Ticker: EVR

Evercore

Finance Financials Financial - Capital Markets
Price 283.62
Reco Sell Potential 40 Risk 70 Updated 2026-09-10

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Description

Company 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) Updated: 2026-09-10
EPS (TTM) — earnings per share for the last 12 months, $
19.24
Revenue QoQ — quarter-over-quarter revenue growth
8.0%
EPS surprise
38.7%
20d volatility
1.4%
Dividend yield
1.0%
last ex-date
2026-05-29
AI recommendation changes
Date Before After Reason
2026-09-10 Buy Sell Weak momentum and high risk overshadow potential upside.
2026-09-04 Sell Buy Strong EPS but negative momentum raises concerns.
2026-08-16 Hold Sell Weak momentum and high risk offset solid fundamentals.
Analyst forecasts
Date Analyst Action Target Price Then
2026-08-03 BMO Capital Target Lowered 390 → 338 320.56
2026-07-30 Morgan Stanley Target Lowered 376 → 363 310.165
2026-07-30 Morgan Stanley Target Lowered — → 389 304.71
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