Evercore Inc. (EVR) Stock Price & Analysis
Evercore Inc. (EVR) closed at USD 255.39 on Thursday, October 22, 2026, up 1.34% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 252.01; the Oct 22, 2026 session ranged USD 246.75–256.35 on volume of 607,116 shares. Market capitalization is $9.82B, with a 52-week range of USD 245.47–388.71 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 08:38 UTC.
Also available as compact Markdown for AI agents: nexqual.com/EVR.md
Key facts (EVR)
- Last four reported quarters (through Jun 30, 2026): revenue $4.74B, net income $745M (15.7% margin), free cash flow $1.63B (SEC filings).
- Valuation: P/E 13.2x (avg 27.2x at the last 3 fiscal year-ends), net cash $1.86B.
- 1 of 80 tracked superinvestors hold EVR (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $2.7M; 1 not under a Rule 10b5-1 plan ($2.7M); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.18 on a 1–5 scale) (11 analysts), mean target USD 332.2 (range 285–375).
- Total return with dividends: 1Y -18.7% vs S&P 500 +14.9%; 5Y +74.3% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 2.48, revenue estimate $926M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (EVR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.31B | $2.78B | $2.44B | $3.00B | $3.88B | $4.74B |
| Net income | $740M | $477M | $255M | $378M | $592M | $745M |
| EPS (diluted) | $17.08 | $11.61 | $6.37 | $9.08 | $14.05 | — |
| Free cash flow | $1.36B | $508M | $438M | $958M | $1.18B | $1.63B |
| Net margin | 22.4% | 17.1% | 10.5% | 12.6% | 15.3% | 15.7% |
| Revenue growth | +44.7% | -16.0% | -12.1% | +22.7% | +29.5% | — |
| Cash + short-term investments | $2.36B | $2.10B | $2.03B | $2.39B | $3.01B | — |
| Total debt | $376M | $372M | $374M | $336M | $540M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (EVR)
P/E 13.2x · P/S 2.1x · EV/Sales 1.7x · P/FCF 6.0x · P/B 5.3x · FCF yield 16.55% · Earnings yield 7.59% · Dividend yield (paid, TTM) 1.53% · Net cash $1.86B · EV $7.96B
P/E at fiscal year-ends: Dec 2025 24.2x, Dec 2024 30.5x, Dec 2023 26.8x.
Superinvestors (SEC 13F-HR, Q2 2026) (EVR)
1 of 80 tracked investors hold EVR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | <0.01% | $1.4M | Added +1.5% |
Insider sales (SEC Form 4, open-market, last ~7 months) (EVR)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-11 | Lalonde Timothy Gilbert | Chief Financial Officer | 7,808 | $2.7M | 18.3% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (EVR)
Consensus Buy (mean 2.18 on a 1–5 scale), 11 analysts; mean target USD 332.2 (low 285, high 375).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Morgan Stanley | Target lowered | Equal-Weight | $363 → $315 |
| 2026-10-07 | UBS | Target lowered | Neutral | $359 → $318 |
| 2026-10-01 | Goldman Sachs | Target lowered | Buy | $377 → $331 |
| 2026-08-03 | BMO Capital | Target lowered | Market Perform | $390 → $338 |
| 2026-07-30 | UBS | Target raised | Neutral | $350 → $359 |
| 2026-07-30 | Morgan Stanley | Target lowered | Equal-Weight | $376 → $363 |
| 2026-07-30 | Keefe, Bruyette & Woods | Target lowered | Outperform | $390 → $375 |
| 2026-07-10 | Keefe, Bruyette & Woods | Target raised | Outperform | $375 → $390 |
| 2026-07-08 | UBS | Target raised | Neutral | $330 → $350 |
Total return (dividends reinvested) (EVR)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -18.7% | +74.3% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -18.8% | +11.7% |
| Volatility (annualized) | 37.9% | 35.7% |
| Max drawdown | -34.8% (Jan 2026→Oct 2026) | -47.7% (Oct 2021→Sep 2022) |
EVR revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Investment Banking & Equities | $936.2M | 93.8% | +18.8% |
| Investment Management | $23.7M | 2.4% | +14.4% |
| Total revenue | $998.5M | 100% | — |
EVR revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Advisory Fees | $775.6M | 77.7% | +11.2% |
| Underwriting Fees | $97.1M | 9.7% | +201.4% |
| Commissions & Related Revenue | $63.5M | 6.4% | +9.0% |
| Asset Management1 | $23.7M | 2.4% | +14.4% |
| Wealth Management | $23.7M | 2.4% | +14.4% |
| Total revenue | $998.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
EVR suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Glisco Partners II | “We maintain a limited partner's interest in Glisco Partners II, L.P. ("Glisco II"), Glisco Partners III, L.P. ("Glisco III") and Glisco Capital Partners IV, L.P. ("Glisco IV", and together with Glisco II and Glisco III, the "Glisco Funds"), as well as Glisco Manager Holdings LP and the general partners of the Glisco Funds.” |
| Partner | Glisco Partners | “We maintain a limited partner's interest in Glisco Partners II, L.P. ("Glisco II"), Glisco Partners III, L.P. ("Glisco III") and Glisco Capital Partners IV, L.P. ("Glisco IV", and together with Glisco II and Glisco III, the "Glisco Funds"), as well as Glisco Manager Holdings LP and the general partners of the Glisco Funds.” |
| Partner | Glisco Partners III | “We maintain a limited partner's interest in Glisco Partners II, L.P. ("Glisco II"), Glisco Partners III, L.P. ("Glisco III") and Glisco Capital Partners IV, L.P. ("Glisco IV", and together with Glisco II and Glisco III, the "Glisco Funds"), as well as Glisco Manager Holdings LP and the general partners of the Glisco Funds.” |
| Partner | Glisco Capital Partners IV | “We maintain a limited partner's interest in Glisco Partners II, L.P. ("Glisco II"), Glisco Partners III, L.P. ("Glisco III") and Glisco Capital Partners IV, L.P. ("Glisco IV", and together with Glisco II and Glisco III, the "Glisco Funds"), as well as Glisco Manager Holdings LP and the general partners of the Glisco Funds.” |
Quoted from the company's 10-K filed Feb 20, 2026.
Companies that name EVR in their SEC reports
| Relationship to EVR | Company | Filing | Sentence |
|---|---|---|---|
| partner | KNOT Offshore Partners LP (KNOP) | 20-F Apr 17, 2026 | “The Conflicts Committee of the Partnership's Board, which is comprised of only non-KNOT-affiliated directors, retained Evercore Group L.L.C., Richards, Layton & Finger, P.A. and IGB Group as independent advisors to assist it in evaluating the KNOT Offer.” |
| partner | Jasper Therapeutics, Inc. (JSPR) | 10-K Mar 30, 2026 | “February 2024, the Company entered into an underwriting agreement with Cowen and Company, LLC and Evercore Group L.L.C., as the representatives” |
| partner | FRACTYL HEALTH, INC. (GUTS) | 10-K Mar 24, 2026 | “On September 26, 2025, we entered into an underwriting agreement with BofA Securities, Inc. and Evercore Group L.L.C., as representatives of several underwriters, pursuant to which we issued and sold 60,000,000 shares of our common stock, at” |
| partner | AN2 Therapeutics, Inc. (ANTX) | 10-K Mar 17, 2026 | “In August 2023, the Company entered into an Underwriting Agreement with Cowen and Company, LLC, Leerink Partners LLC and Evercore Group L.L.C. as representatives of several underwriters to issue and sell 7,777,778 shares of common stock at an offering price of $9.00 per share through the Underwritten Offering, resulting in net proceeds of $65.5 million, after deducting commissions and other offering costs.” |
| partner | Global Ship Lease, Inc. (GSL) | 20-F Mar 16, 2026 | “On August 16, 2024, the Company entered into an equity distribution agreement with Evercore Group L.L.C. under which” |
| partner | Savara Inc (SVRA) | 10-K Mar 13, 2026 | “On July 6, 2021, the Company entered into a Sales Agreement with Evercore Group L.L.C. ("Evercore"), as sales agent (the "ATM Agreement"), permitting the Company to offer and sell up to an aggregate of $100.0 million of shares of its common stock, par value $0.001 per share, from time to time through Evercore in "at the market offerings" as defined in Rule 415 under the Securities Act of 1933, as amended.” |
| partner | Mineralys Therapeutics, Inc. (MLYS) | 10-K Mar 12, 2026 | “On September 2, 2025, we entered into an underwriting agreement with BofA Securities, Inc., Evercore Group L.L.C. and Goldman Sachs & Co. LLC as representatives of the several underwriters named therein (collectively, the Underwriters), relating to the issuance and sale of 11,274,509 shares of our common stock at a price of $25.50 per share for net proceeds of approximately $269.6 million after deducting an underw…” |
| partner | Atea Pharmaceuticals, Inc. (AVIR) | 10-K Mar 5, 2026 | “Expecting that the results of the HCV Phase 3 clinical development program will drive stockholder value and catalyze business development discussions, in November 2025, we concluded the formal engagement to explore strategic partnerships which we previously entered into with Evercore LLC, a global independent investment bank.” |
| partner | Definium Therapeutics, Inc. (DFTX) | 10-K Feb 26, 2026 | “On August 9, 2024, we entered into an underwriting agreement with Leerink Partners LLC and Evercore Group L.L.C., as representatives of the several underwriters named therein, in connection with an offering of (i) our common shares, and (ii) to certain investors, pre-funded warrants to purchase our common shares.” |
| partner | Viridian Therapeutics, Inc.\DE (VRDN) | 10-K Feb 26, 2026 | “In October 2025, we entered into an underwriting agreement with Jefferies LLC, Leerink Partners LLC, Evercore Group L.L.C. and Stifel, Nicolaus & Company, Incorporated related to the offer and sale of 13,138,750 shares of our common stock, which includes 1,713,750 shares of common stock issued in connection with the exercise in full by the underwriters of their option to purchase additional shares at a public offe…” |
| partner | RED ROBIN GOURMET BURGERS INC (RRGB) | 10-K Feb 25, 2026 | “On November 10, 2025, The Company entered into the Distribution Agreement with Evercore, to establish an at-the-market equity offering program.” |
| partner | FuboTV Inc. (FUBO) | 10-K Mar 3, 2025 | “On August 4, 2022, we entered into an at-the-market sales agreement with Evercore Group L.L.C., Citigroup Global Markets Inc., Morgan Stanley & Co. LLC and Needham & Company, LLC, as sales agents, under which we may, from time to time, sell shares of our common stock having an aggregate offering price of up to $350.0 million through the sales agents (the "ATM Program") under our 2021 Form S-3.” |
EVR company outlook (results filed Jul 29, 2026)
- “As of June 30, 2026, the Company expects to pay an aggregate of $318.5 million related to our deferred cash compensation program at various dates through 2030.”
- “As a result, the Adjusted earnings presentation assumes that the allocation of earnings to Evercore LP's noncontrolling interest holders is substantially eliminated and is therefore subject to statutory tax rates of a C-Corporation under a conventional tax structure in the U.S. and that certain state and local taxes are reduced accordingly. – Presentation of Interest Expense.”
- “As a result, the Adjusted earnings presentation assumes that the allocation of earnings to Evercore LP's noncontrolling interest holders is substantially eliminated and is therefore subject to statutory tax rates of a C-Corporation under a conventional tax structure in the U.S. and that certain state and local taxes are reduced accordingly.”
- “(8) Assumes the exchange into Class A shares of substantially all Evercore LP Units and IPO related restricted stock unit awards in the Adjusted presentation.”
Quoted word-for-word from the SEC 8-K results press release.
EVR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.48 | $3.65 | -32.2% | $925.7M | 10 |
| Next quarter (ends Dec 2026) | $4.97 | $5.56 | -10.6% | $1.33B | 9 |
| Current fiscal year (ends Dec 2026) | $18.11 | $19.85 | -8.7% | $4.64B | 10 |
| Next fiscal year (ends Dec 2027) | $20.83 | $23.27 | -10.5% | $5.25B | 10 |
EVR options: expected move
Options price a move of about ±10.1% (±$25.70) by Nov 20, 2026, which includes earnings on Oct 28, 2026. Over the last 8 reports the stock moved ±4.6% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 44.0% | ±10.1% |
| Dec 18, 2026 | 56 | 40.4% | ±12.9% |
| Mar 19, 2027 | 147 | 40.7% | ±20.6% |
| Jun 17, 2027 | 237 | 40.7% | ±26.0% |
30-day implied volatility 42.6% vs 26.3% realized over the last 30 trading days. Put/call ratio (volume) 0.08. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:38 UTC)
| Price | USD 255.39 |
|---|---|
| Change | ▲ 1.34% (up) |
| Previous Close | USD 252.01 |
| Open | USD 247.42 |
| Day Range | USD 246.75 – 256.35 |
| 52-Week Range | USD 245.47 – 388.71 |
| Volume | 607,116 shares |
| Market Cap | $9.82B |
| Exchange | NYQ |
Technical Analysis (EVR)
Nexqual's technical model rates EVR "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 08:38 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 36.72 (neutral) |
| vs SMA50 | Below (USD 274.97) |
| MACD | -6.25 (negative) |
Analyst Ratings (EVR)
Wall Street analysts rate EVR "Buy" based on 11 analysts, with a mean price target of USD 332.2 (range USD 285–375), per Nexqual as of October 23, 2026 at 08:38 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 11 |
| Mean Target | USD 332.2 |
| High Target | USD 375 |
| Low Target | USD 285 |
| Buy / Hold / Sell | 7 / 4 / 0 |
Earnings (EVR)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 2.48 |
| Revenue Estimate | $925.70M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.91 vs est 3.03 ▼ miss |
| 2026-03-31 | USD 7.53 vs est 5.43 ▲ beat |
| 2025-12-31 | USD 5.13 vs est 4.05 ▲ beat |
| 2025-09-30 | USD 3.48 vs est 3.3 ▲ beat |
Source: Nexqual, October 23, 2026 at 08:38 UTC.
Financials & Fundamentals (EVR)
| Total Revenue | $4.71B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +18.80% |
| Gross Margin | +93.93% |
| Operating Margin | +17.83% |
| Profit Margin | +15.82% |
| ROE | +39.50% |
| Debt / Equity | 0.5 |
| Current Ratio | 1.83 |
| Total Cash | $1.26B |
| Total Debt | $1.09B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.63B (34.3% of revenue) |
Source: Nexqual, October 23, 2026 at 08:38 UTC.
Financial Health Score (EVR)
Nexqual rates Evercore Inc.'s overall financial health "Strong" across five dimensions, as of October 23, 2026 at 08:38 UTC.
| Growth | Strong — Revenue +29% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 94%, operating 18% (last 12 months) |
| Balance Sheet | Solid — $2.40B cash and investments vs $540M debt (Jun 2026, SEC), net cash |
| Cash Flow | Strong — FCF $1.63B (last 4 quarters to Jun 2026, SEC), 34% margin |
| Efficiency | Strong — ROE 40%, ROA 19.3% |
Ownership (EVR)
| Insider Ownership | +2.33% |
|---|---|
| Institutional Ownership | +94.79% |
| Shares Outstanding | 38.46M |
| Float | 36.42M |
| Short % of Float | +3.23% |
Source: Nexqual, October 23, 2026 at 08:38 UTC.
Leadership (EVR)
Evercore Inc. is led by John S. Weinberg, Chairman & CEO, per Nexqual as of October 23, 2026 at 08:38 UTC.
| Chairman & CEO | John S. Weinberg |
|---|---|
| Founder & Senior Chairman | Roger Charles Altman |
| Senior MD & CFO | Timothy Gilbert LaLonde M.B.A., M.Sc. |
| Senior Managing Director, Chief Accounting Officer & Controller | Paul Pensa |
Major Backers & Investors (EVR)
Notable institutional backers of Evercore Inc. include AQR Capital Management, LLC, Invesco, FMR, LLC, according to Nexqual as of October 23, 2026 at 08:38 UTC.
Active Investors
| Investor | Stake |
|---|---|
| AQR Capital Management, LLC | 4.42% |
| Invesco | 4.14% |
| FMR, LLC | 2.93% |
| Morgan Stanley | 2.08% |
| Millennium Management | 1.65% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | 0.88% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 9.61% |
| Vanguard Group | 9.4% |
| State Street | 3.12% |
| Geode Capital | 2.84% |
Source: Nexqual, October 23, 2026 at 08:38 UTC.
From Evercore Inc.'s Latest SEC 10-K Filing (filed 2026-02-20)
Partnerships
- As we begin the year in 2026, our Investment Banking & Equities segment has 171 Investment Banking Senior Managing Directors and 39 Equities Senior Managing Directors with expertise and client relationships in a wide variety of industry sectors and a broad geographic reach.(2) Our investment banking business provides strategic advisory, liability management and restructuring, capital markets advisory and private capital advisory and fundraising services.
Legal & Regulatory Risks (Item 1A, quoted)
- The financial services industry faces substantial litigation and regulatory risks, and we may face damage to our professional reputation and legal liability.
- The cost of compliance with international broker-dealer, employment, labor, benefits and tax regulations may adversely affect our business and hamper our ability to expand internationally.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:38 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt