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 written earnings releases 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 | $16.23B | As of June 30, 2026 | — |
| Total Number of Fees from Advisory and Underwriting Client Transactions | 494 | Six Months Ended June 30, 2026 | — |
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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 | — |
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| Total Number of Underwriting Transactions | 49 | Six Months Ended June 30, 2026 | — |
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| Total Number of Underwriting Transactions as a Bookrunner | 47 | Six Months Ended June 30, 2026 | — |
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| Adjusted Operating Margin non-GAAP | 25.3% | Q1 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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.
|
$11.82B | -9.7% | +29.5% | 17.3 | 3.5% |
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MS
Morgan Stanley
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$341.38B | +22.4% | +5.5% | 17.6 | 0.8% |
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GS
Goldman Sachs Group Inc
|
$302.65B | +18.3% | +8.9% | 16.0 | 2.1% |
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SCHW
Schwab Charles Corp
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$189.09B | +11.2% | +22.0% | 19.9 | 1.2% |
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HOOD
Robinhood Markets, Inc.
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$85.92B | -15.5% | +51.6% | 42.3 | 3.7% |
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 | +0.5% | -10.0% | +0.7% | -4.1% | -9.7% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +0.1% | -14.5% | -13.1% | -8.0% | -23.5% |
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.