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EVR · Evercore Inc.

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$270.82 -4.67 (-1.70%)
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$10.59B
Shares
38.46M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$275.49 Open$277.47 Day$272.15–280.86 52W close$267.19–383.12 Avg vol 30d475K Short int1.3M · 3.4% float · 2.7d Short vol49% Last earningsJul 29, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 5

Up next

Next earnings call
Oct 28, 2026 Est · unconfirmed · in 6 wks
Latest filing: 10-Q
filed Aug 5, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$4.74B
Trailing 12 months
Net income (TTM)
$745.05M
Trailing 12 months
Revenue growth YoY
+19.1%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
15.5
Trailing earnings · reciprocal yield 6.4%
FCF yield
15.3%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$2.40B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-0.2%
Year over year · fewer shares
Price change (1Y)
-19.4%
Trailing year
Short interest
3.4%
Latest settlement · 2.7 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Moderate
Market backdrop VIX 17.1 · elevated Equity put/call 0.67
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −16%
below
Price vs 50-day avg −12%
below
RSI (14) 31
neutral
MACD trend Positive
52-week position 7%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −10%
trailing
6-month return −1%
trailing
YTD return −19%
this year
Relative strength −17%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $313 › 200d $330 — 200d above 50d
Institutional flow Accumulating
+10% holders QoQ · +123 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
3.35% of float · ▲ +16.3% MoM · 2.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
716 holders — near 3-yr high, broad support
Squeeze score 50
elevated · 0–100
Fundamentals
Excellent
Revenue growth +29%
Y/Y
EPS growth +55%
Y/Y
Valuation P/E 15.5
below peers
Quant / Vol
risk profile
Moderate
Volatility 38%
annualized · 1-yr
Max drawdown −30%
past year
ATR 3.4%
of price · 14-day

Blended 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 Sell
3 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−16% Bearish
Price vs 50-day avg
−12% Bearish
RSI (14)
31 Neutral
MACD trend
Positive Bullish
52-week position
7% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $313 › 200d $330 — 200d above 50d
Institutional flow Accumulating
+10% holders QoQ · +123 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
3.35% of float · ▲ +16.3% MoM · 2.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
716 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $267 Now $275 · 7% Range high $383
vs 200-day avg -16% vs 50-day avg -12%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Capital Markets — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
EVR
Evercore Inc.
this stock
$10.59B -19.0% +29.5% 15.5 3.4%
MS
Morgan Stanley
 $324.45B +16.4% +5.5% 16.7 0.9%
GS
Goldman Sachs Group Inc
 $287.81B +12.5% +8.9% 15.3 2.4%
SCHW
Schwab Charles Corp
 $187.48B +7.4% +22.0% 19.8 1.2%
HOOD
Robinhood Markets, Inc.
 $102.79B +1.1% +51.6% 50.6 4.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
716
% held
92.9%
Net QoQ
+1.9M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
589
View
Short & Settlement
Short Interest Rising
Shares short
1.3M
Days to cover
2.7d
Change
+180.7K sh
View
Short Volume
Short vol %
49%
As of
Sep 14, 2026
Short Total
View
Fails to Deliver
FTD shares
8
Value
$2.3K
As of
Aug 27, 2026
View
Off-Exchange
Off-exchange %
47.2%
Week of
Aug 10, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$3.9B
Net income (FY)
$591.9M
EPS diluted
$14.05
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 5, 2026
This year
10
View
Proposed Sales
Value
$6.3M
Shares
20.0K
Filed
May 4, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 29, 2026
View

Performance

5D 20D 120D MTD YTD
EVR -7.5% -10.4% -1.3% -3.8% -19.0%
SPY -1.2% -2.0% +16.1% -0.8% +11.6%
vs SPY -6.3% -8.4% -17.4% -3.0% -30.6%
Key facts CIK 1360901 CUSIP 29977A105 13F (30d) 26 filings 25 filers Visit website Investor relations