Market Summary
USD138.06-2.97
Market Closed-2.11%
EVR Stock Price
EVR RSI Chart
EVR Valuation
EVR Price/Sales (Trailing)
EVR Profitability
EVR Fundamentals
EVR Revenue
EVR Earnings
Price Action
52 Week Range
78.16146.99
(Low)(High)
Last 7 days
-3.7%
Last 30 days
5.8%
Last 90 days
18.3%
Trailing 12 Months
57.2%
EVR Financial Health
EVR Investor Care
Historical Charts for Stock Metrics
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Net sales
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Latest Insider Trading transactions for EVR
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2023-08-21 | HYMAN EDWARD S | gifted | - | - | -75,296 | vice chair evr & chairman eisi |
2023-08-15 | HYMAN EDWARD S | gifted | - | - | -7,453 | vice chair evr & chairman eisi |
2023-08-14 | Carlton Pamela G | sold | -80,920 | 136 | -592 | - |
2023-06-15 | Williamson Sarah K | acquired | - | - | 2,137 | - |
2023-06-15 | Robertson Sir Simon | acquired | - | - | 1,069 | - |
2023-06-15 | WHEELER WILLIAM J | acquired | - | - | 1,069 | - |
2023-06-15 | FUTTER ELLEN V | acquired | - | - | 1,069 | - |
2023-06-15 | OVERLOCK WILARD J JR | acquired | - | - | 2,137 | - |
2023-06-15 | Carlton Pamela G | acquired | - | - | 1,069 | - |
2023-06-15 | Harris Gail Block | acquired | - | - | 1,069 | - |
Which funds bought or sold EVR recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-09-12 | Farther Finance Advisors, LLC | unchanged | - | 846 | 12,730 | -% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | unchanged | - | 41.00 | 618 | -% |
2023-08-24 | Alberta Investment Management Corp | new | - | 1,064,480 | 1,064,480 | 0.01% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | sold off | -100 | -380,754 | - | -% |
2023-08-21 | OSAIC HOLDINGS, INC. | added | 1.17 | 193,376 | 2,504,500 | -% |
2023-08-21 | CCM INVESTMENT ADVISERS LLC | added | 0.08 | 722,245 | 10,748,500 | 1.44% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -3.94 | 154,980 | 5,509,770 | 0.01% |
2023-08-21 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | added | 10.24 | 121,000 | 787,000 | 0.01% |
2023-08-21 | BOKF, NA | new | - | 508,696 | 508,696 | 0.01% |
2023-08-18 | Legato Capital Management LLC | added | 37.85 | 809,075 | 2,506,780 | 0.34% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
Schedule 13G FIlings of Evercore
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Jul 10, 2023 | vanguard group inc | 10.80% | 4,140,950 | SC 13G/A | |
| Feb 09, 2023 | vanguard group inc | 9.69% | 3,764,858 | SC 13G/A | |
| Jan 25, 2023 | blackrock inc. | 8.9% | 3,453,083 | SC 13G | |
| Mar 09, 2022 | vanguard group inc | 10.09% | 3,874,144 | SC 13G/A | |
| Feb 25, 2022 | hyman edward s | 5.20% | 2,105,693 | SC 13D | |
| Feb 03, 2022 | blackrock inc. | 8.8% | 3,434,997 | SC 13G/A | |
| Feb 10, 2021 | vanguard group inc | 8.47% | 3,442,432 | SC 13G/A | |
| Jan 29, 2021 | blackrock inc. | 9.7% | 3,960,319 | SC 13G/A | |
| Feb 12, 2020 | vanguard group inc | 8.98% | 3,511,975 | SC 13G/A | |
| Feb 04, 2020 | blackrock inc. | 10.3% | 4,022,947 | SC 13G/A |
Recent SEC filings of Evercore
View All Filings| Date Filed | Form Type | Document | |
|---|---|---|---|
| Aug 22, 2023 | 4 | Insider Trading | |
| Aug 17, 2023 | 4 | Insider Trading | |
| Aug 16, 2023 | 4 | Insider Trading | |
| Aug 14, 2023 | 144 | Notice of Insider Sale Intent | |
| Aug 03, 2023 | 10-Q | Quarterly Report | |
| Jul 26, 2023 | 8-K | Current Report | |
| Jul 10, 2023 | SC 13G/A | Major Ownership Report | |
| Jun 20, 2023 | 8-K | Current Report | |
| Jun 16, 2023 | 4 | Insider Trading | |
| Jun 16, 2023 | 4 | Insider Trading |
Peers (Alternatives to Evercore)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
AMP | - | 15.0B | 2.61% | 25.47% | - | - | 9.38% | -23.22% |
BX | 79.3B | 7.0B | 13.10% | 27.57% | 63.58 | 11.4 | -60.78% | -68.72% |
KKR | 52.7B | 11.1B | 3.96% | 33.87% | 42.89 | 4.73 | 13.00% | 26.39% |
BEN | 12.6B | 7.8B | -0.79% | 5.16% | 15.32 | 1.61 | -8.39% | -52.46% |
| MID-CAP | ||||||||
AMG | 4.8B | 2.1B | 2.32% | 10.47% | 4.16 | 2.23 | -13.32% | 104.61% |
AMK | 1.9B | 678.6M | -6.27% | 33.16% | 18.33 | 2.86 | 16.44% | 46.62% |
IVZ | 7.8B | 5.8B | -2.14% | -7.57% | 11.43 | 1.29 | -13.83% | -40.28% |
HLI | 6.8B | 1.8B | 7.09% | 34.49% | 27.96 | 3.79 | 48.44% | -13.75% |
EVR | 5.3B | 2.5B | 5.78% | 57.20% | 15.36 | 2.11 | -24.58% | -51.56% |
JHG | 4.4B | 2.0B | 1.72% | 19.03% | 11.85 | 2.17 | -20.30% | -29.01% |
LAZ | 2.8B | 2.7B | -0.88% | -10.10% | 1.4K | 1.04 | -13.59% | -99.63% |
| SMALL-CAP | ||||||||
DHIL | 483.3M | 140.6M | -3.51% | 0.74% | 9.86 | 3.44 | -21.64% | -14.24% |
VALU | 461.6M | 39.5M | -13.83% | -15.61% | 25.55 | 11.63 | -2.01% | -17.48% |
SCU | 293.6M | 391.0M | -0.60% | 29.41% | -18.4 | 0.75 | -32.74% | -176.48% |
Evercore News
Returns for EVR
Cumulative Returns on EVR
13.3%
10-Year Cumulative Returns
17.2%
7-Year Cumulative Returns
8.5%
5-Year Cumulative Returns
31.1%
3-Year Cumulative Returns
Risks for EVR
What is the probability of a big loss on EVR?
82.7%
Probability that Evercore stock will be more than 20% underwater in next one year
56.1%
Probability that Evercore stock will be more than 30% underwater in next one year.
40.8%
Probability that Evercore stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does EVR drawdown profile look like?
Y-axis is the maximum loss one would have experienced if Evercore was unfortunately bought at previous high price.
Drawdowns
Financials for Evercore
Income Statement (Last 12 Months)(In Millions)
| Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Revenue | -5.0% | 2,497 | 2,628 | 2,779 | 3,063 | 3,310 | 3,367 | 3,307 | 3,119 | 2,699 | 2,519 | 2,285 | 2,019 | 2,020 | 2,042 | 2,029 | 2,138 | 2,116 | 2,034 | 2,082 | 1,852 | 1,879 |
| Operating Expenses | -2.1% | 1,975 | 2,018 | 2,066 | 2,104 | 2,236 | 2,232 | 2,187 | 2,128 | 1,888 | 1,828 | 1,737 | 1,640 | 1,633 | 1,617 | 1,571 | 1,589 | 1,564 | 1,503 | 1,523 | 1,357 | 1,370 |
| EBITDA | -100.0% | - | 644 | 749 | 998 | 1,115 | 1,177 | 1,162 | 1,034 | 852 | 735 | 592 | 426 | 435 | 474 | 505 | 589 | 590 | 568 | 596 | 531 | 544 |
| EBITDA Margin | -100.0% | - | 0.25* | 0.27* | 0.33* | 0.34* | 0.35* | 0.35* | 0.33* | 0.32* | 0.29* | 0.26* | 0.21* | 0.22* | 0.23* | 0.25* | 0.28* | 0.28* | 0.28* | 0.29* | 0.29* | 0.29* |
| Interest Expenses | -0.5% | 17.00 | 17.00 | 17.00 | 17.00 | 17.00 | 17.00 | 18.00 | 18.00 | 19.00 | 20.00 | 21.00 | 23.00 | 23.00 | 22.00 | 20.00 | 18.00 | 17.00 | 18.00 | 18.00 | 19.00 | 20.00 |
| Earnings Before Taxes | -14.9% | 511 | 601 | 704 | 953 | 1,069 | 1,131 | 1,117 | 989 | 807 | 686 | 541 | 369 | 375 | 415 | 449 | 541 | 545 | 523 | 551 | 486 | 498 |
| EBT Margin | -100.0% | - | 0.23* | 0.25* | 0.31* | 0.32* | 0.34* | 0.34* | 0.32* | 0.30* | 0.27* | 0.24* | 0.18* | 0.19* | 0.20* | 0.22* | 0.25* | 0.26* | 0.26* | 0.26* | 0.26* | 0.27* |
| Net Income | -14.5% | 343 | 402 | 477 | 632 | 709 | 754 | 740 | 665 | 548 | 464 | 351 | 235 | 236 | 261 | 297 | 356 | 362 | 349 | 377 | 195 | 191 |
| Net Income Margin | -100.0% | - | 0.15* | 0.17* | 0.21* | 0.21* | 0.22* | 0.22* | 0.21* | 0.20* | 0.18* | 0.15* | 0.12* | 0.12* | 0.13* | 0.15* | 0.17* | 0.17* | 0.17* | 0.18* | 0.11* | 0.10* |
| Free Cashflow | -100.0% | - | 633 | 531 | 1,012 | 1,102 | 1,229 | 1,385 | 1,225 | 974 | 823 | 978 | 697 | 759 | 743 | 505 | 630 | 540 | 478 | 850 | 501 | 535 |
Balance Sheet(In Millions)
| Balance Sheet | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Assets | 10.9% | 3,051 | 2,750 | 3,621 | 3,151 | 3,011 | 2,938 | 3,803 | 3,272 | 2,947 | 2,726 | 3,371 | 2,645 | 2,500 | 2,222 | 2,599 | 2,211 | 1,940 | 1,845 | 2,126 | 1,706 | 1,613 |
| Current Assets | 9.0% | 1,979 | 1,815 | 2,707 | 2,222 | 2,076 | 1,980 | 2,798 | 2,300 | 1,961 | 1,742 | 2,375 | 1,642 | 1,516 | 1,226 | 1,690 | 1,327 | 1,064 | 988 | 1,482 | 1,087 | 997 |
| Cash Equivalents | -10.1% | 521 | 579 | 663 | 473 | 444 | 455 | 587 | 479 | 442 | 411 | 830 | 1,149 | 1,016 | 585 | 644 | 305 | 374 | 338 | 800 | 425 | 404 |
| Net PPE | 1.1% | 143 | 142 | 143 | 146 | 147 | 148 | 149 | 151 | 151 | 151 | 149 | 150 | 139 | 132 | 127 | 113 | 104 | 93.00 | 81.00 | 69.00 | 67.00 |
| Goodwill | 1.0% | 125 | 124 | 123 | 120 | 123 | 127 | 128 | 128 | 129 | 129 | 129 | 126 | 124 | 124 | 131 | 130 | 132 | 133 | 131 | 133 | 133 |
| Liabilities | 22.5% | 1,447 | 1,181 | 1,895 | 1,563 | 1,491 | 1,351 | 2,167 | 1,760 | 1,522 | 1,292 | 1,882 | 1,438 | 1,367 | 1,184 | 1,472 | 1,208 | 965 | 839 | 1,118 | 806 | 762 |
| Current Liabilities | 34.6% | 462 | 343 | 1,071 | 749 | 671 | 599 | 1,297 | 934 | 711 | 492 | 1,064 | 618 | 565 | 390 | 669 | 433 | 412 | 298 | 750 | 463 | 429 |
| Shareholder's Equity | -10.4% | 1,406 | 1,569 | 1,537 | 1,412 | 1,521 | 1,588 | 1,635 | 1,512 | 1,425 | 1,434 | 1,489 | 1,207 | 1,132 | 1,038 | 1,126 | 1,003 | 975 | 1,006 | 1,008 | 899 | 851 |
| Retained Earnings | 0.2% | 1,823 | 1,820 | 1,768 | 1,659 | 1,608 | 1,545 | 1,418 | 1,153 | 1,023 | 914 | 799 | 607 | 591 | 561 | 558 | 480 | 463 | 408 | 365 | 225 | 199 |
| Additional Paid-In Capital | 2.7% | 3,012 | 2,932 | 2,862 | 2,809 | 2,746 | 2,680 | 2,459 | 2,437 | 2,384 | 2,322 | 2,266 | 2,217 | 2,167 | 2,112 | 2,017 | 1,968 | 1,917 | 1,890 | 1,818 | 1,765 | 1,722 |
| Accumulated Depreciation | 3.7% | 202 | 194 | 187 | 178 | 176 | 172 | 166 | 159 | 153 | 146 | 140 | 137 | 130 | 123 | 117 | 108 | 102 | 96.00 | 89.00 | 84.00 | 79.00 |
| Shares Outstanding | -0.8% | 38.00 | 39.00 | - | 39.00 | 40.00 | 39.00 | - | 39.00 | 41.00 | 41.00 | - | 41.00 | 41.00 | 40.00 | - | 40.00 | 41.00 | 40.00 | - | 41.00 | 41.00 |
| Minority Interest | 2.9% | 199 | 193 | 190 | 176 | 170 | 178 | 315 | 291 | 274 | 265 | 258 | 236 | 232 | 221 | 257 | 239 | 237 | 238 | 250 | 231 | 227 |
Cashflow (Last 12 Months)(In Millions)
| Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
| Cashflow From Operations | -21.9% | 494 | 633 | 531 | 1,012 | 1,102 | 1,229 | 1,385 | 1,225 | 974 | 823 | 978 | 697 | 759 | 743 | 505 | 630 | 540 | 478 | 850 | 492 | 526 |
| Share Based Compensation | 4.4% | 501 | 480 | 467 | 470 | 459 | 446 | 422 | 405 | 393 | 384 | 367 | 353 | 345 | 341 | 360 | 363 | 345 | 323 | 294 | 276 | 272 |
| Cashflow From Investing | -29.1% | 178 | 251 | 313 | -79.15 | -102 | -202 | -705 | -1,173 | -955 | -618 | -483 | 462 | 42.00 | -129 | -373 | -377 | -17.93 | -160 | -212 | -171 | -173 |
| Cashflow From Financing | 18.3% | -607 | -743 | -735 | -887 | -969 | -974 | -925 | -729 | -610 | -402 | -307 | -319 | -156 | -352 | -290 | -365 | -551 | -384 | -452 | -347 | -372 |
| Dividend Payments | -0.1% | 127 | 127 | 127 | 126 | 124 | 123 | 119 | 117 | 114 | 110 | 107 | 104 | 104 | 103 | 97.00 | 94.00 | 91.00 | 88.00 | 77.00 | 73.00 | 64.00 |
EVR Income Statement
2023-06-30Condensed Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 Months Ended | ||
|---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
| Investment Banking & Equities: | ||||
| Other Revenue, Including Interest and Investments | $ 24,221 | $ (23,039) | $ 51,067 | $ (24,818) |
| Total Revenues | 503,600 | 635,175 | 1,079,914 | 1,362,279 |
| Interest Expense | 4,181 | 4,258 | 8,352 | 8,508 |
| Net Revenues | 499,419 | 630,917 | 1,071,562 | 1,353,771 |
| Expenses | ||||
| Employee Compensation and Benefits | 338,374 | 388,971 | 705,246 | 818,706 |
| Occupancy and Equipment Rental | 21,521 | 19,608 | 41,900 | 38,785 |
| Professional Fees | 27,465 | 27,767 | 51,602 | 51,913 |
| Travel and Related Expenses | 17,422 | 14,786 | 32,625 | 22,612 |
| Communications and Information Services | 17,836 | 14,384 | 33,571 | 30,412 |
| Depreciation and Amortization | 5,952 | 6,597 | 12,525 | 13,707 |
| Execution, Clearing and Custody Fees | 2,965 | 2,631 | 5,730 | 5,428 |
| Special Charges, Including Business Realignment Costs | 0 | 532 | 2,921 | 532 |
| Other Operating Expenses | 10,168 | 9,459 | 20,822 | 16,130 |
| Total Expenses | 441,703 | 484,735 | 906,942 | 998,225 |
| Income Before Income from Equity Method Investments and Income Taxes | 57,716 | 146,182 | 164,620 | 355,546 |
| Income from Equity Method Investments | 1,542 | 2,274 | 3,010 | 4,786 |
| Income Before Income Taxes | 59,258 | 148,456 | 167,630 | 360,332 |
| Provision for Income Taxes | 17,097 | 38,562 | 33,228 | 73,344 |
| Net Income | 42,161 | 109,894 | 134,402 | 286,988 |
| Net Income Attributable to Noncontrolling Interest | 4,956 | 14,267 | 13,819 | 33,345 |
| Net Income Attributable to Evercore Inc. | 37,205 | 95,627 | 120,583 | 253,643 |
| Net Income Attributable to Evercore Inc. Common Shareholders | $ 37,205 | $ 95,627 | $ 120,583 | $ 253,643 |
| Weighted Average Shares of Class A Common Stock Outstanding | ||||
| Basic (in shares) | 38,211 | 39,834 | 38,360 | 39,507 |
| Diluted (in shares) | 39,288 | 41,108 | 39,863 | 41,395 |
| Net Income Per Share Attributable to Evercore Inc. Common Shareholders: | ||||
| Basic (in dollars per share) | $ 0.97 | $ 2.40 | $ 3.14 | $ 6.42 |
| Diluted (in dollars per share) | $ 0.95 | $ 2.33 | $ 3.02 | $ 6.13 |
| Investment Banking and Equities [Member] | ||||
| Investment Banking & Equities: | ||||
| Revenue from Contract with Customer | $ 462,804 | $ 642,246 | $ 996,314 | $ 1,354,014 |
| Net Revenues | 482,246 | 615,250 | 1,037,057 | 1,319,551 |
| Expenses | ||||
| Income Before Income from Equity Method Investments and Income Taxes | 53,902 | 144,178 | 156,712 | 347,907 |
| Income from Equity Method Investments | 143 | 164 | 214 | 538 |
| Income Before Income Taxes | 54,045 | 144,342 | 156,926 | 348,445 |
| Investment Banking and Equities [Member] | Advisory Fees [Member] | ||||
| Investment Banking & Equities: | ||||
| Revenue from Contract with Customer | 374,556 | 576,245 | 837,118 | 1,200,809 |
| Investment Banking and Equities [Member] | Underwriting Fees [Member] | ||||
| Investment Banking & Equities: | ||||
| Revenue from Contract with Customer | 38,200 | 13,516 | 61,083 | 49,822 |
| Investment Banking and Equities [Member] | Commissions and Related Revenue [Member] | ||||
| Investment Banking & Equities: | ||||
| Revenue from Contract with Customer | 50,048 | 52,485 | 98,113 | 103,383 |
| Investment Management [Member] | ||||
| Investment Banking & Equities: | ||||
| Revenue from Contract with Customer | 16,575 | 15,968 | 32,533 | 33,083 |
| Net Revenues | 17,173 | 15,667 | 34,505 | 34,220 |
| Expenses | ||||
| Income Before Income from Equity Method Investments and Income Taxes | 3,814 | 2,004 | 7,908 | 7,639 |
| Income from Equity Method Investments | 1,399 | 2,110 | 2,796 | 4,248 |
| Income Before Income Taxes | 5,213 | 4,114 | 10,704 | 11,887 |
| Investment Management [Member] | Asset Management [Member] | ||||
| Investment Banking & Equities: | ||||
| Revenue from Contract with Customer | $ 16,575 | $ 15,968 | $ 32,533 | $ 33,083 |
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.