Evercore Inc.

EVR

$296.91

+2.85%

2026-09-03 16:00:02 EDT+$8.22

Financial Services

Financial - Capital Markets

NYSE

Active Trading

Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, ...

Price Action of EVR

$296.91

+2.85%+$8.22

High—

Low—

52W High-23.0%

Rel. vol—

Interval

Range6.4h

Volume—SMA5SMA10

—

Evercore Inc. (NYSE: EVR) is a premier global independent investment banking advisory firm that has been delivering strategic counsel to major corporations, institutions, and governments for over two decades. Founded in 1995 by Roger Altman, David Offensend, and Austin Beutner, the firm has grown into one of the world's top ...Evercore Inc. (NYSE: EVR) is a premier global independent investment banking advisory firm that has been delivering strategic counsel to major corporations, institutions, and governments for over two decades. Founded in 1995 by Roger Altman, David Offensend, and Austin Beutner, the firm has grown into one of the world's top advisory-centric banks, ranking as the fourth-largest independent investment bank globally by advisory revenue. Evercore operates through two core business segments: Investment Banking and Investment Management. The Investment Banking segment offers a comprehensive suite of services, including mergers and acquisitions (M&A) advisory, corporate strategy, shareholder defense, special committee assignments, restructuring, and capital raising through equity, debt, and private placements. It also provides institutional investors with research-driven sales and trading services, leveraging a content-rich platform that covers a wide range of sectors and geographies. The Investment Management segment focuses on wealth management for high-net-worth individuals, foundations, and endowments, offering fiduciary services and investment solutions, while also managing assets for institutional clients. Since its inception, Evercore has advised on more than $5 trillion in announced transactions, including numerous high-profile deals across industries. The firm is known for its independent, conflict-free advisory approach, which has earned it a strong reputation in the financial community. Financially, Evercore has demonstrated robust profitability with a net profit margin of 15.7% in the trailing twelve months (TTM), and strong returns on equity and assets of 39.8% and 15.8% respectively. The company generates significant free cash flow, reflecting its asset-light model and high operating efficiency. Key figures include Roger Altman, founder and senior chairman, who has been instrumental in shaping the firm's strategy, and John S. Weinberg, who has served as Chairman and CEO since February 2022, bringing decades of experience from Goldman Sachs. With approximately 2,570 employees (as of 2025) across 28 offices in 16 countries, Evercore continues to expand its global footprint. The firm is headquartered at 55 East 52nd Street, New York, NY, with a market capitalization of around $11.8 billion and a stock price of approximately $305.94 as of the latest data. Evercore remains dedicated to excellence, client service, and independent advice, positioning itself as a trusted partner in the complex world of investment banking.ExpandCollapse

Founded

1995

Employees

2715

CEO

John S. Weinberg

Full Name

Evercore Inc.

Sector

Financial Services

Industry

Financial - Capital Markets

ROE

39.83%

Market Cap

$11.49B

Current Ratio

2.47

WACC

10.94%

ROIC

29.54%

Contact Information

https://www.evercore.com

212 857 3100

55 East 52nd Street, New York City, NY 10055

Key Metrics of EVR

Snapshot

Latest / TTM · 6 periods

Market Cap

$11.49B

ROCE

30.8%

EV / EBITDA

10.69x

+14.9% YoY

FCF Yield

14.2%

+6.3% YoY

Cash Conversion Cycle

-171.0d

Current Ratio

2.47

Quick take

TTM —

No major risk flags in selected headline metrics.

Financial Highlights of EVR

Profitability trend

Latest / TTM · 6 periods

Gross Margin

98.5%

Net Margin

15.7%

P/E Ratio

15.46x

n/a

Debt / Equity

0.59

n/a

Current Ratio

2.47

Dividend Yield

1.2%

Understanding

TTM —

No major balance sheet stress in these headline ratios.

Calendar of EVR

Upcoming

Sep 11, 2026In 7 days
Dividend payment
$3.46 per share
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $19.55 · Revenue $4.87B · 5 analysts
Sep 30, 2027
Q3 FY2027 · Estimated results
Est. EPS $4.93 · Revenue $1.31B · 2 analysts
Dec 30, 2027
Q4 FY2027 · Estimated results
Est. EPS $7.06 · Revenue $1.65B · 2 analysts

Recent history

Aug 28, 2026
Ex-dividend date
$3.46 per share
Aug 5, 2026
Q2 FY2026 · Results reported
EPS $2.32 · Revenue $998.50M
View filing
May 6, 2026
Q1 FY2026 · Results reported
EPS $7.20 · Revenue $1.40B
View filing
Feb 20, 2026
FY2025 · Annual results
EPS $14.05 · Revenue $3.88B
View filing
Nov 5, 2025
Q3 FY2025 · Results reported
EPS $3.42 · Revenue $1.05B
View filing
Aug 7, 2025
Q2 FY2025 · Results reported
EPS $2.36 · Revenue $838.04M
View filing

Financial Statements of EVR

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$3.9B	+29.5%	-28.7%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$591.9M	+56.5%	-68.4%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+99.4%	-0.1%	-0.8%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+20.5%	+15.0%	-27.6%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+15.3%	+20.8%	-55.6%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$1.2B	+23.4%	+324.8%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+30.5%	-4.7%	+415.3%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	56.9%	+5.2%	-4.6%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	5.80x	-25.2%	-68.6%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$5.4B	+28.4%	+9.0%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	14.05 vs 13.43	+4.6%	2.32 vs 4.93	-53.0%
Revenue Surprise	$3.9B vs $3.7B	+5.3%	$998.5M vs $1.3B	-23.5%

Insider Transactions of EVR

Acquisitions (A)

Since Jun 10, 2026

Disposals (D)

Since Jun 10, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Jun 11, 2026	LaLonde Timothy Gilbert	officer: Chief Financial Officer	Shares of Class A common stock, par value $0.01 per share	D	7,808	$343.06
Jun 10, 2026	Williamson Sarah K	director	Shares of Class A common stock, par value $0.01 per share	A	727	—
Jun 10, 2026	WHEELER WILLIAM J	director	Shares of Class A common stock, par value $0.01 per share	A	364	—
Jun 10, 2026	VARNEY CHRISTINE A	director	Shares of Class A common stock, par value $0.01 per share	A	727	—
Jun 10, 2026	Robertson Sir Simon	director	Shares of Class A common stock, par value $0.01 per share	A	364	—

Earnings Call Transcript of EVR

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Good morning, and welcome to Evercore's Second Quarter 2026 Earnings Conference Call. Today's call is scheduled to last about 1 hour, including remarks by Evercore management and the question-and-answer session. I will now turn the call over to Katy Haber, Head of Investor Relations at Evercore. Please go ahead. Katy Haber: Thank you, operator. Good morning, and thank you for joining us today for Evercore's Second Quarter 2026 Financial Results Conference Call. I'm Katy Haber, Evercore's Head of Investor Relations. Joining me on the call today is John Weinberg, our Chairman and CEO; and Tim LaLonde, our CFO. After our prepared remarks, we will open up the call for questions. Earlier today, we issued a press release announcing Evercore's second quarter 2026 financial results. Our discussion of our results today is complementary to the press release, which is available on our website at evercore.com. This conference call is being webcast live in the For Investors section of our website, and an archive of it will be available for 30 days beginning approximately 1 hour after the conclusion of this call. During the course of this conference call, we may make a number of forward-looking statements. Any forward-looking statements that we make are subject to various risks and uncertainties, and there are important factors that could cause actual outcomes to differ materially from those indicated in these statements. These factors include, but are not limited to, those discussed in Evercore's filings with the SEC, including our annual report on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K. I want to remind you that the company assumes no duty to update any forward-looking statements. In our presentation today, unless otherwise indicated, we will be discussing adjusted financial measures, which are non-GAAP measures that we believe are meaningful when evaluating the company's performance. For detailed disclosures on these measures and the GAAP reconciliations, you should refer to the financial data contained within our press release, which is posted on our website. We continue to believe that it is important to evaluate Evercore's performance on an annual basis. As we've noted previously, our results for any particular quarter are influenced by the timing of transaction closing. I will now turn the call over to John. John Weinberg: Thank you, Katy, and good morning, everyone. Our record second quarter revenues capped off a record first half for the firm, underscoring the strength of our platform and strategy. For the quarter, we generated $1 billion of adjusted net revenues and adjusted diluted earnings per share of $2.91, up 19% and 20%, respectively, from the second quarter of last year. And for the first half, our revenues were $2.4 billion, up 56% year-over-year. Performance in the quarter continued to be broad-based across nearly all of our businesses with record second quarter revenues in our North American …

Leadership Team of EVR

11 executives

Name	Title	Compensation	Gender	Year Born	Status
John S. Weinberg	Chairman & Chief Executive Officer	USD 11,250,000	Male	1957	Active
Roger Charles Altman	Founder & Senior Chairman	USD 10,750,000	Male	1946	Active
Timothy Gilbert LaLonde	Senior MD & Chief Financial Officer	USD 5,588,043	Male	1962	Active
Paul Pensa	Senior Managing Director, Chief Accounting Officer & Controller	USD 5,138,791	Male	—	Active
William O. Hiltz	Senior Managing Director of Advisory Business	USD 3,905,651	Male	1952	Active
Jason Klurfeld	Senior MD, Corporate Secretary & General Counsel	USD 3,710,000	Male	1973	Active
Matthew Lindsey-Clark	Co-Head of EMEA Investment Banking, Global Adv. Europe & Sr. MD of Strategic Advisory of London	USD 2,722,289	Male	1963	Active
David Kamo	Senior MD of Strategic Advisory of New York & Senior MD in Investment Banking	—	Male	—	Active
Jamie Easton	Senior MD, Head of Communications & External Affairs	—	Female	1979	Active
Sandeep Saini	Senior MD & Chief Information Officer	—	Male	—	Active
Katy Haber	Senior MD, Head of Investor Relations & ESG	—	Female	—	Active

Recent News of EVR

Zacks Investment Research8/28/2026Neutral

Why Is Evercore (EVR) Down 6.6% Since Last Earnings Report?

Evercore (EVR) reported earnings 30 days ago. What's next for the stock?

CNBC Television8/26/2026Neutral

Meta's settlement has mostly put its legal issues behind them, says Evercore's Mark Mahaney

Mark Mahaney, Evercore ISI head of internet research, joins 'Power Lunch' to discuss Meta's recent settlement, what it means for the company going forward and much more.

24/7 Wall Street8/18/2026Neutral

Evercore's Top Strategist Says the Best Earnings Are Behind Us. He Still Wants You Buy Tech

Julian Emanuel, Evercore ISI's chief equity derivatives and quantitative strategist, said on CNBC this week that megacap tech results this quarter were “breathtaking” and then said, “the other side of breathtaking is it is likely to be as good as it gets.

Benzinga8/18/2026Neutral

Ray Dalio Warns AI Bubble Could Burst Like 1929, 2000 as Evercore Sees 16% S&P 500 Upside: '

Wall Street finds itself sharply divided over the market's trajectory as billionaire investor Ray Dalio flags classic signs of an artificial intelligence (AI) bubble, even as Evercore ISI projects the S&P 500 could surge to 9,000 over the next 12 months. The stark divergence highlights a growing clash between macro structural risk models and momentum-driven technical forecasts.

Invezz8/17/2026Neutral

S&P 500 year-end prediction: Evercore ISI now sees 9,000 as realistic

The 2026 stock market rally continues to defy gravity, steamrolling through macro challenges and driving Wall Street indices into record territory. Still, Evercore ISI strategists led by Julian Emanuel believe the S&P 500 surge is not out of juice just yet; in fact, he believes the current multi-year bull run has “ample” runway remaining.

Historical Employee Count of EVR

Current

2,570

Change

+7.98%

Minimum

1,950

Maximum

2,570

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	2,570	10-K	Feb 20, 2026	View
Dec 31, 2024	2,380	10-K	Feb 21, 2025	View
Dec 31, 2023	2,195	10-K	Feb 22, 2024	View
Dec 31, 2022	2,120	10-K	Feb 24, 2023	View
Dec 31, 2021	1,950	10-K	Feb 24, 2022	View

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Evercore Inc.