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/company/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 2026-08-05, the biggest revenue drivers are: Advisory Fees ($775.6M, +11% YoY); Underwriting Fees ($97.1M, +201% YoY); Commissions and Related Revenue ($63.5M, +9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/EVR.

What are EVR's largest expenses?

Evercore Inc.'s latest 10-Q reports these as the largest expense items: Employee Compensation and Benefits ($641.8M, +17% YoY); Non-Compensation Expenses ($180.5M, +34% YoY); Special Charges, Including Business Realignment Costs ($21.3M, NM). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 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

76.9/100

Rank #79 of 2,961 stocksTOP 5%

View Financials peers →

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

Revenue Growth

92.0/100

Profitability

75.6/100

Balance Sheet

94.9/100

Earnings Quality

82.1/100

Free Cash Flow

87.4/100

Institutional Flow

36.0/100

Revenue Scale

77.2/100

Dilution Risk

10.3/100

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Why EVR Scores 77/100

exact factor attribution · 2026-09-11

EVR's composite is driven by revenue growth and capital efficiency, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+11.2 pts

92th pct

Capital efficiency

+6.0 pts

95th pct

Free cash flow

+5.6 pts

87th pct

Scale

+5.4 pts

77th pct

Profitability

+5.1 pts

76th pct

Earnings quality

+3.2 pts

82th pct

Earnings growth

+2.8 pts

92th pct

Institutional flow

-0.9 pts

36th pct

Shareholder dilution

-2.6 pts

10th pct

Latest change (2026-08-08): 76 → 76 · ↓ Profit margin 85→66; ↓ Revenue growth 89→77; despite ↑ Free cash flow 47→90

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

EVR Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Evercore Inc. (EVR), a Financials sector company. 13F Pro's AI-powered ranking engine scores EVR at 76.9/100 on a 32-signal composite quality model, placing it at rank #79 of 2,961 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. Evercore Inc.'s 13F Pro composite quality score has ranged between 44 and 81 since 2021, currently 76.9 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

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 2026-08-05 — 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.

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

Revenue

Q2 2026

$990.2M

Net Income

Q2 2026

$95.3M

Free Cash Flow

Q2 2026

$514.8M

ROIC

Q2 2026

31.8%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+29.5% YoY

$3.88BFY 2025

FY22 $2.78BFY23 $2.44BFY24 $3.00BFY25 $3.88B

Net Income

+56.5% YoY

$591.9MFY 2025

FY22 $476.5MFY23 $255.5MFY24 $378.3MFY25 $591.9M

EPS (Diluted)

+54.7% YoY

$14.05FY 2025

FY22 $11.61FY23 $6.37FY24 $9.08FY25 $14.05

Total Assets

+28.4% YoY

$5.36BFY 2025

FY22 $3.62BFY23 $3.70BFY24 $4.17BFY25 $5.36B

Op. Cash Flow

+27.2% YoY

$1.26BFY 2025

FY22 $531.4MFY23 $458.0MFY24 $988.2MFY25 $1.26B

Free Cash Flow

+23.4% YoY

$1.18BFY 2025

FY22 $508.2MFY23 $437.9MFY24 $958.0MFY25 $1.18B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.88B +29.5%	$3.00B +22.7%	$2.44B -12.1%	$2.78B -16.0%	$3.31B +44.7%	$2.29B
Net Income	$591.9M +56.5%	$378.3M +48.1%	$255.5M -46.4%	$476.5M -35.6%	$740.1M +111.1%	$350.6M
EPS (Diluted)	$14.05 +54.7%	$9.08 +42.5%	$6.37 -45.1%	$11.61 -32.0%	$17.08 +107.8%	$8.22
Total Assets	$5.36B +28.4%	$4.17B +12.7%	$3.70B +2.3%	$3.62B -4.8%	$3.80B +12.8%	$3.37B
Operating Cash Flow	$1.26B +27.2%	$988.2M +115.8%	$458.0M -13.8%	$531.4M -61.6%	$1.38B +41.6%	$978.4M
Free Cash Flow	$1.18B +23.4%	$958.0M +118.8%	$437.9M -13.8%	$508.2M -62.5%	$1.36B +46.7%	$925.0M

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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.
$1.3B3,715,623 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$667.9M1,956,150 sh
AQR CAPITAL MANAGEMENT LLC
$584.2M1,710,982 sh
VANGUARD CAPITAL MANAGEMENT LLC
$573.7M1,680,210 sh
Invesco Ltd.
$547.2M1,602,673 sh
STATE STREET CORP
$411.8M1,206,119 sh
FMR LLC
$386.7M1,132,481 sh
GEODE CAPITAL MANAGEMENT, LLC
$375.1M1,098,427 sh
MORGAN STANLEY
$274.2M803,015 sh
MILLENNIUM MANAGEMENT LLC
$217.7M637,464 sh

Fund	Value	Shares
BlackRock, Inc.	$1.3B	3,715,623
VANGUARD PORTFOLIO MANAGEMENT LLC	$667.9M	1,956,150
AQR CAPITAL MANAGEMENT LLC	$584.2M	1,710,982
VANGUARD CAPITAL MANAGEMENT LLC	$573.7M	1,680,210
Invesco Ltd.	$547.2M	1,602,673
STATE STREET CORP	$411.8M	1,206,119
FMR LLC	$386.7M	1,132,481
GEODE CAPITAL MANAGEMENT, LLC	$375.1M	1,098,427
MORGAN STANLEY	$274.2M	803,015
MILLENNIUM MANAGEMENT LLC	$217.7M	637,464

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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. EVR is classified as a large company.

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.