Evercore (EVR)
Advises on complex transactions and delivers underwriting, research, sales and trading.
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Provides strategic advisory, underwriting and institutional equities services globally, with a smaller wealth and investment-management business. Investment Banking & Equities generates nearly all operating revenue, while the partnership structure and senior-talent model make professional staff and client activity central to results.
Provides strategic advisory, underwriting, equity research, sales and agency trading through Investment Banking & Equities, while Investment Management offers wealth and related investment services. The platform serves clients globally, with roots in the United States and expanded advisory coverage in Latin America, Europe and the UK.
Senior-level, conflict-light advice is the operating proposition, supported by professional talent, intellectual capital and client service. Acquisitions have added local advisory franchises and the institutional-equities platform, broadening both geographic reach and execution capabilities.
Investment Banking & Equities generates nearly all operating revenue, leaving results closely tied to advisory, underwriting and equities activity. The public company retains a partnership structure, and professional staff remain central to delivery.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Evercore ISI | Target | Target: $820 | Target: $860 |
| Aug 10, 2026 | Evercore ISI | Initiate | Rating: — | |
| Aug 3, 2026 | BMO Capital | Reiterate | Rating: —Target: — | Target: $338 |
| Jul 30, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $389 | Target: $363 |
| Jul 30, 2026 | Evercore ISI | Target | Target: $930 | Target: $820 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.40B · Total debt $1.09B · Total assets $4.70B · Shareholders' equity $1.86B
- Revenue
- $998.5M
- Operating income
- $176.2M
- Net income
- $95.3M
HistoryDividendAnnual yield
| Institutions | ≈ 91.25% | 35.09M shares | |
|---|---|---|---|
| 736 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.62% | 1.01M shares | |
| 16 holders · as of Jun 15, 2026 | |||
| Other | ≈ 6.13% | 2.36M shares | |
| remainder | |||
38.46M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.66% | 3.72M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.09% | 1.96M A | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 4.45% | 1.71M A | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.37% | 1.68M A | as of Jun 30, 2026 |
Invesco Ltd.Institution | 4.17% | 1.60M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 11, 2026 | Timothy Gilbert LaLonde | officer: Chief Financial Officer | −7,808 | $343.06 |
| Feb 5, 2026 | Paul Pensa | officer: Contr, Prin. Acct.Officer | −1,450 | $350.31 |
| Feb 6, 2026 | Jason Klurfeld | officer: General Counsel | −5,000 | $360.00 |
| Dec 9, 2025 | Pamela G. Carlton | director | −192 | $343.11 |
- Goldman Sachs
Global rival across advisory, underwriting, and institutional equities
- Lazard
Independent rival spanning M&A, restructuring, and private capital
- Houlihan Lokey
Independent rival in M&A, capital solutions, and restructuring
- PJT Partners
Advisory-focused rival in strategy, restructuring, and private funds
- Moelis & Company
Independent advisory rival across M&A and capital-structure mandates
- Jefferies Financial Group
Full-service rival across advisory, underwriting, and equities
- Perella Weinberg Partners
Focused independent rival in strategic and financial advisory
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Evercore | $263.92 | −1.89% | $10.41B | 15.2 | 13.8 | 2.2 | +19.2% |
| Goldman Sachs | $948.98 | −1.09% | $283.03B | 14.8 | 13.6 | 2.4 | +39.5% |
| Lazard | $36.59 | +0.30% | $3.55B | 17.6 | 11.5 | 1.1 | −2.7% |
| Houlihan Lokey | $131.98 | −0.48% | $9.27B | 22.3 | 17.4 | 3.7 | −15.6% |
| PJT Partners | $150.17 | −0.81% | $3.87B | 25.4 | 17.9 | 2.1 | +19.5% |
| Moelis & Company | $59.46 | −1.82% | $4.49B | 21.1 | 17.0 | 2.9 | +12.1% |
| Jefferies Financial Group | $47.43 | −0.89% | $9.73B | 13.4 | 11.8 | 0.8 | −11.5% |
| Perella Weinberg Partners | $13.38 | −0.52% | $1.32B | 44.8 | 10.6 | 1.9 | +0.8% |
| Median | 21.1 | 13.6 | 2.1 | +0.8% |