Evercore (EVR) Stock Price, News & Analysis

Company Overview

Evercore (NYSE: EVR) is a leading global independent investment banking advisory firm specializing in mergers and acquisitions, financing, restructuring, and capital markets advisory services. The firm serves corporations, financial sponsors and governments, offering tailored advice on complex strategic transactions. Evercore’s advisory teams work across various industries, providing sell-side and buy-side M&A guidance, fairness opinions, and valuation services to help clients achieve their strategic objectives.

In addition to its core advisory business, Evercore offers comprehensive investment management and institutional equities capabilities through its subsidiary, Evercore ISI. The firm’s investment management platform provides wealth management, private funds, and outsourced CIO solutions for institutional and private clients. Meanwhile, Evercore ISI delivers research, sales, and trading services covering a broad range of sectors, supporting institutional investors with in-depth market analysis and execution services.

Founded in 1995 by Roger C. Altman and a team of industry veterans, Evercore established itself as one of the first independent investment banks, free from the conflicts inherent in larger universal banking models. Headquartered in New York City, the firm has expanded its global presence with offices across the Americas, Europe, the Middle East and Asia. This international footprint enables Evercore to advise on cross-border transactions and provide localized insights for clients around the world.

Evercore’s leadership is anchored by Executive Chairman Roger C. Altman, a former U.S. Deputy Treasury Secretary, and President and CEO Ralph M. Schlosstein, who has overseen the firm’s strategic growth and diversification. Under their guidance, Evercore continues to build its reputation for independent advice, deep industry expertise and a client-focused approach that emphasizes integrity and long-term value creation.

Key Stats

• Today's Range: $306.07 to $318.24
• 50-Day Range: $269.90 to $325.68
• 52-Week Range: $148.63 to $327.50
• Volume: 450,874 shs
• Average Volume: 357,837 shs
• Market Capitalization: $12.06 billion
• P/E Ratio: 28.40
• Dividend Yield: 1.08%
• Price Target: $284.29
• Consensus Rating: Hold

Evercore Stock Analysis - MarketRank™

Evercore scored higher than 95% of companies evaluated by MarketBeat, and ranked 79th out of 936 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.2 / 5
• Analyst Rating: Hold

Consensus Rating

Evercore has received a consensus rating of Hold. The company's average rating score is 2.44, and is based on 4 buy ratings, 5 hold ratings, and no sell ratings.

Amount of Analyst Coverage

Evercore has been the subject of 8 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 3.1 / 5
• Proj. Earnings Growth: 38.97%

Earnings Growth

Earnings for Evercore are expected to grow by 38.97% in the coming year, from $16.09 to $22.36 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Evercore is 28.40, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 269.50.

Price to Earnings Ratio vs. Sector

The P/E ratio of Evercore is 28.40, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 228.93.

Price to Book Value per Share Ratio

Evercore has a P/B Ratio of 6.28. P/B Ratios above 3 indicate that a company could be overvalued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

2.91% of the float of Evercore has been sold short.

Short Interest Ratio / Days to Cover

Evercore has a short interest ratio ("days to cover") of 2, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Evercore has recently decreased by 13.93%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

Evercore pays a meaningful dividend of 1.04%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Evercore has been increasing its dividend for 18 years.

Dividend Coverage

The dividend payout ratio of Evercore is 30.55%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Evercore will have a dividend payout ratio of 15.03% next year. This indicates that Evercore will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 1.8 / 5
• Environmental Score: -0.19

Percentage of Shares Shorted

2.91% of the float of Evercore has been sold short.

Short Interest Ratio / Days to Cover

Evercore has a short interest ratio ("days to cover") of 2, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Evercore has recently decreased by 13.93%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 1.6 / 5
• News Sentiment: N/A

News Sentiment

Evercore has a news sentiment score of 0.81. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 1.07 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 1 news article for Evercore this week, compared to 3 articles on an average week.

Search Interest

Only 1 people have searched for EVR on MarketBeat in the last 30 days. This is a decrease of -89% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Evercore insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $4,055,939.00 in company stock.

Percentage Held by Insiders

Only 6.08% of the stock of Evercore is held by insiders.

Percentage Held by Institutions

86.23% of the stock of Evercore is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

EVR Stock Analysis - Frequently Asked Questions

How have EVR shares performed this year?

Evercore's stock was trading at $277.19 on January 1st, 2025. Since then, EVR shares have increased by 12.7% and is now trading at $312.4110.

How were Evercore's earnings last quarter?

Evercore Inc (NYSE:EVR) released its quarterly earnings data on Wednesday, July, 30th. The asset manager reported $2.42 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.78 by $0.64. The company's revenue was up 20.7% compared to the same quarter last year.
Read the conference call transcript.

Who are Evercore's major shareholders?

Top institutional shareholders of Evercore include Vanguard Group Inc. (9.81%), Boston Partners (4.40%), Invesco Ltd. (3.60%) and State Street Corp (2.89%). Insiders that own company stock include Edward S Hyman, Jason Klurfeld, Timothy Gilbert Lalonde, Richard I Beattie, Paul Pensa and Pamela G Carlton.
View institutional ownership trends.

How do I buy shares of Evercore?

Shares of EVR stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Evercore own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Evercore investors own include Humana (HUM), American Water Works (AWK), Waste Connections (WCN), The RMR Group (RMR), Voyager Therapeutics (VYGR), DiamondRock Hospitality (DRH) and AU Optronics (AUOTY).

Company Calendar

• Record date for 6/13 Dividend: 5/30/2025
• Ex-Dividend for 6/13 Dividend: 5/30/2025
• Dividend Payable: 6/13/2025
• Last Earnings: 7/30/2025
• Record date for 9/12 Dividend: 8/29/2025
• Ex-Dividend for 9/12 Dividend: 8/29/2025
• Today: 9/03/2025
• Dividend Payable: 9/12/2025
• Next Earnings (Estimated): 10/22/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST BKRS
• Sub-Industry: Investment Banking & Brokerage
• Current Symbol: NYSE:EVR
• CIK: 1360901
• Web: www.evercore.com
• Phone: (212) 857-3100
• Fax: 212-857-3101
• Employees: 2,380
• Year Founded: 1995

Price Target and Rating

• Average Price Target for Evercore: $284.29
• High Price Target: $370.00
• Low Price Target: $230.00
• Potential Upside/Downside: -9.0%
• Consensus Rating: Hold
• Rating Score (0-4): 2.44
• Research Coverage: 9 Analysts

Profitability

• EPS (Trailing Twelve Months): $11.00
• Trailing P/E Ratio: 28.40
• Forward P/E Ratio: 19.42
• P/E Growth: N/A
• Net Income: $378.28 million
• Net Margins: 14.22%
• Pretax Margin: 18.45%
• Return on Equity: 27.29%
• Return on Assets: 13.72%

Debt

• Debt-to-Equity Ratio: 0.15
• Current Ratio: 2.82
• Quick Ratio: 1.52

Sales & Book Value

• Annual Sales: $3.24 billion
• Price / Sales: 3.72
• Cash Flow: $10.59 per share
• Price / Cash Flow: 29.51
• Book Value: $49.71 per share
• Price / Book: 6.28

Miscellaneous

• Outstanding Shares: 38,598,000
• Free Float: 36,251,000
• Market Cap: $12.06 billion
• Optionable: Optionable
• Beta: 1.48