📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

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.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding EVR

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Manager	Shares	Value	% of Fund	Period
Steve Cohen Point72 Asset Management	390.6K	$116.6M	0.15%	Mar 2026
Jim Simons Renaissance Technologies LLC	173.9K	$51.9M	0.08%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q2 2025

Confident Specific

Management delivered specific growth figures (21% revenue growth, record revenues) and detailed strategic rationale for the Robey Warshaw acquisition, while acknowledging uncertainties but expressing optimism about market recovery.

Q3 2025

Confident Specific

Management repeatedly used phrases like 'record third quarter results', 'best third quarter ever', 'second best quarter in history', and provided specific numbers: adjusted net revenues up 42%, operating income up 69%, EPS up 71%. There was a positive, forward-looking tone with no hedging on performance.

Q4 2025

Confident Specific

Management consistently used precise numbers ($3.9B revenue, $14.56 EPS, 29% revenue growth) and definitive language like 'strongest revenue performance in our history' and 'record results'. They described 'broad-based momentum' and 'optimism' for 2026, reflecting data-backed confidence.

Q1 2026 latest

Confident Specific

Management used phrases like 'record first quarter', 'broad-based performance', and provided concrete revenue figures ($1.4 billion, up 100% YoY) and deal examples, but also cautioned about not extrapolating and acknowledged lumpiness.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis for Evercore appears stronger after this call given a record Q1 with broad-based revenue growth and market share gains. Management's caution about lumpiness and normalization in Q2 is a realistic tempering, not a signal of weakness. The continued investment in talent and diversification (PCA, Europe, ECM) supports medium-term growth. Key watch items for next quarter: whether Q2 revenues indeed align with Q2 2025 levels, and whether compensation ratio improvement continues despite competitive hiring conditions. Overall, the call reinforces Evercore's competitive positioning in large cap M&A and non-M&A advisory, but near-term visibility remains limited due to geopolitical uncertainty.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Evercore posts record Q1 2026 with $1.4B revenue, 100% YoY growth

Revenue & Profitability

Adjusted net revenues were approximately $1.4 billion, up 100% year-over-year and 8% sequentially. Adjusted operating income was $354 million, up 205% year-over-year. Adjusted earnings per share was $7.53, up 116% year-over-year. GAAP net revenues were $1.4 billion, operating income $331 million, and EPS $7.20.

Outlook

Management is constructive on the M&A outlook, noting strong client engagement and a healthy backlog that continues to replenish. However, they caution that ongoing geopolitical and macroeconomic uncertainty could extend transaction timelines. The environment for large cap strategic M&A remains robust, with open financing markets and high CEO confidence. Non-M&A businesses also have strong backlogs.

Growth Drivers

Key growth drivers include large cap strategic M&A, particularly in healthcare, industrials, real estate, infrastructure, and technology. EMEA advisory delivered a record first quarter, as did private capital advisory, Private Funds Group, equities, and wealth management. The firm is seeing increased engagement from financial sponsors, especially on larger assets, and strong momentum in newer product areas like private credit and secondaries.

Balance Sheet & CapEx

Adjusted non-compensation expenses were $150 million, up 21% year-over-year, driven by higher technology and information services costs, professional fees, and travel. Management expects a similar growth rate in non-comps for 2026. The firm is investing in AI and technology, with a new chief information officer and augmented tech team to drive productivity and idea generation.

Margins

Adjusted operating margin for Q1 was 25.3%, up from 16.6% a year ago, representing an improvement of approximately 870 basis points. The adjusted compensation ratio was 64%, down 170 bps year-over-year. Management expects compensation ratio improvement in 2026 to be more modest than in the prior two years. Non-comp ratio improved 700 bps to 10.7% due to stronger revenues.

Key Risks

Key risks flagged include geopolitical and macroeconomic uncertainty that could extend transaction timelines, and a slowdown in middle-market M&A. Software sector valuations are under pressure, which may affect activity. The firm also noted that activist campaigns declined in Q1. Management emphasized that investors should not extrapolate the strong Q1 results across future quarters.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-07-29

Record Q2 and first half revenues were driven by broad-based business strength, robust M&A and ECM activity, and continued investment in talent and technology. Backlog and client engagement remain strong, supporting a positive outlook for the rest of 2026 and into 2027.

Q1 2026 Q1 2026 2026-04-29

Record first quarter with adjusted net revenues doubling year-over-year to $1.4 billion, driven by strong performance across all business segments and major transaction closings. Capital return reached a new high, and the outlook remains optimistic despite ongoing market uncertainty.

Q4 2025 Q4 2025 2026-02-04

Record revenue and earnings growth driven by strong M&A, diversified business lines, and robust market conditions. Continued investment in talent and technology, with optimism for 2026 amid record backlogs and ongoing capital returns.

Q3 2025 Q3 2025 2025-10-29

Record Q3 results with $1B in adjusted net revenues, up 42% year over year, driven by broad-based business strength and robust M&A and non-M&A activity. Strong hiring, expanding European presence, and a healthy pipeline support optimism for continued growth into 2026.

Q2 2025 Q2 2025 2025-07-30

Record Q2 and first-half revenues were driven by strong M&A and non-M&A business lines, with robust growth in private capital advisory and equities. The acquisition of Robey Warshaw enhances global reach, while disciplined capital returns and investments support ongoing expansion.

📊 Analysis Methodology

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Investment Risk:
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