Evercore (EVR)
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-09-04
$297.92+0.34%
Close 2026-09-04 · 1-day change
NYSEFinancialsFinancial - Capital MarketsSnapshot 2026-09-04
QuarterlyIQ Insights · EVR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -7.1% |
| Our one-year growth estimate | diamond | 11.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 18.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 27 industry peers · Company calendar date is not available
EVR — earnings miss
Dated 2026-07-29
Results of Operations and Financial Condition On July 29, 2026, Evercore Inc. issued a press release announcing financial results for its second quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1. All information in the press release is furnished but not filed.
Why it matters: Advisory fees bring in a lot of money. A slowdown may mean less demand for these services.
Worry ifAdvisory fees growth reported below 123% year over year in Q2 2026.
Less concerning ifAdvisory fees growth remains at or above 123% year over year in Q2 2026.
Why it matters: AUM growth reflects the firm's ability to attract and retain clients. Slower growth could signal issues.
Worry ifAssets Under Management grew less than 10% compared to last year.
Less concerning ifAssets Under Management grow at or above 10% year over year.
Why it matters: If the dividend remains stable, it shows management's commitment to returning value to shareholders. A cut could signal issues.
Watch forQ2 2026 dividend declared at $0.89 per share.
Also watch forQ2 2026 dividend cut below $0.89 per share.
Why it matters: Keeping the dividend shows that the company is stable. It also shows that management believes in the business.
Supportive ifQuarterly dividend remains at $0.89 per share in Q3 2026.
Worry ifDividend is cut below $0.89 per share in Q3 2026.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$163 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $441 loss on $10,000 · 4.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,007 loss on $10,000 · 30.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Advisory fees from large transactions are crucial for revenue. A decline indicates weaker demand.
Worry ifAdvisory fees from large transactions drop year over year.
Less concerning ifAdvisory fees from large transactions increase year over year.
Why it matters: If operating income grows less than 50%, it may show a slowdown in profits. This could lower investor confidence.
Worry ifOperating income growth for Q2 2026 is below 50% year over year.
Less concerning ifOperating income growth for Q2 2026 is at or above 50% year over year.
Why it matters: The earnings date can impact stock performance and investor sentiment. Delays may signal issues.
Watch forNext earnings date is announced within the next month.
Also watch forNo earnings date is announced within the next month.
Why it matters: A drop in operating income would make it harder for management to increase profits. This could raise worries about managing costs.
Worry ifQ3 operating income falls below the $146.6 million reported in Q2 2026.
Less concerning ifQ3 operating income goes up or stays above $146.6 million.
Why it matters: Earnings per share is a key measure of profitability. A drop below this level could indicate weakening performance.
Worry ifQ2 2026 EPS reported below $7.50.
Less concerning ifQ2 2026 EPS reported at or above $7.50.
Why it matters: Bringing in new talent is key for growth in investment banking. It shows management wants to grow.
Supportive ifAt least three new Senior Managing Directors are announced to join Evercore.
Worry ifNo new Senior Managing Directors are announced in the next quarter.
Why it matters: Higher dividends show strong cash flow. It shows a commitment to giving value to shareholders.
Supportive ifQuarterly dividend goes above $0.89 per share.
Worry ifQuarterly dividend remains at or below $0.89 per share.
Why it matters: An increase above 66% could indicate rising costs that may hurt operating income. This would be a negative signal.
Worry ifCompensation ratio will be over 66% in the next quarters.
Less concerning ifCompensation ratio stays at or below 66%.
Why it matters: A drop below 10% growth would signal a slowdown in Evercore's revenue momentum. This could raise concerns about future performance.
Worry ifQ3 revenue growth reported below 10% year over year.
Less concerning ifQ3 revenue growth remains above 10% year over year.
Why it matters: If it falls below 18%, profits may drop. This could hurt investor trust.
Worry ifOperating income margin was below 18% for Q3.
Less concerning ifOperating income margin stays above 18% for Q3.
Why it matters: If it rises above $800 million, it shows strong demand for advisory services.
Supportive ifAdvisory fees were above $800 million for Q3.
Worry ifAdvisory fees fall below $800 million for Q3.
Why it matters: More talent would help Evercore grow and compete better.
Supportive ifSenior Managing Directors count increases by more than 5 by year-end.
Worry ifSenior Managing Directors count goes up by 5 or less by year-end.