Evercore/$EVR
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Capital at risk
About Evercore
Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. Evercore operates globally, with a strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance-sheet lending, allowing it to compete with larger, bulge-bracket banks.
- Ticker
- $EVR
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 2,715
- Headquarters
- New York, United States
- Website
- www.evercore.com
Evercore Metrics
BasicAdvanced
$9.8B
14.34
$17.71
1.51
$3.46
1.40%
Price and volume
Market cap
$9.8B
Beta
1.51
52-week high
$388.71
52-week low
$250.25
Average daily volume
519K
Dividend rate
$3.46
Financial strength
Current ratio
1.827
Quick ratio
1.598
Long term debt to equity
0.472
Total debt to equity
0.502
Dividend payout ratio (TTM)
20.14%
Profitability
Gross margin (TTM)
93.93%
Net profit margin (TTM)
15.82%
Operating margin (TTM)
22.40%
Effective tax rate (TTM)
19.87%
Revenue per employee (TTM)
$1,730,000
Management effectiveness
Return on assets (TTM)
19.29%
Return on equity (TTM)
39.50%
Valuation
Price to earnings (TTM)
14.343
Price to revenue (TTM)
2.091
Price to book
5.26
Price to tangible book (TTM)
6.43
Price to free cash flow (TTM)
6.056
Free cash flow yield (TTM)
16.51%
Free cash flow per share (TTM)
41.956
Dividend yield (TTM)
1.36%
Forward dividend yield
1.40%
Growth
Revenue change (TTM)
45.43%
Earnings per share change (TTM)
60.84%
3-year revenue growth (CAGR)
23.84%
10-year revenue growth (CAGR)
13.52%
3-year earnings per share growth (CAGR)
27.64%
10-year earnings per share growth (CAGR)
30.03%
3-year dividend per share growth (CAGR)
5.34%
10-year dividend per share growth (CAGR)
11.08%
What the Analysts think about Evercore
Analyst ratings (Buy, Hold, Sell) for Evercore stock.
Analyst projections of the future price of Evercore stock.
Bulls say / Bears say
Evercore posted record first-half 2026 net revenues of $2.38 billion, up 56% year on year, while its adjusted operating margin rose to 22.7%. The strong fee growth is translating into improved profitability. (SEC)
Q2 strength spanned several businesses: North American strategic advisory, the Private Funds Group and equities each set revenue records, while underwriting and wealth management had their best quarters. That breadth may help Evercore rely less on any one fee stream. (Nasdaq)
Management reported near-record backlog and strong client engagement, and expects activity to continue into the second half and next year. This gives the firm a sizeable potential source of future fees, though conversion timing is uncertain. (The Motley Fool)
Large-cap strategic deals are currently the main market driver, while middle-market and sponsor-related activity remains below historical levels. A slowdown in large transactions could therefore weigh on fees before those weaker segments recover. (The Motley Fool)
Q2 non-compensation costs rose 34% year on year, faster than the 19% increase in net revenues. Higher travel, professional fees and technology costs could limit the benefit from revenue growth if they persist. (Nasdaq)
Advisory fees fell from $1.245 billion in Q1 to $776 million in Q2, and year-on-year growth slowed from 123% to 11%. Management notes that backlog conversion varies from quarter to quarter, highlighting the risk that deal timing can make earnings uneven. (Evercore, The Motley Fool)
Data summarised monthly by Lightyear AI. Last updated on 14 Oct 2026.
Evercore Financial Performance
Revenues and expenses
Evercore Earnings Performance
Company profitability
Upcoming events
No upcoming events
Evercore News
AllArticlesVideos
Funds containing Evercore
AllUSDGBPEUR
Fund name | Fund size | $EVR weighting |
|---|---|---|
SPDR S&P 400 US Mid Cap$SPY4 | $6.4B | 0.29% |
SPDR S&P 400 US Mid Cap£SPX4 | $6.4B | 0.29% |
L&G Global Quality Dividends£LDGG | £279M | 0.19% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | $3.2B | 0.11% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | $3.2B | 0.11% |
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.

