Evercore/$EVR

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About Evercore

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.

Ticker

$EVR
Sector

Primary listing

NYSE

Employees

2,455

Evercore Metrics

BasicAdvanced
$12B
28.51
$11.01
1.48
$3.28
1.07%

What the Analysts think about Evercore

Analyst ratings (Buy, Hold, Sell) for Evercore stock.

Bulls say / Bears say

Evercore’s $196 million acquisition of Robey Warshaw is forecast to be earnings accretive in its first full year while significantly strengthening its EMEA advisory platform (Reuters).
The firm holds a 9.7% global market share in M&A financial advice, ranking eighth worldwide, underscoring its competitive advisory strength in the high-fee investment banking sector (Reuters).
Post-acquisition, Evercore now employs over 400 bankers across nine EMEA countries, enhancing its talent pool and positioning to capture a forecasted uptick in regional dealmaking (Reuters).
Intensifying competition from larger banks and boutique advisers in Europe, including JPMorgan, Citi, PJT Partners, and PWP, may pressure Evercore’s deal flow and fee pricing, squeezing its advisory margins and market positioning (Reuters).
The acquisition of Robey Warshaw entails long-term retention incentives—cash and stock payments over six years—to secure its partners, which could elevate Evercore’s compensation expenses and weigh on profitability (Reuters).
The Robey Warshaw deal is not expected to close until Q4 2025, delaying the anticipated earnings accretion and exposing Evercore to integration and market risks before synergies materialize (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 9 Oct 2025.

Evercore Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Evercore Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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