Evercore
About: Evercore 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: 2,380
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
220% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 35
100% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 6 (+3) [Q4]
34% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $11.4M
13% more funds holding
Funds holding: 508 [Q3] → 576 (+68) [Q4]
11% more capital invested
Capital invested by funds: $8.29B [Q3] → $9.19B (+$901M) [Q4]
1.39% more ownership
Funds ownership: 85.7% [Q3] → 87.09% (+1.39%) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 197
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$173
16%
downside
Avg. target
$235
14%
upside
High target
$339
65%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
Wells Fargo Michael Brown 39% 1-year accuracy 29 / 75 met price target | 12%downside $180 | Equal-Weight Maintained | 8 Apr 2025 |
JMP Securities Devin Ryan 67% 1-year accuracy 4 / 6 met price target | 12%upside $230 | Market Outperform Upgraded | 8 Apr 2025 |
Morgan Stanley Ryan Kenny 18% 1-year accuracy 4 / 22 met price target | 16%downside $173 | Equal-Weight Downgraded | 7 Apr 2025 |
Goldman Sachs James Yaro 40% 1-year accuracy 2 / 5 met price target | 23%upside $252 | Buy Maintained | 2 Apr 2025 |
Keefe, Bruyette & Woods Aidan Hall 40% 1-year accuracy 6 / 15 met price target | 65%upside $339 | Outperform Reiterated | 6 Feb 2025 |
Financial journalist opinion
Based on 6 articles about EVR published over the past 30 days
Neutral
Seeking Alpha
14 hours ago
Evercore, Inc. (EVR) Q1 2025 Earnings Call Transcript
Evercore, Inc. (NYSE:EVR ) Q1 2025 Earnings Conference Call April 30, 2025 8:00 AM ET Company Participants Katy Haber - MD, Head, IR & ESG John Weinberg - Chairman & CEO Timothy LaLonde - Senior MD & CFO Conference Call Participants Devin Ryan - Citizens James Yaro - Goldman Sachs Brendan O'Brien - Wolfe Research Mike Brown - Wells Fargo Securities Jim Mitchell - Seaport Global Securities Ryan Kenny - Morgan Stanley Operator Good morning, and welcome to the Evercore's First Quarter 2025 Earnings Conference Call. Today's call is scheduled to last about 1 hour, including remarks by Evercore management and the question-and-answer session.
Positive
Zacks Investment Research
16 hours ago
Compared to Estimates, Evercore (EVR) Q1 Earnings: A Look at Key Metrics
The headline numbers for Evercore (EVR) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
18 hours ago
Evercore (EVR) Surpasses Q1 Earnings and Revenue Estimates
Evercore (EVR) came out with quarterly earnings of $3.49 per share, beating the Zacks Consensus Estimate of $1.60 per share. This compares to earnings of $2.13 per share a year ago.
Neutral
Business Wire
20 hours ago
Evercore Reports First Quarter 2025 Results; Increases Quarterly Dividend to $0.84 Per Share
NEW YORK--(BUSINESS WIRE)--Evercore Inc. (NYSE: EVR): First Quarter Results U.S. GAAP Adjusted Q1 2025 Q1 2024 Q1 2025 Q1 2024 Net Revenues ($ mm) $ 694.8 $ 580.8 $ 699.9 $ 587.3 Operating Income ($ mm) $ 111.2 $ 84.1 $ 116.3 $ 90.6 Net Income Attributable to Evercore Inc. ($ mm) $ 146.2 $ 85.7 $ 154.8 $ 92.9 Diluted Earnings Per Share $ 3.48 $ 2.09 $ 3.49 $ 2.13 Compensation Ratio 66.2 % 66.8 % 65.7 % 66.0 % Operating Margin 16.0 %.
Neutral
Business Wire
6 days ago
William J. Burns Joins Evercore as Senior Advisor
NEW YORK--(BUSINESS WIRE)--Evercore (NYSE: EVR) announced today that William J. Burns will join the firm in June as senior advisor for global affairs, based in Washington, D.C. Bill Burns has one of the most distinguished foreign policy and diplomatic records in American history, serving six presidents of both parties. Most recently, he served as Director of the Central Intelligence Agency and a member of President Biden's Cabinet, where he played a critical role in dealing with a range of glob.
Negative
Zacks Investment Research
2 weeks ago
Analysts Estimate Evercore (EVR) to Report a Decline in Earnings: What to Look Out for
Evercore (EVR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
1 month ago
Evercore: Overly Penalized
Evercore, much like its investment bank peers, has sold off since the election. A closer look suggests that the fundamentals remain quite strong. The risk/reward looks interesting at current valuations.
Neutral
Benzinga
1 month ago
5 Oversold Stocks To Consider As Market Enters Correction
The S&P 500 had another bloody day on Thursday, once again dropping more than 1% and officially entering correction territory. A correction is typically defined as a 10% drop from all-time highs and while they're common even in bull market years, the speed of the most recent drop has investors jittery.
Positive
Zacks Investment Research
1 month ago
Strength Seen in Evercore (EVR): Can Its 3.5% Jump Turn into More Strength?
Evercore (EVR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Neutral
Business Wire
1 month ago
Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner
NEW YORK--(BUSINESS WIRE)--Evercore Wealth Management today announced the promotions of Paulo Coelho, Neza Gallitano and Alex Lyden to partner. Mr. Coelho and Ms. Gallitano are wealth & fiduciary advisors at Evercore Wealth Management and its affiliate, Evercore Trust Company N.A.; Mr. Lyden is the chief fiduciary officer at Evercore Trust Company. “Paulo, Neza and Alex are strong contributors to our firm, focused on meeting clients' financial goals and earning their trust,” said Chris Zand.
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