Evercore's earnings base is almost entirely fee-driven, with non-interest income running near 100.7% of total revenue and net interest income negative in every reported quarter, so results track advisory deal flow rather than balance-sheet spreads.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue climbed from $699.0M in 2025Q1 to about $1.4B in 2026Q1 while the efficiency ratio improved to 74.1%, though the 2026Q2 quarter showed EPS compressing to $2.32 on $990.2M of revenue, suggesting profitability remains lumpy.
Evercore posted a 29.49% year‑over‑year increase in revenue for the twelve months ending December 31, 2025, reaching $3.88 billion. The growth trajectory has been steady, with a 22.67% rise in 2024 versus 2023, underscoring the firm’s expanding deal pipeline.
The firm achieved a trailing twelve‑month net income margin of 15.3% and a return on equity of 27.6% (30% in some analyses). It generated $1.2 billion in free cash flow over the last 12 months, earning a perfect 100/100 cash‑generation score.
Analysts project a strengthening M&A environment in late 2025 and into 2026, expected to drive Evercore’s revenue momentum. With $6 trillion of private‑equity dry powder available, the firm is positioned to capture a surge in advisory work.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $4.28+69.8% vs $2.52 | $1.2B+34.1% vs $878M |
Q3 2026 Jul 29, 2026 | $2.91-4.0% vs $3.03 | $998M+1.4% vs $985M |
Q2 2026 Apr 29, 2026 | $7.53+38.7% vs $5.43 | $1.4B+19.4% vs $1.2B |
Q1 2026 Feb 4, 2026 | $5.13+33.9% vs $3.83 | $1.3B+15.8% vs $1.1B |
Cybersecurity stocks are outpacing the rest of large-cap tech after Evercore ISI's quarterly survey of channel partners found a strengthening budget outlook across the sector. Okta (NASDAQ:OKTA | OKTA Price Prediction) stock is trading at $209.
Investors interested in stocks from the Financial - Investment Bank sector have probably already heard of BGC Group (BGC) and Evercore (EVR). But which of these two stocks presents investors with the better value opportunity right now?
Evercore (EVR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Evercore ISIranked No. 1 among all firms on a weighted basis in the analyst rankings of the 2026 Extel (previously Institutional Investor) All-America Research
Benchmark EVR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Evercore Inc. (EVR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $284.65 | $11.01B | 15.30 | 29.41% | 15.73% | 34.34% | 1.14% | |
| $38.31 | $3.73B | 22.25 | 3.36% | 5.65% | 18.96% | 4.58% | |
| $148.61 | $3.84B | 22.21 | 14.77% | 10.5% | 19.27% | 0.58% | |
| $56.92 | $4.22B | 19.33 | 26.98% | 14.22% | 35.67% | 4.63% | |
| $145.86 | $10.19B | 24.23 | 9.55% | 15.78% | 16.93% | 1.74% | |
| $13.68 | $1.41B | 41.87 | -14.48% | 4.35% | 12.11% | 2.61% |
Evercore Inc. (EVR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Evercore Inc. (EVR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Oct 21, 2026·SEC
Jul 29, 2026·SEC
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Evercore Inc. (EVR) stock FAQ — growth, dividends, profitability & financials explained
Evercore Inc. (EVR) grew revenue by 36.6% over the trailing twelve months, compared with the twelve months before.
Yes. Evercore Inc. (EVR) earned $761.3M in net income over the trailing twelve months (a 15.7% net margin).
Yes. Evercore Inc. (EVR) pays a dividend that yields 1.14% at the current price, a moderate yield.
Evercore Inc. (EVR) had a return on equity (ROE) of 34.3% over the trailing twelve months. That is well above the market's typical 10-15%.
Evercore Inc. (EVR) has a net interest margin (NIM) of -0.5%. NIM has been under pressure due to interest rate environment.
Evercore Inc. (EVR) has an efficiency ratio of 79.4%. This is higher than peers, suggesting room for cost optimization.
