Evercore Inc.

$EVR
Investment Managers
Finance

Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; 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; and manages financial assets for institutional investors. 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.

IPO Year: 2006

Exchange: NYSE

Website: evercore.com

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Recent Analyst Ratings for Evercore Inc.

DatePrice TargetRatingAnalyst
4/8/2025$230.00Mkt Perform → Mkt Outperform
Citizens JMP
4/7/2025$306.00 → $173.00Overweight → Equal-Weight
Morgan Stanley
12/20/2024$269.00 → $339.00Mkt Perform → Outperform
Keefe Bruyette
9/12/2024$258.00Equal Weight
Wells Fargo
9/11/2024$246.00 → $276.00Neutral → Buy
Goldman
1/29/2024Mkt Perform
Keefe Bruyette
1/9/2024$160.00 → $176.00Buy → Neutral
UBS
8/22/2023$158.00 → $140.00Buy → Neutral
Goldman
4/12/2023Sell → Buy
UBS
4/12/2023$102.00 → $131.00Equal-Weight → Overweight
Morgan Stanley
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Evercore Inc. Press Releases

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  • William J. Burns Joins Evercore as Senior Advisor

    Evercore (NYSE:EVR) announced today that William J. Burns will join the firm in June as senior advisor for global affairs, based in Washington, D.C. Bill Burns has one of the most distinguished foreign policy and diplomatic records in American history, serving six presidents of both parties. Most recently, he served as Director of the Central Intelligence Agency and a member of President Biden's Cabinet, where he played a critical role in dealing with a range of global challenges, from Europe to the Middle East and Asia. Previously, Burns served for three and a half decades as a career diplomat, including as U.S. Deputy Secretary of State and Ambassador to Russia and Jordan, among other s

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  • Evercore to Announce First Quarter 2025 Financial Results and Host Conference Call on April 30, 2025

    Evercore (NYSE:EVR) will release its first quarter 2025 financial results on Wednesday, April 30, 2025 at 6:45 a.m. Eastern Time. Evercore will host a related conference call, accessible via telephone and webcast, beginning at 8:00 a.m. Eastern Time that same day. Evercore's Chairman and Chief Executive Officer, John S. Weinberg, and Chief Financial Officer, Tim LaLonde, will review the Firm's first quarter 2025 financial results. Following the review, there will be a question and answer session. This conference call is expected to last approximately one hour. Investors and analysts may participate in the live conference call by dialing (800) 225-9448 (toll-free domestic) or (203) 518-970

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  • Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner

    Evercore Wealth Management today announced the promotions of Paulo Coelho, Neza Gallitano and Alex Lyden to partner. Mr. Coelho and Ms. Gallitano are wealth & fiduciary advisors at Evercore Wealth Management and its affiliate, Evercore Trust Company N.A.; Mr. Lyden is the chief fiduciary officer at Evercore Trust Company. "Paulo, Neza and Alex are strong contributors to our firm, focused on meeting clients' financial goals and earning their trust," said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company. "I am pleased to recognize their success and look forward to working with them as they continue to develop as leaders in our business." Mr. Coelho works with fam

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  • Joe Modisett Joins Evercore as Senior Managing Director in the Healthcare Investment Banking Group

    Evercore (NYSE:EVR) announced today that Joe Modisett has joined the firm as a senior managing director in the Healthcare Investment Banking group, based in New York. Naveen Nataraj, co-head of U.S. Investment Banking, said, "It is a pleasure to welcome Joe to our team. Joe's deep connections in biopharma complement our existing relationships and will help further build on our leading track-record in the sector." "Having worked alongside Joe on numerous deals, I'm excited to welcome him to join our distinguished group of senior leaders in healthcare, where he will undoubtedly make a meaningful impact," added Francois Maisonrouge, chairman of Evercore's Global Healthcare Group. "The ph

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  • Evercore to Host 2nd Annual Private Markets Forum, March 11-12, 2025

    Evercore (NYSE:EVR) will host its 2nd annual Private Markets Forum in New York City on March 11-12, 2025. This year's event will host executives and industry experts from over 20 leading private markets asset management companies, as well as a broad range of investment professionals. Glenn Schorr, Evercore ISI senior managing director said, "This is one of the most interesting times in the history of the asset management industry, as more of the world is financing itself in the private markets." Evercore ISI Director of Research Marc Harris said, "I look forward to connecting with our colleagues and leading industry players over two days to explore critical topics, including the most si

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  • David Kamo Joins Evercore as Senior Managing Director in Investment Banking

    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 insights will further our M&A expertise across industries, and by working alongside our existing financial sponsor group, he will complement our coverage effort as we continue to invest in and strengthen our platform to deliver outstanding r

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  • Evercore Reports Fourth Quarter and Full Year 2024 Results; Quarterly Dividend of $0.80 Per Share

    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)

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  • Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office

    Evercore Wealth Management today announced the appointment of Jonathan Kropf as partner and head of the San Francisco office. He is also named a managing director at Evercore Trust Company NA. Mr. Kropf joined Evercore in January 2025 from IEQ Capital, where he worked with advisor teams focused on business growth. Previously, he held a similar role as an executive at First Republic Private Wealth Management. He began his career at the U.S. Securities and Exchange Commission in Washington, D.C. Mr. Kropf has additionally worked as a management consultant at PwC, advising asset managers and the U.S. Department of Treasury. Mr. Kropf succeeds Keith McWilliams in leading the Evercore Wealth

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  • Evercore to Announce Fourth Quarter and Full Year 2024 Financial Results and Host Conference Call on February 5, 2025

    Evercore (NYSE:EVR) will release its fourth quarter and full year 2024 financial results on Wednesday, February 5, 2025 at 6:45 a.m. Eastern Time. Evercore will host a related conference call, accessible via telephone and webcast, beginning at 8:00 a.m. Eastern Time that same day. Evercore's Chairman and Chief Executive Officer, John S. Weinberg, and Chief Financial Officer, Tim LaLonde, will review the Firm's fourth quarter and full year 2024 financial results. Following the review, there will be a question and answer session. This conference call is expected to last approximately one hour. Investors and analysts may participate in the live conference call by dialing (800) 445-7795 (to

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  • Evercore ISI to Host 11th Annual Utility CEO Conference, Jan. 8-10, 2025

    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 United States. Evercore ISI Director of Research Marc Harris said, "Artificial intelligence is already a transformative force in the U.S. economy, revolutionizing industries and driving innovation. Scaling electrical generation to

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Evercore Inc. Analyst Ratings

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Evercore Inc. Insider Trading

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Evercore Inc. SEC Filings

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Evercore Inc. Leadership Updates

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  • William J. Burns Joins Evercore as Senior Advisor

    Evercore (NYSE:EVR) announced today that William J. Burns will join the firm in June as senior advisor for global affairs, based in Washington, D.C. Bill Burns has one of the most distinguished foreign policy and diplomatic records in American history, serving six presidents of both parties. Most recently, he served as Director of the Central Intelligence Agency and a member of President Biden's Cabinet, where he played a critical role in dealing with a range of global challenges, from Europe to the Middle East and Asia. Previously, Burns served for three and a half decades as a career diplomat, including as U.S. Deputy Secretary of State and Ambassador to Russia and Jordan, among other s

    $EVR
    Investment Managers
    Finance
  • Joe Modisett Joins Evercore as Senior Managing Director in the Healthcare Investment Banking Group

    Evercore (NYSE:EVR) announced today that Joe Modisett has joined the firm as a senior managing director in the Healthcare Investment Banking group, based in New York. Naveen Nataraj, co-head of U.S. Investment Banking, said, "It is a pleasure to welcome Joe to our team. Joe's deep connections in biopharma complement our existing relationships and will help further build on our leading track-record in the sector." "Having worked alongside Joe on numerous deals, I'm excited to welcome him to join our distinguished group of senior leaders in healthcare, where he will undoubtedly make a meaningful impact," added Francois Maisonrouge, chairman of Evercore's Global Healthcare Group. "The ph

    $EVR
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  • David Kamo Joins Evercore as Senior Managing Director in Investment Banking

    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 insights will further our M&A expertise across industries, and by working alongside our existing financial sponsor group, he will complement our coverage effort as we continue to invest in and strengthen our platform to deliver outstanding r

    $EVR
    Investment Managers
    Finance
  • Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office

    Evercore Wealth Management today announced the appointment of Jonathan Kropf as partner and head of the San Francisco office. He is also named a managing director at Evercore Trust Company NA. Mr. Kropf joined Evercore in January 2025 from IEQ Capital, where he worked with advisor teams focused on business growth. Previously, he held a similar role as an executive at First Republic Private Wealth Management. He began his career at the U.S. Securities and Exchange Commission in Washington, D.C. Mr. Kropf has additionally worked as a management consultant at PwC, advising asset managers and the U.S. Department of Treasury. Mr. Kropf succeeds Keith McWilliams in leading the Evercore Wealth

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  • Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

    Evercore Wealth Management today announced the appointment of Tracy Schneider to managing director and director of marketing and sales coordination. Based in New York City, Ms. Schneider manages the firm's marketing efforts and works with Evercore Wealth Management and Evercore Trust Company advisors to serve ultra-high-net-worth families, foundations and endowments. Ms. Schneider joins Evercore from J.P. Morgan Wealth Management, where she was an executive director in an ultra-high-net-worth advisory team, and previously led the ultra-high-net-worth advisor marketing program. Prior to J.P. Morgan, she was a director at AllianceBernstein, in the private wealth management group. "We are

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  • Adam Frisch Joins Evercore ISI as Senior Managing Director

    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 analyst at UBS and Morgan Stanley. Mr. Frisch was recognized as the No. 1 or No. 2 ranked analyst for five consecutive years in Institutional Investor's All-America Research poll and is well known by investors for his deep understand

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

    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 some of France's largest companies on a broad range of complex and transformative M&A and capital markets transactions. At Evercore, he will focus on advising leading corporates in France and other European countries across a

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  • Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor

    Evercore Wealth Management today announced the appointment of Paula Stumne to managing director, wealth and fiduciary advisor. Ms. Stumne is based in Minneapolis and works directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services. Ms. Stumne joins Evercore from Bremer Bank, where she was a senior wealth advisor to ultra-high-net-worth families. Earlier, she worked for Wells Fargo for 17 years, focusing on estate and financial planning, trust and estate administration, and philanthropic planning. She also was an estate planning attorney at Briggs and Morgan, now Taft Law. "We are pleased to we

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  • Jeffrey Haller Joins Evercore as Senior Managing Director in the Financial Institutions Group

    Evercore announced today (NYSE:EVR) that Jeffrey Haller has joined the firm as a senior managing director in the financial institutions group based in New York. Jason Sobol, co-head of U.S. Investment Banking, said, "Jeff has built a strong reputation as a leading advisor in the financial institutions sector, particularly to wealth and asset management firms. We are looking forward to welcoming him to the team to help drive the expansion of our financial institutions effort." Mr. Haller added, "Evercore's distinct combination of independent, world-class advice and multiple client solutions make us uniquely positioned to meet our wealth and asset management clients' needs as they grow an

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  • Mark Lipacis Joins Evercore ISI as Senior Managing Director

    Evercore (NYSE:EVR) announced today that Mark Lipacis has joined Evercore ISI as a senior managing director to lead research coverage of semiconductor and capital equipment companies. Mr. Lipacis brings over 25 years of semiconductor device and semi-cap equipment investing expertise. He joined Evercore from Jefferies and has sell-side experience across Wall Street, including with Morgan Stanley, Prudential and Merrill Lynch. Mr. Lipacis ranked No. 1 in Institutional Investor's All-America Research poll for the past two years and is well recognized for his thematic industry content, client focus and creative marketing strategies. He holds a master's in electrical engineering from Drexel Un

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Evercore Inc. Financials

Live finance-specific insights

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  • Evercore to Announce First Quarter 2025 Financial Results and Host Conference Call on April 30, 2025

    Evercore (NYSE:EVR) will release its first quarter 2025 financial results on Wednesday, April 30, 2025 at 6:45 a.m. Eastern Time. Evercore will host a related conference call, accessible via telephone and webcast, beginning at 8:00 a.m. Eastern Time that same day. Evercore's Chairman and Chief Executive Officer, John S. Weinberg, and Chief Financial Officer, Tim LaLonde, will review the Firm's first quarter 2025 financial results. Following the review, there will be a question and answer session. This conference call is expected to last approximately one hour. Investors and analysts may participate in the live conference call by dialing (800) 225-9448 (toll-free domestic) or (203) 518-970

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  • Evercore Reports Fourth Quarter and Full Year 2024 Results; Quarterly Dividend of $0.80 Per Share

    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)

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  • Evercore to Announce Fourth Quarter and Full Year 2024 Financial Results and Host Conference Call on February 5, 2025

    Evercore (NYSE:EVR) will release its fourth quarter and full year 2024 financial results on Wednesday, February 5, 2025 at 6:45 a.m. Eastern Time. Evercore will host a related conference call, accessible via telephone and webcast, beginning at 8:00 a.m. Eastern Time that same day. Evercore's Chairman and Chief Executive Officer, John S. Weinberg, and Chief Financial Officer, Tim LaLonde, will review the Firm's fourth quarter and full year 2024 financial results. Following the review, there will be a question and answer session. This conference call is expected to last approximately one hour. Investors and analysts may participate in the live conference call by dialing (800) 445-7795 (to

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  • Evercore Reports Third Quarter 2024 Results; Quarterly Dividend of $0.80 Per Share

    Evercore Inc. (NYSE:EVR):   Third Quarter Results   Year to Date Results   U.S. GAAP   Adjusted   U.S. GAAP   Adjusted   Q3 2024 Q3 2023   Q3 2024 Q3 2023   YTD 2024 YTD 2023   YTD 2024 YTD 2023 Net Revenues ($ mm) $ 734.2   $ 570.2     $ 739.5   $ 576.1     $ 2,004.3   $ 1,641.8     $ 2,022.1   $ 1,659.0   Operating Income ($ mm) $ 122.0   $ 76.8     $ 134.6   $ 82.7     $ 314.4   $ 241.4     $ 339.5   $ 261.6   Net Income A

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

    Evercore (NYSE:EVR) will release its third quarter 2024 financial results on Wednesday, October 23, 2024 at 6:45 a.m. Eastern Time. Evercore will host a related conference call, accessible via telephone and webcast, beginning at 8:00 a.m. Eastern Time that same day. Evercore's Chairman and Chief Executive Officer, John S. Weinberg, and Chief Financial Officer, Tim LaLonde, will review the Firm's third quarter 2024 financial results. Following the review, there will be a question and answer session. This conference call is expected to last approximately one hour. Investors and analysts may participate in the live conference call by dialing (800) 225-9448 (toll-free domestic) or (203) 518-9

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  • Evercore Reports Second Quarter 2024 Results; Quarterly Dividend of $0.80 Per Share

    Evercore Inc. (NYSE:EVR):   Second Quarter Results   Year to Date Results   U.S. GAAP   Adjusted   U.S. GAAP   Adjusted   Q2 2024 Q2 2023   Q2 2024 Q2 2023   YTD 2024 YTD 2023   YTD 2024 YTD 2023 Net Revenues ($ mm) $ 689.2   $ 499.4     $ 695.3   $ 505.1     $ 1,270.0   $ 1,071.6     $ 1,282.6   $ 1,082.9   Operating Income ($ mm) $ 108.2   $

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  • Evercore to Announce Second Quarter 2024 Financial Results and Host Conference Call on July 24, 2024

    Evercore (NYSE:EVR) will release its second quarter 2024 financial results on Wednesday, July 24, 2024 at 6:45 a.m. Evercore will host a related conference call, accessible via telephone and webcast, beginning at 8:00 a.m. Eastern Time that same day. Evercore's Chairman and Chief Executive Officer John S. Weinberg, and Chief Financial Officer, Tim LaLonde, will review the Firm's second quarter 2024 financial results. Following the review, there will be a question and answer session. This conference call is expected to last approximately one hour. Investors and analysts may participate in the live conference call by dialing (800) 225-9448 (toll-free domestic) or (203) 518-9708 (internati

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  • Evercore Reports First Quarter 2024 Results; Increases Quarterly Dividend to $0.80 Per Share

    Evercore Inc. (NYSE:EVR):   First Quarter Results   U.S. GAAP   Adjusted   Q1 2024 Q1 2023   Q1 2024 Q1 2023 Net Revenues ($ mm) $ 580.8   $ 572.1     $ 587.3   $ 577.8   Operating Income ($ mm) $ 84.1   $ 106.9     $ 90.6   $ 115.5   Net Income Attributable to Evercore Inc. ($ mm) $ 85.7   $ 83.4     $ 92.9   $ 93.3   Diluted Earnings Per Share $

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  • Evercore to Announce First Quarter 2024 Financial Results and Host Conference Call on April 24, 2024

    Evercore (NYSE:EVR) will release its first quarter 2024 financial results on Wednesday, April 24, 2024 at 6:45 a.m. Evercore will host a related conference call, accessible via telephone and webcast, beginning at 8:00 a.m. Eastern Time that same day. Evercore's Chairman and Chief Executive Officer John S. Weinberg, and Chief Financial Officer, Tim LaLonde, will review the Firm's first quarter 2024 financial results. Following the review, there will be a question and answer session. This conference call is expected to last approximately one hour. Investors and analysts may participate in the live conference call by dialing (800) 225-9448 (toll-free domestic) or (203) 518-9708 (internatio

    $EVR
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  • Evercore Reports Fourth Quarter and Full Year 2023 Results; Quarterly Dividend of $0.76 Per Share

    Evercore Inc. (NYSE:EVR): Fourth Quarter Results   Full Year Results   U.S. GAAP   Adjusted   U.S. GAAP   Adjusted   Q4 2023 Q4 2022   Q4 2023 Q4 2022     2023     2022       2023     2022   Net Revenues ($ mm) $ 784.2   $ 831.3     $ 790.3   $ 836.7     $ 2,425.9   $ 2,762.0     $ 2,449.3   $ 2,785.6   Operating Income ($ mm)

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Evercore Inc. Large Ownership Changes

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