Evercore (NYSE:EVR) Stock

Evercore

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 trading, equity underwriting, 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 2,380 employees at the end of 2024, and about 75% of its revenue is derived from the United States.

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Shares of financial stocks are trading higher amid overall market strength on reports of potentially narrowed or targeted tariffs, which may be easing investor concerns.

The S&amp;P 500 had another bloody day on Thursday, once again dropping more than 1% and officially entering correction territory. A correction is typically defined as a 10% drop from all-time highs and while they're common even in bull market years, the speed of the most recent drop has investors jittery.
With tariff uncertainty and economic slowdown fears looming large, defensive sectors are outperforming. Some of 2024's biggest winners have taken some heavy hits to start 2025.
Markets could undoubtedly fall further from here, but corrections are often ideal times to search for good companies trading at discounts. Some names that have been hammered hardest recently are reaching oversold levels and many of them still have solid fundamentals and upside potential.
Here are five oversold stocks that look close to a turning point.
Today, we'll use the Relative Strength Index (RSI) to find five stocks that have been oversold in the market drop of these last few weeks.
<h2 class="wp-block-heading">First Citizens BancShares Inc. </h2>
First Citizens Bank and Trust Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>) was a relatively obscure large-cap regional bank holding company until about two years ago, when the firm acquired the floundering Silicon Valley Bank during the banking crisis of 2023. The stock plummeted to $500 per share in March 2023 while the crisis loomed over the sector, but the government bailed out the troubled bank and its assets were sold off. First Citizens acquired SVB's commercial banking business at the end of March and FCNCA shares rallied nearly 200% in just three months following the acquisition.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd3ULK-TF-W17WlDuTNwPRzPUwN0VReqCqBLL8XiceRB-ZjApRK_JBBlZTL6A5Z3EIPm1K7hbbpQQksBmhZVR_FpeiJUO_Xojj_yzmKjHYZIEHPSwv8TMrX4ewkGQGkWU4j8jIv?key=t8rk1H-mqlcYEfVzNqwDMcYd" alt="" /></figure>
The stock set a new all-time high of $2410 in January 2025 before pulling back in the recent market correction. However, the company is still well-positioned and the current 25% drawdown could present a buying opportunity. The company has strong margins for a regional banking group with an operating margin of 25.3% and profit margins of 18.2%.
EPS growth in 2025 is expected to decline due to accumulating expenses and debt, but the company projects 14% EPS growth in 2026 and the stock is trading at just nine times forward earnings. FCNCA also has a 90.09 Quality score on Benzinga Edge rankings. The RSI has shot up to 56 following a dip below the oversold threshold of 30, signaling a potential reversal.
<h2 class="wp-block-heading">Amazon Inc. </h2>
Investors were able to purchase Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) shares for less than $90 in late 2022. Those willing to take the leap were rewarded with gains of nearly 300% in just two-and-a-half years. While buying stocks in the heart of a bear market is challenging, Amazon withstood the Dot Com Bubble, the Great Financial Crisis, the COVID-19 pandemic and the 2022 bear market &#8211; rebounding to new all-time highs in the aftermath of each event. Today, the stock is down 18% from all-time highs, which hardly qualifies as a calamity. However, quality stocks don't go on sale very often, which could allow buyers to accumulate more shares.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdqQwmyhZdtFKpn17hYN-HdQNvAkydaBJdnHo9mc1DrLRH886szOx39JbtR0uHPOV6T_ym_kurpbMoyRiSxtXcTW-dY400LA7fHS6vsfs-7vyCtDaa71v4l3Tz8DXeMWEX0C1jL_A?key=t8rk1H-mqlcYEfVzNqwDMcYd" alt="" /></figure>
AMZN shares have been triggering oversold readings on the RSI since February, but the stock continued to grind lower through the end of the month and into March. The most recent oversold signal was triggered on March 11 and the RSI quickly jumped back above 50.
The company&#8217;s share price has yet to follow this move, although a double bottom pattern appears to be forming, which would reinforce the trend reversal signal from the RSI. Amazon has a 73.21 Momentum score and 82.1 Quality score from Benzinga Edge and trades at 35 times earnings, which is the lowest P/E for the stock since the pandemic.
<h2 class="wp-block-heading">Evercore Inc. </h2>
Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) was expected to be one of the big winners under the new Trump administration as they specialize in mergers, acquisitions and restructuring advisory services. But the new administration has left many of the tight Biden-era FTC rules in place and Evercore's stock has faded in 2025. After hitting an all-time high of $324 following the 2024 US election, the stock had dropped below $190 by March &#8211; a more than 40% decline. However, the Evercore selloff may be reaching an end as the RSI triggered an oversold signal on March 11.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc3SAk8V45FuO71djvIj6Oj3hPyTstJmIWqmwU0PhsN9OAbZK4oVLyutMtyLtB7EHsUPjYZm1q_9RYob7lQDWL97oVZ8J2tKu2JLciU2TII15wow0LGPkDB09s5uBLpk5PP1RE00Q?key=t8rk1H-mqlcYEfVzNqwDMcYd" alt="" /></figure>
Evercore's underlying business remains strong despite the lack of M&amp;A activity. The company has a 12.6% profit margin and projects EPS growth of over 37% in 2025. The valuation is also enticing, with a Forward P/E of 10.89 and a Price to Free-Cash-Flow rate of 8.47. Evercore's Benzinga Edge scores are excellent, too: 90.41 for Quality and 84.00 for Growth.
<h2 class="wp-block-heading">Hub Group Inc. </h2>
Transportation stocks have been crushed to start 2025 and Hub Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HUBG#NASDAQ">HUBG</a>) has been no exception. After closing at an all-time high of $53.21 on November 25, the rail and trucking firm has lost 30% in the last three months, significantly underperforming major market indices. The stock has also triggered three oversold signals on the RSI, most recently on March 13.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6kB4UJwfjU4O3e_CWIbZeHBMNRqeNaWLt6wimbAcyyuBzyJYT1t_JszbDCvc0qE1pneXrJcgMbz_loCRyLLSy1CBVjsSwVW4ciM6qvwqzJgPB6tnc9l5J7N5kUKcQ5s7opUBr0Q?key=t8rk1H-mqlcYEfVzNqwDMcYd" alt="" /></figure>
Hub Group is a good rebound candidate from here because the company has solid fundamentals and very little debt in what's traditionally a low-margin business. Hub Group's 0.31 debt/equity ratio is far lower than that of competitors like UPS, FedEx and J.B. Hunt and its stock trades at just 13 times forward earnings. Hub Group expects EPS growth of 14% in 2025 and 29% in 2026, a promising outlook. If the company can hit those earnings projections, the stock's current price could look like quite a bargain.
<h2 class="wp-block-heading">Abercrombie and Fitch Co. </h2>
Abercrombie and Fitch's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANF#NYSE">ANF</a>) turnaround was a big story in markets as the stock rallied from $23 in May 2023 to $197 in June 2024. The parabolic stock move wasn't just a short squeeze either, as the company has grown EPS by 78% over the last five years thanks to sales growth and margin expansion. However, the stock is currently in a brutal drawdown, losing more than 60% of its value since that June 2024 all-time high. Is the bottom finally settling? The RSI is hinting that this may be the case.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfZxTvj5sPG2RF4N1xq9Z_kz1lDaMmLzBPbkZTuKBBosVT5nz6rKicLjta9TJDpAhIqQTS74HyAzno8qYPhYXU6EU-rg2v9iYlS8XSky7kNhggqbrtUCAoqXt9T1xT0jrxo0ghFzA?key=t8rk1H-mqlcYEfVzNqwDMcYd" alt="" /></figure>
False oversold signals from the RSI have been common during ANF's decline, but the most recent one quickly reversed and headed back over 50, potentially signaling a trend reversal. ANF has strong underlying metrics, like a profit margin of 11.44%, easily surpassing competitors like American Eagle, Urban Outfitters and The Gap. The stock trades at just 6.7 times forward earnings and has earned Benzinga Edge scores of 91.86 in Growth and 83.77 in Value.
<h2 class="wp-block-heading">Live On Wednesday: How To Trade The Fed's Market-Moving Decision</h2>
 The March 19-20 Fed meeting is set to shake the markets. Will Powell signal rate cuts or hold firm? Either way, volatility is coming and traders who prepare now will have the edge. Join Nic Chahine on <a href="https://events2.benzinga.com/nic-chahine-webinar-wed-mar19-2025-registration">Wednesday, March 19</a>, at 6 PM ET to learn the exact stocks and options setups he's watching before, during and after the Fed's decision. Reserve your seat now.
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Goldman Sachs analyst James Yaro maintains Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) with a Buy and lowers the price target from $321 to $281.

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Price Target

Analyst Ratings

Goldman Sachs Maintains Buy on Evercore, Lowers Price Target to $281

Ratings for Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) were provided by 5 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $321.6, a high estimate of $339.00, and a low estimate of $305.00. This current average represents a 2.25% decrease from the previous average price target of $329.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1741903286_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The standing of Evercore among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ryan Kenny</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$306.00</td>
<td>$400.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$339.00</td>
<td>$319.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$305.00</td>
<td>$318.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$319.00</td>
<td>$339.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$339.00</td>
<td>$269.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Evercore. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Evercore compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Evercore's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Evercore's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/EVR/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Evercore analyst ratings.</a>
<h2>Delving into Evercore's Background</h2>
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 trading, equity underwriting, 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 2,380 employees at the end of 2024, and about 75% of its revenue is derived from the United States.
<h3>Evercore: Delving into Financials</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3 months period, Evercore showcased positive performance, achieving a revenue growth rate of 24.38% as of 31 December, 2024. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Financials sector.
Net Margin: Evercore's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 14.4%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Evercore's ROE excels beyond industry benchmarks, reaching 8.6%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Evercore's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 3.63%, the company showcases efficient use of assets and strong financial health.
Debt Management: With a below-average debt-to-equity ratio of 0.54, Evercore adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>Analyst Ratings: Simplified</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Assessing Evercore: Insights From 5 Financial Analysts

Morgan Stanley analyst Ryan Kenny maintains Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) with a Overweight and lowers the price target from $400 to $306.

Morgan Stanley Maintains Overweight on Evercore, Lowers Price Target to $306

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Shares of companies within the broader financial sector are trading lower amid economic worries driven by tariffs and trade policies. Investors may be expecting a decline in investment and consumer spending, which may also be weighing on the industry.

Looking into the current session, Evercore Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) shares are trading at $209.23, after a 6.01% decrease. Over the past month, the stock fell by 26.68%, but over the past year, it actually spiked by 6.57%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. 

<img src="https://www.benzinga.com/files/images/story/2025/1741290341_0.png" alt="Past Year Chart" />

<h3>How Does Evercore P/E Compare to Other Companies?</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Evercore has a better P/E ratio of 24.52 than the aggregate P/E ratio of 23.15 of the Capital Markets industry. Ideally, one might believe that Evercore Inc. might perform better in the future than it's industry group, but it's probable that the stock is overvalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1741290341_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

Markets

A Look Into Evercore Inc's Price Over Earnings

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NDAQ

Shares of banking and financial services stocks are trading lower amid overall market weakness on rising yields and trade uncertainty.

Shares of financial companies are trading lower amid President Trump's decision to implement tariffs, which may weigh on the economy, and decrease the likelihood of Fed rate hikes.

DOMH

EMCG

RILY

ROOT

Shares of companies within the broader financial sector are trading lower amid overall market weakness. Investors may be evaluating the risk of inflation as the retail sector shows early signs of a weaker consumer.

5 analysts have expressed a variety of opinions on Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) over the past quarter, offering a diverse set of opinions from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Evercore, revealing an average target of $324.0, a high estimate of $339.00, and a low estimate of $305.00. Observing a 7.21% increase, the current average has risen from the previous average price target of $302.20. 
<img src="https://www.benzinga.com/files/images/story/2025/1738864856_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The analysis of recent analyst actions sheds light on the perception of Evercore by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$339.00</td>
<td>$319.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$305.00</td>
<td>$318.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$319.00</td>
<td>$339.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$339.00</td>
<td>$269.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$318.00</td>
<td>$266.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Evercore. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Evercore compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Evercore's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Evercore's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/EVR/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Evercore analyst ratings.</a>
<h2>About Evercore</h2>
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 trading, equity underwriting, 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 2,200 employees at the end of 2023, and about 75% of its revenue is derived from the United States.
<h3>Financial Insights: Evercore</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Evercore's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 28.76%. This indicates a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Evercore's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 10.68%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Evercore's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 5.1%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 2.28%, the company showcases effective utilization of assets.
Debt Management: Evercore's debt-to-equity ratio is below the industry average at 0.55, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Analyst Ratings: Simplified</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Expectations For Evercore's Future

Keefe, Bruyette &amp; Woods analyst Aidan Hall reiterates Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) with a Outperform and raises the price target from $319 to $339.

Reiteration

Keefe, Bruyette & Woods Reiterates Outperform on Evercore, Raises Price Target to $339

Evercore shares are trading higher after the company reported better-than-expected Q4 financial results,

Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) reported quarterly earnings of $3.41 per share which beat the analyst consensus estimate of $2.85 by 19.65 percent. This is a 68.81 percent increase over earnings of $2.02 per share from the same period last year. The company reported quarterly sales of $980.50 million which beat the analyst consensus estimate of $885.07 million by 10.78 percent. This is a 24.06 percent increase over sales of $790.33 million the same period last year.

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Evercore Q4 Adj EPS $3.41 Beats $2.85 Estimate, Sales $980.50M Beat $885.07M Estimate

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Earnings Scheduled For February 5, 2025

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Shares of banking and financial services stocks are trading higher following strong bank earnings.

Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) underwent analysis by 4 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Evercore and provided 12-month price targets. The average target is $320.25, accompanied by a high estimate of $339.00 and a low estimate of $305.00. Surpassing the previous average price target of $298.00, the current average has increased by 7.47%.
<img src="https://www.benzinga.com/files/images/story/2025/1736888441_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
A comprehensive examination of how financial experts perceive Evercore is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$305.00</td>
<td>$318.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$319.00</td>
<td>$339.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Outperform</td>
<td>$339.00</td>
<td>$269.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$318.00</td>
<td>$266.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Evercore. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Evercore compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Evercore's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Evercore's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/EVR/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Evercore analyst ratings.</a>
<h2>Discovering Evercore: A Closer Look</h2>
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 trading, equity underwriting, 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 2,200 employees at the end of 2023, and about 75% of its revenue is derived from the United States.
<h3>Evercore: Delving into Financials</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: Evercore displayed positive results in 3 months. As of 30 September, 2024, the company achieved a solid revenue growth rate of approximately 28.76%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Financials sector.
Net Margin: Evercore's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 10.68%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Evercore's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 5.1%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Evercore's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.28%, the company showcases efficient use of assets and strong financial health.
Debt Management: Evercore's debt-to-equity ratio is below the industry average at 0.55, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Analyst Ratings: What Are They?</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What 4 Analyst Ratings Have To Say About Evercore

Wells Fargo analyst Michael Brown maintains Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) with a Equal-Weight and lowers the price target from $318 to $305.

Wells Fargo Maintains Equal-Weight on Evercore, Lowers Price Target to $305

Keefe, Bruyette &amp; Woods analyst Aidan Hall maintains Evercore (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) with a Outperform and lowers the price target from $339 to $319.

Keefe, Bruyette & Woods Maintains Outperform on Evercore, Lowers Price Target to $319

Goldman Sachs research kicked off the new year with bold stock picks and a spotlight on five investment themes poised to <a href="https://www.benzinga.com/general/biotech/24/12/42710358/veteran-investor-bets-big-on-sp-500-hitting-7000-by-end-of-2025-these-sectors-could-lead-the-charge">shape markets in 2025.</a>
What Happened: In a note shared Thursday, the analyst team led by Steven Kron shuffled its &#8220;Conviction List&#8221; — a carefully curated portfolio of top investment ideas.
Goldman Sachs added Belden Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDC#NYSE">BDC</a>), Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>), and Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) to the list. These companies replaced Fox Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>), Parker Hannifin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PH#NYSE">PH</a>), and TPG Inc. (TPG).
See Also: <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/42777236/investors-dump-long-dated-treasury-etf-at-record-pace-ahead-of-trumps-white-house-return">Investors Dump Long-Dated Treasury ETF At Record Pace Ahead Of Trump&#8217;s White House Return</a>
Why It Matters: Industrial tech is back in vogue. Analyst Mark Delaney sees Belden riding a cyclical industrial recovery while expanding its high-margin software solutions business. Delaney models earnings per share (EPS) above consensus estimates for both 2025 and 2026, making this a standout pick in the industrial space.
Cruises are sailing into a stronger 2025. Analyst Lizzie Dove cites accelerating Net Purchase Intent (NPI) data and cost savings from a 2023 management shuffle. Dove expects Norwegian to widen its yield-to-unit-cost spread by 2.5 percentage points, bringing its valuation closer to peer Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>).
Analyst Eric Sheridan remains bullish on Uber despite skepticism over its mobility business and the rise of autonomous vehicles. He forecasts a robust 39% compound annual growth rate (CAGR) in adjusted EBITDA from 2023-2026. According to the bank, Uber is set to deliver $3.50 in GAAP EPS by 2026—a projection that sits 7% above consensus. Goldman Sachs holds a 12-month price target of $96 on Uber stock, implying a nearly 60% upside from current market levels.
<h3 class="wp-block-heading">Key Themes For 2025: AI, M&amp;A, Deglobalization, And More</h3>
The investment bank also outlined five key themes to track as we enter the new year.
<ul>
<li>Artificial Intelligence: Goldman's Kash Rangan expects AI investment to shift in 2025, moving from infrastructure spending to platforms and applications. In a recent note, Rangan highlighted the increasing integration of AI into enterprise software. Stocks with exposure to this trend include Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) and Teradyne Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>).</li>
</ul>
<ul>
<li>De-regulation, M&amp;A, And Capital Markets Rebound: Regulatory changes under a potential second Trump administration could accelerate M&amp;A activity, Goldman analysts say. Financial firms like Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), Evercore Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>), and S&amp;P Global (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>) are positioned to benefit. Analyst Richard Ramsden recently indicated a more favorable environment for banks and financial advisors.</li>
</ul>
<ul>
<li>Re-powering America: Carly Davenport flagged the surging power demands of data centers and AI compute, noting this trend is driving sustained growth in utilities capex. Her team stressed the importance of energy infrastructure to support the transportation electrification. Stocks like DBA Sempra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>) is Goldman&#8217;s top pick here.</li>
</ul>
<ul>
<li>Deglobalization: The era of tariff wars is far from over. Jan Hatzius and economics team expect a 20 percentage point hike in tariffs on Chinese imports and new duties on European autos and Mexican EVs. Companies like Vulcan Materials Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VMC#NYSE">VMC</a>) and Woodward Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>) are well-positioned to adapt to supply chain disruptions caused by these policies.</li>
</ul>
<ul>
<li>Resilient US Consumers: Despite macro concerns, Goldman Sachs continues to paint another strong year for U.S. consumers. Discretionary cash flow is expected to grow by 5.2% in 2025, up from 4.4% in 2024, supported by higher savings rates. Stocks to watch include Norwegian Cruise Line, Uber, Burlington Stores Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>), and Pinterest Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>).</li>
</ul>
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/01/42770597/wall-street-watches-january-sp-500-tends-to-gain-yet-streaming-giant-steals-the-market-show">Wall Street Watches January &#8211; S&amp;P 500 Tends To Gain, Yet Streaming Giant Steals The Market Show</a></li>
</ul>
Image: Shutterstock

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Goldman Sachs Adds 3 Stocks To 'Conviction List,' Flags 5 Market Trends To Monitor In 2025

Press Releases

Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

Evercore Chief Executive Officer John S. Weinberg to Participate in the Goldman Sachs 2024 Financial Services Conference on December 10

Evercore ISI to Host 11th Annual Utility CEO Conference, Jan. 8-10, 2025

Evercore to Announce Fourth Quarter and Full Year 2024 Financial Results and Host Conference Call on February 5, 2025

Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office

Evercore Reports Fourth Quarter and Full Year 2024 Results; Quarterly Dividend of $0.80 Per Share

David Kamo Joins Evercore as Senior Managing Director in Investment Banking

Evercore to Host 2nd Annual Private Markets Forum, March 11-12, 2025

Joe Modisett Joins Evercore as Senior Managing Director in the Healthcare Investment Banking Group

Evercore Wealth Management Promotes Paulo Coelho, Neza Gallitano and Alex Lyden to Partner

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