Evercore Inc.

NYSE:EVR Stock Report

Market Cap: US$14.1b

Evercore Management

Management criteria checks 3/4

Evercore's CEO is John Weinberg, appointed in Feb 2022, has a tenure of 4.25 years. total yearly compensation is $17.14M, comprised of 2.9% salary and 97.1% bonuses, including company stock and options. directly owns 1.61% of the company’s shares, worth $226.22M. The average tenure of the management team and the board of directors is 3.2 years and 9.3 years respectively.

Key information

John Weinberg

Chief executive officer

US$17.1m

Total compensation

CEO salary percentage2.92%
CEO tenure4.3yrs
CEO ownership1.6%
Management average tenure3.2yrs
Board average tenure9.3yrs

Recent management updates

Recent updates

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.
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.
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.
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.
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.
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.
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.
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.
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.
Seeking Alpha Jan 04

Evercore: Large Ticket Deals Still Going Strong Into Q4

Summary Large ticket deals did well and are seeming a still strong area for the Q4 which benefits Evercore. Hiring continues to be strong which promises some good operating leverage in incoming quarters. Non-M&A advisory is still heavily represented meaning there could be good latent demand from traditional M&A, especially from the incoming PE resurgence in dealmaking. It's more advisory skewed than some of its peers, and seems to be trading at the same associated advisory multiple as Lazard when its multiple is de-blended. PE recovery is more mid-market focused according to the data so maybe slightly cheaper mid-market peers are a better pick, but EVR is getting much better growth than these comps. Read the full article on Seeking Alpha
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.
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.
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.
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.
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.
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.
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.
Analysis Article May 13

Evercore Inc.'s (NYSE:EVR) 34% Price Boost Is Out Of Tune With Earnings

Evercore Inc. ( NYSE:EVR ) shareholders are no doubt pleased to see that the share price has bounced 34% in the last...
Seeking Alpha Mar 25

Evercore: Overly Penalized

Summary Evercore, much like its investment bank peers, has sold off since the election. A closer look suggests that the fundamentals remain quite strong. The risk/reward looks interesting at current valuations. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Trump Win Meaningful For Large Ticket Deals, We Like Evercore Over Moelis

Summary Trump's victory should be considered when looking at companies with exposure to large ticket transactions like EVR, since a laxer FTC will have a positive bearing on those markets. We do want to point out that we are still wary about speculating on a sponsor return to the markets. However, we think that EVR is in an overall position to benefit, and we like their value relative to some peers which, we believe, have similar expected earnings from sponsors. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has John Weinberg's remuneration changed compared to Evercore's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$747m

Dec 31 2025US$17mUS$500k

US$592m

Sep 30 2025n/an/a

US$528m

Jun 30 2025n/an/a

US$462m

Mar 31 2025n/an/a

US$439m

Dec 31 2024US$10mUS$500k

US$378m

Sep 30 2024n/an/a

US$321m

Jun 30 2024n/an/a

US$294m

Mar 31 2024n/an/a

US$258m

Dec 31 2023US$13mUS$500k

US$255m

Sep 30 2023n/an/a

US$313m

Jun 30 2023n/an/a

US$343m

Mar 31 2023n/an/a

US$402m

Dec 31 2022US$15mUS$500k

US$477m

Sep 30 2022n/an/a

US$632m

Jun 30 2022n/an/a

US$709m

Mar 31 2022n/an/a

US$754m

Dec 31 2021US$16mUS$500k

US$740m

Sep 30 2021n/an/a

US$665m

Jun 30 2021n/an/a

US$548m

Mar 31 2021n/an/a

US$464m

Dec 31 2020US$13mUS$500k

US$351m

Sep 30 2020n/an/a

US$235m

Jun 30 2020n/an/a

US$236m

Mar 31 2020n/an/a

US$261m

Dec 31 2019US$18mUS$500k

US$297m

Compensation vs Market: John's total compensation ($USD17.14M) is about average for companies of similar size in the US market ($USD14.67M).

Compensation vs Earnings: John's compensation has increased by more than 20% in the past year.


CEO

John Weinberg (68 yo)

4.3yrs
Tenure
US$17,138,539
Compensation

Mr. John S. Weinberg has been Chairman and Chief Executive Officer at Evercore Inc. (formerly known as Evercore Partners Inc.) since February 25, 2022 and was its Co-Chairman of the Board and Co-Chief Exec...


Leadership Team

NamePositionTenureCompensationOwnership
Roger Altman
Founder & Senior Chairman19.5yrsUS$14.84m0.064%
$ 9.0m
John Weinberg
Chairman & CEO4.3yrsUS$17.14m1.61%
$ 226.2m
Timothy LaLonde
Senior MD & CFO3.2yrsUS$8.78m0.031%
$ 4.4m
Jason Klurfeld
Senior MDno dataUS$11.67m0.0098%
$ 1.4m
Matthew Lindsey-Clark
Co-Head of EMEA Investment Bankingno dataUS$3.92m0.051%
$ 7.2m
Paul Pensa
Senior MDno dataUS$5.64m0.017%
$ 2.4m
David Kamo
Senior MD of Strategic Advisory of New York & Senior MD in Investment Banking1.3yrsno datano data
Sandeep Saini
Senior MD & Chief Information Officerless than a yearno datano data
Katy Haber
Senior MDno datano datano data
Jamie Easton
Senior MDno datano datano data
William Hiltz
Senior Managing Director of Advisory Businessno dataUS$4.06mno data
Eduardo Mestre
Chairman of Investment Bankingno dataUS$4.07mno data
3.2yrs
Average Tenure
68yo
Average Age

Experienced Management: EVR's management team is considered experienced (3.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Roger Altman
Founder & Senior Chairman19.5yrsUS$14.84m0.064%
$ 9.0m
John Weinberg
Chairman & CEO9.5yrsUS$17.14m1.61%
$ 226.2m
Ralph Schlosstein
Chairman Emeritus4.3yrsUS$7.68mno data
Ellen Futter
Independent Director8.1yrsUS$255.55k0.015%
$ 2.1m
Willard Overlock
Independent Director11.6yrsUS$255.55k0.031%
$ 4.3m
Robert Millard
Independent Director13.8yrsUS$285.55k0.13%
$ 18.1m
Christine Varney
Independent Directorless than a yearno data0.00040%
$ 56.3k
Simon Robertson
Independent Director9.1yrsUS$255.55k0.021%
$ 2.9m
William Wheeler
Independent Director11.3yrsUS$285.55k0.028%
$ 3.9m
Pamela Carlton
Independent Director6.6yrsUS$255.55k0.0075%
$ 1.0m
Gail Harris
Independent Lead Director19.8yrsUS$285.55k0.099%
$ 13.9m
Sarah Williamson
Independent Director8.1yrsUS$255.55k0.031%
$ 4.4m
9.3yrs
Average Tenure
73yo
Average Age

Experienced Board: EVR's board of directors are considered experienced (9.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 16:03
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
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
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

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Learn about the world class team 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