Evercore (EVR)
Financials · Investment Banking & Brokerage · NYSE
A leading independent investment bank providing elite strategic advisory, capital markets, and institutional equity services to global clients.
What Evercore does
Evercore is a premier independent investment banking advisory firm. The company provides strategic advisory services, including mergers and acquisitions, divestitures, shareholder activism, and restructuring, alongside capital markets underwriting, institutional equities research, sales and trading, and investment management services.
Themes: investment banking, mergers and acquisitions, restructuring advisory, capital markets, institutional equities
Fundamentals
- Price$291.89 as of 2026-08-21 close
- Market cap$11.7B as of 2026-08-24
- 1-year return-4.3% 2025-08-21 close $305.01 → 2026-08-21 close $291.89
- P/E15.69 as of 2026-08-24
- Net margin+15.7% as of 2026-08-24
- Gross margin+99.0% as of 2026-08-24
- ROE+39.8% as of 2026-08-24
- Debt / equity0.29 as of 2026-08-24
- Revenue growth (YoY)+45.7% as of 2026-08-24
- Revenue CAGR (3y)+11.8% SEC XBRL
- Beta1.52 as of 2026-08-24
- Last reported earnings2026-07-29 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +2.1%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How EVR compares in its sector
- price-to-earnings ratiomiddle range 525 covered Financials peers, as of 2026-08-24
- net profit marginmiddle range 538 covered Financials peers, as of 2026-08-24
- operating marginmiddle range 534 covered Financials peers, as of 2026-08-24
- gross margintop 10% 176 covered Financials peers, as of 2026-08-24
- return on equitytop 10% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldmiddle range 453 covered Financials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)top 25% 431 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
EVR is not currently in any published Top 10 list. Its scores are below.
Long-term score
60.7 #169 of 987 scored · #83 of 191 in Financials
Growth 88th (revenue growth year over year 45.7%, 3-year revenue CAGR 11.8%) and financial health 84th (free cash flow margin 34.3%, debt to equity 0.3); weakest is long-term trend (21st, a strong downtrend, with sellers in control).
Short-term score
30.9 #1632 of 1,704 scored · #269 of 277 in Financials
Catalysts 56th: analysts have raised their average price target by 0.0% since the prior reading; volume and participation 41st: trading volume is about normal versus its 30-day average; weakest is trend 17th: a strong downtrend, with sellers in control.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, EVR's dividend was covered by reported results (earnings payout 24%, free-cash-flow payout 12%). This describes past coverage, not a forecast.
- Earnings payout24% dividends / net income
- Free-cash-flow payout12% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Evercore looks technically
Evercore (EVR) is trading 11.4% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed above its 200-day average about 54 trading days ago — a "golden cross", a bullish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 30, with sellers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 36, neither overbought (above 70) nor oversold (below 30). It made a new 20-day low about 2 trading days ago. It is 24.9% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 11.4% below its 200-day average, the long-term trend line — a long-term downtrend | -11.4% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $332.25 | $332.25 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $329.60 | $329.60 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing high 7 calendar days ago — the swings before that are what the structure reading is measured on | 7 sessions |
| Wave structure | its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 5 of five; the labelling fails if price closes above 314.725. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible downward five-wave sequence, in wave 5 (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 54 trading days ago — a "golden cross", a bullish long-term signal | 54 sessions |
| Trend strength (14-day ADX) | a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 30, with sellers in control | 29.6 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 36, neither overbought (above 70) nor oversold (below 30) | 36.4 |
|---|---|---|
| Position in its 14-day range | it is trading near the bottom of its 14-day range ($286.77 to $324.01) — its "stochastic" reading is 14 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 13.8 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish) | 41 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $388.71 | $388.71 |
|---|---|---|
| From the 52-week high | it is 24.9% below its 52-week high (its highest price of the past year) | -24.9% |
| Above the 52-week low | it is 9.8% above its 52-week low (its lowest price of the past year) | +9.8% |
| Below the 52-week high | it is 24.9% below its highest point of the past year | 24.9% |
| Since a 20-day breakout | it made a new 20-day low about 2 trading days ago | 2 sessions |
| Since a 55-day breakout | it made a new 55-day low about 2 trading days ago | 2 sessions |
| All-time high | its highest closing price on record is $388.71 (set on 2026-01-16) | $388.71 |
| Given back of the 52-week move | over the past year its closes ranged ($267.19 to $383.12), and it has recovered roughly a quarter of its fall from last year’s high — 21% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $338.83 to $342.54. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 21.3% |
| From the all-time high | it is 24.9% below its all-time high | -24.9% |
| Nearest price level | it is sitting right on a resistance level at $292.67 — a price it turned at 7 times since 2024-10-18, most recently on 2026-08-10. Since 2024-08-21 it has 4 such levels below the current price and 10 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +0.3% |
| All-time low | its lowest closing price on record is $6.30 (set on 2008-11-21) | $6.30 |
| Above the all-time low | it is 4533.2% above its all-time low | +4,533% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 54th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $11.32 between its high and its low — about 3.9% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $11.32 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $282.36 and $336.83 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $282.36 – $309.59 – $336.83 |
| Typical daily range (% of price) | its price moves about 3.9% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.9% |
| Stretch from the 200-day average | it is trading 3.3 daily ranges below its 200-day average price (11.4% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 3.3 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.95× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 0.0% since the prior reading | +0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a bearish engulfing | 7 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it | 7 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-08-21 1.1% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +1.1% |
|---|---|---|
| Open gap | it gapped 4.6% below the previous close 17 sessions ago and has not traded back through the level it left behind at 340.5 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -4.5% |
| Gap filled | a 2.2% gap up opened on 2026-06-18 has been "filled" 42 sessions ago — price traded back through the level the gap left behind, and it took 2 sessions to close | 42 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 16.6 percentage points (the stock lost 14.3% while the market gained 2.3%) | -16.6% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 18.8 percentage points (the stock lost 15.7% while the market gained 3.1%) | -18.8% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 22.1 percentage points (the stock lost 11.0% while the market gained 11.1%) | -22.1% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 24.8 percentage points (the stock lost 4.3% while the market gained 20.5%) | -24.8% |
Signal agreement
2
| Bullish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, near the bottom of its 14-day range (oversold) — these describe past price behaviour, not a forecast | 2 of 9 |
|---|---|---|
| Bearish technical signals | 6 of the 9 technical signals we can compute for it are currently in a bearish state: a strong downtrend, with sellers in control, trading below its 200-day average, a fresh 20-day low, MACD momentum is negative, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 6 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 16% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thin, spanning 1.0% of the share price, which is taken to mean a barrier that gives way easily. | -15.8% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 10% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $326.01 — a volume-weighted average of daily closes over 156 sessions, not a true tick-by-tick VWAP. | -10.5% |
|---|---|---|
| Vs the average paid since it last reported | the price is 5% below the average price paid since it last reported on 2026-07-29 (its 8-K), so the typical buyer over that stretch is under water. That average is $306.26 — a volume-weighted average of daily closes over 18 sessions, not a true tick-by-tick VWAP. | -4.7% |
Price levels it has turned at before
EVR last closed at $291.89 on 2026-08-21. Since 2024-08-21 it has turned at 4 prices below its last close and 10 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $292.67 | Resistance | 0.3% above the last close | turned there 7 times · 2024-10-18 to 2026-08-10 |
| $299.50 | Resistance | 2.6% above the last close | turned there three times · 2025-02-05 to 2025-10-10 |
| $281.99 | Support | 3.4% below the last close | turned there four times · 2025-01-06 to 2025-08-01 |
| $305.71 | Resistance | 4.7% above the last close | turned there twice · 2025-09-03 to 2026-02-12 |
| $264.27 | Support | 9.5% below the last close | turned there twice · 2024-12-20 to 2026-03-12 |
| $257.68 | Support | 11.7% below the last close | turned there three times · 2024-09-23 to 2025-01-10 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part downward sequence — what Elliott-wave chartists call an impulse — now in leg 5 of five.
This labelling fails — stops being a possible reading at all — if it closes above $314.73.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $268.50 and $297.07 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
This reading has stood for 1 trading day, since 2026-08-21.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · Broke down to a new 20-day low · lagging the market · At the bottom of its 14-day range (stochastic below 20) · Under water since its last earnings report (below the anchored VWAP) | Learn: moving average · golden cross · adx · rsi · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.00 mean, 1=Strong Buy…5=Strong Sell) — 10 analysts
- Mean price target$363.90 range $303.00 – $391.00; median $372.00
Analyst estimates, as of 2026-08-19. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for EVR
- Consensus EPS estimate$3.49 next reporting period, as of 2026-08-19
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Dependence on market conditions and economic cycles for deal flow and advisory activity.","Significant reliance on highly skilled personnel and competition for talent.","Potential volatility in operating results due to the transactional nature of investment banking."]
What changed in the latest 10-Q
AI-assisted comparison of EVR's 10-Q filed 2026-05-06 against the prior one filed 2025-11-05.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-05-06) shows financial statements for three months ended March 31, 2026 and December 31, 2025
- Newer filing includes Intangible Assets with accumulated amortization of $7,316 and $3,727 at March 31, 2026 and December 31, 2025
- Newer filing includes Deferred Tax Liabilities of $4,056 and $4,652 at March 31, 2026 and December 31, 2025
- Newer filing shows Class A shares issued increased from 87,572,820 to 89,656,198 between December 31, 2025 and March 31, 2026
- Newer filing shows Acquisition and Transition Costs of $1,800 for three months ended March 31, 2026
- Removed:
- Older filing (2025-11-05) shows financial statements for nine months ended September 30, 2025 and 2024; newer filing omits nine-month comparisons
- Older filing included Goodwill of $128,576 and $124,452; newer filing shows $227,412 and $230,783 (different acquisition activity reflected)
- Older filing included 'Special Charges, Including Business Realignment Costs' line item for nine-month period; newer filing does not include this line item
- Older filing shows Intangible Assets only referenced in newer filing with specific accumulated amortization amounts
- Reworded:
- Reporting period changed from nine months ended September 30, 2025 to three months ended March 31, 2026
- Comparison period changed from December 31, 2024 to December 31, 2025 in balance sheet
- Comparison period changed from September 30, 2024 to March 31, 2025 in operations statement
- Notes:
- These are different reporting periods (Q1 2026 vs. Q3 2025), so many financial metric differences reflect timing and seasonal variations rather than comparable operational changes
- The older filing presents both three-month and nine-month data; the newer filing presents only three-month data, limiting direct comparability
- Goodwill balance increased significantly in newer filing, suggesting acquisition activity between periods
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 1 open-market sale by insiders in the last 90 days.
- Last 90 days0 buys · 1 sell ($3M) — 1 selling insider
- Last 180 days1 buy ($580860) · 1 sell ($3M) — 1 buying, 1 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-06-11. As of 2026-08-25.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about EVR's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
6 institutional 13F filers reported holding EVR as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 6
- Reported shares held 6,985,217
- Reported value $2,085,157,310
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 5 increased, 1 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
EVR had 1,344,390 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for EVR because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 1,344,390
- Prior settlement (shares) 1,184,855
- Reported change 13.46%
- Days to cover (reported) 2.34
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Goldman Sachs (GS)
- Morgan Stanley (MS)
- JPMorgan Chase (JPM)
- Lazard (LAZ)
- Moelis & Company (MC)
- Houlihan Lokey (HLI)
- Centerview Partners
- Perella Weinberg Partners (PWP)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Evercore (EVR) do?
Evercore is a premier independent investment banking advisory firm. The company provides strategic advisory services, including mergers and acquisitions, divestitures, shareholder activism, and restructuring, alongside capital markets underwriting, institutional equities research, sales and trading, and investment management services.
What sector is Evercore (EVR) in?
Evercore (EVR) is classified in the Financials sector. Its industry is Investment Banking & Brokerage. It trades on NYSE.
Does EVR pay a dividend?
Yes — Evercore (EVR) pays a dividend, with an indicated yield of about 2.07% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are Evercore's (EVR) competitors?
Notable peers of Evercore (EVR) include Goldman Sachs, Morgan Stanley, JPMorgan Chase, Lazard and Moelis & Company. This peer set is informational only — not financial advice.
Is Evercore (EVR) overbought or oversold right now?
Evercore (EVR) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 36, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on EVR come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.