Evercore
About: Evercore Inc is an independent investment bank that derives the majority of its revenue from financial advisory, including merger, acquisition, and restructuring advisory. It also has institutional equities trading, equity underwriting, and investment management businesses that account for around 20% of net revenue. The company was founded in 1996 and went public in 2006. Evercore had approximately 2,380 employees at the end of 2024, and about 75% of its revenue is derived from the United States.
Employees: 2,395
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
25% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 179
10% more call options, than puts
Call options by funds: $41.5M | Put options by funds: $37.9M
0.66% less ownership
Funds ownership: 87.37% [Q4 2024] → 86.71% (-0.66%) [Q1 2025]
6% less funds holding
Funds holding: 579 [Q4 2024] → 544 (-35) [Q1 2025]
25% less first-time investments, than exits
New positions opened: 78 | Existing positions closed: 104
27% less capital invested
Capital invested by funds: $9.22B [Q4 2024] → $6.77B (-$2.45B) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 3 (-3) [Q1 2025]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$175
27%
downside
Avg. target
$224
7%
downside
High target
$266
11%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
Goldman Sachs James Yaro | 11%upside $266 | Buy Maintained | 15 May 2025 |
Keefe, Bruyette & Woods Aidan Hall | 7%upside $257 | Outperform Maintained | 12 May 2025 |
Morgan Stanley Ryan Kenny | 27%downside $175 | Equal-Weight Maintained | 1 May 2025 |
Wells Fargo Michael Brown | 19%downside $194 | Equal-Weight Maintained | 1 May 2025 |
JMP Securities Devin Ryan | 4%downside $230 | Market Outperform Upgraded | 8 Apr 2025 |
Financial journalist opinion
Based on 9 articles about EVR published over the past 30 days
Positive
CNBC Television
3 days ago
Final Trades: QXO, Evercore, Charles Schwab and the XLE
The Investment Committee give you their top stocks to watch for the second half.
Positive
Zacks Investment Research
4 days ago
New Strong Buy Stocks for June 11th
PROSY, EVR, VEEV, BAESY and SSUMY have been added to the Zacks Rank #1 (Strong Buy) List on June 11, 2025.
Neutral
Business Wire
1 week ago
Mike Addeo Joins Evercore as Senior Managing Director in Private Capital Advisory
NEW YORK--(BUSINESS WIRE)--Evercore (NYSE: EVR) announced today that Mike Addeo has joined the firm as a senior managing director in its Private Capital Advisory (PCA) group, based in New York. “We are delighted to welcome Mike to Evercore,” said Nigel Dawn, global head of Evercore's PCA group. “Mike brings deep experience across private credit, a strong track record in structuring complex transactions, and a trusted network of institutional relationships. His expertise will further strengthen.
Neutral
Business Wire
1 week ago
Evercore Chairman and Chief Executive Officer John S. Weinberg to Participate in the Morgan Stanley U.S. Financials Conference on June 10
NEW YORK--(BUSINESS WIRE)--Evercore Chairman and Chief Executive Officer John S. Weinberg to Participate in the Morgan Stanley U.S. Financials Conference on June 10.
Neutral
Business Wire
1 week ago
Evercore Wealth Management Expands San Francisco Office with Appointments of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winnie Yam
NEW YORK--(BUSINESS WIRE)--Evercore Wealth Management today announced the expansion of the firm's San Francisco office with the appointment of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winifred (Winnie) Yam. All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust. “This is an exciting development for our firm,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company N.A. “Our new colleagues have.
Positive
Seeking Alpha
2 weeks ago
Evercore: Stay The Course
Evercore defies the macro overhang in Q1. A closer look at its quarterly report indicates plenty more upside to come. Stay the course with this fast-growing boutique investment bank.
Positive
Zacks Investment Research
2 weeks ago
Evercore (EVR) Up 14% Since Last Earnings Report: Can It Continue?
Evercore (EVR) reported earnings 30 days ago. What's next for the stock?
Positive
Zacks Investment Research
3 weeks ago
Goldman Vs Evercore: Which Investment Banking Stock is a Smarter Bet?
GS and EVR are focusing on strengthening their IB businesses. Read on to know which stock presents a better opportunity.
Neutral
Business Wire
3 weeks ago
Evercore to Host 5th Annual Consumer & Retail Conference, June 10-11, 2025
NEW YORK--(BUSINESS WIRE)--Evercore (NYSE: EVR) will host its 5th annual Consumer & Retail Conference in New York City on June 10-11, 2025. This year's event will feature executives and industry experts from over 40 leading companies discussing multichannel transformation alongside the effects of the shifting geopolitical landscape. Evercore ISI Director of Research Marc Harris said, “I am excited to join some of the most forward-thinking leaders in the consumer and retail sector at this ye.
Negative
Seeking Alpha
1 month ago
Dividend Investors, It's Time To Raise Cash, Here's Why
Despite my usual inclination to invest in dividend-paying stocks, current market valuations and economic risks lead me to prefer raising cash over investing. The 10-year Treasury yield reflects a tug-of-war between inflation and economic weakness, influenced by tariffs and trade uncertainties. The recent U.S.-U.K. trade deal is a positive development, but it doesn't fully offset the higher tariffs still in place post-"Liberation Day."
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