Evercore Inc. Class A (EVR)

In the past six months, Evercore's stock experienced notable movements around earnings reports and strategic developments. As of January 30, 2026, the stock price was $353.27 per share, a 24.76% increase from February 3, 2025. Key events include the Q4 2025 earnings report, which showed record results with adjusted EPS of $5.13 and net revenues of $1.30 billion, and the acquisition of Robey Warshaw for $196 million to enhance its European presence. Continued expansion into new international markets and the addition of senior managing directors have also been drivers of growth.

Demand for Evercore's services is influenced by economic conditions and corporate activity, particularly M&A activity, which can be cyclical. However, Evercore has diversified its revenue streams, with approximately 45% of total net revenue in both Q4 2025 and FY 2025 coming from non-M&A businesses. Financial sponsor activity and capital markets also influence demand. The investment management segment provides a more stable revenue stream. While specific quarterly seasonality patterns were not detailed, the firm's diversified business model aims to mitigate the impact of fluctuations, and management expressed optimism for 2026.

Evercore Inc. is a global independent investment banking advisory firm operating in the financials sector and the investment banking and investment management industry. Founded in 1995, it provides strategic advisory services, investment management, and wealth management. Its core services include M&A advisory, restructuring and liability management, capital markets advisory, strategic shareholder advisory, private capital advisory, market risk management, equity research, and wealth management. Evercore specializes across 12 sectors, with Technology, Healthcare, and Financial Services being major contributors.

Evercore has a significant global presence with approximately 2,200 employees across 28 offices in 11 countries in North America, Europe, the Middle East, and Asia, with headquarters in New York City. Recent strategic growth initiatives have expanded its footprint, particularly in EMEA, including the acquisition of Robey Warshaw. Evercore now employs over 400 bankers across nine countries in the EMEA region and has opened offices in Italy, the Nordics, and Saudi Arabia.

Evercore maintains a strong brand reputation as a premier global independent investment banking advisory firm, known for providing high-touch, conflict-free strategic advice. Its reputation was positively impacted by record financial performance in 2025, market share gains, involvement in high-profile transactions, strategic growth initiatives like the acquisition of Robey Warshaw, and talent acquisition, hiring 19 Senior Managing Directors. No specific negative events significantly impacted Evercore's brand reputation in the past year.

Evercore Inc. has a mixed ownership structure, with institutional investors holding approximately 32.88% of the stock, totaling 43,109,247 shares. Major institutional shareholders include Vanguard Group Inc. and BlackRock, Inc. Insiders hold approximately 6.68% of the stock, with Edward S. Hyman being a significant individual insider. Public companies and individual investors collectively own about 24.03% of the stock.