EVR · Evercore Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted Operating Income non-GAAP | $189.7M | Q2 2026 | — |
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| Assets Under Management | $16,225M | As of June 30, 2026 | +4.6% |
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| Total Number of Fees from Advisory and Underwriting Client Transactions | 494 | Six Months Ended June 30, 2026 | -38.7% |
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| Total Number of Fees of at Least $1 million from Advisory and Underwriting Client Transactions | 280 | Six Months Ended June 30, 2026 | -47.1% |
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| Total Number of Underwriting Transactions | 49 | Six Months Ended June 30, 2026 | -16.9% |
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| Total Number of Underwriting Transactions as a Bookrunner | 47 | Six Months Ended June 30, 2026 | -16.1% |
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| Adjusted Operating Margin non-GAAP | 25.3% | Q1 2026 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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EVR
this stock
Evercore Inc.
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$12.40B | -5.5% | -12.1% | 18.0 | 3.1% |
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MS
Morgan Stanley
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$331.89B | +19.2% | +5.5% | 19.1 | 1.1% |
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GS
Goldman Sachs Group Inc
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$300.43B | +16.5% | +8.9% | 18.6 | 2.1% |
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SCHW
Schwab Charles Corp
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$183.03B | +5.7% | -9.3% | 20.9 | 1.3% |
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HOOD
Robinhood Markets, Inc.
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$77.82B | -23.5% | +51.6% | 38.3 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EVR | -5.6% | -6.4% | -10.2% | -6.1% | -5.5% |
| SPY | +1.1% | +0.3% | +8.2% | +0.0% | +9.6% |
| vs SPY | -6.7% | -6.7% | -18.3% | -6.2% | -15.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.