Evercore
0
Funds holding %
of 6,759 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
25% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]
24% more call options, than puts
Call options by funds: $12.5M | Put options by funds: $10.1M
9% more capital invested
Capital invested by funds: $6.68B [Q1] → $7.29B (+$602M) [Q2]
3.15% more ownership
Funds ownership: 87.63% [Q1] → 90.77% (+3.15%) [Q2]
2% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 62
0% more funds holding
Funds holding: 465 [Q1] → 466 (+1) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 179
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$258
4%
downside
Avg. target
$284
6%
upside
High target
$308
15%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
Morgan Stanley Ryan Kenny 85% 1-year accuracy 11 / 13 met price target | 15%upside $308 | Overweight Maintained | 9 Oct 2024 |
UBS Brennan Hawken 72% 1-year accuracy 23 / 32 met price target | 1%downside $265 | Neutral Maintained | 8 Oct 2024 |
Morgan Stanley Ryan Kenny 85% 1-year accuracy 11 / 13 met price target | 14%upside $306 | Overweight Maintained | 23 Sept 2024 |
Wells Fargo Michael Brown 78% 1-year accuracy 21 / 27 met price target | 4%downside $258 | Equal-Weight Initiated | 12 Sept 2024 |
Financial journalist opinion
Based on 11 articles about EVR published over the past 30 days
Charts implemented using Lightweight Charts™