Evercore Inc. Class A (EVR)

Over the past six months, Evercore's stock has experienced strong performance, surging approximately 99% over the past year. The company reported record first-quarter 2026 revenues of $1.4 billion, a 100% increase year-over-year, and adjusted EPS of $7.53, beating analyst estimates, and increased its quarterly dividend by 6% to $0.89 per share. Evercore acquired UK-based advisory firm Robey Warshaw for approximately $196 million. Evercore hosted its third annual Private Markets Forum in May 2026. David Ke joined as Senior Managing Director, and Sean Brady was promoted to Partner. As of May 2026, Evercore has a consensus "Hold" rating from analysts, with an average rating score of 2.36.

Demand for Evercore's services is influenced by market conditions and deal-making cycles. While investment banking activity can be cyclical, Evercore's diversified approach helps provide a more stable revenue stream. The fourth quarter has often shown positive seasonality in investment banking. M&A activity was expected to strengthen in the latter half of 2025 and into 2026, driven by pent-up demand. Evercore's Private Capital Advisory business delivered a record third quarter in 2025.

Evercore Inc. is a global independent investment banking advisory firm founded in 1995 and headquartered in New York City. The company operates in the Financial Services sector, specifically in Capital Markets. Evercore's business is divided into Investment Banking & Equities and Investment Management. The Investment Banking & Equities segment offers advisory services, assists in raising capital, and provides equity research. The Investment Management segment focuses on wealth management services. Evercore emphasizes a conflict-free advisory model.

Evercore has a significant global presence, with 28 offices across 11 countries in North America, Europe, Latin America, and Asia. Its offices are located in major financial centers, including New York, London, Frankfurt, Madrid, Milan, Paris, Stockholm, Beijing, Dubai, Hong Kong, Mumbai, Riyadh, Seoul, Singapore, and Tokyo.

Evercore has a strong reputation as a premier independent investment banking advisory firm, known for unbiased counsel and strategic advice. Its reputation has been reinforced by record financial performance, industry recognition, strategic expansion, and strong client engagement. The firm reported its second-best year ever in 2024 and record Q1 2026 revenues. Evercore's Equities franchise achieved the #1 ranking on a weighted basis from Extel's All-America Equity Research Survey for the third consecutive year in 2024. The acquisition of Robey Warshaw and the focus on private markets indicate strategic growth.

Evercore's ownership is predominantly institutional, with institutional investors holding a substantial portion of the company's shares, around 79.04% to 90.99%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Wellington Management Group LLP. The largest individual shareholder is Edward S. Hyman, owning 10.98% of the company's shares. Insider trading activity in the past three months shows more shares sold by insiders than bought, though a director, Sarah K. Williamson, bought 2,000 shares in March 2026.