Evercore (EVR)

NYSE Financials Investment Banking & Brokerage S&P MidCap 400
$284.65
-5.48 (-1.89%)
Close of Nov 06, 2026 · end-of-day data
SMA 50SMA 2005Y/10Y use weekly candles (10/40-week averages)

Performance

price return
1W-2.0%
1M+6.7%
3M-4.5%
6M-16.6%
YTD-16.3%
1Y-6.2%
3Y+115.6%
5Y+87.5%

Key statistics

Full financials →
Market cap$11.7B
P/E (TTM)15.6
EPS (TTM, diluted)$18.24
P/S2.39
P/B6.00
EV / EBITDA—
Revenue (TTM)$4.87B
Revenue growth+36.8%
Net margin15.6%
ROE39.2%
Debt / equity0.00
FCF yield14.8%
Dividend yield1.22%
Payout ratio19%
Beta (1Y)1.73
Volatility (1Y)39.5%
52-week range$245.47 – $388.71
Avg volume (50D)561.33K

Revenue & net income — last 8 quarters

Statements →
Oct 28, 6:45 AM ET

Evercore Q3 net revenues rise 12% to $1.2 billion; diluted EPS $3.93 vs $3.41

Positive earnings 2.02

Evercore reported third-quarter 2026 U.S. GAAP net revenues of $1.2 billion, up 12% from a year earlier, and diluted EPS of $3.93 versus $3.41. The firm also declared a quarterly dividend of $0.89 per share, which keeps its capital return to shareholders in place.

  • Q3 2026 U.S. GAAP operating income was $242.6 million versus $216.2 million; net income attributable to Evercore was $160.8 million versus $144.6 million.
  • Q3 2026 Adjusted diluted EPS was $4.28 versus $3.48 a year earlier, per the filing's non-GAAP table.
  • Quarterly dividend of $0.89 per share, payable December 11, 2026 to holders of record on November 27, 2026.
  • Returned $1.0 billion to shareholders in the first nine months of 2026 through dividends and repurchases; cash and cash equivalents were $1.2 billion at September 30, 2026.
Read the filing on SEC.gov ↗
Oct 21, 4:30 PM ET

Evercore names Nigel Dawn and Naveen Nataraj as Co-Presidents, effective January 1, 2027

Neutral leadership 5.02

Evercore appointed Nigel Dawn, Global Head of Private Capital Advisory, and Naveen Nataraj, Co-Head of U.S. Investment Banking, as Co-Presidents effective January 1, 2027, reporting to Chairman and CEO John S. Weinberg, who remains in those roles. Each received a one-time award of performance restricted stock units with a target value of $20 million, which vests on the fifth anniversary of the effective date, subject to continued employment.

  • Co-Presidents take effect January 1, 2027; both report to John S. Weinberg, who remains Chairman and CEO.
  • Each co-president receives a one-time PRSU award with a $20 million target value; earned units range from 80% to 200% of target based on operating income goals and relative total shareholder return over three years.
  • Daniel Mendelow becomes sole Head of U.S. Investment Banking; Jason Sobol becomes Chairman of U.S. Investment Banking.
Read the filing on SEC.gov ↗
Jul 29, 6:45 AM ET

Evercore Q2 net revenues up 19% to $990.2 million; GAAP diluted EPS $2.32

Mixed earnings Written later 2.02

Evercore reported record second-quarter 2026 net revenues of $990.2 million, up 19% from $833.8 million a year earlier, and declared a quarterly dividend of $0.89 per share. GAAP diluted EPS slipped to $2.32 from $2.36, while adjusted diluted EPS rose to $2.91 from $2.42, and the company recorded $21.3 million of special charges for an estimated non-U.S. employment tax loss provision.

  • GAAP net revenues were $990.2 million versus $833.8 million in Q2 2025; adjusted net revenues were $999.5 million.
  • GAAP diluted EPS was $2.32 versus $2.36; adjusted diluted EPS was $2.91 versus $2.42.
  • Special charges of $21.3 million reflect an estimated loss provision for non-U.S. employment taxes for prior periods.
  • Quarterly dividend of $0.89 per share is payable September 11, 2026 to holders of record on August 28, 2026.
Read the filing on SEC.gov ↗
Apr 29, 6:45 AM ET

Evercore Q1 net revenues double to $1.4 billion; diluted EPS rises to $7.20

Positive earnings Written later 2.02

Evercore reported first-quarter 2026 U.S. GAAP net revenues of $1.4 billion, up 100% from $694.8 million a year earlier, and diluted EPS of $7.20 versus $3.48. The board also raised the quarterly dividend 6% to $0.89 per share, payable June 12, 2026, and the company returned $673.3 million to shareholders in the quarter.

  • GAAP net revenues of $1,391.6 million for Q1 2026 versus $694.8 million in Q1 2025
  • Diluted EPS of $7.20 (U.S. GAAP) versus $3.48 a year earlier; adjusted diluted EPS of $7.53
  • Quarterly dividend increased 6% to $0.89 per share, payable June 12, 2026 to holders of record May 29, 2026
  • $673.3 million returned to shareholders in the quarter through dividends and repurchases of 1.9 million shares
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.

Recent SEC filings

EDGAR ↗

Famous investors who own EVR

All investors →
InvestorValue% of portfolioLast quarter
Renaissance Technologies $53.33M0.07% Reduced
Ray Dalio Bridgewater Associates $11.33M0.05% Reduced

From each investor's latest 13F filing (Q2 2026); positions are as of the quarter end and filed up to 45 days later.

Prices are end-of-day and split-adjusted. Financial data from Evercore's SEC XBRL filings. Not investment advice.