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EVR

Evercore Inc. NYQ · EVR

$334.01 -7.53 (-2.20%)
Pullback · -0.81σ

Price chart

Timeframe
Range
Fundamentals · free Click ▲ earnings markers (daily) for the day's move

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Latest bar · EVR

Momentum reads · latest daily bar
Last
$334.01
-7.53 (-2.20%)
RSI(14)
44.2
neutral
Stochastic %K
44.1
neutral
MFI(14)
54.8
neutral
ADX(14)
11.2
weak trend

Green means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.

Financial overlay · last 12 quarters

The story behind the price: three years of quarterly results laid over the chart, so you can see whether the stock has been following the business — or running ahead of it.

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $1.4B $0.3B $-0.2B 21.6%
2025-12-31 $1.3B $0.2B $0.8B 15.8%
2025-09-30 $1.0B $0.1B $0.5B 13.9%
2025-06-30 $0.8B $0.1B $0.4B 11.7%
2025-03-31 $0.7B $0.1B $-0.6B 21.0%
2024-12-31 $nanB $nanB nan%

Tip: toggle P/E, FCF, ROE, Gross margin and more on the chart above — every overlay is free.

Compare EVR vs peers

Line EVR up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.

Comparing EVR no peers yet — add up to 4 below

Add tickers to compare with EVR

~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.

Earnings replay · last 20 reports

How this stock actually behaves on report day: each past earnings print with the beat-or-miss and the next-day move — a track record for handicapping the next one.

DateEPS actual EPS estSurprise Next-day
2026-04-29 7.53 5.43 +38.8% -0.9%
2026-02-04 5.13 4.05 +26.8% -1.5%
2025-10-29 3.48 3.30 +5.5% -0.3%
2025-07-30 2.42 1.78 +36.2% -2.9%
2025-04-30 3.49 1.54 +127.3% +0.4%
2025-02-05 3.41 2.82 +20.8% +0.1%
2024-10-23 2.04 2.00 +2.2% +1.9%
2024-07-24 1.81 1.63 +11.2% +4.0%
2024-04-24 2.13 2.13 -1.6%
2024-01-31 2.02 1.67 +20.9% +1.9%
2023-10-25 1.30 1.19 +9.4% +0.9%
2023-07-26 0.96 1.26 -24.0% -1.9%
2023-04-26 2.16 2.12 +2.0% +1.7%
2023-02-01 3.50 2.54 +37.7% +0.7%
2022-10-26 2.20 1.37 +60.4% +1.3%
2022-07-27 2.46 1.39 +76.7% +2.5%
2022-04-27 3.80 3.10 +22.6% +4.1%
2022-02-02 7.15 4.56 +56.7% +1.7%
2021-10-27 3.96 2.94 +34.9% +1.3%
2021-07-28 3.17 2.79 +13.7% +1.6%

Earnings markers are overlaid on the daily price chart above. Click a ▲ marker for that day's move.

Peer comparison · Financial Services

Context check: the same key numbers for the closest Financial Services names side by side, so you can tell whether this stock is the standout or just moving with its group.

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
EVR 18.8 14.4 7.2 94.1% 100.3% 106.9%
JPM 14.5 13.8 2.5 30.4% 46.9%
V 31.5 24.3 22.8 97.8% 17.1% 35.5%
MA 31.6 24.0 23.0 100.0% 15.8% 21.2%
BAC 14.0 11.5 1.5 21.4% 36.0%
WFC $264B 12.5 10.9 3.2 1.6 9.5% 25.0%
GS 16.3 14.6 82.1% 42.5% 92.3%
MS $331B 17.0 15.6 4.3 3.2 87.6% 28.0% 62.4%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Who holds the stock and what they've been doing lately — big funds on the left, executives' own buys and sells on the right. Insider buying is the rarer, louder signal.

Top institutional holders

Top-10 concentration: 40.91%

HolderShares% out
Blackrock Inc. 3,648,858 9.43%
Vanguard Portfolio Management LLC 1,974,144 5.10%
Vanguard Capital Management LLC 1,694,949 4.38%
FMR, LLC 1,669,662 4.32%
Invesco Ltd. 1,424,686 3.68%
AQR Capital Management, LLC 1,316,852 3.40%
State Street Corporation 1,179,024 3.05%
Geode Capital Management, LLC 1,043,338 2.70%
TD Asset Management, Inc 958,472 2.48%
Morgan Stanley 917,801 2.37%

Insider activity · 90d

9 buys / 1 sells · ratio 9.0 · Finnhub

  • LaLonde Timothy Gilbert SELL 34,800 @ $343.06
  • Williamson Sarah K BUY 14,072
  • Robertson Sir Simon BUY 9,715
  • Harris Gail Block BUY 40,151
  • Carlton Pamela G BUY 3,845
  • WHEELER WILLIAM J BUY 12,642
  • OVERLOCK WILARD J JR BUY 15,279
  • FUTTER ELLEN V BUY 7,312
  • MILLARD ROBERT B BUY 53,497
  • VARNEY CHRISTINE A BUY 884

Analyst estimates

Finnhub

What Wall Street expects next: the consensus forecasts for the coming quarters. The market usually reacts to results versus these numbers, not the raw results themselves.

Low
$325.0
Mean
$383.6
High
$435.0
Analysts
10
Recommendation distribution · period 2026-07-01
4
6
5
Revision trend (2026-04-01 → 2026-07-01): net 10 → 10 0 (net = strong_buy+buy − sell−strong_sell)

SEC filings

The company's own paperwork, straight from the regulator — annual and quarterly reports, big announcements and insider trades. The primary source behind every headline.

FormFiled DescriptionAction
4 2026-06-15 4 view ·
4 2026-06-12 4 view ·
4 2026-06-12 4 view ·
4 2026-06-12 4 view ·
4 2026-06-12 4 view ·
4 2026-06-12 4 view ·
4 2026-06-12 4 view ·
4 2026-06-12 4 view ·
4 2026-06-12 4 view ·
4 2026-06-12 4 view ·
8-K 2026-06-12 8-K view ·
10-Q 2026-05-06 10-Q view ·
DEF 14A 2026-04-29 DEF 14A view ·
8-K 2026-04-29 8-K view ·
4 2026-03-10 4 view ·
4 2026-02-23 4 view ·
4 2026-02-23 4 view ·
4 2026-02-23 4 view ·
4 2026-02-23 4 view ·
4 2026-02-23 4 view ·
4 2026-02-23 4 view ·
10-K 2026-02-20 10-K view ·
4 2026-02-17 4 view ·
4 2026-02-06 4 view ·
4 2026-02-06 4 view ·
4 2026-02-06 4 view ·
4 2026-02-06 4 view ·
4 2026-02-06 4 view ·
4 2026-02-06 4 view ·
8-K 2026-02-04 8-K view ·
8-K 2026-02-04 8-K view ·
4 2026-01-02 4 view ·
4 2025-12-11 4 view ·
4 2025-11-10 4 view ·
10-Q 2025-11-05 10-Q view ·
8-K 2025-10-29 8-K view ·
4 2025-09-09 4 view ·
4 2025-08-25 4 view ·
4 2025-08-07 4 view ·
10-Q 2025-08-07 10-Q view ·
4 2025-08-05 4 view ·
4 2025-08-01 4 view ·
8-K 2025-07-30 8-K view ·
8-K 2025-07-30 8-K view ·
8-K 2025-07-11 8-K view ·
8-K 2025-06-13 8-K view ·
4 2025-06-12 4 view ·
4 2025-06-12 4 view ·
4 2025-06-12 4 view ·
4 2025-06-12 4 view ·
4 2025-06-12 4 view ·
4 2025-06-12 4 view ·
4 2025-06-12 4 view ·
4 2025-06-12 4 view ·
10-Q 2025-05-08 10-Q view ·
8-K 2025-04-30 8-K view ·
DEF 14A 2025-04-29 DEF 14A view ·
4 2025-03-12 4 view ·
4 2025-02-24 4 view ·
4 2025-02-24 4 view ·

About EVR

Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; 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. 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.

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Holders · EVR

Institutions & insider activity

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