Company Evercore Inc.

Equities

EVR

US29977A1051

Investment Banking & Brokerage Services

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Evercore Inc.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Investment Banking & Brokerage Services

Market Closed - Nyse Other stock markets 04:00:02 2024-04-25 pm EDT			5-day change	1st Jan Change
183.6 ^USD	-1.58%		-0.89%	+7.37%

Apr. 24	Transcript : Evercore Inc., Q1 2024 Earnings Call, Apr 24, 2024
Apr. 24	Earnings Flash (EVR) EVERCORE Posts Q1 Revenue $587.3M, vs. Street Est of $638.4M	MT

Evercore Inc. is an independent investment banking advisory company. The Company operates in two segments: Investment Banking & Equities and Investment Management. The Investment Banking & Equities segment includes the investment banking business through which it provides advice to clients on 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 provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders and potential acquirers. The Investment Management segment 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: 2,184

USD in Million	2022	Weight	2023	Weight	Delta
Investment Banking & Equities 97.1 %	2,696	97.6 %	2,356	97.1 %	-12.62%
Investment Management 2.9 %	66	2.4 %	70	2.9 %	+6.19%

USD in Million	2022	Weight	2023	Weight	Delta
United States 73.3 %	1,989	71.4 %	1,719	73.3 %	-13.57%
Europe and Other 26.0 %	788	28.3 %	610	26.0 %	-22.59%
Latin America 0.7 %	9	0.3 %	16	0.7 %	+69.46%

Managers	Title	Age	Since
Roger Altman FOU	Founder	78	94-12-31
John Weinberg CEO	Chief Executive Officer	67	16-11-15
Timothy LaLonde DFI	Director of Finance/CFO	63	00-12-31
Chris Turek CTO	Chief Tech/Sci/R&D Officer	-	08-12-31
John Apruzzese CIO	Chief Investment Officer	-	-
Ralph Schlosstein BRD	Director/Board Member	73	09-05-21
Jamie Easton IRO	Public Communications Contact	45	-
Katy Haber IRC	Investor Relations Contact	-	22-03-31
Nigel Dawn PRN	Corporate Officer/Principal	-	-
Elizabeth Stevenson PRN	Corporate Officer/Principal	-	09-12-31

Members of the board	Title	Age	Since
John Weinberg CEO	Chief Executive Officer	67	16-11-15
Ralph Schlosstein BRD	Director/Board Member	73	09-05-21
Bill Wheeler BRD	Director/Board Member	62	15-02-01
Ellen Futter BRD	Director/Board Member	74	18-04-23
Robert Millard BRD	Director/Board Member	73	11-12-31
Willard Overlock BRD	Director/Board Member	78	14-10-19
Richard Beattie BRD	Director/Board Member	85	10-02-18
Roger Altman FOU	Founder	78	94-12-31
Gail Block Harris BRD	Director/Board Member	71	05-12-31
Sarah Williamson BRD	Director/Board Member	60	18-04-23

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	46	0	0	42.87 %
Stock B	1	83,019,842	35,590,127 ( 42.87 %)	44,340,396 ( 53.41 %)

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 9.553 %	3,694,904	9.553 %	712 M $
BlackRock Advisors LLC 7.939 %	3,070,613	7.939 %	591 M $
Ed Hyman 5.261 %	2,035,025	5.261 %	392 M $
Boston Partners Global Investors, Inc. 4.288 %	1,658,488	4.288 %	319 M $
Millennium Management LLC 3.431 %	1,327,251	3.431 %	256 M $
JPMorgan Investment Management, Inc. 3.237 %	1,252,153	3.237 %	241 M $
Massachusetts Financial Services Co. 2.737 %	1,058,525	2.737 %	204 M $
STATE STREET CORPORATION 2.731 %	1,056,240	2.731 %	203 M $
Dimensional Fund Advisors LP 2.220 %	858,837	2.220 %	165 M $
Invesco Advisers, Inc. 2.031 %	785,579	2.031 %	151 M $

Name	Equities	%	Valuation
John Weinberg 100.00 %	400,000	100.00 %	77 M $

Name	Equities	%	Valuation
ISI Holding, Inc. 3.774 %	2	3.774 %	385 $
Adam B. Frankel 1.887 %	1	1.887 %	193 $
John Weinberg 1.887 %	1	1.887 %	193 $
Ed Hyman 1.887 %	1	1.887 %	193 $
Roger Altman 1.887 %	1	1.887 %	193 $

Evercore, Inc.

55 East 52nd Street 38th floor

10055, New York

+(212) 857-3100

http://www.evercore.com

Name	Category and Sector
Evercore Partners International LLP Evercore Partners International LLP Investment ManagersFinance Part of Evercore, Inc., Evercore Partners International LLP is a British company that provides financial advisory services. The private company is based in London, UK. The company was founded in 2010. The CEO is Andrew Syears Sibbald.	Investment Managers
Evercore Partners Services East LLC Evercore Partners Services East LLC Financial ConglomeratesFinance Evercore Partners Services East LLC provides investment services. The company is headquartered in New York, NY.	Financial Conglomerates
Evercore LP Evercore LP Investment Banks/BrokersFinance Evercore LP provides financial and investment advisory services. The company was founded on May 12, 2006 and is headquartered in New York, NY.	Investment Banks/Brokers
Evercore GmbH Evercore GmbH Miscellaneous Commercial ServicesCommercial Services Part of Evercore, Inc., Evercore GmbH is a German company that provides business consulting services. The private company is based in Frankfurt, Germany. The company was founded in 2015. The CEO is Eduard Kostadinov.	Miscellaneous Commercial Services
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.	Investment Managers

Trading Rating

Investor Rating

ESG Refinitiv

B-

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

183.6 USD

Average target price

205.9 USD

Spread / Average Target

+12.09%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Other Investment Banking & Brokerage Services

	1st Jan change	Capi.
EVERCORE INC.	+7.37%	7.1B
THE GOLDMAN SACHS GROUP, INC.	+8.89%	144B
CHARLES SCHWAB	+8.85%	137B
CITIGROUP INC.	+20.12%	118B
CITIC SECURITIES COMPANY LIMITED	-10.75%	34.48B
RAYMOND JAMES FINANCIAL, INC.	+9.37%	25.28B
CSC FINANCIAL CO., LTD.	-9.42%	20.14B
LPL FINANCIAL HOLDINGS INC.	+16.61%	19.83B
NOMURA HOLDINGS, INC.	+43.36%	17.2B
CHINA MERCHANTS SECURITIES CO., LTD.	+5.72%	15.79B

Other Investment Banking & Brokerage Services