Evercore Inc.(EVR)— Stock Profile, AI Score & Financials
Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Evercore Inc. (EVR) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores EVR at 76.9/100 on a 32-signal composite quality model, placing it at rank #79 of 2,960 stocks — the top 5% of the AI-ranked universe. EVR scores in the top quartile across balance sheet strength (94.9), revenue growth (92.0), free cash flow (87.4). Areas of concern include institutional flow (36.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 10.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Evercore Inc. reports quarterly revenue of $990.2M, net income of $95.3M, free cash flow of $514.8M. Top institutional holders of EVR by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, AQR 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.
AI Quality Score
76.9/100
AI Rank
#79
Revenue
$990.2M
Net Income
$95.3M
Free Cash Flow
$514.8M
EVR key financials by period
Evercore Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$3.9B
$591.9M
20.4%
FY 2024
10-K
$3.0B
$378.3M
17.8%
FY 2023
10-K
$2.4B
$255.5M
15.0%
FY 2022
10-K
$2.8B
$476.5M
25.3%
FY 2021
10-K
$3.3B
$740.1M
33.3%
FY 2020
10-K
$2.3B
$350.6M
23.7%
Institutions holding EVR
Institutional investors reporting a position in Evercore Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Advisory fees surged 11% YoY to $775.6M and underwriting fees jumped 201% to $97.1M, driving Q2 net revenue to $990.2M (+19% YoY) despite a $21.3M employment tax provision.
Biggest Revenue Drivers
Advisory Fees$775.6M+11% YoY
Increase in revenue earned from large transactions and higher number of advisory fees earned in Q2 2026.
Underwriting Fees$97.1M+201% YoY
Increase in the number of transactions participated in during Q2 2026.
Biggest Revenue Drivers
Total revenue: $998.5M+19% YoY
Advisory Fees$775.6M+11% YoY
Increase in revenue earned from large transactions and higher number of advisory fees earned in Q2 2026.
Underwriting Fees$97.1M+201% YoY
Increase in the number of transactions participated in during Q2 2026.
Commissions and Related Revenue$63.5M+9% YoY
Higher trading commissions driven by increased trading volume during Q2 2026.
Asset Management and Administration Fees$23.7M+14% YoY
Management of Wealth Management client portfolios with AUM increase from market appreciation and net inflows.
Largest Expense Items
Employee Compensation and Benefits$641.8M+17% YoY
Higher amortization of prior deferred compensation, higher base salaries, higher incentive accruals, and $7.1M related to Robey Warshaw acquisition awards.
Non-Compensation Expenses$180.5M+34% YoY
Increase driven by travel expenses from higher business activity and pricing, professional fees, technology services, and higher provision for credit losses.
Special Charges, Including Business Realignment Costs$21.3MNM
Estimated loss provision for non-U.S. employment taxes for prior periods.
Watch Items from the Filing
Employment tax provision of $21.3M recorded in Q2 2026 related to non-U.S. tax authorities' determination that certain partnership members are employees, with total estimated liability of $24.9M as of June 30, 2026.
Underwriting fees surged 201% YoY to $97.1M, representing a major driver of Q2 outperformance; sustainability depends on continued robust capital markets activity.
Robey Warshaw acquisition (closed October 2025) generated incremental costs of $7.1M in Q2 2026 and $14.2M YTD, with contingent consideration liabilities of $26.9M as of June 30, 2026.
Wealth Management AUM increased 5% to $16.2B (YTD +5%); however, performance lagged S&P 500 by ~4% YoY, raising retention risk if underperformance persists.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
