Evercore
0
Funds holding %
of 7,139 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
209% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 35
100% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 6 (+3) [Q4]
34% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $11.4M
12% more funds holding
Funds holding: 509 [Q3] → 569 (+60) [Q4]
8% more capital invested
Capital invested by funds: $8.5B [Q3] → $9.16B (+$665M) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 195
1.02% less ownership
Funds ownership: 87.85% [Q3] → 86.83% (-1.02%) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$305
22%
upside
Avg. target
$322
29%
upside
High target
$339
36%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Keefe, Bruyette & Woods Aidan Hall 65% 1-year accuracy 11 / 17 met price target | 36%upside $339 | Outperform Reiterated | 6 Feb 2025 |
Wells Fargo Michael Brown 52% 1-year accuracy 31 / 60 met price target | 22%upside $305 | Equal-Weight Maintained | 14 Jan 2025 |
Financial journalist opinion
Based on 6 articles about EVR published over the past 30 days
Neutral
Business Wire
1 week ago
David Kamo Joins Evercore as Senior Managing Director in Investment Banking
NEW YORK--(BUSINESS WIRE)--Evercore (NYSE: EVR) announced today that David Kamo has joined the firm as a senior managing director to support its growing financial sponsor M&A advisory business, based in New York. “We are excited to welcome David to Evercore,” said Jason Sobol, co-head of Evercore's U.S. Investment Banking business. “David's best-in-class M&A execution excellence and exceptional relationships within the sponsor community make him a trusted advisor to so many. His insight.
Positive
Zacks Investment Research
2 weeks ago
Evercore Q4 Earnings & Revenues Beat Estimates, AUM Balance Rises
EVR's fourth-quarter results benefit from an increase in revenues from the Investment Management, and Investment Banking and Equities segments.
Neutral
Seeking Alpha
2 weeks ago
Evercore Inc. (EVR) Q4 2024 Earnings Call Transcript
Evercore Inc. (NYSE:EVR ) Q4 2024 Earnings Conference Call February 5, 2025 8:00 AM ET Company Participants Katy Haber - Managing Director, Investor Relations & ESG John Weinberg - Chairman & Chief Executive Officer Tim LaLonde - Chief Financial Officer Conference Call Participants Mike Brown - Wells Fargo Brennan Hawken - UBS Devin Ryan - Citizens JMP James Yaro - Goldman Sachs Brendan O'Brien - Wolfe Research Aidan Hall - KBW Ryan Kenny - Morgan Stanley Operator Good morning, and welcome to the Evercore Fourth Quarter 2024 and Full-Year Earnings Conference Call. Today's call is scheduled to last about 1 hour, including remarks by Evercore management and the question-and-answer session.
Positive
Zacks Investment Research
2 weeks ago
Compared to Estimates, Evercore (EVR) Q4 Earnings: A Look at Key Metrics
The headline numbers for Evercore (EVR) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 weeks ago
Evercore (EVR) Q4 Earnings and Revenues Surpass Estimates
Evercore (EVR) came out with quarterly earnings of $3.41 per share, beating the Zacks Consensus Estimate of $2.90 per share. This compares to earnings of $2.02 per share a year ago.
Neutral
Business Wire
2 weeks ago
Evercore Reports Fourth Quarter and Full Year 2024 Results; Quarterly Dividend of $0.80 Per Share
NEW YORK--(BUSINESS WIRE)--Evercore Inc. (NYSE: EVR): Fourth Quarter Results Full Year Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q4 2024 Q4 2023 Q4 2024 Q4 2023 2024 2023 2024 2023 Net Revenues ($ mm) $ 975.3 $ 784.2 $ 980.5 $ 790.3 $ 2,979.6 $ 2,425.9 $ 3,002.6 $ 2,449.3 Operating Income ($ mm) $ 212.6 $ 117.7 $ 217.7 $ 123.9 $ 526.9 $ 359.1 $ 557.3 $ 385.4 Net Income Attributable to Evercore Inc. ($ mm) $ 140.4 .
Neutral
Zacks Investment Research
1 month ago
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.
Neutral
Business Wire
1 month ago
Evercore to Announce Fourth Quarter and Full Year 2024 Financial Results and Host Conference Call on February 5, 2025
NEW YORK--(BUSINESS WIRE)--Evercore to Announce Fourth Quarter and Full Year 2024 Financial Results and Host Conference Call on February 5, 2025.
Positive
Seeking Alpha
1 month ago
Trump Win Meaningful For Large Ticket Deals, We Like Evercore Over Moelis
Trump's victory should be considered when looking at companies with exposure to large ticket transactions like EVR, since a laxer FTC will have a positive bearing on those markets. We do want to point out that we are still wary about speculating on a sponsor return to the markets. However, we think that EVR is in an overall position to benefit, and we like their value relative to some peers which, we believe, have similar expected earnings from sponsors.
Neutral
Business Wire
1 month ago
Evercore ISI to Host 11th Annual Utility CEO Conference, Jan. 8-10, 2025
NEW YORK--(BUSINESS WIRE)--Evercore (NYSE: EVR) will host its 11th annual Utility CEO Conference in Scottsdale, Arizona, Jan. 8-10, 2025. The power & utilities sector is rapidly establishing itself as a central force in the AI landscape, with the availability of power and supporting infrastructure becoming essential for the development of new data centers. Evercore's annual Utility CEO Retreat One-on-One Conference brings together 33 leading companies driving the AI revolution across the Un.
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