Evercore Inc. (EVR) Stock Analysis
Breakout setup
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $373.80, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.8% away).
Evercore provides investment banking advisory, equities research and trading, and wealth management, with the Investment Banking & Equities segment generating $3.69 billion — 98% of 2025 revenues. The company earns contingent advisory fees on M&A, restructuring, and capital... Read more
Hold if already holding. Not a fresh buy at $373.80, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.8% away). Chart setup: Golden cross, above all MAs, RSI 65, MACD bullish. Downgraded from BUY WAIT — price $373.80 has reached target $367.25. No upside to wait for. Score 6.9/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 42d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Evercore Inc.
About Evercore Inc.
Evercore's Investment Banking & Equities segment generated $3.69 billion in revenue in 2025, representing 98% of total revenues and up from $2.81 billion in 2024, with the firm completing 806 fee-paying advisory and underwriting transactions. The Investment Management segment contributed $87.4 million (2%), primarily through Evercore Wealth Management's $15.5 billion in AUM at year-end 2025. The company employed approximately 2,570 people across 33 cities globally.
Evercore earns most of its revenue from M&A advisory fees, which are typically contingent on transaction closing and constitute the largest share of Investment Banking & Equities income. Liability management and restructuring, capital markets advisory, and the Equities business (Evercore ISI, ranked #1 independent by Extel in 2025) serve as supplemental revenue streams, all expected to remain smaller than M&A for the foreseeable future. Revenue is highly episodic — large fees tied to closing milestones mean quarterly results fluctuate with deal timing, and the 10-K notes that losing even a small number of fee events could have a significant near-term financial effect. The firm competes against universal banks including Goldman Sachs, JPMorgan Chase, and Morgan Stanley, as well as independent advisors Centerview, Houlihan Lokey, Lazard, and Moelis. Evercore acquired Robey Warshaw, a U.K. advisory firm, in 2025, extending geographic reach to Stockholm, Sweden and Milan, Italy.
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Evercore's principal U.S. broker-dealer, Evercore Group L.L.C. (EGL), is registered with the SEC and is a FINRA member, subject to the net capital rule (Rule 15c3-1) and the Market Access Rule (Rule 15c3-5). In the U.K., Evercore Partners International LLP and Evercore ISI International Limited are both authorized by the Financial Conduct Authority under FSMA, subject to higher capital requirements under the Investment Firm Prudential Regime effective January 1, 2022. Evercore Trust Company, N.A. is regulated by the Office of the Comptroller of the Currency and is a Federal Reserve member bank. Non-compliance across these multi-jurisdictional frameworks could expose the firm to fines, suspension, or revocation of registrations.
See also: Financial Services · Capital Markets
From Evercore Inc.'s most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-06-17Recent Developments — Evercore Inc.
Latest news
- NEWS Evercore (EVR) Q1 2026 Earnings Transcript - The Motley Fool — The Motley Fool neutral
- NEWS Evercore (EVR) Q1 2026 Earnings Transcript - The Globe and Mail — The Globe and Mail positive
- NEWS Here's What Key Metrics Tell Us About Evercore (EVR) Q1 Earnings - Yahoo Finance — Yahoo Finance positive
- NEWS Evercore (EVR) Q1 Earnings and Revenues Surpass Estimates - Yahoo Finance — Yahoo Finance positive
- NEWS Evercore (NYSE:EVR) Reports Strong Q1 CY2026 - StockStory — StockStory positive
Generated 2026-06-17T08:56:47Z.
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Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·2 ceiling hits
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
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Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $373.80, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.8% away). Chart setup: Golden cross, above all MAs, RSI 65, MACD bullish. Downgraded from BUY WAIT — price $373.80 has reached target $367.25. No upside to wait for. Target $367.25 (-1.8%), stop $312.23 (−19.7%), A.R:R -0.9:1. Score 6.9/10, moderate confidence.
Take-profit target: $367.25 (+11.7% upside). Target $367.25 (-1.8%), stop $312.23 (−19.7%), A.R:R -0.9:1. Stop-loss: $312.23.
Analyst target reached - limited upside remaining; Near 52-week high (3.8% away).
Evercore Inc. trades at a P/E of 20.6 (forward 15.9). TrendMatrix value score: 6.0/10. Verdict: Hold.
15 analysts cover EVR with a consensus score of 3.9/5. Average price target: $375.
What does Evercore Inc. do?Evercore provides investment banking advisory, equities research and trading, and wealth management, with the...
Evercore provides investment banking advisory, equities research and trading, and wealth management, with the Investment Banking & Equities segment generating $3.69 billion — 98% of 2025 revenues. The company earns contingent advisory fees on M&A, restructuring, and capital markets transactions for corporate clients and financial sponsors, operating across 33 cities globally with roughly 2,570 employees.