Evercore Partners Stock Analysis

EVR Stock  USD 206.84  2.49  1.22%   
Evercore Partners is undervalued with Real Value of 249.38 and Target Price of 329.14. The main objective of Evercore Partners stock analysis is to determine its intrinsic value, which is an estimate of what Evercore Partners is worth, separate from its market price. There are two main types of Evercore Partners' stock analysis: fundamental analysis and technical analysis.
The Evercore Partners stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Evercore Partners is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, National Mourning Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Evercore Stock trading window is adjusted to America/New York timezone.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Evercore Partners. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
To learn how to invest in Evercore Stock, please use our How to Invest in Evercore Partners guide.

Evercore Stock Analysis Notes

About 89.0% of the company shares are held by institutions such as insurance companies. The book value of Evercore Partners was currently reported as 44.8. The company has Price/Earnings To Growth (PEG) ratio of 1.13. Evercore Partners recorded earning per share (EPS) of 9.08. The entity last dividend was issued on the 28th of February 2025. Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. Evercore Inc. was founded in 1995 and is headquartered in New York, New York. Evercore Partners operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 2160 people. To learn more about Evercore Partners call John Weinberg at (212) 857-3100 or check out https://www.evercore.com.

Evercore Partners Quarterly Total Revenue

975.33 Million

Evercore Partners Investment Alerts

Evercore Partners generated a negative expected return over the last 90 days
Evercore Partners is unlikely to experience financial distress in the next 2 years
Evercore Partners has a strong financial position based on the latest SEC filings
Over 89.0% of the company shares are held by institutions such as insurance companies
On 14th of March 2025 Evercore Partners paid $ 0.8 per share dividend to its current shareholders
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Evercore Partners Upcoming and Recent Events

31st of January 2024
Upcoming Quarterly Report
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24th of April 2024
Next Financial Report
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31st of December 2023
Next Fiscal Quarter End
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31st of January 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
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31st of December 2022
Last Financial Announcement
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Evercore Largest EPS Surprises

Earnings surprises can significantly impact Evercore Partners' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2011-02-02
2010-12-310.240.270.0312 
2009-07-29
2009-06-300.070.10.0342 
2008-07-24
2008-06-300.20.17-0.0315 
View All Earnings Estimates

Evercore Partners Environmental, Social, and Governance (ESG) Scores

Evercore Partners' ESG score is a quantitative measure that evaluates Evercore Partners' performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Evercore Partners' operations that may have significant financial implications and affect Evercore Partners' stock price as well as guide investors towards more socially responsible investments.

Evercore Stock Institutional Investors

Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Fuller & Thaler Asset Management Inc2024-12-31
692.5 K
Jpmorgan Chase & Co2024-12-31
619.6 K
Morgan Stanley - Brokerage Accounts2024-12-31
518.8 K
Norges Bank2024-12-31
480.7 K
Dimensional Fund Advisors, Inc.2024-12-31
476 K
Bahl & Gaynor Inc.2024-12-31
448.7 K
Bank Of New York Mellon Corp2024-12-31
369.2 K
Charles Schwab Investment Management Inc2024-12-31
358.5 K
T. Rowe Price Associates, Inc.2024-12-31
323.3 K
Vanguard Group Inc2024-12-31
3.8 M
Blackrock Inc2024-12-31
3.6 M
Note, although Evercore Partners' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Evercore Market Capitalization

The company currently falls under 'Mid-Cap' category with a total capitalization of 8.09 B.

Evercore Profitablity

The company has Net Profit Margin of 0.13 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.22 %, which entails that for every 100 dollars of revenue, it generated $0.22 of operating income.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.09  0.15 
Return On Capital Employed 0.27  0.24 
Return On Assets 0.09  0.15 
Return On Equity 0.22  0.31 

Management Efficiency

Evercore Partners has Return on Asset of 0.1061 % which means that on every $100 spent on assets, it made $0.1061 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2243 %, implying that it generated $0.2243 on every 100 dollars invested. Evercore Partners' management efficiency ratios could be used to measure how well Evercore Partners manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Evercore Partners' Return On Tangible Assets are relatively stable compared to the past year. As of 03/23/2025, Return On Assets is likely to grow to 0.15, while Return On Capital Employed is likely to drop 0.24. At this time, Evercore Partners' Return On Assets are relatively stable compared to the past year. As of 03/23/2025, Asset Turnover is likely to grow to 0.81, while Other Current Assets are likely to drop slightly above 116.4 M.
Last ReportedProjected for Next Year
Book Value Per Share 50.61  53.14 
Tangible Book Value Per Share 47.37  49.74 
Enterprise Value Over EBITDA 19.67  20.65 
Price Book Value Ratio 6.23  6.54 
Enterprise Value Multiple 19.67  20.65 
Price Fair Value 6.23  6.54 
Enterprise Value230.7 M242.2 M
The leadership approach at Evercore Partners' fosters a culture of excellence and accountability. Our analysis examines how this culture influences financial outcomes and stock valuation.
Dividend Yield
0.0155
Operating Margin
0.2179
Profit Margin
0.1269
Forward Dividend Yield
0.0155
Beta
1.422

Technical Drivers

As of the 23rd of March, Evercore Partners shows the Standard Deviation of 2.39, mean deviation of 1.86, and Variance of 5.7. Evercore Partners technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm Evercore Partners mean deviation, treynor ratio, as well as the relationship between the Treynor Ratio and kurtosis to decide if Evercore Partners is priced favorably, providing market reflects its regular price of 206.84 per share. Given that Evercore Partners has information ratio of (0.19), we urge you to verify Evercore Partners's prevailing market performance to make sure the company can sustain itself at a future point.

Evercore Partners Price Movement Analysis

Execute Study
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Evercore Partners middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Evercore Partners. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Evercore Partners Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Evercore Partners insiders, such as employees or executives, is commonly permitted as long as it does not rely on Evercore Partners' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Evercore Partners insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Evercore Partners Outstanding Bonds

Evercore Partners issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Evercore Partners uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Evercore bonds can be classified according to their maturity, which is the date when Evercore Partners has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Evercore Partners Predictive Daily Indicators

Evercore Partners intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Evercore Partners stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Evercore Partners Corporate Filings

F4
12th of March 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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F4
24th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10K
21st of February 2025
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
F4
18th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
14th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
12th of February 2025
Other Reports
ViewVerify
F4
10th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
6th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

Evercore Partners Forecast Models

Evercore Partners' time-series forecasting models are one of many Evercore Partners' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Evercore Partners' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Evercore Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Evercore Partners prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Evercore shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Evercore Partners. By using and applying Evercore Stock analysis, traders can create a robust methodology for identifying Evercore entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.18  0.24 
Operating Profit Margin 0.27  0.26 
Net Profit Margin 0.13  0.17 
Gross Profit Margin 0.34  0.29 

Current Evercore Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Evercore analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Evercore analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
329.14Buy8Odds
Evercore Partners current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Evercore analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Evercore stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Evercore Partners, talking to its executives and customers, or listening to Evercore conference calls.
Evercore Analyst Advice Details

Evercore Stock Analysis Indicators

Evercore Partners stock analysis indicators help investors evaluate how Evercore Partners stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Evercore Partners shares will generate the highest return on investment. By understating and applying Evercore Partners stock analysis, traders can identify Evercore Partners position entry and exit signals to maximize returns.
Begin Period Cash Flow605.5 M
Long Term Debt335.9 M
Common Stock Shares Outstanding41.6 M
Total Stockholder Equity1.7 B
Tax Provision115.4 M
Quarterly Earnings Growth Y O Y0.619
Property Plant And Equipment Net439.5 M
Cash And Short Term Investments2.4 B
Cash873 M
Accounts Payable29 M
Net Debt50.3 M
50 Day M A251.8122
Total Current Liabilities1.2 B
Other Operating Expenses2.2 B
Non Current Assets Total1.2 B
Forward Price Earnings15.5521
Non Currrent Assets Other319 M
Stock Based Compensation569.7 M

Additional Tools for Evercore Stock Analysis

When running Evercore Partners' price analysis, check to measure Evercore Partners' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Evercore Partners is operating at the current time. Most of Evercore Partners' value examination focuses on studying past and present price action to predict the probability of Evercore Partners' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evercore Partners' price. Additionally, you may evaluate how the addition of Evercore Partners to your portfolios can decrease your overall portfolio volatility.