Evercore Inc. (NYSE: EVR) is a Financial Services company in the Financial - Capital Markets industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 15.93 | EPS (ttm) | 19.20 | Insider Own | 14.84% | Shs Outstand | 38.68M | Perf Week | -4.56% |
| Market Cap | 11.83B | Forward P/E | 13.55 | EPS next Y | 22.58 | Insider Trans | -0.14% | Shs Float | 36.64M | Perf Month | -9.95% |
| Enterprise Value | 11.67B | PEG | 0.27 | EPS next Q | 3.52 | Inst Own | - | Short Float | 3.23% | Perf Quarter | -7.65% |
| Income | 745.58M | P/S | 2.50 | EPS this Y | 10.45% | Inst Trans | - | Short Ratio | 2.52 | Perf Half Y | -12.87% |
| Sales | 4.74B | P/B | 6.36 | EPS next Y | 15.49% | ROA | 15.85% | Short Interest | 1.18M | Perf YTD | -10.08% |
| Book/sh | - | P/C | 8.20 | EPS next 5Y | 3.53% | ROE | 39.83% | 52W High | 378.48 -21.29% | Perf Year | 2.08% |
| Cash/sh | - | P/FCF | 8.47 | EPS past 3/5Y | 6.57% 11.32% | ROIC | 23.70% | 52W Low | 258.89 15.07% | Perf 3Y | 125.77% |
| Dividend Est. | 3.56 (1.20%) | EV/EBITDA | 11.02 | Sales past 3/5Y | 11.77% 11.17% | Gross Margin | 99.07% | Volatility | 3.42% 3.46% | Perf 5Y | 131.42% |
| Dividend TTM | 3.41 (1.14%) | EV/Sales | 2.46 | EPS Y/Y TTM | 94.93% | Oper. Margin | 21.65% | ATR (14) | 13.14 | Perf 10Y | 500.71% |
| Dividend Ex-Date | Aug 28, 2026 | Quick Ratio | 2.47 | Sales Y/Y TTM | 57.98% | Profit Margin | 15.71% | RSI (14) | 35.94 | Recom | 2.55 |
| Dividend Gr. 3/5Y | 5.34% 7.16% | Current Ratio | 2.47 | EPS Q/Q | 20.25% | SMA20 | -7.24% | Beta | 1.47 | Target Price | 449.40 |
| Payout | 26.82% | Debt/Eq | 0.59 | Sales Q/Q | 18.14% | SMA50 | -10.46% | Rel Volume | 0.76 | Prev Close | 305.94 |
| Employees | 2,570 | LT Debt/Eq | 0.45 | Earnings | Oct 28 | SMA200 | -7.65% | Avg Volume | 444.93K | Price | 297.90 |
| IPO Date | Aug 14, 2006 | Option/Short | Yes / Yes | EPS/Sales Surpr. | -3.93% 1.38% | Net Debt/EBITDA | -0.15 | Volume | 337,270 | Change | -2.63% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-03-26 | Reiterated | BMO Capital | Market Perform | $338 |
| Jul-30-26 | Reiterated | Morgan Stanley | Equal Weight | $376 → $363 |
| Jul-30-26 | Reiterated | Evercore ISI | Sell | $930 → $820 |
| Jul-29-26 | Reiterated | Goldman Sachs | Buy | $399 → $376 |
| Jul-08-26 | Reiterated | UBS | Neutral | $330 → $350 |
| Jun-17-26 | Reiterated | Evercore ISI | Sell | $390 → $930 |
| Apr-30-26 | Reiterated | Morgan Stanley | Equal Weight | $384 → $376 |
| Apr-30-26 | Reiterated | UBS | Neutral | $383 → $330 |
| Apr-14-26 | Reiterated | Goldman Sachs | Buy | $413 → $374 |
| Apr-09-26 | Reiterated | Morgan Stanley | Equal Weight | $381 → $384 |
Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, and Latin America. The company is structured into two core business units: Investment Banking and Investment Management. Its Investment Banking division provides extensive strategic guidance, covering mergers and acquisitions, corporate strategic planning, defense advisory, shareholder relations, special committee engagements, and complex transaction structuring. This segment also delivers capital markets expertise, encompassing equity offerings, corporate restructurings, debt solutions, private placements, market risk management and hedging, private capital advisory, and private fund services. Moreover, it supplies institutional investors with research-backed sales and trading services via a comprehensive, content-driven platform. The Investment Management division specializes in offering wealth management solutions to high-net-worth individuals, foundations, and endowments, in addition to overseeing financial assets for institutional clients. Established in 1995, Evercore Inc. has its headquarters in New York, New York. The firm was formerly known as Evercore Partners Inc. until it rebranded to Evercore Inc. in August 2017.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 4,741 | 3,880 | 2,996 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 72 | 24 | 17 | — | — | — | — | — | — | |
| Gross Profit | 4,697 | 3,856 | 2,980 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 1,550 | 2,501 | 1,974 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 2,122 | 561 | 472 | — | — | — | — | — | — | |
| Operating Income | 1,026 | 794 | 533 | — | — | — | — | — | — | |
| Interest Expense | 33 | 24 | 17 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 16 | 24 | 17 | — | — | — | — | — | — | |
| Net Income Before Taxes | 1,010 | 794 | 533 | — | — | — | — | — | — | |
| Income Taxes | 201 | 153 | 115 | — | — | — | — | — | — | |
| Consolidated Net Income | 745 | 592 | 378 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 809 | 641 | 418 | — | — | — | — | — | — | |
| Net Income | 745 | 592 | 378 | — | — | — | — | — | — | |
| EPS (Recurring) | 19.20 | 15.29 | 9.86 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 19.20 | 15.29 | 9.86 | — | — | — | — | — | — | |
| EPS (Diluted) | 17.70 | 14.05 | 9.08 | — | — | — | — | — | — | |
| EBITDA | 1,058 | 804 | 533 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 16.83 | 24.22 | 30.53 | — | — | — | — | — | — | |
| Price To Sales Ratio | 2.45 | 3.86 | 3.52 | — | — | — | — | — | — | |
| Gross Margin | 99.07 | 99.38 | 99.47 | — | — | — | — | — | — | |
| Operating Margin | 21.64 | 20.46 | 17.79 | — | — | — | — | — | — | |
| Net Margin | 15.71 | 15.26 | 12.62 | — | — | — | — | — | — | |
| Shares Outstanding | 39 | 44 | 38 | — | — | — | — | — | — | |
| Market Capitalization | 11,618 | 14,971 | 10,533 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | 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 |
| Klurfeld Jason | General Counsel | Feb 06 '26 | Sale | 360.00 | 5,000 | 1,800,000 | 49,368 | Feb 06 |
| Pensa Paul | Contr, Prin. Acct.Officer | Feb 05 '26 | Sale | 350.31 | 1,450 | 507,950 | 5,022 | Feb 06 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Dec 31 '25 | Option Exercise | 0.00 | 250,000 | 0 | 150,000 | Jan 02 |
| Carlton Pamela G | Director | Dec 09 '25 | Sale | 343.11 | 192 | 65,877 | 3,481 | Dec 11 |
| LaLonde Timothy Gilbert | Chief Financial Officer | Aug 05 '25 | Sale | 295.44 | 8,407 | 2,483,764 | 37,463 | Aug 07 |
| Klurfeld Jason | General Counsel | Aug 01 '25 | Sale | 285.85 | 5,500 | 1,572,175 | 59,687 | Aug 05 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Feb 10 '25 | Sale | 271.68 | 17,502 | 4,754,943 | 1,643,035 | Feb 10 |
| Pensa Paul | Contr, Prin. Acct.Officer | Feb 07 '25 | Sale | 281.23 | 1,863 | 523,922 | 5,531 | Feb 10 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Feb 07 '25 | Sale | 277.20 | 21,184 | 5,872,205 | 1,660,537 | Feb 10 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Feb 06 '25 | Sale | 285.56 | 17,139 | 4,894,213 | 1,681,721 | Feb 10 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Nov 22 '24 | Sale | 310.52 | 20,814 | 6,463,163 | 1,706,519 | Nov 22 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Nov 21 '24 | Sale | 309.18 | 9,888 | 3,057,172 | 1,727,333 | Nov 22 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Nov 20 '24 | Sale | 299.09 | 10,855 | 3,246,622 | 1,737,221 | Nov 22 |
| HYMAN EDWARD S | Vice Chair EVR & Chairman EISI | Nov 19 '24 | Sale | 298.87 | 8,986 | 2,685,646 | 1,748,076 | Nov 19 |