Symbols / EVR Stock $316.79 -1.40% Evercore Inc.

Financial Services • Capital Markets • United States • NYQ
EVR (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: — SMA 50: — SMA 200: —
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Financial Services
Industry Capital Markets
CEO Mr. John S. Weinberg
Exch · Country NYQ · United States
Market Cap 12.25B
Enterprise Value 12.56B
Income 746.97M
Sales 4.55B
FCF (ttm) —
Book/sh 52.74
Cash/sh 36.01
Employees 2,635
Insider 10d —
IPO Aug 14, 2006
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 18.91%
P/E 17.83
Forward P/E 13.75
PEG 1.44
P/S 2.69
P/B 6.01
P/C —
EV/EBITDA —
EV/Sales 2.76
Quick Ratio —
Current Ratio —
Debt/Eq 49.79
LT Debt/Eq —
EPS (ttm) 17.77
EPS next Y 23.04
EPS Growth 106.90%
Revenue Growth 100.30%
EPS Gr Q/Q 106.10%
Rev Gr Q/Q —
Earnings (next) 2026-07-29
Earnings (prior) 2026-04-29
ROA —
ROE —
ROIC —
Gross Margin 94.14%
Oper. Margin 24.49%
Profit Margin 16.40%
Shs Outstand 38.68M
Shs Float 37.49M
Insider Own 5.14%
Instit Own 92.03%
Short Float 2.38%
Short Ratio 1.45
Short Interest 903.04K
52W High 388.71
vs 52W High -18.50%
52W Low 205.43
vs 52W Low 54.21%
Beta 1.55
Impl. Vol. 47.23%
Rel Volume 0.86
Avg Volume 672.76K
Volume 575.26K
Target (mean) $373.80
Tgt Median $375.50
Tgt Low $325.00
Tgt High $435.00
# Analysts 10
Recom Buy
Prev Close $321.29
Price $316.79
Change -1.40%
About

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.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$373.80
Mean price target
2. Current target
$316.79
Latest analyst target
3. DCF / Fair value
$266.55
Fallback: EPS × 15 (assumed fair P/E). No FCF data; use with …
Ratings
Current target
$316.79
Low
$325.00
High
$435.00
Mean
$373.80

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-30 main UBS Neutral → Neutral $330
2026-04-14 main Goldman Sachs Buy → Buy $374
2026-04-09 main Morgan Stanley Equal-Weight → Equal-Weight $384
2026-04-01 main Goldman Sachs Buy → Buy $335
2026-03-12 main UBS Neutral → Neutral $313
2026-03-12 main Goldman Sachs Buy → Buy $383
2026-02-05 main UBS Neutral → Neutral $383
2026-02-05 main Morgan Stanley Equal-Weight → Equal-Weight $381
2026-02-05 main Keefe, Bruyette & Woods Outperform → Outperform $420
2026-01-08 main Keefe, Bruyette & Woods Outperform → Outperform $425
2026-01-07 main UBS Neutral → Neutral $363
2026-01-06 main Morgan Stanley Equal-Weight → Equal-Weight $376
2025-12-17 main Keefe, Bruyette & Woods Outperform → Outperform $396
2025-12-08 down Morgan Stanley Overweight → Equal-Weight $373
2025-10-30 main Morgan Stanley Overweight → Overweight $373
2025-10-30 main Keefe, Bruyette & Woods Outperform → Outperform $345
2025-10-13 main Keefe, Bruyette & Woods Outperform → Outperform $358
2025-10-09 init Deutsche Bank — → Buy $400
2025-10-03 init BMO Capital — → Market Perform $358
2025-09-08 main Morgan Stanley Overweight → Overweight $397
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-06 WILLIAMSON SARAH K Director — 2,000 $290.43 $580,860
2026-02-19 WEINBERG JOHN S. Chief Executive Officer — 31,528 $0.00 $0
2026-02-19 ALTMAN ROGER C Chairman of the Board — 30,062 $0.00 $0
2026-02-19 PENSA PAUL Officer — 1,867 $0.00 $0
2026-02-19 KLURFELD JASON General Counsel — 8,799 $0.00 $0
2026-02-19 LALONDE TIMOTHY GILBERT Chief Financial Officer — 12,465 $0.00 $0
2026-02-19 LINDSEY-CLARK MATTHEW Officer — 7,638 $0.00 $0
2026-02-06 KLURFELD JASON General Counsel — 5,000 $360.00 $1,800,000
2026-02-05 PENSA PAUL Officer — 1,450 $350.31 $507,950
2025-12-31 LALONDE TIMOTHY GILBERT Chief Financial Officer — 100,000 $340.25 $34,025,000
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
3,855.82
+29.41%
2,979.59
+22.82%
2,425.95
-12.17%
2,762.05
Operating Revenue
3,855.82
+29.41%
2,979.59
+22.82%
2,425.95
-12.17%
2,762.05
Selling General And Administration
2,500.83
+26.69%
1,974.04
+19.14%
1,656.88
-2.39%
1,697.52
General And Administrative Expense
2,500.83
+26.69%
1,974.04
+19.14%
1,656.88
-2.39%
1,697.52
Salaries And Wages
2,500.83
+26.69%
1,974.04
+19.14%
1,656.88
-2.39%
1,697.52
Other Gand A
—
—
—
—
Reconciled Depreciation
10.54
+2822.74%
-0.39
-116.21%
2.39
-91.67%
28.65
Total Unusual Items
-9.86
-34.95%
-7.30
-150.09%
-2.92
+6.56%
-3.13
Total Unusual Items Excluding Goodwill
-9.86
-34.95%
-7.30
-150.09%
-2.92
+6.56%
-3.13
Special Income Charges
-9.86
-34.95%
-7.30
-150.09%
-2.92
+6.56%
-3.13
Other Special Charges
—
7.30
+150.09%
2.92
-6.56%
3.13
Restructuring And Mergern Acquisition
9.86
0.00
0.00
0.00
Net Income
591.92
+56.48%
378.28
+48.07%
255.48
-46.39%
476.52
Pretax Income
793.81
+48.89%
533.14
+45.75%
365.79
-48.04%
704.04
Net Interest Income
-24.26
-44.70%
-16.77
-0.31%
-16.72
+0.79%
-16.85
Interest Expense
24.26
+44.70%
16.77
+0.31%
16.72
-0.79%
16.85
Interest Income
0.00
0.00
0.00
0.00
Tax Provision
153.11
+32.67%
115.41
+43.24%
80.57
-53.33%
172.63
Tax Rate For Calcs
0.00
-10.90%
0.00
-1.61%
0.00
-10.20%
0.00
Tax Effect Of Unusual Items
-1.90
-20.24%
-1.58
-146.07%
-0.64
+16.09%
-0.77
Net Income Including Noncontrolling Interests
640.71
+53.38%
417.74
+46.46%
285.22
-46.33%
531.41
Net Income From Continuing Operation Net Minority Interest
591.92
+56.48%
378.28
+48.07%
255.48
-46.39%
476.52
Net Income From Continuing And Discontinued Operation
591.92
+56.48%
378.28
+48.07%
255.48
-46.39%
476.52
Net Income Continuous Operations
640.71
+53.38%
417.74
+46.46%
285.22
-46.33%
531.41
Minority Interests
-48.78
-23.64%
-39.46
-32.66%
-29.74
+45.82%
-54.90
Normalized Income
599.88
+56.22%
384.00
+48.98%
257.76
-46.17%
478.88
Net Income Common Stockholders
591.92
+56.48%
378.28
+48.07%
255.48
-46.39%
476.52
Diluted EPS
14.05
+54.74%
9.08
+42.54%
6.37
-45.13%
11.61
Basic EPS
15.29
+55.07%
9.86
+46.94%
6.71
-44.77%
12.15
Basic Average Shares
38.71
+0.90%
38.37
+0.69%
38.10
-2.86%
39.22
Diluted Average Shares
42.13
+1.16%
41.65
+3.86%
40.10
-2.29%
41.04
Diluted NI Availto Com Stockholders
591.92
+56.48%
378.28
+48.07%
255.48
-46.39%
476.52
Depreciation Amortization Depletion Income Statement
32.56
+33.06%
24.47
+0.49%
24.35
-12.14%
27.71
Depreciation And Amortization In Income Statement
32.56
+33.06%
24.47
+0.49%
24.35
-12.14%
27.71
Occupancy And Equipment
108.78
+19.60%
90.95
+7.85%
84.33
+7.51%
78.44
Other Non Interest Expense
310.80
+19.67%
259.71
+15.63%
224.60
+48.82%
150.92
Professional Expense And Contract Services Expense
103.04
+7.11%
96.20
+30.46%
73.74
-31.90%
108.29
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
5,358.10
+28.37%
4,173.97
+12.71%
3,703.30
+2.27%
3,620.92
Cash And Cash Equivalents
1,466.44
+56.05%
939.71
+44.19%
651.73
-17.11%
786.29
Receivables
619.25
+36.08%
455.07
+14.53%
397.35
-2.38%
407.05
Accounts Receivable
555.81
+31.86%
421.50
+13.43%
371.61
-3.51%
385.13
Other Receivables
63.43
+88.98%
33.57
+30.37%
25.75
+17.49%
21.91
Net PPE
647.22
+10.78%
584.21
+13.20%
516.07
+35.51%
380.83
Gross PPE
817.49
+11.12%
735.67
+0.92%
729.00
+28.37%
567.91
Accumulated Depreciation
-170.27
-12.42%
-151.46
+28.87%
-212.93
-13.82%
-187.08
Machinery Furniture Equipment
147.74
+15.67%
127.73
-13.59%
147.81
+3.15%
143.30
Other Properties
457.15
+4.03%
439.46
+16.22%
378.13
+59.17%
237.56
Leases
212.60
+26.18%
168.49
-17.03%
203.06
+8.56%
187.04
Goodwill And Other Intangible Assets
260.87
+109.62%
124.45
-0.83%
125.49
+1.79%
123.28
Goodwill
230.78
+85.44%
124.45
-0.83%
125.49
+1.79%
123.28
Other Intangible Assets
30.09
—
—
—
Investments And Advances
1,557.12
+5.83%
1,471.39
+3.22%
1,425.45
+5.36%
1,352.87
Total Liabilities Net Minority Interest
3,038.23
+36.11%
2,232.16
+16.21%
1,920.81
+1.39%
1,894.51
Payables And Accrued Expenses
242.09
+194.10%
82.32
+6.56%
77.25
-3.30%
79.88
Payables
242.09
+194.10%
82.32
+6.56%
77.25
-3.30%
79.88
Accounts Payable
44.56
+53.45%
29.04
+11.74%
25.99
-9.78%
28.81
Other Payable
181.59
+274.46%
48.49
+5.79%
45.84
+11.16%
41.23
Employee Benefits
1,381.32
+34.88%
1,024.08
+34.19%
763.16
-16.91%
918.49
Total Tax Payable
15.94
+233.44%
4.78
-11.85%
5.42
-44.89%
9.84
Income Tax Payable
15.94
+233.44%
4.78
-11.85%
5.42
-44.89%
9.84
Current Debt And Capital Lease Obligation
106.65
+14.42%
93.20
+157.05%
36.26
-4.50%
37.97
Current Debt
47.98
+26.43%
37.95
0.00
—
Current Capital Lease Obligation
58.67
+6.18%
55.25
+52.38%
36.26
-4.50%
37.97
Long Term Debt And Capital Lease Obligation
1,048.43
+26.30%
830.11
+2.72%
808.13
+24.36%
649.85
Long Term Debt
540.24
+60.81%
335.94
-10.15%
373.88
+0.57%
371.77
Long Term Capital Lease Obligation
508.19
+2.84%
494.17
+13.80%
434.25
+56.16%
278.08
Non Current Deferred Liabilities
4.65
—
—
—
Non Current Deferred Taxes Liabilities
4.65
—
—
—
Stockholders Equity
2,031.58
+18.97%
1,707.64
+8.29%
1,576.93
+2.61%
1,536.81
Common Stock Equity
2,031.58
+18.97%
1,707.64
+8.29%
1,576.93
+2.61%
1,536.81
Capital Stock
0.88
+3.30%
0.85
+3.29%
0.82
+3.01%
0.80
Common Stock
0.88
+3.30%
0.85
+3.29%
0.82
+3.01%
0.80
Share Issued
87.57
+3.31%
84.77
+3.23%
82.11
+3.05%
79.69
Ordinary Shares Number
38.52
+1.07%
38.12
+0.91%
37.77
-1.50%
38.35
Treasury Shares Number
49.05
+5.14%
46.65
+5.21%
44.34
+7.26%
41.34
Additional Paid In Capital
4,024.50
+14.65%
3,510.36
+10.97%
3,163.20
+10.53%
2,861.78
Retained Earnings
2,581.82
+20.99%
2,133.92
+12.75%
1,892.66
+7.04%
1,768.10
Gains Losses Not Affecting Retained Earnings
-13.13
+63.59%
-36.06
-35.87%
-26.54
+5.02%
-27.94
Treasury Stock
4,562.48
+16.94%
3,901.42
+12.98%
3,453.20
+12.63%
3,065.92
Minority Interest
288.29
+23.11%
234.17
+13.92%
205.56
+8.41%
189.61
Other Equity Adjustments
-13.13
+63.59%
-36.06
-35.87%
-26.54
+5.02%
-27.94
Total Equity Gross Minority Interest
2,319.87
+19.47%
1,941.81
+8.94%
1,782.49
+3.25%
1,726.42
Total Capitalization
2,571.82
+25.85%
2,043.59
+4.76%
1,950.82
+2.21%
1,908.59
Invested Capital
2,619.80
+25.86%
2,081.54
+6.70%
1,950.82
+2.21%
1,908.59
Total Debt
1,155.08
+25.10%
923.32
+9.35%
844.39
+22.76%
687.82
Capital Lease Obligations
566.86
+3.17%
549.42
+16.77%
470.51
+48.87%
316.05
Net Tangible Assets
1,770.70
+11.84%
1,583.19
+9.08%
1,451.44
+2.68%
1,413.53
Tangible Book Value
1,770.70
+11.84%
1,583.19
+9.08%
1,451.44
+2.68%
1,413.53
Available For Sale Securities
1,557.12
+5.83%
1,471.39
+3.22%
1,425.45
+5.36%
1,352.87
Cash Cash Equivalents And Federal Funds Sold
1,466.44
+56.05%
939.71
+44.19%
651.73
-17.11%
786.29
Current Notes Payable
47.98
+26.43%
37.95
0.00
—
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
1,256.46
+27.15%
988.15
+115.78%
457.95
-13.82%
531.38
Cash Flow From Continuing Operating Activities
1,256.46
+27.15%
988.15
+115.78%
457.95
-13.82%
531.38
Net Income From Continuing Operations
640.71
+53.38%
417.74
+46.46%
285.22
-46.33%
531.41
Depreciation Amortization Depletion
10.54
+2822.74%
-0.39
-116.21%
2.39
-91.67%
28.65
Depreciation
—
—
—
—
Depreciation And Amortization
10.54
+2822.74%
-0.39
-116.21%
2.39
-91.67%
28.65
Other Non Cash Items
49.80
+19.16%
41.79
-0.86%
42.15
+1.49%
41.53
Stock Based Compensation
675.10
+18.49%
569.73
+10.55%
515.38
+10.28%
467.34
Asset Impairment Charge
—
—
—
—
Deferred Tax
15.09
+86.85%
8.07
+378.99%
-2.89
-238.48%
-0.85
Deferred Income Tax
15.09
+86.85%
8.07
+378.99%
-2.89
-238.48%
-0.85
Operating Gains Losses
-24.19
+8.00%
-26.30
+24.57%
-34.86
-278.82%
19.50
Gain Loss On Investment Securities
-24.08
+28.50%
-33.68
+2.85%
-34.67
-310.66%
16.46
Net Foreign Currency Exchange Gain Loss
—
—
0.00
0.00
Change In Working Capital
-116.20
-367.89%
-24.84
+93.00%
-354.99
+36.80%
-561.72
Change In Receivables
-129.50
-107.18%
-62.51
-931.78%
7.51
+117.52%
-42.90
Changes In Account Receivables
-124.59
-128.23%
-54.59
-584.25%
11.27
+124.46%
-46.08
Change In Payables And Accrued Expense
41.70
+537.08%
6.55
+145.91%
-14.26
-3568.86%
0.41
Change In Payable
41.70
+537.08%
6.55
+145.91%
-14.26
-3568.86%
0.41
Change In Account Payable
14.49
+731.27%
1.74
+280.43%
-0.97
+11.62%
-1.09
Change In Other Working Capital
200.80
+313.23%
48.59
+115.47%
-314.10
+11.52%
-354.98
Change In Other Current Assets
-131.45
-2033.90%
6.80
+242.82%
-4.76
+95.93%
-116.84
Change In Other Current Liabilities
-97.76
-302.89%
-24.26
+17.46%
-29.39
+38.01%
-47.42
Investing Cash Flow
-98.33
-45.82%
-67.43
-531.67%
15.62
-95.01%
313.30
Cash Flow From Continuing Investing Activities
-98.33
-45.82%
-67.43
-531.67%
15.62
-95.01%
313.30
Net PPE Purchase And Sale
-74.00
-145.85%
-30.10
-50.14%
-20.05
+13.54%
-23.19
Purchase Of PPE
-74.00
-145.85%
-30.10
-50.14%
-20.05
+13.54%
-23.19
Capital Expenditure
-74.00
-145.85%
-30.10
-50.14%
-20.05
+13.54%
-23.19
Net Investment Purchase And Sale
-63.97
-164.27%
-24.21
+29.11%
-34.15
-110.42%
327.62
Purchase Of Investment
-3,311.86
-6.53%
-3,108.79
+6.17%
-3,313.24
-16.22%
-2,850.74
Sale Of Investment
3,247.89
+5.29%
3,084.58
-5.93%
3,279.09
+3.17%
3,178.36
Net Business Purchase And Sale
12.16
0.00
0.00
0.00
Gain Loss On Sale Of Business
—
—
—
0.00
Financing Cash Flow
-635.62
-1.12%
-628.55
-12.80%
-557.23
+24.24%
-735.57
Cash Flow From Continuing Financing Activities
-635.62
-1.12%
-628.55
-12.80%
-557.23
+24.24%
-735.57
Net Issuance Payments Of Debt
212.00
0.00
0.00
0.00
Issuance Of Debt
250.00
0.00
0.00
-100.00%
67.00
Repayment Of Debt
-38.00
0.00
0.00
+100.00%
-67.00
Long Term Debt Issuance
250.00
0.00
0.00
-100.00%
67.00
Long Term Debt Payments
-38.00
0.00
0.00
+100.00%
-67.00
Net Long Term Debt Issuance
212.00
0.00
0.00
0.00
Short Term Debt Issuance
—
—
—
—
Short Term Debt Payments
—
—
—
—
Net Short Term Debt Issuance
—
—
—
—
Net Common Stock Issuance
-661.78
-46.89%
-450.53
-14.94%
-391.96
+28.77%
-550.29
Common Stock Payments
-661.78
-46.89%
-450.53
-14.94%
-391.96
+28.77%
-550.29
Common Stock Dividend Paid
-144.41
-6.32%
-135.83
-6.23%
-127.86
-0.48%
-127.26
Cash Dividends Paid
-144.41
-6.32%
-135.83
-6.23%
-127.86
-0.48%
-127.26
Repurchase Of Capital Stock
-661.78
-46.89%
-450.53
-14.94%
-391.96
+28.77%
-550.29
Net Other Financing Charges
-41.43
+1.79%
-42.19
-12.80%
-37.40
+35.53%
-58.02
Changes In Cash
522.52
+78.84%
292.17
+449.25%
-83.66
-176.67%
109.11
Effect Of Exchange Rate Changes
31.52
+302.75%
-15.54
-191.35%
17.02
+170.08%
-24.28
Beginning Cash Position
882.11
+45.69%
605.48
-9.91%
672.12
+14.44%
587.29
End Cash Position
1,436.14
+62.81%
882.11
+45.69%
605.48
-9.91%
672.12
Free Cash Flow
1,182.46
+23.42%
958.05
+118.78%
437.91
-13.83%
508.19
Interest Paid Supplemental Data
19.90
+22.71%
16.21
+0.20%
16.18
-4.01%
16.86
Income Tax Paid Supplemental Data
117.31
+19.46%
98.20
+31.57%
74.64
-65.71%
217.70
Change In Income Tax Payable
11.16
+1835.77%
-0.64
+85.89%
-4.56
+59.09%
-11.14
Change In Tax Payable
11.16
+1835.77%
-0.64
+85.89%
-4.56
+59.09%
-11.14
Dividends Received CFI
1.89
0.00
-100.00%
0.10
-55.88%
0.24
Earnings Losses From Equity Investments
-0.11
-101.52%
7.38
+3946.35%
-0.19
-106.32%
3.04
Sale Of Business
12.16
0.00
0.00
0.00
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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