EVR · Evercore Inc.

Track EVR — free

$261.68 +2.68 (+1.03%) At close · Oct 2

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$10.11B

38.46M

Volume · Oct 2 670.12K Avg daily vol (3M) 508.28K

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Next earnings call

Oct 28, 2026 Est · unconfirmed · in 3 wks

Latest filing: 10-Q

filed Aug 5, 2026

Q2 2026 earnings call transcript

call held Jul 29, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

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)

14.8

Trailing earnings · reciprocal yield 6.8%

FCF yield

16.1%

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)

-21.7%

Trailing year

Short interest

3.0%

Latest settlement · 2.8 days to cover

View all 115 metrics

Equibles Rating

blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Sell Momentum Very Weak Sentiment Bullish Fundamentals Excellent Quant / Vol Moderate

Market backdrop VIX 15.3 · calm Equity put/call 0.58

Technical

price trend

Sell

50 / 200-day cross No cross

Price vs 200-day avg −19%

below

Price vs 50-day avg −10%

below

RSI (14) 37

neutral

MACD trend Positive

52-week position 4%

near low

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Very Weak

1-month return −12%

trailing

6-month return −25%

trailing

YTD return −23%

this year

Relative strength −38%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $291 › 200d $325 — 200d above 50d

Institutional flow Accumulating

3 of 722 funds reported for Sep 30 · net +5.4K sh shares

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

2.96% of float · ▼ -11.7% MoM · 2.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

722 holders — near 3-yr high, broad support

Squeeze score 42

elevated · 0–100

Fundamentals

Excellent

Revenue growth +29%

Y/Y

EPS growth +55%

Y/Y

Valuation P/E 14.8

below peers

Quant / Vol

risk profile

Moderate

Volatility 38%

annualized · 1-yr

Max drawdown −33%

past year

ATR 3.1%

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

−19% Bearish

Price vs 50-day avg

−10% Bearish

RSI (14)

37 Neutral

MACD trend

Positive Bullish

52-week position

4% Bearish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $291 › 200d $325 — 200d above 50d

Institutional flow Accumulating

3 of 722 funds reported for Sep 30 · net +5.4K sh shares

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

2.96% of float · ▼ -11.7% MoM · 2.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

722 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $257 Now $262 · 4% Range high $383

vs 200-day avg -19% vs 50-day avg -10%

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	$10.11B	-23.1%	+29.5%	14.8	3.0%
MS Morgan Stanley	$308.32B	+7.2%	+5.5%	15.9	0.9%
GS Goldman Sachs Group Inc	$272.38B	+2.7%	+8.9%	14.4	2.4%
SCHW Schwab Charles Corp	$171.26B	-3.2%	+22.0%	18.0	1.1%
HOOD Robinhood Markets, Inc.	$107.35B	-0.3%	+51.6%	52.8	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

721

% held: 94.2%
Reported: 3 of 722
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

589

View

Short & Settlement

Short Interest Falling

Shares short

1.1M

Days to cover: 2.8d
Change: -151.4K sh

View

Short Volume

Short vol %

52%

As of: Oct 2, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $286
As of: Sep 1, 2026

View

Off-Exchange

Off-exchange %

44.1%

Week of: Aug 24, 2026

Off-exch Lit

View

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

Webcasts

Last webcast

Jul 29, 2026

View

Performance

	5D	20D	120D	MTD	YTD
EVR	-0.5%	-11.9%	-25.4%	+1.6%	-23.1%
SPY	-0.2%	-0.5%	+12.2%	+0.9%	+12.9%
vs SPY	-0.3%	-11.4%	-37.5%	+0.7%	-36.0%

Key facts CIK 1360901 CUSIP 29977A105 13F (30d) 10 filings 9 filers Visit website Investor relations

EVR · Evercore Inc.

Price & Indicators

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Metrics snapshot

Equibles Rating

Technicals

Key metrics

Versus peers

At a glance

Performance