Evercore
Price: 340.78Company and Business Model
Evercore (EVR.US) is an independent investment banking advisory firm providing services in mergers and acquisitions, capital raising, and investment management. Its core products include advisory services for corporate clients, institutional investors, and private equity firms. Major business segments consist of Investment Banking and Investment Management, with primary revenue sources derived from advisory fees and asset management fees.
Investment Profile
The investment profile of Evercore is more aligned with value investors, given its stable revenue growth and moderate dividend yield. The stock may appeal to those seeking a balance between capital appreciation and income generation. Its performance reflects a cautious approach, suitable for investors looking for steady returns rather than high volatility.
Fundamental metrics (experimental)
- EPS (TTM) — earnings per share for the last 12 months, $
- 19.24 OK
- Revenue QoQ — quarter-over-quarter revenue growth
- 8.0% ↑
- EPS surprise
- 38.7% better than expected
- 20d volatility
- 2.3% stable
- Dividend yield
- 1.0% low last ex-date: 2026-05-29
Track in portfolio
Price chart
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-06-09 02:39 | Hold | Buy | Strong EPS growth, but mixed momentum signals. |
| 2026-06-01 02:37 | Buy | Hold | Solid fundamentals, but mixed momentum signals present uncertainty. |
| 2026-05-22 02:44 | Hold | Buy | Strong fundamentals and positive momentum support growth outlook. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-04-30 16:37 | Morgan Stanley | Target Lowered | 384 → 376 | 318.03 |
| 2026-04-30 12:31 | UBS | Target Raised | 313 → 330 | 319.47 |
| 2026-04-14 11:39 | Goldman Sachs | Target Raised | 335 → 374 | 350.54 |