Evercore Inc. EVR
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Full analysis: 30 Jul 2026
Latest news check: 10 Jun 2026
General analysis — not personal advice.
HOLD
7/10
Confidence
Existing position may be maintained at current valuation.
Strong revenues and backlog are balanced against cost pressure and cyclical exposure, supporting the hold signal.
Market sentiment
7/10
→
Trend: Stable
The market reacts positively to revenue growth but remains concerned about cost trends.
Price context
The share trades about 11 percent below its 52-week high after a moderate twelve-month gain, indicating that some growth is already priced in.
Risk assessment
4/10
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
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
15 Oct 2026
Q3
Catalysts
Oct 2026
Q3 report
High
Horizon:
Bull case
Strong backlog and record Q2 revenues provide momentum into coming quarters.
Bear case
Higher costs and margin pressure may dampen earnings growth in the near term.
Sensitivity analysis
| Factor | If it weakens | If it strengthens |
|---|---|---|
| M&A volume | Lower transaction volumes → advisory revenues decline and margins come under pressure. | Higher transaction volumes → backlog converts faster and revenues accelerate. |
| Compensation costs | Higher costs → operating margins decline despite revenue growth. | Slower cost growth → margins improve and earnings beat estimates. |
We monitor these factors. Follow the company to get email when any of them hit.
Signal rationale (informational)
Strong revenues and backlog are balanced against cost pressure and cyclical exposure, supporting the hold signal.
Recent news
- Q2 results showed record revenues of 990 million USD yet the stock initially fell on higher costs. The company raised the quarterly dividend to 0.89 USD per share.
Key figures
Revenue
Q2 2026
USD 990M
Revenue TTM
TTM
USD 3.1B
Net income
Q2 2026
USD 95.2M
Total debt
Q2 2026
USD 540M
Price & valuation
Last close
USD 303
1 week
-4.9 %
3 months
-9.9 %
12 months
-1.6 %
From 52w high
-20.9 %
From 52w low
+13.4 %
Exchange
NYSE
Type
Finance
Sector
Investment banking and advisory
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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.