Evercore Partners Stock Analysis

EVR Stock  USD 314.60  0.00  0.00%   
Below is the normalized historical share price chart for Evercore Partners extending back to August 11, 2006. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Evercore Partners stands at 314.60, as last reported on the 2nd of March, with the highest price reaching 317.34 and the lowest price hitting 300.36 during the day.
IPO Date
11th of August 2006
200 Day MA
311.7282
50 Day MA
349.3386
Beta
1.562
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes
Evercore Partners holds a debt-to-equity ratio of 0.457. At this time, Evercore Partners' Short and Long Term Debt Total is relatively stable compared to the past year. As of 03/02/2026, Interest Debt Per Share is likely to grow to 27.90, while Long Term Debt is likely to drop slightly above 196 M. Evercore Partners' financial risk is the risk to Evercore Partners stockholders that is caused by an increase in debt.

Asset vs Debt

Equity vs Debt

Evercore Partners' liquidity is one of the most fundamental aspects of both its future profitability and its ability to meet different types of ongoing financial obligations. Evercore Partners' cash, liquid assets, total liabilities, and shareholder equity can be utilized to evaluate how much leverage the Company is using to sustain its current operations. For traders, higher-leverage indicators usually imply a higher risk to shareholders. In addition, it helps Evercore Stock's retail investors understand whether an upcoming fall or rise in the market will negatively affect Evercore Partners' stakeholders.
For many companies, including Evercore Partners, marketable securities, inventories, and receivables are the most common assets that could be converted to cash. However, for Evercore Partners, the most critical issue when managing liquidity is ensuring that current assets are properly aligned with current liabilities. If they are not, Evercore Partners' management will need to obtain alternative financing to ensure there are always enough cash equivalents on the balance sheet to meet obligations.
Price Book
6.6017
Enterprise Value Ebitda
6.3162
Price Sales
3.098
Shares Float
37.5 M
Dividend Share
3.36
At this time, Evercore Partners' Total Stockholder Equity is relatively stable compared to the past year. As of 03/02/2026, Liabilities And Stockholders Equity is likely to grow to about 5.6 B, while Common Stock Total Equity is likely to drop slightly above 681.4 K. . As of 03/02/2026, Price To Sales Ratio is likely to grow to 4.09. Also, Price Earnings Ratio is likely to grow to 26.79.
Evercore Partners is undervalued with Real Value of 350.81 and Target Price of 395.1. The main objective of Evercore Partners stock analysis is to determine its intrinsic value, which is an estimate of what Evercore Partners is worth, separate from its market price. There are two main types of Evercore Partners' stock analysis: fundamental analysis and technical analysis.
The Evercore Partners stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Evercore Partners is usually not traded on Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day ( substitute day ), Independence Day. Evercore Stock trading window is adjusted to America/New York timezone.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Evercore Partners. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.
To learn how to invest in Evercore Stock, please use our How to Invest in Evercore Partners guide.

Evercore Stock Analysis Notes

About 89.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.42. Evercore Partners recorded earning per share (EPS) of 14.05. The entity last dividend was issued on the 27th of February 2026. Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. Evercore Inc. was founded in 1995 and is headquartered in New York, New York. Evercore Partners operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 2160 people. To learn more about Evercore Partners call John Weinberg at (212) 857-3100 or check out https://www.evercore.com.

Evercore Partners Quarterly Total Revenue

1.3 Billion

Evercore Partners Investment Alerts

Evercore Partners is unlikely to experience financial distress in the next 2 years
Evercore Partners has a strong financial position based on the latest SEC filings
Over 89.0% of the company shares are held by institutions such as insurance companies
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Evercore Largest EPS Surprises

Earnings surprises can significantly impact Evercore Partners' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2011-02-02
2010-12-310.240.270.0312 
2009-07-29
2009-06-300.070.10.0342 
2008-07-24
2008-06-300.20.17-0.0315 
View All Earnings Estimates

Evercore Partners Environmental, Social, and Governance (ESG) Scores

Evercore Partners' ESG score is a quantitative measure that evaluates Evercore Partners' performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Evercore Partners' operations that may have significant financial implications and affect Evercore Partners' stock price as well as guide investors towards more socially responsible investments.

Evercore Stock Institutional Investors

Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Morgan Stanley - Brokerage Accounts2025-09-30
620.1 K
T. Rowe Price Associates, Inc.2025-09-30
611.8 K
Capital Research & Mgmt Co - Division 32025-09-30
604.8 K
Dimensional Fund Advisors, Inc.2025-12-31
532 K
Norges Bank2025-12-31
482.6 K
Bahl & Gaynor Inc.2025-09-30
444 K
Bain Capital Public Equity Management Ii, Llc2025-09-30
434.2 K
Ubs Group Ag2025-09-30
402.7 K
Lord, Abbett & Co Llc2025-12-31
381.9 K
Vanguard Group Inc2025-12-31
3.8 M
Blackrock Inc2025-09-30
3.5 M
Note, although Evercore Partners' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Evercore Market Capitalization

The company currently falls under 'Large-Cap' category with a total capitalization of 11.95 B.

Evercore Profitablity

The company has Net Profit Margin of 0.15 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.25 %, which entails that for every 100 dollars of revenue, it generated $0.25 of operating income.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.12  0.15 
Return On Capital Employed 0.23  0.22 
Return On Assets 0.11  0.14 
Return On Equity 0.29  0.31 

Management Efficiency

Evercore Partners has Return on Asset of 0.1344 % which means that on every $100 spent on assets, it made $0.1344 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.3007 %, implying that it generated $0.3007 on every 100 dollars invested. Evercore Partners' management efficiency ratios could be used to measure how well Evercore Partners manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Evercore Partners' Return On Tangible Assets are relatively stable compared to the past year. As of 03/02/2026, Return On Assets is likely to grow to 0.14, while Return On Capital Employed is likely to drop 0.22. At this time, Evercore Partners' Total Assets are relatively stable compared to the past year. As of 03/02/2026, Non Currrent Assets Other is likely to grow to about 491 M, though Other Assets are likely to grow to (36.7 M).
Last ReportedProjected for Next Year
Book Value Per Share 52.27  54.89 
Tangible Book Value Per Share 46.39  48.71 
Enterprise Value Over EBITDA 17.31  18.18 
Price Book Value Ratio 7.43  7.80 
Enterprise Value Multiple 17.31  18.18 
Price Fair Value 7.43  7.80 
Enterprise Value230.7 M242.2 M
The leadership approach at Evercore Partners' fosters a culture of excellence and accountability. Our analysis examines how this culture influences financial outcomes and stock valuation.
Dividend Yield
0.0103
Operating Margin
0.246
Profit Margin
0.1535
Forward Dividend Yield
0.0109
Beta
1.562

Technical Drivers

As of the 2nd of March, Evercore Partners shows the Downside Deviation of 2.81, mean deviation of 1.71, and Coefficient Of Variation of 4827.34. Evercore Partners technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm Evercore Partners variance, as well as the relationship between the value at risk and skewness to decide if Evercore Partners is priced favorably, providing market reflects its regular price of 314.6 per share. Given that Evercore Partners has jensen alpha of (0.13), we urge you to verify Evercore Partners's prevailing market performance to make sure the company can sustain itself at a future point.

Evercore Partners Price Movement Analysis

The output start index for this execution was two with a total number of output elements of fifty-nine. The Double Exponential Moving Average indicator was developed by Patrick Mulloy. It consists of a single exponential moving average and a double exponential moving average. This indicator is more responsive to Evercore Partners changes than the simple moving average.

Evercore Partners Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Evercore Partners insiders, such as employees or executives, is commonly permitted as long as it does not rely on Evercore Partners' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Evercore Partners insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Evercore Partners Outstanding Bonds

Evercore Partners issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Evercore Partners uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Evercore bonds can be classified according to their maturity, which is the date when Evercore Partners has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Evercore Partners Predictive Daily Indicators

Evercore Partners intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Evercore Partners stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Evercore Partners Corporate Filings

F4
23rd of February 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10K
20th of February 2026
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
F4
17th of February 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13A
10th of February 2026
An amended filing to the original Schedule 13G
ViewVerify
F4
6th of February 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
4th of February 2026
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
2nd of January 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
11th of December 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

Evercore Partners Forecast Models

Evercore Partners' time-series forecasting models are one of many Evercore Partners' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Evercore Partners' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Evercore Partners Bond Ratings

Evercore Partners financial ratings play a critical role in determining how much Evercore Partners have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Evercore Partners' borrowing costs.
Piotroski F Score
7
StrongView
Beneish M Score
(2.82)
Unlikely ManipulatorView

Evercore Partners Debt to Cash Allocation

Many companies such as Evercore Partners, eventually find out that there is only so much market out there to be conquered, and adding the next product or service is only half as profitable per unit as their current endeavors. Eventually, the company will reach a point where cash flows are strong, and extra cash is available but not fully utilized. In this case, the company may start buying back its stock from the public or issue more dividends.
Evercore Partners has 1.16 B in debt with debt to equity (D/E) ratio of 0.46, which is OK given its current industry classification. Evercore Partners has a current ratio of 1.88, which is typical for the industry and considered as normal. That said, strategic use of leverage may enable Evercore to fund expansion initiatives and generate superior returns.

Evercore Partners Common Stock Shares Outstanding Over Time

Evercore Partners Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Evercore Partners uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

Evercore Partners Debt Ratio

    
  12.0   
It seems most of the Evercore Partners' assets are financed through equity. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Evercore Partners' operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Evercore Partners, which in turn will lower the firm's financial flexibility.

Evercore Partners Corporate Bonds Issued

Evercore Short Long Term Debt Total

Short Long Term Debt Total

1.21 Billion

At this time, Evercore Partners' Short and Long Term Debt Total is relatively stable compared to the past year.

About Evercore Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Evercore Partners prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Evercore shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Evercore Partners. By using and applying Evercore Stock analysis, traders can create a robust methodology for identifying Evercore entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.20  0.24 
Operating Profit Margin 0.21  0.24 
Net Profit Margin 0.15  0.17 
Gross Profit Margin 0.98  0.78 

Current Evercore Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Evercore analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Evercore analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceConsensus# of Analysts
395.1Buy8Odds
Evercore Partners current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Evercore analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Evercore stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Evercore Partners, talking to its executives and customers, or listening to Evercore conference calls.
Evercore Analyst Advice Details

Evercore Stock Analysis Indicators

Evercore Partners stock analysis indicators help investors evaluate how Evercore Partners stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Evercore Partners shares will generate the highest return on investment. By understating and applying Evercore Partners stock analysis, traders can identify Evercore Partners position entry and exit signals to maximize returns.
Begin Period Cash Flow882.1 M
Common Stock Shares Outstanding44.4 M
Total Stockholder EquityB
Total Cashflows From Investing Activities-98.3 M
Tax Provision153.1 M
Quarterly Earnings Growth Y O Y0.448
Property Plant And Equipment Net457.2 M
Cash And Short Term InvestmentsB
Cash1.4 B
Net Debt-270.9 M
50 Day M A349.3386
Total Current Liabilities1.8 B
Other Operating Expenses3.1 B
Non Current Assets Total1.5 B
Forward Price Earnings17.1527
Non Currrent Assets Other467.6 M
Stock Based Compensation675.1 M

Additional Tools for Evercore Stock Analysis

When running Evercore Partners' price analysis, check to measure Evercore Partners' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Evercore Partners is operating at the current time. Most of Evercore Partners' value examination focuses on studying past and present price action to predict the probability of Evercore Partners' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evercore Partners' price. Additionally, you may evaluate how the addition of Evercore Partners to your portfolios can decrease your overall portfolio volatility.