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
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 4/8/2025 | $230.00 | Mkt Perform → Mkt Outperform | Citizens JMP |
| 4/7/2025 | $306.00 → $173.00 | Overweight → Equal-Weight | Morgan Stanley |
| 12/20/2024 | $269.00 → $339.00 | Mkt Perform → Outperform | Keefe Bruyette |
| 9/12/2024 | $258.00 | Equal Weight | Wells Fargo |
| 9/11/2024 | $246.00 → $276.00 | Neutral → Buy | Goldman |
| 1/29/2024 | Mkt Perform | Keefe Bruyette | |
| 1/9/2024 | $160.00 → $176.00 | Buy → Neutral | UBS |
| 8/22/2023 | $158.00 → $140.00 | Buy → Neutral | Goldman |
| 4/12/2023 | Sell → Buy | UBS | |
| 4/12/2023 | $102.00 → $131.00 | Equal-Weight → Overweight | Morgan Stanley |
4 - Evercore Inc. (0001360901) (Issuer)
4 - Evercore Inc. (0001360901) (Issuer)
4 - Evercore Inc. (0001360901) (Issuer)
4 - Evercore Inc. (0001360901) (Issuer)
4 - Evercore Inc. (0001360901) (Issuer)
4 - Evercore Inc. (0001360901) (Issuer)
4 - Evercore Inc. (0001360901) (Issuer)
4 - Evercore Inc. (0001360901) (Issuer)
4 - Evercore Inc. (0001360901) (Issuer)
4 - Evercore Inc. (0001360901) (Issuer)
Citizens JMP upgraded Evercore from Mkt Perform to Mkt Outperform and set a new price target of $230.00
Morgan Stanley downgraded Evercore from Overweight to Equal-Weight and set a new price target of $173.00 from $306.00 previously
Keefe Bruyette upgraded Evercore from Mkt Perform to Outperform and set a new price target of $339.00 from $269.00 previously
Wells Fargo initiated coverage of Evercore with a rating of Equal Weight and set a new price target of $258.00
Goldman upgraded Evercore from Neutral to Buy and set a new price target of $276.00 from $246.00 previously
Keefe Bruyette resumed coverage of Evercore with a rating of Mkt Perform
UBS downgraded Evercore from Buy to Neutral and set a new price target of $176.00 from $160.00 previously
Goldman downgraded Evercore from Buy to Neutral and set a new price target of $140.00 from $158.00 previously
UBS upgraded Evercore from Sell to Buy
Morgan Stanley upgraded Evercore from Equal-Weight to Overweight and set a new price target of $131.00 from $102.00 previously
Evercore Inc. (NYSE:EVR): First Quarter Results U.S. GAAP Adjusted Q1 2025 Q1 2024 Q1 2025 Q1 2024 Net Revenues ($ mm) $ 694.8 $ 580.8 $ 699.9 $ 587.3 Operating Income ($ mm) $ 111.2 $ 84.1 $ 116.3 $ 90.6 Net Income Attributable to Evercore Inc. ($ mm) $ 146.2 $ 85.7 $ 154.8 $ 92.9 Diluted Earnings Per Share $ 3.48 $ 2.09 $ 3.49 $ 2.13 Compensation Ratio 66.2 % 66.8 % 65.7 % 66.0
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
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
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
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
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
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
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)
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
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 Inc. (NYSE:EVR): First Quarter Results U.S. GAAP Adjusted Q1 2025 Q1 2024 Q1 2025 Q1 2024 Net Revenues ($ mm) $ 694.8 $ 580.8 $ 699.9 $ 587.3 Operating Income ($ mm) $ 111.2 $ 84.1 $ 116.3 $ 90.6 Net Income Attributable to Evercore Inc. ($ mm) $ 146.2 $ 85.7 $ 154.8 $ 92.9 Diluted Earnings Per Share $ 3.48 $ 2.09 $ 3.49 $ 2.13 Compensation Ratio 66.2 % 66.8 % 65.7 % 66.0
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
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)
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
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
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
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 $
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
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 $
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
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
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
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
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
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
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
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
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
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
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