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Evercore Inc. EVR | NYSE

$297.62 $5.24 | 1.79%

TREND SIGNAL: Signal available — unlock to view

|2026-06-29

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Company Overview:

Market Cap: $11.49B

Trailing PE: 16.8x

FWD PE *: 15.5x

Payout Ratio (TTM): 18.5%

52-Week Range: $245.47 - $388.71

* Forward PE is based on street estimates.

7.7 Year EVR Performance Metrics:

Total Return (with DRIP): 288.5% (19.27% CAGR)

Total Return (no DRIP): 254.8% (17.88% CAGR)

Share Price: 232.7% (16.90% CAGR)

Yield on Cost (with DRIP): 4.65%

Total Invested: $10,000

Total Value (with DRIP): $38,850

Total Return $ (with DRIP): $28,850

Dividend Increase: 53.4% (5.86% CAGR)

Dividend Yield (FWD): 1.20% ($3.56)

EVR 7.7-yr Total Return ($10K invested)

1M 3M 6M YTD 1Y 3Y 5Y 10Y

EVR Share Price

1M 3M 6M YTD 1Y 3Y 5Y 10Y All

EVR Price CAGR:1Y: 1.75%2Y: 5.93%5Y: 14.41%10Y: 16.80%

EVR Dividend Charts

EVR - Dividends

EVR Dividend CAGR:1Y: 5.95%2Y: 5.48%5Y: 5.53%10Y: 11.12%

EVR - Dividend Payout Ratio

EVR Dividend Payout Ratio CAGR:1Y: 9.20%2Y: -6.46%5Y: 13.17%10Y: -3.07%

EVR - Dividend to Free Cash Flow Ratio

EVR Dividend to FCF Ratio CAGR:1Y: -14.40%2Y: -14.01%5Y: 1.31%10Y: -3.57%

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EVR - Chart 1

EVR - Chart 2

EVR - Chart 3

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EVR Financials: Earnings, Revenue, Cash Flow, Ebitda, Cash/Debt, Shares Float, etc:

EVR - Revenue

EVR Revenue CAGR:1Y: 18.16%2Y: 19.50%5Y: 7.56%10Y: 10.94%

EVR - Earnings Per Share (EPS)

EVR EPS CAGR:1Y: -1.69%2Y: 13.22%5Y: -6.29%10Y: 15.48%

EVR - Net Income

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EVR Net Income CAGR:1Y: 9.57%2Y: 20.16%5Y: -5.37%10Y: 16.03%

EVR - EBITDA

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EVR EBITDA CAGR:1Y: 10.65%2Y: 19.05%5Y: -3.23%10Y: 9.83%

EVR - Free Cash Flow

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EVR Free Cash Flow CAGR:1Y: 25.04%2Y: 23.63%5Y: 3.38%10Y: 15.34%

EVR - Free Cash Flow / Share

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EVR Free Cash Flow / Share CAGR:1Y: 42.33%2Y: 23.42%5Y: 4.45%10Y: 15.52%

EVR - Operating Income

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EVR Operating Income CAGR:1Y: 16.52%2Y: 25.18%5Y: -1.62%10Y: 11.50%

EVR - Gross Profit

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EVR Gross Profit CAGR:1Y: 16.37%2Y: 19.11%5Y: 30.51%10Y: 24.50%

EVR - Shares Outstanding

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EVR Shares Outstanding CAGR:1Y: -6.45%2Y: 0.34%5Y: -1.19%10Y: -0.58%

EVR - Share Buybacks

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EVR Share Buybacks CAGR:1Y: 158.87%2Y: 44.63%5Y: -9.72%10Y: 8.48%

EVR - Stock-Based Comp

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EVR Stock-Based Comp CAGR:1Y: 21.36%2Y: 21.37%5Y: 15.25%10Y: 14.34%

EVR - Expenses

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EVR Expenses CAGR:1Y: -58.80%2Y: 17.19%5Y: 4.38%10Y: 15.84%

EVR - Revenue vs Net Income

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EVR - EPS vs FCF / Share

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EVR - EPS vs PE Ratio

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EVR - FCF vs FCF / Share

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EVR - FCF vs Stock Based Comp

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EVR - Cash & Debt

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EVR - Revenue by Segment

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EVR Revenue CAGR:1Y: 18.16%2Y: 19.50%5Y: 7.56%10Y: 10.94%

EVR - Revenue by Region

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EVR Revenue CAGR:1Y: 18.16%2Y: 19.50%5Y: 7.56%10Y: 10.94%

Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:

EVR - REVENUE: Actual + Estimates

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EVR Actual Revenue CAGR:1Y: 18.16%2Y: 19.50%5Y: 7.56%10Y: 10.94%

EVR - EPS: Actual + Estimates

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EVR Actual EPS CAGR:1Y: -1.69%2Y: 13.22%5Y: -6.29%10Y: 15.48%

EVR - NET INCOME: Actual + Estimates

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EVR Actual Net Income CAGR:1Y: 9.57%2Y: 20.16%5Y: -5.37%10Y: 16.03%

EVR - EBITDA: Actual + Estimates

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EVR Actual EBITDA CAGR:1Y: 10.65%2Y: 19.05%5Y: -3.23%10Y: 9.83%

Ratios, Profit Margins & Return on Capital:

EVR - Net Profit Margin

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EVR Net Profit Margin CAGR:1Y: -17.76%2Y: -5.31%5Y: -14.11%10Y: 3.34%

EVR - Gross Profit Margin

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EVR Gross Profit Margin CAGR:1Y: -2.33%2Y: -0.74%5Y: 21.13%10Y: 12.13%

EVR - Price to Earnings

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EVR Price to Earnings CAGR:1Y: 28.50%2Y: 12.01%5Y: 27.65%10Y: 6.74%

EVR - Price To Sales Ratio

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EVR Price To Sales Ratio CAGR:1Y: -6.76%2Y: 6.17%5Y: 9.68%10Y: 10.32%

EVR - Return on Capital Employed

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EVR Return on Capital Employed CAGR:1Y: 16.62%2Y: 11.36%5Y: -5.00%10Y: 1.05%

EVR - Return on Invested Capital

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EVR Return on Invested Capital CAGR:1Y: 21.75%2Y: 9.52%5Y: -14.40%10Y: -3.53%

EVR Dividends Info:

Annual Dividend: $3.56

Forward Yield: 1.2%

Ex-Dividend Date: 2026-08-28

Lifetime Dividends / Share: $33.45

EVR Dividend History: Dates, Payments & Yield list

Below is a schedule of all EVR dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
08/28/2026	08/31/2026	$0.890	1.23%	1.24%	$286.43
05/29/2026	06/01/2026	$0.890	1.04%	1.03%	$346.97
02/27/2026	03/02/2026	$0.840	1.09%	1.07%	$314.48
11/28/2025	12/01/2025	$0.840	1.05%	1.06%	$317.15
08/29/2025	09/01/2025	$0.840	1.04%	0.98%	$341.86
05/30/2025	06/02/2025	$0.840	1.45%	1.45%	$232.07
02/28/2025	03/03/2025	$0.800	1.32%	1.37%	$233.29
11/29/2024	12/02/2024	$0.800	1.04%	1.05%	$305.57
08/30/2024	09/02/2024	$0.800	1.3%	1.34%	$238.93
05/31/2024	06/03/2024	$0.800	1.58%	1.59%	$201.38
02/22/2024	02/26/2024	$0.760	1.65%	1.67%	$182.16
11/22/2023	11/24/2023	$0.760	2.09%	2.07%	$146.90
08/24/2023	08/28/2023	$0.760	2.28%	2.21%	$137.62
05/25/2023	05/29/2023	$0.760	2.8%	2.52%	$120.42
02/23/2023	02/27/2023	$0.720	2.27%	2.22%	$129.80
11/23/2022	12/09/2022	$0.720	2.55%	2.67%	$107.68
08/25/2022	09/09/2022	$0.720	2.88%	2.92%	$98.73
05/26/2022	06/10/2022	$0.720	2.58%	2.9%	$99.20
02/24/2022	03/11/2022	$0.680	2.2%	2.46%	$110.67
11/24/2021	12/10/2021	$0.680	1.83%	2%	$136.33
08/26/2021	09/10/2021	$0.680	2%	1.96%	$138.95
05/27/2021	06/11/2021	$0.680	1.84%	1.92%	$141.97
02/25/2021	03/12/2021	$0.610	2.04%	1.73%	$140.84
11/25/2020	12/11/2020	$0.610	2.64%	2.41%	$101.05
08/27/2020	09/11/2020	$0.580	3.7%	3.75%	$61.80
05/28/2020	06/12/2020	$0.580	4.07%	3.97%	$58.38
02/27/2020	03/13/2020	$0.580	3.38%	4.7%	$49.40
11/27/2019	12/13/2019	$0.580	2.96%	3.07%	$75.57
08/29/2019	09/13/2019	$0.580	2.93%	2.77%	$83.62
05/30/2019	06/14/2019	$0.580	2.94%	2.66%	$87.11
02/21/2019	03/08/2019	$0.500	2.19%	2.27%	$88.09
11/29/2018	12/14/2018	$0.500	0%	2.24%	$89.45
08/30/2018	09/14/2018	$0.500	0%	2.24%	$89.45
05/24/2018	06/08/2018	$0.500	0%	2.24%	$89.45
02/22/2018	03/09/2018	$0.400	0%	1.79%	$89.45
11/22/2017	12/08/2017	$0.400	0%	1.79%	$89.45
08/23/2017	09/08/2017	$0.340	0%	1.52%	$89.45
05/24/2017	06/09/2017	$0.340	0%	1.52%	$89.45
02/22/2017	03/10/2017	$0.340	0%	1.52%	$89.45
11/22/2016	12/09/2016	$0.340	0%	1.52%	$89.45
08/24/2016	09/09/2016	$0.310	0%	1.39%	$89.45
05/25/2016	06/10/2016	$0.310	0%	1.39%	$89.45
02/24/2016	03/11/2016	$0.310	0%	1.39%	$89.45
11/24/2015	12/11/2015	$0.310	0%	1.39%	$89.45
08/26/2015	09/11/2015	$0.280	0%	1.25%	$89.45
05/27/2015	06/12/2015	$0.280	0%	1.25%	$89.45
02/25/2015	03/13/2015	$0.280	0%	1.25%	$89.45
11/25/2014	12/12/2014	$0.280	0%	1.25%	$89.45
08/27/2014	09/12/2014	$0.250	0%	1.12%	$89.45
05/28/2014	06/13/2014	$0.250	0%	1.12%	$89.45
02/26/2014	03/14/2014	$0.250	0%	1.12%	$89.45
11/26/2013	12/13/2013	$0.250	0%	1.12%	$89.45
08/27/2013	09/13/2013	$0.220	0%	0.98%	$89.45
05/29/2013	06/14/2013	$0.220	0%	0.98%	$89.45
02/20/2013	03/08/2013	$0.220	0%	0.98%	$89.45
11/28/2012	12/14/2012	$0.220	0%	0.98%	$89.45
08/29/2012	09/07/2012	$0.200	0%	0.89%	$89.45
05/23/2012	06/08/2012	$0.200	0%	0.89%	$89.45
02/22/2012	03/09/2012	$0.200	0%	0.89%	$89.45
11/22/2011	12/09/2011	$0.200	0%	0.89%	$89.45
08/24/2011	09/09/2011	$0.180	0%	0.8%	$89.45
05/25/2011	06/10/2011	$0.180	0%	0.8%	$89.45
02/23/2011	03/11/2011	$0.180	0%	0.8%	$89.45
11/23/2010	12/10/2010	$0.180	0%	0.8%	$89.45
08/25/2010	09/10/2010	$0.150	0%	0.67%	$89.45
05/26/2010	06/11/2010	$0.150	0%	0.67%	$89.45
02/24/2010	03/12/2010	$0.150	0%	0.67%	$89.45
11/24/2009	12/11/2009	$0.150	0%	0.67%	$89.45
08/26/2009	09/11/2009	$0.120	0%	0.54%	$89.45
05/27/2009	06/12/2009	$0.120	0%	0.54%	$89.45
02/25/2009	03/13/2009	$0.120	0%	0.54%	$89.45
11/25/2008	12/12/2008	$0.120	0%	0.54%	$89.45
08/27/2008	09/12/2008	$0.120	0%	0.54%	$89.45
05/28/2008	06/13/2008	$0.120	0%	0.54%	$89.45
02/27/2008	03/14/2008	$0.120	0%	0.54%	$89.45
11/28/2007	12/14/2007	$0.120	0%	0.54%	$89.45
08/29/2007	09/14/2007	$0.120	0%	0.54%	$89.45
05/30/2007	06/15/2007	$0.100	0%	0.45%	$89.45
03/08/2007	03/26/2007	$0.070	0%	0.31%	$89.45

Projected Future Returns & Dividends for EVR

Based on past 7.7-year performance, here are EVR growth metrics:

Share price CAGR of +16.9%
Dividend CAGR of +11.15%

Using EVR CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

	EVR (DRIP)	EVR - No DRIP
Current Price	$297.62	$297.62
Start Shares	33.60	33.60
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	36.99	33.60
Dividends Payment	$2.56	$2.56
Annual Dividends	$379	$344
Yield on cost	3.79%	3.44%
Share Price	$1,418.05	$1,418.05
Total Dividends	$2,138	$2,015
Final Value	$52,459	$49,661

Estimated Future Value + Dividends - EVR

NOTE: Above numbers are our estimate based on EVR's Dividend and Price CAGR over past 7.7 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

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Company Info

Evercore Inc. (EVR) had its IPO on 2006-08-14, and is traded on NYSE stock exchange.

Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, and Latin America. The company is structured into two core business units: Investment Banking and Investment Management. Its Investment Banking division provides extensive strategic guidance, covering mergers and acquisitions, corporate strategic planning, defense advisory, shareholder relations, special committee engagements, and complex transaction structuring. This segment also delivers capital markets expertise, encompassing equity offerings, corporate restructurings, debt solutions, private placements, market risk management and hedging, private capital advisory, and private fund services. Moreover, it supplies institutional investors with research-backed sales and trading services via a comprehensive, content-driven platform. The Investment Management division specializes in offering wealth management solutions to high-net-worth individuals, foundations, and endowments, in addition to overseeing financial assets for institutional clients. Established in 1995, Evercore Inc. has its headquarters in New York, New York. The firm was formerly known as Evercore Partners Inc. until it rebranded to Evercore Inc. in August 2017.

EVR website: https://www.evercore.com

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DCF Model — EVR

Value from:

EPS (TTM)icompany profit per share over the last 12 months

EPS Growth %ihow fast profit per share grows each of the next 5 years — prefilled with what analysts expect

EPS growth after year 5 (forever)ithe slower pace once the fast 5 years are over — only drives years 6-10 of the price path below

Exit multiple (PE in 5 yrs)iwhat buyers pay per $1 of profit in 2031 — prefilled with today’s forward PE

Desired return %/yrithe yearly return you want from buying today — the S&P has done ~14%/yr, ask for more from a single stock

FCF growth %/yr (next 5 yrs)ihow fast free cash flow grows while the company is still expanding fast

Years of fast FCF growthihow many years the fast growth lasts before the business settles down

FCF growth after year 5 (forever)ithe slow, steady pace once the company is mature — usually 2-3%, near inflation. Must stay below your target return

Risk-free rate %iwhat a 10-yr US treasury pays with zero risk — the floor any risky stock must beat

Your target return %/yrithe yearly return you want for taking this risk — rule of thumb: risk-free rate + extra for risk

FCF base ($M, TTM)ilast 12 months of free cash flow, added up from reported quarters

Include dividends in returnidividends hand you part of the return in cash, so the share price needs to climb less

Pay up to today

—

vs current price $297.62

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Cash flow & implied price by year

FCF is negative or missing for this company (common for banks) — the model discounts EPS instead.

EPS is negative or missing for this company — Simple mode uses free cash flow per share instead.

Free cash flow today

—

grows for the next years

Then mature

—

every future dollar counted back to today

Pile of today-dollars

—

÷ shares

Implied price path

Year	FCF	Implied price

Sensitivity — fair value: growth ↓ × target return →