Overview
Evercore Inc. is a prominent investment banking advisory firm headquartered in the United States. Operating primarily within the financial services sector, Evercore is renowned for its advisory roles in significant mergers, acquisitions, and restructuring transactions globally. The firm also offers investment management services to institutional and individual investors. Key projects and activities underscore Evercore's reputation in providing deep analytical insight and strategic solutions across various complex financial transactions. Among its notable engagements, Evercore has advised on large-scale corporate mergers and financial restructurings, demonstrating expertise across industries such as technology, healthcare, and manufacturing, thereby cementing its status as a leader in financial advisory services.
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Basic Stats
The share price of Evercore Inc. as of September 5, 2025 is $318.77 / share. This is a decrease of -0.86% from the prior week. The market cap (or net worth) of Evercore Inc. as of September 5, 2025 is $12,341.18 MM.
The Factor Analysis chart (below right) shows a view of Evercore Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 12,341.18 MM |
| EV | 12,370.73 MM |
| Shares Out. | 38.72 MM |
| Earnings Date | |
| EPS (TTM) | 11.94 |
| Dividend Yield | 1.05 % |
| Ex-Dividend Date | 2025-08-29 |
| Borrow Rate | 0.25 |
| Short Shares Avail. | 0.70 MM |
| Short Interest | 1.05 MM |
| Short Float | 2.87 % |
| Days to Cover | 2.78 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | 33.35 % |
| Volatility (1 yr) | 0.45 |
| Beta | 2.11 |
| Sharpe Ratio (1 yr) | 0.65 |
| Sortino Ratio (1 yr) | 1.08 |
| PE Ratio | 26.71 |
| Price/Book | 7.05 |
| Price/TBV | 8.94 |
| Book/Market | 0.14 |
| EBIT/EV | 0.05 |
| EBIT(3yr avg)/EV | 0.04 |
| ROA | 0.14 |
| ROE | 0.28 |
| ROIC | 0.17 |
| CROIC | -0.00 |
| OCROIC | 0.30 |
| Implied Volatility | 30.35 % |
| Put/Call OI Ratio | 1.17 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Evercore Inc. is $332.18. The forecasts range from a low of $217.15 to a high of $393.75. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Evercore Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-01-12 | Morgan Stanley | Equal-Weight | Maintains | |
| 2023-01-11 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2023-01-09 | UBS | Sell | Maintains | |
| 2022-10-27 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2022-10-27 | Goldman Sachs | Neutral | Maintains | |
| 2022-09-23 | Evercore ISI Group | Neutral | Sell | Downgrade |
| 2022-08-01 | UBS | Neutral | Maintains | |
| 2022-07-19 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-07-13 | Goldman Sachs | Neutral | Maintains | |
| 2022-07-08 | Piper Sandler | Overweight | Maintains | |
| 2022-04-07 | Piper Sandler | Overweight | Maintains | |
| 2022-03-09 | Piper Sandler | Overweight | Maintains | |
| 2022-03-08 | Morgan Stanley | Equal-Weight | Maintains | |
| 2022-01-06 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2022-01-04 | UBS | Neutral | Maintains | |
| 2021-12-08 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2021-11-04 | UBS | Buy | Neutral | Downgrade |
| 2021-10-11 | Morgan Stanley | Overweight | Maintains | |
| 2021-04-09 | JMP Securities | Outperform | Market Perform | Downgrade |
| 2021-04-07 | Morgan Stanley | Overweight | Maintains | |
| 2021-04-01 | UBS | Buy | Maintains | |
| 2021-03-19 | Goldman Sachs | Buy | Conviction Buy | Upgrade |
| 2021-03-12 | Morgan Stanley | Overweight | Maintains | |
| 2021-02-04 | Morgan Stanley | Overweight | Maintains | |
| 2020-12-16 | Seaport Global | Buy | Initiate | |
| 2020-12-14 | Morgan Stanley | Overweight | Maintains | |
| 2020-12-01 | Keefe, Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2020-10-12 | Morgan Stanley | Overweight | Maintains | |
| 2020-10-09 | JMP Securities | Market Outperform | Maintains | |
| 2020-10-02 | UBS | Neutral | Buy | Upgrade |
| 2020-08-05 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2020-07-23 | Piper Sandler | Overweight | Maintains | |
| 2020-07-09 | Wolfe Research | Outperform | Peer Perform | Downgrade |
| 2020-04-23 | Piper Sandler | Overweight | Maintains | |
| 2020-04-09 | Morgan Stanley | Overweight | Maintains | |
| 2020-04-09 | JMP Securities | Market Outperform | Maintains | |
| 2020-03-25 | UBS | Neutral | Maintains | |
| 2020-01-13 | JMP Securities | Market Outperform | Maintains | |
| 2020-01-06 | Wolfe Research | Outperform | Peer Perform | Downgrade |
| 2019-11-25 | Morgan Stanley | Overweight | Initiate | |
| 2019-11-20 | Morgan Stanley | Overweight | Initiate | |
| 2019-11-04 | UBS | Neutral | Maintains | |
| 2019-08-14 | Goldman Sachs | Sell | Neutral | Upgrade |
| 2019-05-23 | JMP Securities | Market Perform | Market Outperform | Upgrade |
| 2019-01-07 | Goldman Sachs | Neutral | Sell | Downgrade |
| 2018-11-06 | Goldman Sachs | Neutral | Initiate | |
| 2018-10-08 | UBS | Neutral | Neutral | Maintains |
| 2018-09-04 | UBS | Buy | Neutral | Downgrade |
| 2018-06-26 | Bank of America | Buy | Buy | Maintains |
| 2018-01-09 | UBS | Neutral | Buy | Upgrade |
| 2017-11-03 | Nomura | Neutral | Maintains | |
| 2017-05-23 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2017-02-16 | Bank of America | Neutral | Buy | Upgrade |
| 2017-02-13 | Nomura | Buy | Neutral | Downgrade |
| 2016-12-14 | Bank of America | Neutral | Initiate | |
| 2016-11-18 | JMP Securities | Market Outperform | Market Perform | Downgrade |
| 2016-10-28 | Nomura | Neutral | Buy | Upgrade |
| 2016-07-28 | UBS | Neutral | Maintains | |
| 2016-07-28 | JMP Securities | Market Outperform | Maintains | |
| 2016-03-16 | Craig-Hallum | Buy | Hold | Downgrade |
| 2016-01-12 | Goldman Sachs | Buy | Upgrade | |
| 2016-01-11 | Nomura | Neutral | Maintains | |
| 2015-11-10 | Susquehanna | Positive | Neutral | Downgrade |
| 2015-11-09 | Nomura | Buy | Neutral | Downgrade |
| 2015-10-12 | Susquehanna | Positive | Maintains | |
| 2015-10-08 | JMP Securities | Market Outperform | Maintains | |
| 2015-09-08 | Credit Suisse | Outperform | Maintains | |
| 2015-07-08 | Keefe Bruyette & Woods | Outperform | Maintains | |
| 2015-06-25 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2015-04-07 | UBS | Buy | Neutral | Downgrade |
| 2015-02-02 | Credit Suisse | Outperform | Initiate | |
| 2015-01-13 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2014-11-25 | Macquarie | Outperform | Initiate | |
| 2014-06-25 | Sandler O'Neill | Hold | Buy | Upgrade |
| 2014-05-21 | JMP Securities | Market Perform | Market Outperform | Upgrade |
| 2014-05-02 | UBS | Neutral | Buy | Upgrade |
| 2014-03-19 | Sandler O'Neill | Buy | Hold | Downgrade |
| 2014-01-09 | Nomura | Buy | Initiate | |
| 2013-12-30 | S&P Capital IQ | Hold | Buy | Downgrade |
| 2013-04-05 | Keefe Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2013-03-22 | JMP Securities | Market Outperform | Market Perform | Downgrade |
| 2013-01-10 | UBS | Neutral | Maintains | |
| 2013-01-10 | Goldman Sachs | Neutral | Buy | Upgrade |
| 2012-12-14 | Keefe Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2012-10-29 | Goldman Sachs | Sell | Neutral | Upgrade |
| 2012-10-09 | UBS | Neutral | Initiate | |
| 2012-10-04 | JMP Securities | Market Outperform | Market Perform | Downgrade |
| 2012-04-09 | Bank oferica | Neutral | Downgrade | |
| 2023-02-06 | Morgan Stanley | Equal-Weight | Maintains | |
| 2023-02-02 | Keefe, Bruyette & Woods | Outperform | Maintains | |
| 2023-04-12 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2023-04-12 | UBS | Sell | Buy | Upgrade |
| 2023-04-27 | Keefe, Bruyette & Woods | Outperform | Maintains | |
| 2023-04-27 | Morgan Stanley | Overweight | Maintains | |
| 2024-02-05 | UBS | Neutral | Neutral | Maintains |
| 2023-08-23 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-07-12 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2023-08-22 | Goldman Sachs | Buy | Neutral | Downgrade |
| 2023-10-03 | UBS | Buy | Buy | Maintains |
| 2023-12-19 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-07-27 | Morgan Stanley | Overweight | Overweight | Reiterate |
| 2024-01-09 | UBS | Buy | Neutral | Downgrade |
| 2024-04-09 | JMP Securities | Market Perform | Reiterate | |
| 2024-01-29 | Keefe, Bruyette & Woods | Market Perform | Reiterate | |
| 2024-07-09 | UBS | Neutral | Neutral | Maintains |
| 2024-07-12 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-06-21 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-04-02 | Goldman Sachs | Buy | Buy | Maintains |
| 2025-01-14 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-12-12 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-07-25 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintains |
| 2024-07-25 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2025-04-07 | Morgan Stanley | Overweight | Equal-Weight | Downgrade |
| 2024-09-12 | Wells Fargo | Equal-Weight | Initiate | |
| 2025-03-13 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2024-10-08 | UBS | Neutral | Neutral | Maintains |
| 2024-07-23 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-04-08 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-10-09 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2024-09-23 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2024-12-20 | Keefe, Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2025-03-14 | Goldman Sachs | Buy | Buy | Maintains |
| 2025-02-06 | Keefe, Bruyette & Woods | Outperform | Outperform | Reiterate |
| 2025-01-13 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2025-04-08 | JMP Securities | Market Perform | Market Outperform | Upgrade |
| 2025-05-15 | Goldman Sachs | Buy | Buy | Maintains |
| 2025-05-01 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-05-01 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2025-05-12 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2025-07-14 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintains |
| 2025-07-11 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-07-31 | Morgan Stanley | Overweight | Overweight | Maintains |
| 2025-07-31 | Keefe, Bruyette & Woods | Outperform | Outperform | Reiterate |
| 2025-07-14 | JMP Securities | Market Outperform | Market Perform | Downgrade |
| 2025-06-23 | Morgan Stanley | Equal-Weight | Overweight | Upgrade |
| 2025-07-07 | Goldman Sachs | Buy | Buy | Maintains |
