Evercore
EVR
Market cap $10.8B

282.28 USD

+5.63

2.04%

At close Oct 17, 4:00 PM EDT

1 day

2.04%

5 days

11.09%

1 month

14.64%

3 months

15.99%

6 months

52.17%

Year to date

67.29%

1 year

108.16%

5 years

268.42%

Financials Investment Advice

0

Funds holding %

of 6,740 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

25% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]

24% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $10.1M

8% more capital invested

Capital invested by funds: $6.5B [Q1] → $7.04B (+$540M) [Q2]

2.49% more ownership

Funds ownership: 85.19% [Q1] → 87.69% (+2.49%) [Q2]

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

0% more funds holding

Funds holding: 465 [Q1] → 466 (+1) [Q2]

14% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 179

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$245

13%

downside

Avg. target

$273

3%

downside

High target

$308

9%

upside

7 analyst ratings

3 positive

43%

4 neutral

57%

0 negative

0%

Morgan Stanley Ryan Kenny 100% 1-year accuracy 10 / 10 met price target	9%upside $308	Overweight Maintained	9 Oct 2024
UBS Brennan Hawken 70% 1-year accuracy 23 / 33 met price target	6%downside $265	Neutral Maintained	8 Oct 2024
Morgan Stanley Ryan Kenny 100% 1-year accuracy 10 / 10 met price target	8%upside $306	Overweight Maintained	23 Sept 2024
Wells Fargo Michael Brown 79% 1-year accuracy 19 / 24 met price target	9%downside $258	Equal-Weight Initiated	12 Sept 2024
Keefe, Bruyette & Woods Aidan Hall 100% 1-year accuracy 5 / 5 met price target	13%downside $245	Market Perform Maintained	25 Jul 2024

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about EVR published over the past 30 days

Zacks Investment Research

Evercore (EVR) Earnings Expected to Grow: Should You Buy?

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 (EVR) Earnings Expected to Grow: Should You Buy?

Evercore to Announce Third Quarter 2024 Financial Results and Host Conference Call on October 23, 2024

NEW YORK--(BUSINESS WIRE)--Evercore to Announce Third Quarter 2024 Financial Results and Host Conference Call on October 23, 2024.

Evercore to Announce Third Quarter 2024 Financial Results and Host Conference Call on October 23, 2024

Evercore ISI and the Digital Therapeutics Alliance to Host Digital Health Leaders at HLTH 2024

NEW YORK--(BUSINESS WIRE)--Evercore (NYSE: EVR), the Digital Therapeutics Alliance (DTA) and HLTH, a leading platform bringing together the health ecosystem, will co-host a dedicated program on digital health and digital therapeutics at HLTH 2024 in Las Vegas, Oct. 20-23. This program marks Evercore's sixth consecutive year hosting at HLTH and third year collaborating with thought leaders from DTA. The program, Tech Meets Therapy: Evaluating the Digital Health Landscape, is scheduled for Monday.

Evercore ISI and the Digital Therapeutics Alliance to Host Digital Health Leaders at HLTH 2024

The Motley Fool

Rate Cuts: This High-Growth Dividend Stock Will Be a Big Beneficiary

While the stock is already up 50% this year, it is still considered cheap based on its growth expectations.

Rate Cuts: This High-Growth Dividend Stock Will Be a Big Beneficiary

Adam Frisch Joins Evercore ISI as Senior Managing Director

NEW YORK--(BUSINESS WIRE)--Evercore (NYSE: EVR) announced today that Adam Frisch has joined Evercore ISI as a senior managing director to lead research coverage of the financial technology and IT services sectors. Mr. Frisch brings over 25 years of diverse insight as a top-ranked research analyst, a private company executive and an investment banker. Most recently, he was the CEO of Buy It Mobility, an emerging fintech payments company. Prior to this role, he spent 14 years as a research analys.

Adam Frisch Joins Evercore ISI as Senior Managing Director

Andrea Bozzi, Charles Andrez and Charles-Henri Filippi Join Evercore's Paris Office

PARIS--(BUSINESS WIRE)--Evercore announced today (NYSE: EVR) that Andrea Bozzi and Charles Andrez have joined the firm as senior managing directors in its strategic advisory practice based in Paris. They are being joined by Charles-Henri Filippi, who has been appointed chairman of Evercore France. Their arrival marks the latest step in Evercore's continuing build-out of its Investment Banking business in France. In an investment banking career spanning three decades, Andrea Bozzi has advised so.

Andrea Bozzi, Charles Andrez and Charles-Henri Filippi Join Evercore's Paris Office

Evercore, Lazard, Piper Sandler stocks rise as deals recover

US boutique bank stocks are doing well this year as signs show that deal-making is coming back to life. Piper Sandler (PIPR) stock's total return this year stood at 50.50% on August 15 while Evercore (EVR) and Lazard (LAZ) rose by almost 50%.

Evercore, Lazard, Piper Sandler stocks rise as deals recover

Evercore: Full-Fledged Sponsor Return Should Still Depend On Interest Rate Cuts

M&A and other advisory performance was good, but ahead of sponsor market revenues. Nonetheless, sponsors are coming to market again with pressure from LPs. The return of private equity to the market is going to be the primary result driver, and is also the basis of expectations of further net income acceleration.

Evercore: Full-Fledged Sponsor Return Should Still Depend On Interest Rate Cuts

Bloomberg Markets and Finance

Digging Into Boutique Bank Earnings

Evercore Inc. reported record revenue as dealmaking led to a surge in advisory fees. Matthew Monks takes a deep dive into the sector on "Wall Street Beat" on "Bloomberg Open Interest.

Digging Into Boutique Bank Earnings

Zacks Investment Research

Evercore (EVR) Q2 Earnings Beat on Higher Revenues, Stock Dips

An improvement in segmental performance leads to a growth in Evercore's (EVR) revenue base, positively impacting its Q2 earnings. However, a rise in expenses pose near-term concerns.

Evercore (EVR) Q2 Earnings Beat on Higher Revenues, Stock Dips

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