Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
04/27/2023* -- Results Q1 2023 -- 2.11 --
04/27/2023* 08:00 EST Earnings Call Q1 2023 -- -- --
02/01/2023 -- Results Q4 2022 3.50 2.54 37.74%
02/01/2023 08:00 EST Earnings Call Q4 2022 -- -- --
10/26/2022 -- Results Q3 2022 2.20 1.37 60.35%
10/26/2022 08:00 EST Earnings Call Q3 2022 -- -- --
07/27/2022 08:00 EST Earnings Call Q2 2022 -- -- --
07/27/2022 -- Results Q2 2022 2.46 1.39 76.74%
*Estimated Date/Time

Earnings

Next Report Date 04/27/2023 (est.)
EPS Estimate Upgrade
Last Actual EPS Upgrade

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Last Report Date 02/01/2023
Beat/Miss Upgrade
Return Since 1.86%
Last FQE 12/31/2022
Next FQE 03/31/2023

Profile

Edit
Evercore is an independent investment bank that derives the majority of its revenue from financial advisory, including merger, acquisition, and restructuring advisory. It also has institutional equities and investment management businesses that account for around 20% of net revenue. The company was founded in 1996 and went public in 2006. Evercore had approximately 1,950 employees at the end of 2021, and about 75% of its revenue is derived from the United States.
URL https://www.evercore.com
Investor Relations URL https://investors.evercore.com
HQ State/Province New York
Sector Financial Services
Industry Capital Markets
Equity Style Small Cap/Blend
Next Earnings Release Apr. 27, 2023 (est.)
Last Earnings Release Feb. 01, 2023
Next Ex-Dividend Date Feb. 23, 2023
Last Ex-Dividend Date Nov. 23, 2022

Dividends

Dividend Per Share (TTM) 2.84
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market 1.646
Yield to Sector 0.6551
Yield to Industry 0.7319
Last Dividend Amt. 0.72
Dividend Frequency Quarterly
Last Ex-Dividend Date Nov. 23, 2022
Yield (TTM) 2.12%
Forward Yield 2.15%
Payout Ratio 20.79%
Cash Payout Ratio 12.74%
Consistent Payer (5Y) Yes
Consistent Growth (5Y) Yes

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

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Annual Total Returns Versus Peers

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Name
2016
2017
2018
2019
2020
2021
2022
YTD
30.14%
33.42%
-18.91%
7.38%
51.78%
26.31%
-17.64%
23.06%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.86%
9.96%
48.42%
-14.66%
17.00%
67.33%
2.48%
0.92%
8.43%
-17.89%
-1.06%
-4.17%
5.09%
-37.13%
64.45%
0.47%
4.14%
18.34%
191.8%
-71.35%
33.71%
284.7%
-18.45%
-32.83%
13.09%
33.11%
25.50%
-34.99%
29.79%
-5.05%
51.41%
20.05%
10.00%
As of February 03, 2023.

Profile

Edit
Evercore is an independent investment bank that derives the majority of its revenue from financial advisory, including merger, acquisition, and restructuring advisory. It also has institutional equities and investment management businesses that account for around 20% of net revenue. The company was founded in 1996 and went public in 2006. Evercore had approximately 1,950 employees at the end of 2021, and about 75% of its revenue is derived from the United States.
URL https://www.evercore.com
Investor Relations URL https://investors.evercore.com
HQ State/Province New York
Sector Financial Services
Industry Capital Markets
Equity Style Small Cap/Blend
Next Earnings Release Apr. 27, 2023 (est.)
Last Earnings Release Feb. 01, 2023
Next Ex-Dividend Date Feb. 23, 2023
Last Ex-Dividend Date Nov. 23, 2022

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
HWSCX 31.61M USD 4.81%
SMIG 7.560M USD 4.03%
APPLX 2.727M USD 3.44%
BSCVX 2.444M USD 2.60%
STEW 32.72M USD 2.21%
IAI 18.26M USD 2.04%
FXO 23.05M USD 1.78%
ASVCX 51.69M USD 1.27%
WOOQX 3.475M USD 1.14%
SDVY 12.56M USD 1.09%
BPSIX 7.139M USD 0.93%
FNX 4.259M USD 0.40%

Top Portfolio Holders

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