What is the 13F Pro Quality Score for EVR?

13F Pro ranks Evercore Inc. (EVR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View EVR's current score at https://13fpro.ai/research/EVR (free sign-up required for the full ranking).

Where does 13F Pro source EVR data?

All Evercore Inc. fundamentals and ownership data come directly from SEC EDGAR. Evercore Inc. files with the SEC under CIK 1360901. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is EVR in?

Evercore Inc. (EVR) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives EVR's revenue?

Per Evercore Inc.'s latest 10-Q filed with the SEC on 2026-05-06, the biggest revenue drivers are: Investment Banking & Equities ($1.37B, +103% YoY); Investment Management ($22.8M, +12% YoY); Advisory Fees ($1.24B, +123% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/EVR.

What are EVR's largest expenses?

Evercore Inc.'s latest 10-Q reports these as the largest expense items: Employee Compensation and Benefits ($904.1M, +97% YoY); Non-Compensation Expenses ($156.8M, +27% YoY); Interest Expense ($8.9M, +112% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is EVR research updated on 13F Pro?

EVR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Evercore Inc.(EVR)Stock Analysis

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13F Pro Quality Score

76.1/100

Rank #111 of 2,879 stocksTOP 5%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

88.8/100

Profitability

85.4/100

Balance Sheet

91.0/100

Earnings Quality

87.7/100

Free Cash Flow

47.0/100

Institutional Flow

88.4/100

Revenue Scale

74.4/100

Dilution Risk

10.8/100

EVR Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Evercore Inc. (EVR), a Financials sector company. 13F Pro's AI-powered ranking engine scores EVR at 76.1/100 on a 32-signal composite quality model, placing it at rank #111 of 2,879 stocks — the top 5% of the AI-ranked universe. EVR scores in the top quartile across balance sheet strength (91.0), revenue growth (88.8), institutional flow (88.4). Shareholder dilution risk is elevated at 10.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Evercore Inc. reports quarterly revenue of $1.4B, net income of $301.2M, an operating margin of 23.8%. Top institutional holders of EVR by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. EVR trades on the NYSE exchange and files with the SEC under CIK 1360901. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EVR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Evercore Inc. directly from SEC EDGAR. Evercore Inc.'s 13F Pro composite quality score has ranged between 8 and 81 since 2021, currently 76.1 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about Evercore Inc.

Quirks, history, and lore behind EVR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services firm · mid-cap · listed on the NYSE · headquartered in New York City.
2
The Numbers
Annual revenues in the range of $2–3 billion, with a workforce of roughly 2,000 employees — lean by Wall Street standards, but punching well above its weight.
3
The History
Founded in 1995 by a veteran of a major Wall Street bank, it was built from scratch on the premise that independent advice — free from conflicts of big bank balance sheets — was a gap the market badly needed.
4
The Secret
It has no trading desk, no lending book, no underwriting — just advice. That purity is its entire pitch to clients who worry about whose side their banker is really on.
5
The Lore
It sits alongside a small club of elite independent advisory boutiques — think Lazard and Centerview — that routinely advise on the world's biggest M&A deals and restructurings without ever touching the debt.
6
The Giveaway
Its name sounds like a hedge fund named after a medieval fortress, its ticker is three letters starting with EVR, and its founder Roger Altman built it into the gold standard of independent investment banking advisory.

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What's Driving EVR's Business? Latest 10-Q Breakdown

AI-extracted from Evercore Inc.'s 10-Q filed 2026-05-06 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Evercore's Q1 2026 net revenues surged 100% YoY to $1.39B, driven by advisory fees that more than doubled to $1.24B, lifting diluted EPS 107% to $7.20.

Biggest Revenue Drivers

Total revenue: $1.4B+100% YoY

Investment Banking & Equities$1.37B+103% YoY

Advisory fees increased 123%, reflecting higher revenue across M&A and non-M&A assignments and larger transaction values.

Within Investment Banking & Equities

Advisory Fees$1.24B+123% YoY

Strong M&A and capital advisory activity; 313 total fees generated vs. 238 in prior year.

Commissions and Related Revenue$62.7M+14% YoY

Higher trading commissions driven by increased trading volume.

Investment Management$22.8M+12% YoY

Asset management and administration fees increased 8% as Wealth Management AUM grew 10% from market appreciation and net inflows.

Largest Expense Items

Employee Compensation and Benefits$904.1M+97% YoY

Higher accrual for incentive compensation, higher base salaries, increased deferred compensation amortization, and $7.1M in Robey Warshaw acquisition-related awards.

Non-Compensation Expenses$156.8M+27% YoY

Increases in technology and information services, depreciation and amortization from new office space and Robey Warshaw intangibles, professional fees, and travel.

Interest Expense$8.9M+112% YoY

Higher interest from issuance of $250M in new senior notes in July 2025.

Watch Items from the Filing

Advisory fees represent 89% of total revenues, concentrated in M&A and capital advisory; transaction volume and timing are highly variable and depend on client closing success beyond company control.
Wealth Management AUM declined 3% in Q1 to $15.1B; underperformance vs. S&P 500 by ~6% on 1-year and 3-year bases may pressure fee revenue if outflows accelerate.
Robey Warshaw acquisition in Oct 2025 includes contingent consideration of $25.3M (fair value) payable through 6+ years; $96.1M present value of consideration due on first anniversary.
Operating leverage strong with 100% revenue growth offset by 82% expense growth; employee compensation at 65% of revenues leaves limited margin cushion if transaction volumes decline.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$1.4B

Net Income

Q1 2026

$301.2M

Free Cash Flow

Q1 2026

$-229.0M

Operating Margin

Q1 2026

23.8%

ROIC

Q1 2026

18.6%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+58.9% YoY

$3.86BFY 2025

FY21 $3.29BFY22 $2.76BFY23 $2.43BFY25 $3.86B

Net Income

+132.2% YoY

$592.0MFY 2025

FY21 $740.1MFY22 $476.5MFY23 $255.0MFY25 $592.0M

EPS (Diluted)

+120.6% YoY

$14.05FY 2025

FY21 $17.08FY22 $11.61FY23 $6.37FY25 $14.05

Total Assets

+44.7% YoY

$5.36BFY 2025

FY21 $3.80BFY22 $3.62BFY23 $3.70BFY25 $5.36B

Op. Cash Flow

+174.4% YoY

$1.26BFY 2025

FY21 $1.38BFY22 $531.4MFY23 $458.0MFY25 $1.26B

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2019	FY 2018
Revenue	$3.86B +58.9%	$2.43B -12.2%	$2.76B -16.0%	$3.29B +63.8%	$2.01B -2.7%	$2.06B
Net Income	$592.0M +132.2%	$255.0M -46.5%	$476.5M -35.6%	$740.1M +148.8%	$297.4M -21.2%	$377.2M
EPS (Diluted)	$14.05 +120.6%	$6.37 -45.1%	$11.61 -32.0%	$17.08 +147.9%	$6.89 -17.3%	$8.33
Total Assets	$5.36B +44.7%	$3.70B +2.3%	$3.62B -4.8%	$3.80B +46.3%	$2.60B +22.2%	$2.13B
Operating Cash Flow	$1.26B +174.4%	$458.0M -13.8%	$531.4M -61.6%	$1.38B +174.4%	$504.7M -40.6%	$849.6M

AI Insight: EVR Financial Trends

Evercore's Q1 2026 revenue surged to $1,392M and net income hit $301M — both record highs — signaling a powerful advisory cycle acceleration year-over-year.

• Revenue more than doubled year-over-year from $689M in Q2 2024 to $1,392M in Q1 2026, reflecting sustained deal-flow momentum.

• Net income jumped from $146M in Q1 2025 to $301M in Q1 2026, a 106% year-over-year increase in the comparable quarter.

• Equity expanded from $1,516M in Q2 2024 to $2,032M in Q4 2025 before dipping to $1,782M in Q1 2026, likely reflecting compensation distributions.

• Operating cash flow turned sharply negative in Q1 2025 (-$550M) and again in Q1 2026 (-$226M), a recurring seasonal pattern tied to bonus payouts.

⚠ Q1 operating cash outflows (-$550M in 2025, -$226M in 2026) recur annually; magnitude of comp-driven cash burn warrants monitoring.

⚠ Equity declined $250M sequentially from Q4 2025 to Q1 2026 — watch whether retained earnings rebuild equity through mid-2026.

⚠ Revenue trajectory from $975M in Q4 2024 to $1,288M in Q4 2025 to $1,392M in Q1 2026 suggests continued acceleration if M&A volumes hold.

AI Insight: EVR Ratio Trends

Evercore's Q1 2026 ROE surged to 67.6% and ROIC hit 74.5%, the highest readings in the observable dataset, signaling a sharp profitability inflection.

• Operating margin expanded steadily from 15.4% in Q2 2024 to 24.3% in Q4 2025 and 23.8% in Q1 2026.

• ROIC nearly tripled from 28.0% in Q2 2024 to 74.5% in Q1 2026, the highest level across all reported quarters.

• Net profit margin jumped to 21.6% in Q1 2026, matching the Q1 2025 spike of 21.0% and well above mid-year troughs near 11–12%.

⚠ ROE and ROIC spike sharply in Q1 each year (38.8%/29.8% in Q1 2025; 67.6%/74.5% in Q1 2026), suggesting strong seasonality — sustainability unclear.

⚠ Mid-year margin compression is consistent: OpMargin dropped from 21.8% in Q4 2024 to 16.1% in Q1 2025 then 18.1% in Q2 2025 — watch for repeat in Q2 2026.

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Available Research

13F Pro tracks comprehensive data for Evercore Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of EVR

BlackRock, Inc.
$1.1B3,648,858 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$589.3M1,974,144 sh
VANGUARD CAPITAL MANAGEMENT LLC
$506.0M1,694,949 sh
FMR LLC
$498.4M1,669,662 sh
Invesco Ltd.
$425.3M1,424,686 sh
AQR CAPITAL MANAGEMENT LLC
$388.1M1,316,852 sh
STATE STREET CORP
$352.0M1,179,024 sh
GEODE CAPITAL MANAGEMENT, LLC
$311.5M1,043,338 sh
TD ASSET MANAGEMENT INC
$286.1M958,472 sh
MORGAN STANLEY
$274.0M917,801 sh

Fund	Value	Shares
BlackRock, Inc.	$1.1B	3,648,858
VANGUARD PORTFOLIO MANAGEMENT LLC	$589.3M	1,974,144
VANGUARD CAPITAL MANAGEMENT LLC	$506.0M	1,694,949
FMR LLC	$498.4M	1,669,662
Invesco Ltd.	$425.3M	1,424,686
AQR CAPITAL MANAGEMENT LLC	$388.1M	1,316,852
STATE STREET CORP	$352.0M	1,179,024
GEODE CAPITAL MANAGEMENT, LLC	$311.5M	1,043,338
TD ASSET MANAGEMENT INC	$286.1M	958,472
MORGAN STANLEY	$274.0M	917,801

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Is EVR a good stock to buy?

13F Pro's AI-powered analysis of Evercore Inc. (EVR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for EVR are available on the EVR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own EVR?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling EVR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Evercore Inc.'s investment landscape.