Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Evercore Partners Inc
Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignment… Read full Trend Edge analysis →
Sector: Financial Services
Industry: Capital Markets
Exchange: NYSE
IPO Date: August 11, 2006
Headquarters: 55 East 52nd Street, New York, NY, United States, 10055
Hidden Gem: Yes — undiscovered relative to its market cap tier
Founder-Led: Yes — Roger Altman (Founder and Senior Chairman)
Key Metrics
Current Price
$342.53
Market Cap
$13.39B
Float
36.6M
Shares Outstanding
38.7M
P/E (Forward)
19.31
P/E (TTM)
19.50
Price/Sales (TTM)
2.94
vs. Analyst Target
+9.4% to analyst PT
Profit Margin
16.40%
Operating Margin (TTM)
23.90%
Revenue (TTM)
$4.55B
Earnings Growth (YoY)
106.90%
Dividend Rate
3.6%
Analyst Target Price
$374.60 (11 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$2.29B
$351M
$2.26B
$571M
2021
$3.31B
$740M
$3.29B
$1.15B
2022
$2.78B
$477M
$2.76B
$733M
2023
$2.44B
$255M
$2.43B
$368M
2024
$3.00B
$378M
$2.98B
$533M
2025
$3.88B
$592M
$3.86B
$804M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$838M
$97.2M
Sep 2025
$1.05B
$145M
Dec 2025
$1.30B
$204M
Mar 2026
$1.40B
$301M
Ownership & Float
Insider Ownership
2.3%
Institutional Ownership
94.0%
Short Float
2.9%
% of All Funds Holding
7.51%
Number of Funds Holding
617
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$330.93
Near-term / short-term trend
Weekly
40-Week SMA
$328.03
Medium-term trend
Weekly
80-Week SMA
$292.25
Cyclical trend (business cycle)
Weekly
200-Week SMA
$211.68
Secular trend (multi-year)
Monthly
10-Month SMA
$323.82
Near-term monthly trend
Monthly
20-Month SMA
$291.41
Medium-term monthly trend
Monthly
40-Month SMA
$229.40
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$356.00
resistance
1.30x
2 months ago
$267.00
support
1.18x
9 months ago
$231.00
support
1.04x
10 months ago
$207.00
support
1.25x
11 months ago
Historical Earnings Reactions (79 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
0.13%
0.18%
58.23%
6.01%
-4.04%
1 Day
0.78%
0.84%
68.35%
8.94%
-10.22%
1 Week
0.97%
1.00%
62.03%
22.08%
-22.29%
2 Weeks
2.29%
2.64%
64.56%
23.50%
-34.58%
1 Month
1.79%
1.26%
58.97%
32.67%
-30.90%
Next earnings: July 18, 2026 (51 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
1.6%
50.0%
20
Feb
0.4%
65.0%
20
Mar
-2.0%
35.0%
20
Apr
1.9%
45.0%
20
May
0.8%
68.4%
19
Jun
-2.6%
52.6%
19
Jul
5.0%
63.2%
19
Aug
0.0%
47.4%
19
Sep
4.3%
65.0%
20
Oct
4.1%
65.0%
20
Nov
3.0%
65.0%
20
Dec
3.4%
55.0%
20
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.01%
51.4%
932
Tuesday
0.13%
51.6%
1023
Wednesday
0.14%
52.6%
1021
Thursday
0.11%
51.9%
1001
Friday
0.06%
52.4%
998
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 94.0%
Insider Transactions — Smart Summary
Total insider ownership: 2.3%
Founder-led management: Roger Altman (Founder and Senior Chairman)
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The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
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