Evercore Inc. research snapshot
EVR AI stock analysis currently reads Evercore as a premier independent investment banking and advisory franchise with record FY2025 and Q1 2026 results, but a stock price that already prices a strong deal environment. At the July 12, 2026 data cutoff, EVR last closed near $334.75 with market capitalization near $12.95 billion on about 38.68 million Class A shares. Business quality is high because clients pay for trusted strategic advice on complex M&A, restructuring, and capital markets transactions rather than for a balance-sheet product. The EVR AI stock forecast still uses scenarios rather than a single target because advisory revenue, compensation ratios, and valuation multiples can compress quickly when deal volumes slow. This page is informational research and not investment advice.
Current price
$334.75
Market cap
$12.95 billion
AI score
72 / 100
Rating
High-quality independent advisory franchise, with earnings highly tied to M&A and capital markets activity
Trend status
Below the 50-day and 20-day averages, near the 200-day average, with cooling RSI after a strong cycle run
Data cutoff (updated weekly)
July 12, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Evercore is a pure-play independent advisory and wealth platform where corporations pay for senior banker judgment on M&A, restructuring, equity and debt capital markets advice, research, and private wealth services. | High |
| Moat | Moat comes from brand trust, senior talent density, long client relationships, and independence from a lending book, not from network effects or hard IP. The moat is real but people-centric and must be renewed every year. | Medium-high |
| Management | Chairman and CEO John S. Weinberg has led since February 2022 after a Goldman Sachs career, with 2025 capital returns of about $812 million through dividends and repurchases. | Medium-high |
| Financial trend | FY2025 GAAP net revenues were about $3.86 billion and net income about $592 million. Q1 2026 net revenues roughly doubled year over year to $1.39 billion, with GAAP diluted EPS of $7.20. | High |
| Valuation | At $334.75, financial_rigor.py calculates about 18.8x TTM EPS of $17.78, 7.3x book value of $46.08, about 38.6% ROE proxy, and a 1.06% forward dividend yield. | High |
| Technical trend | Barchart showed EVR below its 50-day average near $343 and 20-day average near $352, near the 200-day average near $331, with 14-day RSI near 44. | Medium-high |
| Risk level | Main risks are M&A and capital markets cyclicality, compensation ratio pressure, key banker departures, large-deal timing, competition from boutiques and bulge brackets, and multiple compression after a strong run. | Medium-high |
| AI confidence | High for disclosed historical facts and math. Medium for the forecast because advisory revenue can swing sharply with deal closings and risk appetite. | High data confidence |
| Investment certainty | Medium certainty. Evercore has an elite franchise, but the current price needs durable advisory activity and disciplined compensation to justify further upside. | Medium |
EVR AI stock forecast
The EVR AI stock forecast uses scenario math around the $334.75 quote. A three-year EPS framework using TTM EPS of $17.78 produced a bullish value near $643, a base value near $358, and a bearish value near $178 before dividends. The spread is wide because independent advisory earnings and PE multiples both move with the M&A cycle.
$580 to $650
More likely if large transaction closings remain elevated, market share gains continue versus bulge brackets, operating margins stay near recent highs, capital returns remain aggressive, and investors reward EVR with a low-20s earnings multiple on double-digit EPS growth.
$340 to $380
More likely if EPS grows at a high-single-digit pace as the cycle normalizes, compensation stays controlled, dividends and buybacks continue, and the market applies a mid-teens earnings multiple close to the recent range.
$160 to $200
More likely if M&A volumes fall, large deals slip or cancel, compensation ratios rise as revenue softens, key talent leaves, or investors reprice EVR toward a low-teens or high-single-digit PE during a risk-off period.
EVR AI technical analysis
EVR AI technical analysis is cooling after a strong cycle as of the July 12, 2026 data cutoff. Barchart showed EVR below its 20-day and 50-day moving averages, near the 200-day average, with 14-day RSI near 44.03, 20-day average volume near 388,000 shares, and 14-day ATR near $13.78. The 52-week range from public quotes was about $265.87 to $388.71.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $334.75 | July 10, 2026 close used for this static page and market cap verification. |
| Near support | $327 to $331 | The 100-day average near $328 and the 200-day average near $331 form the first trend support band. |
| Secondary support | $266 to $300 | The 52-week low near $265.87 and the prior consolidation zone are deeper support if the 200-day average fails. |
| Near resistance | $343 to $352 | The 50-day average near $343 and the 20-day average near $352 are the first overhead supply zones. |
| Major resistance | $380 to $389 | The upper end of the recent range and the 52-week high near $388.71 define the breakout band. |
| 50-day SMA | $343.20 | Barchart reported EVR trading below the 50-day moving average. |
| 200-day SMA | $331.02 | Barchart reported EVR trading near the 200-day moving average after a modest pullback. |
| Momentum | 14-day RSI 44.03 | Momentum is soft and below the neutral 50 line, not oversold by the common 30 RSI threshold. |
| Volume | About 388,000 shares | The 20-day average volume provides a liquidity baseline for judging breakouts and failed rebounds. |
| Volatility | 14-day ATR $13.78 | Normal daily movement is wide enough that position sizing should use ATR rather than a fixed dollar stop alone. |
| Invalidation | Close below $331, then $300 | A close below the 200-day average would weaken the intermediate setup. A break toward $300 would signal broader trend damage. |
EVR AI trading strategy
The EVR AI trading strategy is a rules-based framework for a cyclical independent advisory firm. It is not personalized advice and should be paired with live chart data, earnings dates, M&A volume indicators, banker hiring news, capital return updates, and clear invalidation levels.
Watch for EVR to reclaim the 50-day average near $343 and then clear the $352 to $360 band on above-average volume with constructive advisory backlog or broader financial sector strength.
A close back below the 50-day average, or a breakout that fails while capital markets stocks weaken, should invalidate the near-term trend setup.
If EVR pulls back toward $331 or the $300 area without a deterioration in backlog conversion, compensation discipline, or peer deal activity, compare the price move with the earnings thesis rather than buying only on brand quality.
Do not treat boutique brand prestige as a substitute for stop discipline because advisory stocks can reprice quickly when deal volume or risk appetite changes.
Track advisory fees, equity capital markets fees, wealth management contributions, operating margin, compensation ratio, headcount and senior banker productivity, cash and securities, notes payable, dividend growth, and buyback pace.
Reduce confidence if large deals slip, revenue growth reverts hard while costs stay sticky, key bankers leave, or valuation remains elevated while TTM EPS growth decelerates.
Investment research summary
Evercore gets paid when companies, boards, sponsors, and wealthy clients need independent advice on mergers, acquisitions, restructuring, capital raising strategy, research, and private wealth management. Clients pay for senior judgment and trusted execution, not for a large lending balance sheet.
The moat is brand reputation, senior talent density, multi-year boardroom relationships, and independence that can matter in sensitive strategic situations. Switching costs are soft because boards can hire another advisor, so Evercore must keep winning mandates deal by deal.
The thesis fails if M&A volumes collapse, compensation absorbs too much of the upside, star bankers leave for rivals, a few large deals dominate and then disappear, or investors decide a high teens multiple is too rich for a pure cyclical people business.
John S. Weinberg is chairman and CEO and has led since February 2022. Capital allocation has emphasized dividends and buybacks, including about $812 million returned to shareholders in 2025. The ongoing test is whether productivity and culture stay strong as the firm scales.
Independent advisory has taken share from traditional banks over many years as clients seek conflict-light advice. Long-term demand for complex cross-border M&A, activism defense, restructuring, and sponsor transactions remains, but the short-term path is highly cyclical.
At about 18.8x TTM EPS and 7.3x book value, EVR is priced as a premium advisory franchise rather than a distressed bank. Margin of safety improves if the stock pulls back toward the 200-day average or lower while advisory activity and capital returns remain healthy.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| EVR price | $334.75 close used for market cap and valuation verification | Yahoo Finance and StockAnalysis | July 12, 2026 |
| Market capitalization | $12.95 billion, verified as $334.75 x 38.68 million Class A shares | Yahoo Finance, Morningstar, and financial_rigor.py | July 12, 2026 |
| Shares outstanding | 38.68 million Class A shares; some sources list about 41.38 million total diluted or partnership-adjusted shares | Yahoo Finance and StockAnalysis | July 12, 2026 |
| FY2025 net revenues | About $3.86 billion GAAP net revenues, up about 29% year over year | Evercore FY2025 earnings release and StockAnalysis | July 12, 2026 |
| FY2025 net income | About $592 million net income attributable to Evercore Inc., cross-checked with Macrotrends | Evercore FY2025 earnings release and Macrotrends | July 12, 2026 |
| Q1 2026 results | GAAP net revenues $1.39 billion, net income $301.2 million, diluted EPS $7.20; adjusted EPS $7.53 | Evercore Q1 2026 earnings release | July 12, 2026 |
| TTM earnings | About $747 million net income and about $17.78 diluted EPS trailing twelve months | Yahoo Finance and Macrotrends | July 12, 2026 |
| Cash and liquidity | Year-end 2025 cash and cash equivalents about $1.4 billion, investment securities and CDs about $1.6 billion, notes payable about $588 million | Evercore FY2025 earnings release | July 12, 2026 |
| Book value and dividend | Book value per share $46.08; forward annual dividend $3.56 after the Q1 2026 raise to $0.89 quarterly | Yahoo Finance and Evercore Q1 2026 release | July 12, 2026 |
| 2025 capital return | About $812.4 million returned to shareholders through dividends and share or unit repurchases | Evercore 2026 annual meeting materials | July 12, 2026 |
| Valuation math | 18.83x EPS, 7.26x book value, 38.59% ROE proxy, and 1.06% dividend yield | financial_rigor.py valuation verification | July 12, 2026 |
| Technical indicators | 50-day SMA $343.20, 200-day SMA $331.02, 14-day RSI 44.03, 14-day ATR $13.78, 20-day average volume about 387,715 | Barchart technical analysis | July 12, 2026 |
| Three-scenario model | Bullish about $643, base about $358, bearish about $178 based on financial_rigor.py EPS growth and PE assumptions | financial_rigor.py three-scenario model | July 12, 2026 |
This EVR AI stock analysis is an informational tool based on public filings, market data, technical indicators, and scenario math available at the stated data cutoff. It is not investment advice, a recommendation, or a guarantee of future returns. Forecast ranges can be wrong, and Evercore stock can move sharply after earnings, deal flow changes, talent moves, market volatility, or changes in investor risk appetite.
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