Insider buying last 90 days
No open-market insider purchases were filed for EVR in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every EVR insider filing, plotted on the chart in Gekko.Open EVR in Gekko
NYSE: EVR
Evercore (EVR) Stock Analysis & Forecast
Sep 28 close
$261.62−1.29 (−0.5%)
Gekko Brief
AI summaryThis week's news flow around Evercore was light, centered on a comparison piece weighing Goldman Sachs against EVR on investment banking backlog, trading strength and expanding wealth management, alongside a note on Evercore ISI's Storage Symposium featuring an outside executive speaker. Neither item concerns Evercore's own results or guidance directly, but the GS-versus-EVR comparison touches on the competitive positioning within investment banking.
Evercore shares closed at $261.62, down 0.5% on the day, with the stock sitting below both its 50-day average of $296.80 and its 200-day average of $326.45, and the 50-day below the 200-day. Returns have been negative across the 1-month (-10.4%), 3-month (-21.8%), 6-month (-6.2%) and 1-year (-22.6%) windows. The GekkoIndex reads 66.8, placing it in the Accumulation zone, while price sits 19.2% below Gekko Fair Value of $323.64.
The next earnings report is set for 28 October 2026, 29 days out and beyond a typical 20-trading-day holding window; the prior quarter's actual EPS of $2.91 missed the $3.02 estimate and drew a -8.1% reaction. No insider, Congress or unusual options activity appears in the respective windows. Seasonally, the next 20 trading days have averaged a 5.4% gain over 5 years, rising in 3 of them. Analyst consensus among 6 firms includes 3 buy and 3 hold ratings, with a consensus target of $363.90.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Evercore price vs fair value
Close $261.62200-day averageGekko Fair Value $323.64
Evercore quick facts
- Market cap
- $10.12B
- P/E ratio
- 14.8
- Forward P/E
- 12.2
- EPS, TTM
- $17.77
- Revenue, TTM
- $4.71B
- Profit margin
- 15.8%
- Dividend yield
- 1.35%
- Beta
- 1.48
- Volume
- 396,178 avg 507,123
- 1-year return
- −22.6%
- Typical daily move
- ±3.3%
- Typical 20-day move
- ±7.3%
- 50-day average
- $296.80
- 200-day average
- $326.45
- Next earnings
- Oct 28 before open
- Shares outstanding
- 38.46M
Evercore swing-trade checklist
Evercore scores 4 supportive, 0 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive0 mixed1 headwind
- Trendheadwind
Below 50 and 200-day
Close $261.62 is below the 50-day ($296.80) and 200-day ($326.45) averages, and the 50-day is below the 200-day.
See the chart - GekkoIndexsupportive
66.8, Accumulation
Reading 66.8 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
19.2% below
Price is 19.2% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 29 days
Next report Oct 28, 2026, 29 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+5.4% on average
From this point in the calendar, the next 20 trading days averaged +5.4% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Evercore stock chart and price history
Evercore closed at $261.62 on Sep 28, 2026, −22.6% over the past year, inside a 52-week range of $254.31 to $388.71.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −10.4%
- 3 months
- −21.8%
- 6 months
- −6.2%
- 1 year
- −22.6%
The full EVR chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open EVR in Gekko
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About Evercore
Evercore works as an independent advisory firm serving clients across the United States, Europe, and Latin America. It is best known for its investment banking work, advising companies on mergers and acquisitions, corporate strategy, takeover defense, shareholder matters, and special committee assignments, as well as guiding complex deal structures.
The firm operates through two main units. Its banking arm also handles capital markets activity, including stock offerings, restructurings, debt arrangements, private placements, hedging and risk management, and advisory work tied to private capital and private funds, alongside research-driven sales and trading for institutional investors. Its investment management arm focuses on wealth management for wealthy individuals, foundations, and endowments, and manages assets on behalf of institutional clients.
Evercore traces its founding to 1995 and is headquartered in New York, New York. It operated under the name Evercore Partners Inc. before adopting its current name in August 2017. Shares of Evercore trade on the NYSE under the ticker EVR.
- Listed
- NYSE
- Sector
- Finance
- Industry
- Investment banks/Brokers
- Website
- evercore.com
Evercore GekkoIndex: the smart money zone
Evercore’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 66.8, in the Accumulation zone, down 2.3 points over five sessions.
66.8Accumulation
Down 2.3 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 30 | −0.3% | −0.4% | ||
| Accumulation (current zone) | 174 | −0.2% | +1.1% | ||
| Neutral | 399 | +0.9% | +2.9% | ||
| Distribution | 64 | −0.2% | 0.0% | ||
| Selling | 5 | Too few readings yet | |||
Average EVR share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the EVR price, zone by zone.Track EVR in Gekko
Is Evercore stock overvalued? Gekko Fair Value
Evercore trades 19.2% below Gekko Fair Value of $323.64, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Evercore shares are worth, recalculated every trading day.
$323.64
Gekko Fair Value, Sep 29, 2026
19.2% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open EVR in Gekko
Evercore insider and Congress trading
No open-market insider purchases were filed for Evercore, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in EVR were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for EVR, plotted on the chart in Gekko.Open EVR in Gekko
Buybacks
Evercore has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $115.1M
- As a share of market cap
- 1.14%
- Trailing four quarters
- $948.1M
From company filings.
Hedge funds and billionaires quarter ended Mar 31
1of the funds Gekko tracks holds EVR.
0added0opened1trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
Evercore earnings: next date and track record
Evercore reports on Oct 28, 2026, before the open (29 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Oct 28, 2026
Expected before the open, 29 days away
- EPS estimate
- $3.49
- Revenue estimate
- $1.05B
7 of 8reports beat the EPS estimate
±4.6%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 29, 2026 AI summary
- What they said
- Evercore's Q2 2026 earnings call highlighted record second quarter and first-half revenues, driven by strong performance across advisory, underwriting, equities, private funds, and wealth management. Management emphasized diversified revenue streams, robust backlog, and client engagement, with optimism for continued strength into the second half and next year. Adjusted net revenues were approx. $1.0 billion (up 19% YoY), adjusted EPS $2.91 (up 20% YoY), and adjusted operating margins of 19% for Q2 and 22.7% for the first half. Underwriting and ECM saw notable strength, with underwriting fees up 201% YoY and ECM delivering a record quarter. Management discussed geographic expansion and M&A activity in Europe, integration success with Robey Warshaw, growth in sponsor and mid-market dialogues, PCA/secondary market strength, AI-driven demand especially in software, and investments in technology and hiring. Non-comp expenses grew driven by investments, headcount growth, data costs, search and placement fees, bad debt provision, legal/audit fees, conferences and other episodic items. Management declined to provide explicit revenue guidance but signaled confidence in a strong second half; they expect non-comp ratio to be in line with last year (~14.2%) by year-end and noted Q3/Q4 last year were record quarters making comps tough. Overall tone was confident and constructive with measured caution regarding timing volatility.
- Guidance
- No explicit revenue guidance was provided. Management signaled expectations of a strong second half and continued strong performance into next year; they expect to finish the year with a non-comp ratio approximately similar to last year (~14.2%). No numeric revenue or EPS guidance was issued.
- Risks flagged
- Mentioned risks include market timing volatility in backlog conversion, cyclical nature of M&A activity, potential impact of higher interest rates on sponsor portfolio companies, competitive hiring market increasing recruitment costs, and seasonal/episodic non-comp items (bad debt, legal, search fees) that impacted expenses. Also noted forward-looking statements are subject to SEC-filed risks.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 29, 2026 | $2.91 est $3.02 | $998.5M est $985.0M | −8.1% |
| Apr 29, 2026 | $7.53 est $5.43 | $1.40B est $1.17B | −5.6% |
| Feb 4, 2026 | $5.13 est $3.83 | $1.30B est $1.12B | +3.7% |
| Oct 29, 2025 | $3.48 est $3.25 | $1.05B est $950.9M | −9.4% |
| Jul 30, 2025 | $2.42 est $1.78 | $838.0M est $719.6M | −0.5% |
| Apr 30, 2025 | $3.49 est $1.54 | $699.0M est $598.9M | +3.6% |
| Feb 5, 2025 | $3.41 est $2.82 | $975.3M est $745.8M | +0.9% |
| Oct 23, 2024 | $2.04 est $2.00 | $738.4M est $708.5M | −4.7% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Evercore stock forecast and analyst price targets
Analysts’ average 12-month price target for Evercore is $363.90, +39.1% from the last close, from 6 firms rating the stock in the last 90 days.
$363.90consensus 12-month target, +39.1% from the last close
Now $261.62Avg $363.90
Low $338High $389
Each firm’s latest rating in the last 90 days: 6 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 3 | BMO Capital | $338 | +29.2% |
| Jul 30 | KBW | $375 | +43.3% |
| Jul 30 | UBS | $359 | +37.2% |
| Jul 30 | Morgan Stanley | $363 | +38.8% |
| Jul 30 | Bank of America Securities | $389 | +48.7% |
+1.1%average 20-day move after past Accumulation readings
+5.4%average move over the next 20 trading days in the last 5 years
±3.3%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Evercore seasonality: the next 20 trading days
Over the next 20 trading days from Sep 26, Evercore averaged +5.4% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | −1.0% | 1 of 5 |
| Next 10 trading days | −0.3% | 2 of 5 |
| Next 15 trading days | +5.0% | 3 of 5 |
| Next 20 trading days | +5.4% | 3 of 5 |
| Next 30 trading days | +11.3% | 4 of 5 |
For scale, EVR’s typical 20-trading-day move in either direction is about 7.3%.
Evercore market cap and key statistics
Evercore’s market cap is $10.12B, with a P/E ratio of 14.8 and revenue of $4.71B over the last twelve months.
Valuation
- Market cap
- $10.12B
- P/E ratio
- 14.8
- Forward P/E
- 12.2
- EPS, TTM
- $17.77
- Gekko Fair Value
- $323.64
Trading
- Volume
- 396,178
- Avg volume, 20 days
- 507,123
- 52-week high
- $388.71
- 52-week low
- $254.31
- Shares outstanding
- 38.46M
Financials
- Revenue, TTM
- $4.71B
- Profit margin
- 15.8%
- Return on equity
- 39.5%
- Quarterly earnings growth, YoY
- −1.7%
Risk and income
- Beta
- 1.48
- Typical daily move
- ±3.3%
- Typical 20-day move
- ±7.3%
- Dividend yield
- 1.35%
Evercore stock news this week
2 headlines about Evercore from the past week, newest first, each linking to the publisher.
- SmartStop Self Storage REIT, Inc. Chairman and CEO H. Michael Schwartz to Speak at the 12th Annual Evercore ISI Storage SymposiumBusiness Wire, Sep 28
- GS vs. EVR: Which Investment Bank Stock Offers Greater Upside?Zacks Investment Research, Sep 24
Evercore peers
Evercore’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| GSGoldman Sachs | Accumulation | 13.7% below |
| SCHWCharles Schwab | Buying | 13.9% below |
| IBKRInteractive Brokers | Accumulation | 10.2% below |
| HOODRobinhood Markets | Neutral | 1.5% above |
| BNYBank of New York Mellon | Accumulation | 8.6% below |
| CMECME | Accumulation | 4.3% below |
A peer links to its own page where one exists.
Evercore stock FAQ
What is Evercore’s market cap?
Evercore’s market cap is $10.12B at the Sep 28, 2026 close of $261.62, with 38.46M shares outstanding. The shares trade on a P/E ratio of 14.8.
What is the Evercore stock forecast?
The consensus analyst 12-month price target for Evercore is $363.90, +39.1% from the last close. Of the 6 firms that rated the stock in the last 90 days, 3 rate it a buy, 3 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Evercore stock overvalued or undervalued?
On Gekko’s estimate Evercore is undervalued: the Sep 28, 2026 close of $261.62 is 19.2% below Gekko Fair Value of $323.64. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Evercore report earnings next?
Evercore is expected to report on Oct 28, 2026, before the market opens (29 days away). Analysts expect earnings of $3.49 per share on revenue of $1.05B. Evercore beat the earnings estimate in 7 of its last 8 reports, moving 4.6% on average across the report.
What is Evercore’s 52-week high and low?
Evercore’s 52-week high is $388.71 and its 52-week low is $254.31; it closed at $261.62 on Sep 28, 2026, −22.6% over the past year.
Is Evercore stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (gekkoindex, fair value, earnings risk and seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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