Business description: Evercore Inc.

Evercore Inc. is an investment banking and investment management company. The Company's segments include Investment Banking & Equities and Investment Management. Investment Banking & Equities includes the investment banking business through which it provides advice to clients on significant mergers, acquisitions, divestitures, shareholder activism, and other strategic corporate transactions, with a particular focus on advising multinational corporations and private equity firms on large, complex transactions. It also provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders, and potential acquirers. Investment Management includes the wealth management business, through which it provides investment advisory, wealth management and fiduciary services for high-net-worth individuals and associated entities, and the private equity business, which holds interests in private equity funds not managed by the Company.

Number of employees: 2,635

Sales by Activity: Evercore Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Investment Banking & Equities

3.22B 2.7B 2.36B 2.9B 3.77B

Investment Management

65.61M 65.92M 70.01M 81.1M 88.16M

Geographical breakdown of sales: Evercore Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

2.55B 1.99B 1.72B 2.19B 2.89B

Europe, Middle East and Africa ("EMEA")

- - - 503M 626M

Americas (Excl. United States)

- - - 143M 182M

Asia-Pacific

- - - 56.4M 83.22M

Latin America

5.84M 9.23M 15.64M - -

Europe and Other

711M 788M 610M - -

Executive Committee: Evercore Inc.

Manager TitleAgeSince
Chief Executive Officer 69 14/07/2020
Director of Finance/CFO 64 05/03/2023
Chief Tech/Sci/R&D Officer - -
Chief Tech/Sci/R&D Officer - 31/12/2024
Chief Investment Officer - -

Composition of the Board of Directors: Evercore Inc.

Director TitleAgeSince
Chairman 80 31/12/1994
Director/Board Member 73 31/12/2005
Chairman 75 14/07/2020
Director/Board Member 75 31/12/2011
Director/Board Member 80 19/10/2014
Director/Board Member 64 01/02/2015
Chairman 69 15/11/2016
Director/Board Member 85 23/04/2017
Director/Board Member 76 23/04/2018
Director/Board Member 62 23/04/2018

Shareholders: Evercore Inc.

NameStocks%Valuation
BlackRock Advisors LLC
9.021 %
3,489,526 9.021 % 1 189 M $
Vanguard Portfolio Management LLC
5.103 %
1,974,144 5.103 % 673 M $
Vanguard Capital Management LLC
4.382 %
1,694,949 4.382 % 578 M $
Fidelity Management & Research Co. LLC
4.314 %
1,668,650 4.314 % 569 M $
4.247 %
1,643,035 4.247 % 560 M $
NameStocks%Valuation
100 %
400,000 100 % 136 M $
NameStocks%Valuation
100 %
150,000 100 % 51 M $
NameStocks%Valuation
ISI Holding, Inc.
3.774 %
2 3.774 % 682 $
1.887 %
1 1.887 % 341 $
1.887 %
1 1.887 % 341 $
1.887 %
1 1.887 % 341 $
1.887 %
1 1.887 % 341 $

Company details: Evercore Inc.

Evercore, Inc.

55 East 52nd Street

10055, New York

+(212) 857-3100

http://www.evercore.com
address Evercore Inc.(EVR)

Group companies: Evercore Inc.

NameCategory and Sector
Investment Managers
Investment Managers
Investment Banks/Brokers
Investment Banks/Brokers
Financial Conglomerates

Other Investment Banking & Brokerage Services

Change 5-day change 1-year change 3-year change Capi.($)
+0.64%+5.29%+48.83%+187.82% 13.82B
+0.65%+1.00%+65.29%+142.46% 338B
+2.62%+2.32%+73.22%+210.29% 326B
+1.27%+5.56%+83.12%+187.18% 238B
+2.71%+2.54%+4.28%+66.39% 158B
+3.06%+2.42%-0.04%+31.58% 56.15B
+3.73%-2.14%+97.65%+179.84% 26.94B
+2.69%+3.23%+20.71%+43.22% 26.34B
+3.53%+5.94%+17.47%+45.98% 25.01B
+0.89%+0.26%+55.30%+163.93% 24.9B
Average +2.18%+2.57%+46.58%+125.87% 123.35B
Weighted average by Cap. +1.84%+0.79%+58.42%+151.89%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
11
Last Close Price
357.38USD
Average target price
374.60USD
Spread / Average Target
+4.82%

Quarterly revenue - Rate of surprise

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