
| Mar 13 | Morgan Stanley | Maintains | Overweight → Overweight | — | $198.48 | $195.88 | -1.3% | -2.3% | +3.6% | +1.7% | -1.4% | +1.4% |
| Feb 6 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $285.06 | $287.99 | +1.0% | +0.1% | -3.5% | -1.2% | -2.4% | -0.0% |
| Jan 14 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $260.86 | $267.43 | +2.5% | +2.0% | +3.8% | +1.1% | +1.2% | +1.8% |
| Jan 13 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $262.95 | $258.70 | -1.6% | -0.8% | +2.0% | +3.8% | +1.1% | +1.2% |
| Dec 20 | Keefe, Bruyette & Woods | Upgrade | Market Perform → Outperform | — | $270.57 | $269.08 | -0.6% | +1.9% | -0.2% | +1.5% | +1.1% | -1.6% |
| Dec 12 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $297.44 | $297.98 | +0.2% | +0.7% | -1.3% | +1.0% | -2.7% | -6.1% |
| Oct 9 | Morgan Stanley | Maintains | Overweight → Overweight | — | $248.61 | $249.86 | +0.5% | +2.6% | -0.9% | +5.0% | +2.0% | +0.6% |
| Oct 8 | UBS | Maintains | Neutral → Neutral | — | $247.57 | $248.12 | +0.2% | +0.4% | +2.6% | -0.9% | +5.0% | +2.0% |
| Sep 23 | Morgan Stanley | Maintains | Overweight → Overweight | — | $256.75 | $258.33 | +0.6% | +0.8% | -0.1% | -0.8% | +0.2% | -1.1% |
| Jul 25 | Goldman Sachs | Maintains | Neutral → Neutral | — | $236.39 | $236.17 | -0.1% | +3.9% | +1.4% | -1.6% | +0.8% | +1.3% |
| Jul 25 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $236.39 | $236.17 | -0.1% | +3.9% | +1.4% | -1.6% | +0.8% | +1.3% |
| Jul 23 | Morgan Stanley | Maintains | Overweight → Overweight | — | $240.45 | $242.73 | +0.9% | +1.6% | -3.2% | +3.9% | +1.4% | -1.6% |
| Jul 12 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $225.47 | $226.77 | +0.6% | +0.7% | +4.2% | +3.4% | -0.4% | -0.6% |
| Jul 10 | Morgan Stanley | Maintains | Overweight → Overweight | — | $214.61 | $215.64 | +0.5% | +3.0% | +2.0% | +0.7% | +4.2% | +3.4% |
| Jul 9 | UBS | Maintains | Neutral → Neutral | — | $212.64 | $215.01 | +1.1% | +0.9% | +3.0% | +2.0% | +0.7% | +4.2% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 11, 2026 | LaLonde Timothy Gilbert | Chief Financial Officer | Sell | 7,808 | $343.06 | $2.7M | 34,800 | +2.26% | — |
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
The departure of experienced leadership from AvePoint's board removes institutional expertise in data security and Asian markets, potentially signaling internal governance changes that investors should monitor for strategic implications.
Mar 13
8-K
Evercore Inc. -- 8-K Filing
Evercore Inc. appointed Jonathan Varney, former DOJ Antitrust Division head, enhancing the firm's regulatory and legal advisory capabilities for clients navigating complex merger reviews and antitrust matters.
Feb 4
8-K
Evercore Inc. -- 8-K Filing
Evercore reported record full-year revenues of $3.9 billion with strong operating margins, demonstrating robust financial performance driven by investment banking and advisory services in 2024.
Feb 4
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Portfolio Management Llc | 1,974,144 | $589M | New | Mar 2026 |
| 2 | Vanguard Capital Management Llc | 1,694,949 | $506M | New | Mar 2026 |
| 3 | Fmr Llc | 1,669,662 | $498M | Added | Mar 2026 |
| 4 | Morgan Stanley | 1,373,206 | $467M | Added | Dec 2025 |
| 5 | Invesco Ltd. | 1,424,686 | $425M | Added | Mar 2026 |
| 6 | Aqr Capital Management Llc | 1,316,852 | $388M | Added | Mar 2026 |
| 7 | Boston Partners | 580,174 | $173M | Reduced | Mar 2026 |
| 8 | Jpmorgan Chase & Co | 468,882 | $134M | Added | Mar 2026 |
| 9 | Point72 Asset Management | 390,584 | $117M | New | Mar 2026 |
| 10 | Northern Trust Corp | 357,164 | $107M | Added | Mar 2026 |
| 11 | Primecap Management Co/ca/ | 353,950 | $106M | Added | Mar 2026 |
| 12 | Bank Of New York Mellon Corp | 319,237 | $95M | — | Mar 2026 |
| 13 | Bnp Paribas Asset Management Holding S.a. | 318,967 | $95M | Added | Mar 2026 |
| 14 | Ubs Group Ag | 292,605 | $87M | Reduced | Mar 2026 |
| 15 | Artemis Investment Management Llp | 275,182 | $82M | Added | Mar 2026 |
| 16 | William Blair Investment Management, Llc | 256,476 | $77M | Reduced | Mar 2026 |
| 17 | Qube Research & Technologies Ltd | 248,864 | $74M | Added | Mar 2026 |
| 18 | Bank Of America Corp /de/ | 234,689 | $70M | Reduced | Mar 2026 |
| 19 | Arrowstreet Capital, Limited Partnership | 232,571 | $69M | New | Mar 2026 |
| 20 | Victory Capital Management Inc | 198,770 | $59M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$14.38B
Enterprise Value
$15.57B
P/E (TTM)
26.46x
Forward P/E
20.21x
PEG Ratio
0.46x
P/B
7.11x
P/S
4.25x
P/FCF
13.95x
EV/EBITDA
19.36x
Shares Out
44.4M
Financials (TTM)
Revenue
$3.88B
Net Income
$591.9M
EBITDA
$804.4M
Free Cash Flow
$1.18B
Op Cash Flow
$1.26B
EPS Basic
$15.29
EPS Diluted
$14.05
EPS Forward
$18.39
Gross Margin
99.4%
Op Margin
20.5%
Net Margin
15.3%
Balance Sheet
Total Assets
$5.36B
Total Liab.
$3.04B
Total Equity
$2.32B
Cash
$1.47B
LT Debt
$540.2M
Book Value/Sh
$52.27
Debt/Equity
0.57x
Current Ratio
5.80
Quick Ratio
5.80
Returns & Growth
ROE
29.1%
ROA
11.1%
ROIC
12.5%
Rev Growth YoY
+29.5%
EPS Growth YoY
+55.1%
Price Returns
2W
-0.1%
1M
+6.1%
3M
+10.4%
6M
+6.5%
12M
+47.2%
Technicals
52W High
$388.71
52W Low
$244.40
50d MA
$344.24
200d MA
$330.41
RSI (14)
64.60
ATR (14)
$12.57
Beta
1.55
Avg Volume
410K
Dividends
Div Rate
$3.25
Div Yield
1.0%
Frequency
4
Ex-Div Date
Feb 27, 2026
Analyst Price Targets
Consensus
$382.67
High
$420.00
Low
$330.00
Median
$383.00
Data updated apr 25, 2026 8:02am
· Source: financialmodelingprep.com