Evercore Inc. EVR

NYSE | Finance | Investment banking and advisory
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Updated: 29 Oct 2026 Base analysis: 30 Jul 2026

The news check keeps the assessment current.

General analysis — not personal advice.

HOLD Clear

Existing position may be maintained at current valuation.

Strong revenue growth, record backlog and new mandates are balanced against cost increases and cyclical exposure, supporting the hold signal.

Market sentiment Positive ↑
Trend: Improving

The market reacts positively to revenue growth, record backlog and new large mandates while noting ongoing cost pressure and macro uncertainty.

Risk assessment Low
Dilution: Low Buybacks offset compensation-related dilution
Jurisdiction: Low Operations mainly in US and Western Europe
Execution: Medium Dependent on deal closures in uncertain environment

HOLD is the call. Positive is the market mood. Low risk means less can go wrong.

Latest change
  • 29 Oct 2026 — Report shows strong revenue growth driven by record backlog and new mandates.
About the company

Evercore is an independent investment bank focused on M&A advisory, restructuring and capital raising. The firm maintains a global presence and complements its core business with wealth management and equity research. Operations are profitable and closely tied to transaction volumes.

Sector: Investment banking and advisory
Type: Finance
Next report (Q4)
26 Jan 2027
Catalysts
◐
Jan 2027
Q4 2026 report High
Bull case

Record order intake, diversified revenues and new large advisory mandates provide continued momentum.

Bear case

Higher technology and travel costs together with macro uncertainty may limit margin expansion.

Why this signal

Strong revenue growth, record backlog and new mandates are balanced against cost increases and cyclical exposure, supporting the hold signal.

Recent news
  • Evercore reported record Q3 2026 revenue with adjusted EPS of 4.28 USD that beat estimates sharply. The stock rose approximately 12 % on the report day. The firm was appointed lead advisor for a potential restructuring of Saudi Aramco's gas business. Nigel Dawn and Naveen Nataraj were named co-presidents effective January 2027.

Key figures

Revenue
Q3 2026
USD 1.2B
Revenue TTM
TTM
USD 4.8B
Net income
Q3 2026
USD 161M
Cash
Q3 2026
USD 2.8B
Total debt
Q2 2026
USD 1.1B
Exchange
NYSE
Type
Finance
Sector
Investment banking and advisory
Evercore Inc. EVR
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.