Evercore Inc. Class A (EVR)

Evercore Inc.'s stock has experienced positive momentum, rising by 40% over the past six months, outperforming the industry's growth. In August 2025, EVR shares hit a 52-week high of $326.53, attributed to investor optimism following Federal Reserve Chair Jerome Powell's remarks. In October 2025, Evercore reported strong third-quarter results, with revenues up 40.5% year-on-year to $1.04 billion, exceeding analyst estimates. The company increased its quarterly dividend by 5% to 84 cents per share in April 2025.

Demand for Evercore's services can exhibit seasonality, with a potential slowdown in Q4 affecting operating margins. The investment banking sector benefits from increased corporate activity during economic expansion, leading to fluctuations in deal flow. The volume and value of M&A and capital markets transactions, Evercore's primary revenue drivers, can vary throughout the year.

Evercore Inc. is a global independent investment banking advisory firm in the Financials sector, specifically in Capital Markets, founded in 1995 and headquartered in New York City. It operates through Investment Banking & Equities and Investment Management segments. Its services include strategic advisory for M&A, divestitures, restructuring, capital markets advisory, equity research, sales, agency trading execution, wealth management, institutional asset management, and private equity investing.

Evercore has a global presence with its headquarters in New York City and 28 offices in 11 countries across North America, Europe, South America, and Asia, with affiliate offices in the Middle East and Africa. Recent expansions include strengthening its Midwest presence by expanding its Chicago headquarters in June 2025 and appointing a Senior Managing Director to head its Nordic region in November 2025.

Evercore has a strong brand reputation as a leading independent investment banking advisory firm, ranked #1 in Advisory Revenues among independent firms in 2024. Its Equities franchise, Evercore ISI, has consistently received top rankings, including the #1 ranking on a weighted basis from Institutional Investor's All-America Equity Research Survey for multiple consecutive years. The firm's commitment to an independent advisory model is a core differentiator.

Evercore Inc.'s ownership is primarily institutional, ranging from approximately 53% to 86%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Wellington Management Group Llp, Invesco Ltd., Boston Partners, TD Asset Management Inc, and State Street Corp. Insiders also hold a significant stake, and Edward S. Hyman is the largest individual shareholder, owning 10.98% of the company's shares.