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Earnings Outlook For Evercore

Benzinga Insights 9 months ago

Earnings

Evercore (NYSE:EVR) will release its quarterly earnings report on Wednesday, 2026-02-04. Here's a brief overview for investors ahead of the announcement.

Analysts anticipate Evercore to report an earnings per share (EPS) of $3.96.

Anticipation surrounds Evercore's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.

New investors should understand that while earnings performance is important, market reactions are often driven by guidance.

Performance in Previous Earnings

Last quarter the company beat EPS by $0.35, which was followed by a 0.28% drop in the share price the next day.

Here's a look at Evercore's past performance and the resulting price change:

Quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024
EPS Estimate 3.13 1.78 1.54 2.82
EPS Actual 3.48 2.42 3.49 3.41
Price Change % 0.00 -3.00 0.00 0.00

eps graph

Evercore Share Price Analysis

Shares of Evercore were trading at $354.68 as of February 02. Over the last 52-week period, shares are up 19.77%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release.

Analyst Opinions on Evercore

For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Evercore.

A total of 6 analyst ratings have been received for Evercore, with the consensus rating being Neutral. The average one-year price target stands at $378.83, suggesting a potential 6.81% upside.

Comparing Ratings with Competitors

The analysis below examines the analyst ratings and average 1-year price targets of Houlihan Lokey, XP and StoneX Group, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.

  • Analysts currently favor an Outperform trajectory for Houlihan Lokey, with an average 1-year price target of $213.17, suggesting a potential 39.9% downside.
  • Analysts currently favor an Buy trajectory for XP, with an average 1-year price target of $23.5, suggesting a potential 93.37% downside.
  • Analysts currently favor an Buy trajectory for StoneX Group, with an average 1-year price target of $122.0, suggesting a potential 65.6% downside.

Snapshot: Peer Analysis

Within the peer analysis summary, vital metrics for Houlihan Lokey, XP and StoneX Group are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

Company Consensus Revenue Growth Gross Profit Return on Equity
Jefferies Financial Gr Outperform 3.42% $1.67B 1.82%
Houlihan Lokey Outperform 8.74% $253.89M 5.13%
XP Buy 7.73% $566.94M 5.75%
StoneX Group Buy 5.09% $741.30M 3.79%

Key Takeaway:

Evercore ranks at the top for Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.

All You Need to Know About Evercore

Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. The firm operates globally with a strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance sheet lending, allowing it to compete with larger bulge-bracket banks.

Evercore: Financial Performance Dissected

Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.

Revenue Growth: Evercore displayed positive results in 3 months. As of 30 September, 2025, the company achieved a solid revenue growth rate of approximately 41.49%. 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: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 13.92%, the company may need to address challenges in effective cost control.

Return on Equity (ROE): Evercore's ROE stands out, surpassing industry averages. With an impressive ROE of 8.35%, the company demonstrates effective use of equity capital and strong financial performance.

Return on Assets (ROA): Evercore's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 3.56% ROA, the company effectively utilizes its assets for optimal returns.

Debt Management: With a below-average debt-to-equity ratio of 0.63, Evercore adopts a prudent financial strategy, indicating a balanced approach to debt management.

To track all earnings releases for Evercore visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.

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