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Evercore Inc.

NYSE:EVR Stock Report

Market Cap: US$10.8b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
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Evercore Future Growth

Future criteria checks 1/6

Evercore is forecast to grow earnings and revenue by 0.8% and 3.4% per annum respectively. EPS is expected to grow by 2.4% per annum. Return on equity is forecast to be 34.1% in 3 years.

Key information

0.8%

Earnings growth rate

2.36%

EPS growth rate

Capital Markets earnings growth12.2%
Revenue growth rate3.4%
Future return on equity34.06%
Analyst coverage

Good

Last updated16 Sep 2026

Recent future growth updates

Recent updates

User avatar
Narrative Update • Sep 03

EVR: Advisory Resilience And Expense Discipline Will Support Future Earnings

Analysts have trimmed their price targets on Evercore. The updated research framework now points to a fair value estimate of $363.90, down from $383.60, as they factor in softer revenue growth assumptions, slightly lower profit margins, and a modestly higher discount rate following recent quarters of mixed results and higher non-compensation expenses.
Seeking Alpha • Aug 21

Evercore: Strong Outlook Into 2027

Summary Evercore Inc. rated Buy, driven by accelerating deal flow and strong EBITDA growth expected into 2027. EVR trades at a forward EV/EBITDA of 9.1x, near technical lows and a 57% discount to its recent peak multiple. Record-high capital returns, including a $1.6B buyback program and $3.41/share TTM dividends, support the share price. Management cites a robust M&A backlog and positive macro backdrop, with risks tied to interest rates and deal closure timing. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 13

EVR: Future P/E Will Depend On AI Deal And Cost Discipline

The analyst price target for Evercore has been trimmed by about $11 to reflect slightly lower fair value assumptions, a higher discount rate, and reduced expectations for revenue growth and profit margin. This aligns with recent Street research that has nudged targets down while generally maintaining neutral to constructive views on the stock.
User avatar
Narrative Update • Jul 30

EVR: Secondary Market Strength Will Support Future Earnings Power

Evercore's analyst fair value estimate has moved from $435 to $391, reflecting recent price target trims tied to softer Advisory revenue and higher non-compensation expenses, even as some analysts still point to solid earnings quality in their updated research. Analyst Commentary Recent research on Evercore shows a mixed but generally constructive tone, with several bullish analysts still finding reasons to support the stock even as price targets have been adjusted in response to recent results.
User avatar
Narrative Update • Jul 15

EVR: Advisory Strength And Capital Returns Will Support Future Earnings

Evercore's updated analyst price target of $383.60, up from $374.60, reflects analysts' recent target moves, including higher levels such as $390 and $350 from different firms. The change is supported by modestly higher assumed revenue growth, profit margins, and future P/E in current models.
User avatar
Narrative Update • Jul 01

EVR: Higher P/E Will Rely On Deal Pipeline Execution Consistency

Analysts have nudged their fair value estimate for Evercore up from $310 to $325. This reflects recent price target revisions and updated assumptions for discount rate, revenue growth, profit margin, and future P/E.
Analysis Article • Jun 19

Evercore (EVR) Stock Could Be 1% Undervalued After Its Robey Warshaw Deal

Evercore (EVR) stock is drawing attention after recent trading, with the share price at $371.72 and recent returns over the past month and past three months standing out for investors comparing diversified financials. See our latest analysis for Evercore. Over the past year, Evercore has paired strong recent momentum, including a 30 day share price return of 14.99% and 90 day share price return of 35.23%, with a 1 year total shareholder return of 52.17% that sits alongside very large 3 and 5...
User avatar
Narrative Update • Jun 17

EVR: EMEA Expansion And Capital Returns Will Support Long Term Earnings

The analyst price target for Evercore stock has changed to $374.60 from $353.56, with analysts citing updated assumptions on fair value, discount rate, and future P/E, along with mixed recent Street research moves on the stock. Analyst Commentary Recent Street research on Evercore stock shows a mix of higher and lower price targets, reflecting different views on how current valuation, execution, and earnings power line up.
User avatar
Narrative Update • Jun 03

EVR: Middle Cycle M&A Recovery And Buybacks Will Drive Future Upside

Evercore's updated fair value estimate holds at $435, even as analysts refine their models and adjust price targets across the Street. Recent moves range from cuts of $8, $48 and $55 and a reset to $313, to a $3 increase and a larger $39 upward revision that reflect mixed views on near term deal activity and valuation.
User avatar
Narrative Update • May 17

EVR: Middle Cycle M&A Recovery And Buybacks Are Expected To Drive Upside

Evercore's updated analyst price target reflects a mixed series of recent revisions, with cuts of $8, $48, $55, and a move to $313 from $383, offset by increases of $3 and $39, as analysts weigh changing expectations for deal activity and valuation multiples. Analyst Commentary Recent research on Evercore highlights a split view, with some firms trimming targets while others point to potential upside tied to deal activity and valuation.
User avatar
Narrative Update • May 02

EVR: M&A Cycle Recovery Is Expected To Support Future Upside

Evercore's updated analyst price target has moved to $435. This reflects a blend of recent Street revisions as analysts factor in more moderate revenue growth assumptions, slightly firmer profit margins, and a lower projected future P/E.
User avatar
Narrative Update • Apr 18

EVR: Higher P/E Will Face Ongoing Dealmaking And Market Risk

Evercore's updated analyst price targets have shifted within a wide recent range that includes both increases, such as the $39 and $20 raises, and reductions of up to $55. Analysts cited changing expectations for investment banking volumes, deal cycles and broader market risk as key drivers.
User avatar
Narrative Update • Apr 04

EVR: Higher Future P/E And M&A Cycle Are Expected To Drive Upside

Evercore's analyst fair value estimate has been adjusted from $447.00 to $435.00. This reflects recent cuts to Street price targets as analysts weigh firm wide M&A prospects against softer profit margin assumptions and a higher future P/E of 23.65x.
User avatar
Narrative Update • Mar 20

EVR: Higher P/E Will Rely On Resilient Dealmaking Through Volatile Cycle

The analyst price target for Evercore is adjusted to $310 from $320, as analysts factor in mixed revisions across recent research, including lower Street targets, as well as updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Evercore shows a split view, with some firms trimming price targets and others raising them or initiating with a bullish stance.
User avatar
Narrative Update • Mar 06

EVR: Middle East Expansion And Higher Future P/E Will Shape Bullish Setup

Narrative Update on Evercore The analyst price target for Evercore has increased by $20, with analysts citing updated assumptions on the discount rate, slightly stronger revenue growth, stable profit margins, and a higher future P/E multiple as the main factors behind this change. Analyst Commentary Recent Street research shows a mix of views on Evercore, but the most recent actions include several higher price targets and a fresh positive initiation.
User avatar
Narrative Update • Feb 20

EVR: Middle East Expansion And Margin Outlook Will Shape Bullish Setup

The analyst price target for Evercore has increased from $413 to $447, with analysts citing updated assumptions on discount rates, profit margins, and future P/E as the key factors behind this change. Analyst Commentary Recent research on Evercore reflects a generally constructive tone, with several bullish analysts updating their models and price targets in response to refreshed assumptions on earnings power, valuation, and execution.
User avatar
Narrative Update • Feb 06

EVR: Higher P/E Expectations Will Test Execution As Dealmaking Cycle Evolves

Narrative Update on Evercore Our analyst price target for Evercore has been raised from about $286 to about $320. This reflects the recent series of higher Street targets from firms such as UBS, Morgan Stanley, Keefe Bruyette, Wolfe Research, and BofA, and incorporates updated assumptions on discount rate, revenue growth, margins, and future P/E.
User avatar
Narrative Update • Jan 22

EVR: Elevated Expectations Will Challenge Execution As Dealmaking Outlook Improves

Our analyst fair value estimate for Evercore has shifted to US$285.94 from US$230.00. This reflects higher Street price targets and generally positive analyst commentary on the firm's outlook, including its role in favored subsectors and recent views on an improving dealmaking environment.
User avatar
Narrative Update • Jan 08

EVR: Middle East Expansion And Sector Theme Inclusion Will Shape Balanced Outlook

Analysts have lifted their price target on Evercore from US$365 to US$413, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and future P/E. This follows recent research that places the stock among preferred names in the sector and maintains generally positive views on dealmaking conditions.
User avatar
Narrative Update • Dec 19

EVR: Accelerating Deal Activity Will Support Earnings Amid Compensation And Seasonality Risks

Analysts have trimmed their average price target on Evercore by about $23 to reflect modestly lower growth assumptions, even as they emphasize the firm's improving profitability and attractive leverage to a strengthening M&A backdrop. Analyst Commentary Analyst commentary on Evercore remains broadly constructive, with most viewing the recent price target resets as a recalibration rather than a change in fundamental thesis.
User avatar
Narrative Update • Dec 05

EVR: Accelerating M&A Cycle Will Offset Compensation And Seasonality Headwinds

Analysts have modestly reduced their price target on Evercore by revising assumptions, including a slightly higher discount rate, to reflect nearer term headwinds around compensation and seasonality. They are still highlighting attractive valuation and leverage to an improving M&A cycle, with targets now clustered in the high $300s per share range.
User avatar
Narrative Update • Nov 21

EVR: Accelerating M&A Cycle Will Drive Stronger Performance Ahead

Evercore’s analyst price target has decreased slightly from $355.88 to $347.88. This reflects analysts’ cautious view amid recent earnings volatility and a mixed forward outlook, despite ongoing optimism regarding the improving dealmaking environment and the firm’s strategic position.
User avatar
Narrative Update • Nov 01

EVR: Dealmaking Recovery Will Drive Share Price Upside In Coming Years

Evercore's analyst price target has been lowered from $378.29 to $355.88, as analysts cite mixed forward commentary and softer growth assumptions despite ongoing optimism regarding the dealmaking landscape. Analyst Commentary Recent research provides a range of perspectives on Evercore's performance and outlook, reflecting both optimism and caution in the current dealmaking environment.
User avatar
Narrative Update • Oct 18

Robey Warshaw Acquisition Will Expand Global Advisory Footprint

Evercore's analyst price target has increased from $369 to $378.29. Analysts cite strong advisory revenue, enhanced growth prospects, and favorable conditions in the accelerating M&A cycle as key drivers for the upward revision.
User avatar
Narrative Update • Oct 04

Robey Warshaw Acquisition Will Expand Global Advisory Footprint

Evercore’s analyst price target has been increased from $364.20 to $369.00. Analysts point to stronger advisory revenues and an improving merger and acquisition outlook as key drivers for the target update.
User avatar
Narrative Update • Sep 09

Robey Warshaw Acquisition Will Expand Global Advisory Footprint

Analysts have raised Evercore’s price target to $364.20, citing expectations for a robust M&A recovery, recent earnings outperformance, and a strong deal pipeline. Analyst Commentary Bullish analysts anticipate a robust recovery in M&A volumes, projecting a full reversion to historical averages by 2027.

Earnings and Revenue Growth Forecasts

NYSE:EVR - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20285,436755N/AN/A4
12/31/20275,468859N/AN/A9
12/31/20264,854773N/AN/A9
6/30/20264,7107451,6261,668N/A
3/31/20264,5547471,5231,580N/A
12/31/20253,8575921,1821,256N/A
9/30/20253,5435281,0571,135N/A
6/30/20253,239462742809N/A
3/31/20253,094439671720N/A
12/31/20242,980378958988N/A
9/30/20242,789321699717N/A
6/30/20242,624294714731N/A
3/31/20242,435258545561N/A
12/31/20232,426255438458N/A
9/30/20232,473313394417N/A
6/30/20232,480343470494N/A
3/31/20232,611402610633N/A
12/31/20222,762477508531N/A
9/30/20223,0466329891,012N/A
6/30/20223,2937091,0791,102N/A
3/31/20223,3467541,2031,229N/A
12/31/20213,2857401,3571,385N/A
9/30/20213,1296651,1901,225N/A
6/30/20212,706548934974N/A
3/31/20212,530464774823N/A
12/31/20202,295351925978N/A
9/30/20201,995235631697N/A
6/30/20201,996236684759N/A
3/31/20202,020261N/A743N/A
12/31/20192,009297N/A505N/A
9/30/20192,120356N/A630N/A
6/30/20192,099362N/A540N/A
3/31/20192,016349N/A478N/A
12/31/20182,065377N/A850N/A
9/30/20181,764195N/A492N/A
6/30/20181,790191N/A526N/A
3/31/20181,712140N/A548N/A
12/31/20171,635125N/A507N/A
9/30/20171,609188N/A497N/A
6/30/20171,589177N/A564N/A
3/31/20171,569183N/A453N/A
12/31/20161,440108N/A422N/A
9/30/20161,40385N/A464N/A
6/30/20161,32657N/A324N/A
3/31/20161,24344N/A323N/A
12/31/20151,22343N/A368N/A
9/30/20151,13750N/A270N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: EVR's forecast earnings growth (0.8% per year) is below the savings rate (3.7%).

Earnings vs Market: EVR's earnings (0.8% per year) are forecast to grow slower than the US market (17.4% per year).

High Growth Earnings: EVR's earnings are forecast to grow, but not significantly.

Revenue vs Market: EVR's revenue (3.4% per year) is forecast to grow slower than the US market (13.6% per year).

High Growth Revenue: EVR's revenue (3.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: EVR's Return on Equity is forecast to be high in 3 years time (34.1%)


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/20 00:56
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Evercore Inc. is covered by 24 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Roger FreemanBarclays
Charles HintzBernstein
null nullBMO Capital Markets Equity Research

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