YOLFTbeta
Evercore Partners Inc

Evercore Partners Inc

EVR · NYSE · Financial Services / Capital Markets

296.35USD+1.01 (+0.34%)

Price History

Full chart

Market Stats

Previous Close295.34
Open299.40
Day Range292.97 – 299.40
52-Week Range245.47 – 385.54
Volume249.27K
Market Cap11.24B
P/E (TTM)16.46
Forward P/E12.47
EPS17.76
Dividend Yield1.37%
Beta1.51
50-Day Avg271.77
200-Day Avg316.60

About

Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.

Company Details

  • SectorFinancial Services
  • IndustryCapital Markets
  • CEOMr. John S. Weinberg
  • Employees2.71K
  • Headquarters55 East 52nd Street, New York, NY, United States, 10055, USA
  • Websitehttps://www.evercore.com

Leadership

  • Mr. Roger Charles AltmanFounder & Senior Chairman · b. 1946
  • Mr. John S. WeinbergChairman & CEO · b. 1957
  • Mr. Timothy Gilbert LaLonde M.B.A., M.Sc.Senior MD & CFO · b. 1962
  • Mr. Jason Klurfeld J.D.Senior MD, Corporate Secretary & General Counsel · b. 1973
  • Mr. Matthew Lindsey-ClarkCo-Head of EMEA Investment Banking, Global Adv. Europe & Sr. MD of Strategic Advisory of London · b. 1963
  • Mr. Paul Pensa CPASenior Managing Director, Chief Accounting Officer & Controller
  • Mr. David KamoSenior MD of Strategic Advisory of New York & Senior MD in Investment Banking
  • Mr. Sandeep SainiSenior MD & Chief Information Officer
  • Ms. Katy HaberSenior MD, Head of Investor Relations & ESG
  • Ms. Jamie EastonSenior MD, Head of Communications & External Affairs · b. 1979

Financials

Income Statement

Currency: USD2003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Revenue60.12M86.32M125.64M216.50M340.05M225.30M338.81M398.75M543.65M657.67M779.43M931.40M1.24B1.46B1.72B2.08B2.03B2.29B3.31B2.78B2.44B3.00B3.88B
Growth (%)-+43.57%+45.55%+72.32%+57.07%-33.74%+50.38%+17.69%+36.34%+20.97%+18.51%+19.50%+33.16%+17.46%+18.37%+20.77%-2.58%+12.64%+44.71%-15.97%-12.10%+22.67%+29.49%
Cost of Revenue-33.78M58.30M8.50M18.45M30.28M24.27M22.84M19.39M15.30M14.01M15.54M16.98M16.74M20.00M17.77M20.14M21.41M17.59M16.85M16.72M16.77M24.26M
Gross Profit60.12M86.32M125.64M208.00M321.60M195.03M314.55M375.90M524.26M642.37M765.43M915.86M1.22B1.44B1.70B2.06B2.01B2.26B3.29B2.76B2.43B2.98B3.86B
Gross Margin100.00%100.00%100.00%96.07%94.57%86.56%92.84%94.27%96.43%97.67%98.20%98.33%98.63%98.85%98.84%99.15%99.01%99.06%99.47%99.39%99.32%99.44%99.37%
Operating Expense24.88M34.40M59.10M113.86M376.53M204.41M294.77M339.60M487.53M571.99M626.93M739.73M1.09B1.17B1.27B1.51B1.56B1.72B2.17B2.06B2.06B2.45B3.06B
Operating Income35.24M51.92M66.53M94.13M-54.94M-9.38M19.78M36.30M36.73M70.39M138.50M176.13M134.72M267.81M437.65M551.37M448.71M540.83M1.12B704.04M365.79M533.14M793.81M
Operating Margin58.62%60.15%52.96%43.48%-16.15%-4.17%5.84%9.10%6.76%10.70%17.77%18.91%10.86%18.38%25.38%26.48%22.12%23.67%33.76%25.34%14.98%17.79%20.46%
EBITDA35.87M52.59M67.31M98.64M-37.51M-4.76M25.65M47.84M57.13M89.17M155.20M194.90M164.36M293.04M463.68M580.75M484.44M570.83M1.15B732.69M368.18M532.76M804.35M
EBITDA Margin59.66%60.92%53.58%45.56%-11.03%-2.11%7.57%12.00%10.51%13.56%19.91%20.93%13.25%20.12%26.89%27.89%23.88%24.98%34.63%26.37%15.07%17.78%20.73%
Net Income34.34M49.78M63.15M69.74M-34.49M-4.71M-1.57M8.95M6.95M28.89M53.26M86.87M42.86M107.53M125.45M377.24M297.44M350.57M740.12M476.52M255.48M378.28M591.92M
Net Income Margin57.13%57.67%50.27%32.21%-10.14%-2.09%-0.46%2.25%1.28%4.39%6.83%9.33%3.46%7.38%7.28%18.11%14.66%15.34%22.38%17.15%10.46%12.62%15.26%
R&D--------000000.180.250.260.220.240.340.250.15--
R&D as % of Total Revenue--------0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%--
Interest Expense0008.50M18.45M30.28M24.27M22.84M19.39M15.30M14.01M15.54M16.98M16.74M20.00M17.77M20.14M21.41M17.59M16.85M16.72M16.77M24.26M
Interest Expense % of Total Revenue0.00%0.00%0.00%3.93%5.43%13.44%7.16%5.73%3.57%2.33%1.80%1.67%1.37%1.15%1.16%0.85%0.99%0.94%0.53%0.61%0.68%0.56%0.63%

Balance Sheet

Currency: USD2003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Total Assets-71.68M81.41M301.50M689.10M738.94M891.16M898.09M1.04B1.15B1.18B1.45B1.48B1.66B1.58B2.13B2.60B3.37B3.80B3.62B3.70B4.17B5.36B
Total Liabilities-20.40M29.91M189.03M516.12M533.16M595.40M530.84M577.77M654.47M617.63M734.32M771.96M879.01M788.52M1.12B1.47B1.88B2.17B1.89B1.92B2.23B3.04B
Total Equity-51.28M51.51M112.48M172.98M205.78M266.39M300.70M407.66M490.75M563.16M551.28M707.22M783.33M796.37M1.01B869.72M1.23B1.32B1.54B1.58B1.71B2.03B
Cash-37.38M37.85M65.42M193.47M175.90M206.68M141.34M182.91M259.43M298.45M352.16M448.76M558.52M609.59M790.59M848.60M829.60M719.53M786.29M651.73M939.71M1.47B
Total Debt-448.00K425.00K87.40M289.10M95.26M96.62M98.08M99.66M222.16M178.79M127.78M185.80M215.80M205.17M193.69M651.63M719.64M721.04M687.82M844.39M923.32M1.16B
Net Debt--36.93M-37.43M18.71M92.39M204.11M196.83M135.43M46.34M-158.06M-195.23M-117.89M-306.96M-373.88M-434.44M-621.98M-196.97M-109.96M1.50M-98.47M192.66M-16.39M-311.36M

Cash Flow

Currency: USD2003-12-312004-12-312005-12-312006-12-312007-12-312008-12-312009-12-312010-12-312011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-312023-12-312024-12-312025-12-31
Operating Cash Flow17.81M46.56M66.68M53.72M146.18M18.27M88.10M44.99M147.84M160.16M198.71M215.97M356.85M416.10M516.55M849.57M504.70M978.37M1.38B531.38M457.95M988.15M1.26B
Investing Cash Flow4.50M739.00K-2.49M-88.00K-7.57M-112.23M-42.68M-43.87M-77.34M24.92M-8.86M25.04M-26.12M-48.50M-54.64M-212.57M-373.47M-483.87M-705.89M313.30M15.62M-67.43M-98.33M
Financing Cash Flow-24.31M-25.65M-63.72M-26.11M-10.52M90.03M-14.88M-66.82M-25.08M-110.01M-149.80M-179.59M-223.80M-232.49M-419.23M-452.93M-290.01M-307.79M-925.32M-735.57M-557.23M-628.55M-635.62M
Capital Expenditure602.00K1.05M1.02M2.18M6.73M1.16M2.26M8.57M8.66M13.94M4.49M13.52M16.19M18.44M31.30M33.32M70.82M53.33M27.97M23.19M20.05M30.10M74.00M
Free Cash Flow17.20M45.51M65.66M51.53M139.45M17.11M85.84M36.43M139.17M146.22M194.23M202.45M340.66M397.66M485.25M816.25M433.88M925.04M1.36B508.19M437.91M958.05M1.18B
Dividends Paid-26.52M65.26M111.09M4.65M6.24M8.22M12.36M19.35M24.30M30.09M38.75M46.13M51.56M56.52M77.30M96.80M106.58M118.76M127.26M127.86M135.83M144.41M
FCF to OCF96.62%97.75%98.46%95.93%95.40%93.66%97.43%80.96%94.14%91.30%97.74%93.74%95.46%95.57%93.94%96.08%85.97%94.55%97.98%95.64%95.62%96.95%94.11%
Dividend Paid to FCF-58.28%99.39%215.56%3.34%36.46%9.57%33.92%13.90%16.62%15.49%19.14%13.54%12.97%11.65%9.47%22.31%11.52%8.75%25.04%29.20%14.18%12.21%

Earnings

Report DateNov 9, 2006Feb 28, 2007May 15, 2007Aug 7, 2007Nov 1, 2007Feb 12, 2008May 12, 2008Jul 24, 2008Oct 30, 2008Feb 5, 2009Apr 30, 2009Jul 29, 2009Oct 28, 2009Feb 2, 2010Apr 20, 2010Aug 3, 2010Oct 28, 2010Feb 2, 2011Apr 28, 2011Jul 28, 2011Oct 27, 2011Feb 2, 2012Apr 26, 2012Jul 26, 2012Oct 25, 2012Jan 30, 2013Apr 24, 2013Jul 24, 2013Oct 23, 2013Jan 29, 2014Apr 23, 2014Jul 23, 2014Oct 22, 2014Feb 4, 2015Apr 22, 2015Jul 22, 2015Nov 2, 2015Feb 3, 2016Apr 27, 2016Jul 27, 2016Oct 26, 2016Feb 1, 2017Apr 26, 2017Jul 27, 2017Oct 26, 2017Jan 31, 2018Apr 25, 2018Jul 25, 2018Oct 24, 2018Jan 30, 2019Apr 24, 2019Jul 24, 2019Oct 23, 2019Jan 29, 2020Apr 22, 2020Jul 22, 2020Oct 21, 2020Feb 3, 2021Apr 28, 2021Jul 28, 2021Oct 27, 2021Feb 2, 2022Apr 27, 2022Jul 27, 2022Oct 26, 2022Feb 1, 2023Apr 26, 2023Jul 26, 2023Oct 25, 2023Jan 31, 2024Apr 24, 2024Jul 24, 2024Oct 23, 2024Feb 5, 2025Apr 30, 2025Jul 30, 2025Oct 29, 2025Feb 4, 2026Apr 29, 2026Jul 29, 2026Oct 28, 2026Nov 4, 2026
EPS Estimate0.200.350.370.360.050.230.200.200.190.030.010.050.220.380.280.200.310.240.290.440.340.280.360.490.320.490.460.540.440.660.500.600.660.870.550.590.691.030.680.921.011.381.110.821.091.241.531.471.002.181.561.731.632.351.101.390.382.122.562.792.944.563.101.391.372.542.121.261.191.672.131.632.002.821.541.783.304.055.433.022.613.70
EPS Actual0.280.450.500.470.290.280.130.170.07-0.250.050.100.290.410.280.050.380.270.280.430.460.320.100.490.400.810.370.650.530.710.310.660.710.900.560.650.811.220.631.041.221.431.611.061.221.552.241.651.233.931.662.071.262.721.211.531.115.673.293.173.967.153.802.462.203.502.160.961.302.022.131.812.043.413.492.423.485.137.532.914.28-
Surprise40.00%28.57%35.14%30.56%480.00%21.74%-35.00%-15.00%-63.16%-933.33%400.00%100.00%31.82%7.89%0.00%-75.00%22.58%12.50%-3.45%-2.27%35.29%14.29%-72.22%0.00%25.00%65.31%-19.57%20.37%20.45%7.58%-38.00%10.00%7.58%3.45%1.82%10.17%17.39%18.45%-7.35%13.04%20.79%3.62%45.05%29.27%11.93%25.00%46.41%12.24%23.00%80.28%6.41%19.65%-22.70%15.74%10.00%10.07%192.11%167.45%28.52%13.62%34.69%56.80%22.58%76.98%60.58%37.80%1.89%-23.81%9.24%20.96%0.00%11.04%2.00%20.92%126.62%35.96%5.45%26.67%38.67%-3.64%63.98%-
TimingPre-marketPre-market-Pre-marketPre-marketPre-market-Pre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-market-Pre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketAfter-hoursPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-marketPre-market-

Key Statistics & Ratios

Market Cap11.24B
Enterprise Value10.15B
Trailing P/E16.46
Forward P/E12.47
PEG Ratio1.17
Price / Sales2.39
Price / Book5.38
EPS17.76
Book Value48.33
Revenue (TTM)4.71B
Gross Profit (TTM)4.42B
Profit Margin15.82%
Operating Margin17.83%
Return on Equity39.50%
Return on Assets19.29%
Shares Outstanding38.46M
Shares Float36.42M
Beta1.51
Dividend Yield1.37%
Dividend Rate3.56
Payout Ratio14.83%

Analyst Ratings

Buy
Based on 11 analystsTarget 332.90
  • Strong Buy
    5
  • Buy
    2
  • Hold
    4

Ownership Breakdown

Institutions
94.77%
Insiders
2.33%
Retail / Other
2.90%

Top Institutional Holders

  • BlackRock Inc
    3.72M9.66%
  • Vanguard Portfolio Management, LLC
    1.96M5.09%
  • AQR Capital Management LLC
    1.71M4.45%
  • Vanguard Capital Management, LLC
    1.68M4.37%
  • Amvescap Plc.
    1.60M4.17%
  • State Street Corp
    1.21M3.14%
  • FMR Inc
    1.13M2.94%
  • Geode Capital Management, LLC
    1.10M2.86%
  • Morgan Stanley - Brokerage Accounts
    803.01K2.09%
  • Millennium Management LLC
    637.46K1.66%
  • Wellington Management Company LLP
    624.99K1.63%
  • Boston Partners Global Investors, Inc
    614.52K1.60%
  • TD Asset Management Inc
    609.11K1.58%
  • Dimensional Fund Advisors, Inc.
    556.42K1.45%
  • UBS Group AG
    503.40K1.31%
  • Fisher Asset Management, LLC
    423.88K1.10%

Top Fund Holders

  • iShares Core S&P Mid-Cap ETF
    1.37M3.56%
  • Vanguard MStar Total Stk Mkt Idx Invest
    1.15M2.99%
  • Vanguard Small Cap Index
    822.64K2.14%
  • TD U.S. Dividend Growth Fund-F
    443.11K1.15%

Dividends

20263×
0.89Aug 28, 20260.89May 29, 20260.84Feb 27, 2026
20254×
0.84Nov 28, 20250.84Aug 29, 20250.84May 30, 20250.80Feb 28, 2025
20244×
0.80Nov 29, 20240.80Aug 30, 20240.80May 31, 20240.76Feb 22, 2024
20234×
0.76Nov 22, 20230.76Aug 24, 20230.76May 25, 20230.72Feb 23, 2023
20224×
0.72Nov 23, 20220.72Aug 25, 20220.72May 26, 20220.68Feb 24, 2022
20214×
0.68Nov 24, 20210.68Aug 26, 20210.68May 27, 20210.61Feb 25, 2021
20201×
0.61Nov 25, 2020