Evercore Inc. (EVR) AI Stock Analysis

Evercore Inc. operates globally across segments including Investment Banking and Investment Management. The Investment Banking division provides strategic advisory services such as mergers and acquisitions, shareholder advisory, and transaction structuring. It also offers Capital Markets Advisory, encompassing equity capital markets, debt advisory, and private placement advisory. In addition, Evercore integrates research, sales, and trading services for institutional clients across the United States, Europe, Latin America, and other regions. The firm has also begun exploring the role of digital assets and cryptocurrency within investment strategies to expand its tailored financial solutions.

Evercore's revenue reached $3.88B in FY2025, up 29.5% from $3.00B in FY2024 and rebounding from $2.44B in FY2023. Between FY2020 and FY2025, revenue expanded at a 5-year CAGR of 11.2%. Operating margin stood at 20.5% in FY2025, while net margin reached 15.3% as net income rose to $591.9M and diluted EPS hit $14.52. In the trailing twelve months ending June 30, 2026, revenue totaled $4.71B with an operating margin of 17.8% and EPS of $17.76. In the latest quarter ended June 30, 2026, quarterly revenue increased 18.8% year-over-year, while quarterly earnings declined 1.7%.

As of June 30, 2026, Evercore held $2.40B in cash and short-term investments against $1.09B in total debt, yielding net cash of $1.31B. Total assets stood at $4.70B alongside shareholders' equity of $1.86B, resulting in a debt-to-equity ratio of 0.59 and a current ratio of 2.47. In FY2025, the firm generated free cash flow of $1.18B and directed cash toward $74.0M in capital expenditures, $661.8M in share buybacks, and $144.4M in dividends paid.

EVR shares closed at $254.08 on October 16, 2026, down 18.7% over the past year compared to a 16.8% gain for the S&P 500 (SPY). Over five years, EVR returned 79.7% while SPY returned 83.0%. The stock trades at a trailing P/E of 14.3x and a forward P/E of 12.2x, above the median of its US-listed Financial Services peers of 12.1x and 10.8x, respectively. Evercore's price-to-sales multiple is 2.1x compared to the peer median of 3.2x, while its EV/EBITDA multiple of 6.3x trades below the peer median of 11.7x.

Evercore pays a forward annual dividend of $3.56 per share, representing a 1.40% dividend yield at its last close. The payout ratio stands at 18.2%, and the company has paid dividends for 20 consecutive years. Dividends have grown at an annualized rate of 7.2% over the past 5 years, with the last ex-dividend date on August 28, 2026.

Wall Street analysts covering EVR maintain 5 Strong Buy, 1 Buy, and 5 Hold ratings, with zero Sell ratings. The mean price target of $332.20 reflects a 30.7% upside to the last close of $254.08. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $4.64B and EPS of $18.11, representing 24.4% EPS growth. Evercore has beaten EPS estimates in 3 of the last 4 quarters, with its next earnings report scheduled for October 28, 2026.

This page is an AI-written research summary of Evercore Inc. (EVR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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