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Evercore share price today

Evercore Inc. · EVR · Financials · Capital Markets · price as of the 4 November 2026 close, updated every trading day · results updated weekly · All US stock lists

Evercore share price: $311.03 at the close on 4 November 2026, +1.5% in a year.

MixedBusiness trend from the last 12 quarters
$311.03Price +1.5% in a year
6.4×P/BV higher than 73% of the last 5.3 years
$990 MRevenue (Jun 2026) +18.8% on a year ago
$95.3 MProfit (Jun 2026) −2.0% on a year ago
9.6%Net margin −2.1 points on a year ago
40%ROE FY25
19.29%ROA latest

Evercore Inc.'s share price, valuation and earnings point in different directions. The next one or two quarters should make it clearer.

The main question: yearly earnings per share moved +54.7% while the share price moved +1.5%.

The price has been falling for 1 weeks, and the P/BV is higher than 73% of its own last 5.3 years. Over the last four quarters, results have been deteriorating, with profit −2.0% on a year earlier, with the net margin at 9.6%. What will decide it: whether the price catches up with earnings that have already grown.

What is the Evercore share price today?

Evercore Inc.'s share price was $311.03 at the close on 4 November 2026. It has been falling for 1 week. That is 1.2% below its average price over the last 200 trading days. In the last 52 weeks it traded between $252 and $379, and at that close it sat 47% of the way up from that low.

A share price tends to move through four phases: moving sideways (stage 1), rising (stage 2), stalling near a high (stage 3) and falling (stage 4). Today Evercore Inc. is in stage 4. The phase helps read everything below.

Over the past 13 weeks it has done better than the S&P 500, and it has stayed ahead for 1 week in a row.

1Y

Nov 2026: $311.03, 1.2% below its 200-day average. The price has been falling for 1 week.

  • Price $311.03
  • 50-day avg $272.62
  • 200-day avg $314.79
Nov 2026: $311.03, 1.2% below its 200-day average. The price has been falling for 1 week.
WeekPrice50-day avg200-day avg
31 Oct 2025$294.56$326.64$267.45
7 Nov 2025$306.54$324.61$267.90
14 Nov 2025$307.75$323.96$268.54
21 Nov 2025$306.20$320.68$268.92
28 Nov 2025$320.07$317.86$269.83
5 Dec 2025$331.69$315.46$271.26
12 Dec 2025$337.03$315.68$273.63
19 Dec 2025$342.36$317.23$276.44
26 Dec 2025$352.18$320.07$279.49
2 Jan 2026$351.27$322.28$282.40
9 Jan 2026$369.01$326.98$286.38
16 Jan 2026$378.84$334.75$290.62
23 Jan 2026$362.00$339.76$294.40
30 Jan 2026$353.27$344.88$298.99
6 Feb 2026$357.73$349.73$303.27
13 Feb 2026$322.28$352.16$306.92
20 Feb 2026$328.14$351.94$309.26
27 Feb 2026$308.84$349.34$311.73
6 Mar 2026$289.02$345.83$313.39
13 Mar 2026$268.24$338.92$314.64
20 Mar 2026$274.87$330.37$315.68
27 Mar 2026$279.05$321.79$316.67
2 Apr 2026$304.95$315.57$317.70
10 Apr 2026$337.90$311.29$319.47
17 Apr 2026$362.91$311.82$321.63
24 Apr 2026$344.30$311.42$323.24
1 May 2026$316.79$312.04$324.17
8 May 2026$341.19$313.21$324.99
15 May 2026$333.56$316.01$325.84
22 May 2026$346.12$321.37$326.80
29 May 2026$340.86$326.97$327.69
5 Jun 2026$339.43$333.49$328.58
12 Jun 2026$357.38$339.53$329.47
18 Jun 2026$371.72$344.24$330.41
26 Jun 2026$342.02$345.14$331.33
2 Jul 2026$342.64$343.69$331.32
10 Jul 2026$334.75$343.20$331.02
17 Jul 2026$341.54$345.47$331.05
24 Jul 2026$339.63$345.50$331.18
31 Jul 2026$320.56$344.55$331.41
7 Aug 2026$305.94$341.68$331.30
14 Aug 2026$307.38$337.66$330.85
21 Aug 2026$291.89$332.76$330.75
28 Aug 2026$290.11$325.45$330.41
4 Sep 2026$297.92$318.32$329.98
11 Sep 2026$281.21$314.10$329.68
18 Sep 2026$262.60$306.45$328.46
25 Sep 2026$262.91$298.40$326.84
2 Oct 2026$261.68$290.66$324.82
9 Oct 2026$271.86$284.69$323.00
16 Oct 2026$254.08$278.96$320.79
23 Oct 2026$251.88$273.76$318.08
30 Oct 2026$290.50$271.82$315.88
4 Nov 2026$311.03$272.62$314.79
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 1-year window.

3Y

Nov 2026: $311.03, 1.2% below its 200-day average. The price has been falling for 1 week.

  • Price $311.03
  • 50-day avg $272.62
  • 200-day avg $314.79
Nov 2026: $311.03, 1.2% below its 200-day average. The price has been falling for 1 week.
WeekPrice50-day avg200-day avg
3 Nov 2023$141.40$135.85$126.15
10 Nov 2023$138.54$135.84$126.47
17 Nov 2023$144.43$136.28$126.81
24 Nov 2023$146.90$136.68$127.05
1 Dec 2023$149.89$137.18$127.42
8 Dec 2023$154.77$138.70$128.03
15 Dec 2023$164.68$141.31$128.78
22 Dec 2023$169.09$144.67$129.73
29 Dec 2023$171.05$147.79$130.85
5 Jan 2024$166.59$150.60$131.86
12 Jan 2024$167.95$154.68$133.26
19 Jan 2024$171.84$157.31$134.39
26 Jan 2024$173.89$160.96$135.90
2 Feb 2024$176.83$164.01$137.26
9 Feb 2024$178.49$166.90$138.57
16 Feb 2024$184.43$170.25$140.38
23 Feb 2024$183.01$172.62$141.88
1 Mar 2024$186.29$174.87$143.81
8 Mar 2024$196.33$177.41$145.95
15 Mar 2024$189.27$179.58$148.01
22 Mar 2024$192.08$181.94$150.02
28 Mar 2024$192.59$183.81$151.46
5 Apr 2024$193.40$185.57$153.15
12 Apr 2024$190.90$187.41$155.00
19 Apr 2024$186.36$188.52$156.57
26 Apr 2024$184.29$189.35$158.22
3 May 2024$189.83$189.53$159.49
10 May 2024$196.25$190.56$160.87
17 May 2024$203.48$191.27$162.48
24 May 2024$204.42$192.26$164.10
31 May 2024$202.94$193.18$165.39
7 Jun 2024$192.60$193.59$167.00
14 Jun 2024$197.26$194.10$168.50
21 Jun 2024$194.77$194.63$169.70
28 Jun 2024$208.43$195.64$171.20
5 Jul 2024$212.77$197.37$172.55
12 Jul 2024$226.94$200.97$174.57
19 Jul 2024$240.51$206.16$177.18
26 Jul 2024$249.23$210.96$179.94
2 Aug 2024$227.98$214.90$182.66
9 Aug 2024$233.09$217.54$185.06
16 Aug 2024$240.65$221.21$187.76
23 Aug 2024$245.09$225.79$190.38
30 Aug 2024$245.74$230.19$193.02
6 Sep 2024$234.09$233.54$194.87
13 Sep 2024$238.93$236.30$197.11
20 Sep 2024$256.75$239.52$199.63
27 Sep 2024$254.13$241.34$202.23
4 Oct 2024$251.74$242.25$204.44
11 Oct 2024$265.61$243.05$206.58
18 Oct 2024$286.04$248.13$209.27
25 Oct 2024$260.57$251.34$211.75
1 Nov 2024$268.84$253.88$214.15
8 Nov 2024$308.82$258.81$217.12
15 Nov 2024$299.38$265.41$220.38
22 Nov 2024$311.35$272.26$223.61
29 Nov 2024$307.90$277.27$226.19
6 Dec 2024$297.76$281.61$229.12
13 Dec 2024$295.52$286.08$231.92
20 Dec 2024$275.84$289.11$234.16
27 Dec 2024$278.04$289.69$235.86
3 Jan 2025$277.69$289.42$237.61
10 Jan 2025$262.95$290.39$239.21
17 Jan 2025$282.60$291.16$241.27
24 Jan 2025$285.96$289.99$243.13
31 Jan 2025$291.27$288.19$245.51
7 Feb 2025$275.51$286.02$247.91
14 Feb 2025$269.31$281.89$249.93
21 Feb 2025$250.13$278.95$251.48
28 Feb 2025$241.80$273.64$252.69
7 Mar 2025$206.74$267.34$253.18
14 Mar 2025$200.77$259.09$253.00
21 Mar 2025$206.84$251.81$253.07
28 Mar 2025$199.52$246.02$253.45
4 Apr 2025$163.95$236.65$253.28
11 Apr 2025$173.81$225.42$252.65
17 Apr 2025$181.28$217.04$252.21
25 Apr 2025$197.58$208.61$251.61
2 May 2025$213.63$202.28$250.95
9 May 2025$216.90$199.03$250.19
16 May 2025$241.58$200.25$250.02
23 May 2025$226.10$203.57$249.95
30 May 2025$231.49$206.03$250.02
6 Jun 2025$245.49$208.62$249.98
13 Jun 2025$240.12$212.86$250.09
20 Jun 2025$244.54$219.13$250.13
27 Jun 2025$268.91$227.68$250.84
3 Jul 2025$287.50$235.63$251.73
11 Jul 2025$291.53$245.10$252.76
18 Jul 2025$298.52$253.67$253.69
25 Jul 2025$301.08$261.30$254.89
1 Aug 2025$294.01$267.59$256.09
8 Aug 2025$295.73$274.58$256.61
15 Aug 2025$307.71$281.98$257.63
22 Aug 2025$319.86$288.22$258.69
29 Aug 2025$321.55$295.98$259.42
5 Sep 2025$318.77$300.65$259.64
12 Sep 2025$341.86$306.61$260.44
19 Sep 2025$355.88$312.78$261.46
26 Sep 2025$342.39$318.09$262.59
3 Oct 2025$329.06$321.75$263.56
10 Oct 2025$300.99$323.05$264.43
17 Oct 2025$315.09$325.05$265.42
24 Oct 2025$324.24$326.50$266.50
31 Oct 2025$294.56$326.64$267.45
7 Nov 2025$306.54$324.61$267.90
14 Nov 2025$307.75$323.96$268.54
21 Nov 2025$306.20$320.68$268.92
28 Nov 2025$320.07$317.86$269.83
5 Dec 2025$331.69$315.46$271.26
12 Dec 2025$337.03$315.68$273.63
19 Dec 2025$342.36$317.23$276.44
26 Dec 2025$352.18$320.07$279.49
2 Jan 2026$351.27$322.28$282.40
9 Jan 2026$369.01$326.98$286.38
16 Jan 2026$378.84$334.75$290.62
23 Jan 2026$362.00$339.76$294.40
30 Jan 2026$353.27$344.88$298.99
6 Feb 2026$357.73$349.73$303.27
13 Feb 2026$322.28$352.16$306.92
20 Feb 2026$328.14$351.94$309.26
27 Feb 2026$308.84$349.34$311.73
6 Mar 2026$289.02$345.83$313.39
13 Mar 2026$268.24$338.92$314.64
20 Mar 2026$274.87$330.37$315.68
27 Mar 2026$279.05$321.79$316.67
2 Apr 2026$304.95$315.57$317.70
10 Apr 2026$337.90$311.29$319.47
17 Apr 2026$362.91$311.82$321.63
24 Apr 2026$344.30$311.42$323.24
1 May 2026$316.79$312.04$324.17
8 May 2026$341.19$313.21$324.99
15 May 2026$333.56$316.01$325.84
22 May 2026$346.12$321.37$326.80
29 May 2026$340.86$326.97$327.69
5 Jun 2026$339.43$333.49$328.58
12 Jun 2026$357.38$339.53$329.47
18 Jun 2026$371.72$344.24$330.41
26 Jun 2026$342.02$345.14$331.33
2 Jul 2026$342.64$343.69$331.32
10 Jul 2026$334.75$343.20$331.02
17 Jul 2026$341.54$345.47$331.05
24 Jul 2026$339.63$345.50$331.18
31 Jul 2026$320.56$344.55$331.41
7 Aug 2026$305.94$341.68$331.30
14 Aug 2026$307.38$337.66$330.85
21 Aug 2026$291.89$332.76$330.75
28 Aug 2026$290.11$325.45$330.41
4 Sep 2026$297.92$318.32$329.98
11 Sep 2026$281.21$314.10$329.68
18 Sep 2026$262.60$306.45$328.46
25 Sep 2026$262.91$298.40$326.84
2 Oct 2026$261.68$290.66$324.82
9 Oct 2026$271.86$284.69$323.00
16 Oct 2026$254.08$278.96$320.79
23 Oct 2026$251.88$273.76$318.08
30 Oct 2026$290.50$271.82$315.88
4 Nov 2026$311.03$272.62$314.79
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 3-year window.

5Y

Nov 2026: $311.03, 1.2% below its 200-day average. The price has been falling for 1 week.

  • Price $311.03
  • 50-day avg $272.62
  • 200-day avg $314.79
Nov 2026: $311.03, 1.2% below its 200-day average. The price has been falling for 1 week.
WeekPrice50-day avg200-day avg
29 Oct 2021$151.84$143.42$135.47
12 Nov 2021$155.66$146.35$137.42
26 Nov 2021$143.31$148.48$138.96
10 Dec 2021$136.33$148.76$139.86
23 Dec 2021$135.71$147.00$140.15
7 Jan 2022$137.04$142.82$140.20
21 Jan 2022$118.52$138.90$140.06
4 Feb 2022$129.40$132.97$139.42
18 Feb 2022$120.80$130.34$138.66
4 Mar 2022$118.74$128.33$137.75
18 Mar 2022$117.72$123.58$136.08
1 Apr 2022$111.80$119.95$134.88
14 Apr 2022$106.12$117.55$133.68
29 Apr 2022$105.75$113.91$132.25
13 May 2022$109.46$111.11$131.12
27 May 2022$115.14$110.70$130.01
10 Jun 2022$99.20$109.64$128.88
24 Jun 2022$97.98$107.15$126.89
8 Jul 2022$91.74$104.42$124.94
22 Jul 2022$96.06$100.73$122.62
5 Aug 2022$101.00$98.50$120.05
19 Aug 2022$101.65$96.73$117.37
2 Sep 2022$93.29$96.76$114.53
16 Sep 2022$89.70$96.67$112.14
30 Sep 2022$82.25$95.38$109.55
14 Oct 2022$90.03$93.52$107.21
28 Oct 2022$104.20$92.00$105.13
11 Nov 2022$116.35$94.04$104.34
25 Nov 2022$113.56$97.38$103.71
9 Dec 2022$107.68$102.67$103.10
23 Dec 2022$109.55$106.83$102.59
6 Jan 2023$120.39$110.02$102.50
20 Jan 2023$124.99$113.74$102.99
3 Feb 2023$134.23$117.10$104.05
17 Feb 2023$130.74$121.05$105.20
3 Mar 2023$132.36$124.77$106.08
17 Mar 2023$113.00$126.88$106.55
31 Mar 2023$115.38$124.84$106.90
14 Apr 2023$120.81$122.86$107.85
28 Apr 2023$114.07$120.07$109.19
12 May 2023$105.94$115.86$109.93
26 May 2023$109.74$113.04$110.36
9 Jun 2023$120.42$113.13$110.85
23 Jun 2023$116.74$114.36$112.03
7 Jul 2023$118.44$114.19$113.24
21 Jul 2023$138.41$118.85$115.68
4 Aug 2023$138.08$124.58$118.05
18 Aug 2023$133.14$129.53$120.00
1 Sep 2023$141.48$132.47$121.41
15 Sep 2023$144.83$135.91$122.62
29 Sep 2023$137.88$137.65$124.03
13 Oct 2023$131.20$136.92$125.24
27 Oct 2023$126.70$135.73$125.94
10 Nov 2023$138.54$135.84$126.47
24 Nov 2023$146.90$136.68$127.05
8 Dec 2023$154.77$138.70$128.03
22 Dec 2023$169.09$144.67$129.73
5 Jan 2024$166.59$150.60$131.86
19 Jan 2024$171.84$157.31$134.39
2 Feb 2024$176.83$164.01$137.26
16 Feb 2024$184.43$170.25$140.38
1 Mar 2024$186.29$174.87$143.81
15 Mar 2024$189.27$179.58$148.01
28 Mar 2024$192.59$183.81$151.46
12 Apr 2024$190.90$187.41$155.00
26 Apr 2024$184.29$189.35$158.22
10 May 2024$196.25$190.56$160.87
24 May 2024$204.42$192.26$164.10
7 Jun 2024$192.60$193.59$167.00
21 Jun 2024$194.77$194.63$169.70
5 Jul 2024$212.77$197.37$172.55
19 Jul 2024$240.51$206.16$177.18
2 Aug 2024$227.98$214.90$182.66
16 Aug 2024$240.65$221.21$187.76
30 Aug 2024$245.74$230.19$193.02
13 Sep 2024$238.93$236.30$197.11
27 Sep 2024$254.13$241.34$202.23
11 Oct 2024$265.61$243.05$206.58
25 Oct 2024$260.57$251.34$211.75
8 Nov 2024$308.82$258.81$217.12
22 Nov 2024$311.35$272.26$223.61
6 Dec 2024$297.76$281.61$229.12
20 Dec 2024$275.84$289.11$234.16
3 Jan 2025$277.69$289.42$237.61
17 Jan 2025$282.60$291.16$241.27
31 Jan 2025$291.27$288.19$245.51
14 Feb 2025$269.31$281.89$249.93
28 Feb 2025$241.80$273.64$252.69
14 Mar 2025$200.77$259.09$253.00
28 Mar 2025$199.52$246.02$253.45
11 Apr 2025$173.81$225.42$252.65
25 Apr 2025$197.58$208.61$251.61
9 May 2025$216.90$199.03$250.19
23 May 2025$226.10$203.57$249.95
6 Jun 2025$245.49$208.62$249.98
20 Jun 2025$244.54$219.13$250.13
3 Jul 2025$287.50$235.63$251.73
18 Jul 2025$298.52$253.67$253.69
1 Aug 2025$294.01$267.59$256.09
15 Aug 2025$307.71$281.98$257.63
29 Aug 2025$321.55$295.98$259.42
12 Sep 2025$341.86$306.61$260.44
26 Sep 2025$342.39$318.09$262.59
10 Oct 2025$300.99$323.05$264.43
24 Oct 2025$324.24$326.50$266.50
7 Nov 2025$306.54$324.61$267.90
21 Nov 2025$306.20$320.68$268.92
5 Dec 2025$331.69$315.46$271.26
19 Dec 2025$342.36$317.23$276.44
2 Jan 2026$351.27$322.28$282.40
16 Jan 2026$378.84$334.75$290.62
30 Jan 2026$353.27$344.88$298.99
13 Feb 2026$322.28$352.16$306.92
27 Feb 2026$308.84$349.34$311.73
13 Mar 2026$268.24$338.92$314.64
27 Mar 2026$279.05$321.79$316.67
10 Apr 2026$337.90$311.29$319.47
24 Apr 2026$344.30$311.42$323.24
8 May 2026$341.19$313.21$324.99
22 May 2026$346.12$321.37$326.80
5 Jun 2026$339.43$333.49$328.58
18 Jun 2026$371.72$344.24$330.41
2 Jul 2026$342.64$343.69$331.32
17 Jul 2026$341.54$345.47$331.05
31 Jul 2026$320.56$344.55$331.41
14 Aug 2026$307.38$337.66$330.85
28 Aug 2026$290.11$325.45$330.41
11 Sep 2026$281.21$314.10$329.68
25 Sep 2026$262.91$298.40$326.84
9 Oct 2026$271.86$284.69$323.00
23 Oct 2026$251.88$273.76$318.08
4 Nov 2026$311.03$272.62$314.79
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 5-year window.

10Y

Nov 2026: $311.03, 1.2% below its 200-day average. The price has been falling for 1 week.

  • Price $311.03
  • 50-day avg $272.62
  • 200-day avg $314.79
Nov 2026: $311.03, 1.2% below its 200-day average. The price has been falling for 1 week.
WeekPrice50-day avg200-day avg
28 Oct 2016$55.40$51.90–
18 Nov 2016$65.55$54.21–
9 Dec 2016$70.15$59.06–
30 Dec 2016$68.70$63.89–
20 Jan 2017$72.90$68.59–
10 Feb 2017$78.55$72.70–
3 Mar 2017$81.15$75.64–
24 Mar 2017$77.30$78.55–
13 Apr 2017$73.80$78.83–
5 May 2017$74.70$77.72$65.54
26 May 2017$70.95$74.77$67.08
16 Jun 2017$71.90$72.79$68.41
7 Jul 2017$71.60$71.48$69.82
28 Jul 2017$77.40$71.82$71.51
18 Aug 2017$74.60$74.08$73.32
8 Sep 2017$70.35$74.71$74.28
29 Sep 2017$80.25$76.01$74.82
20 Oct 2017$78.55$76.15$75.46
10 Nov 2017$80.80$77.14$75.84
1 Dec 2017$87.00$80.39$76.30
22 Dec 2017$91.75$83.62$76.97
12 Jan 2018$97.45$87.39$77.82
2 Feb 2018$99.60$92.09$79.37
23 Feb 2018$93.90$94.15$80.72
16 Mar 2018$94.25$95.44$82.54
6 Apr 2018$88.45$93.58$83.76
27 Apr 2018$100.55$92.93$85.48
18 May 2018$108.25$96.30$87.73
8 Jun 2018$110.90$101.00$89.96
29 Jun 2018$105.45$106.38$92.63
20 Jul 2018$109.95$108.51$94.75
10 Aug 2018$109.95$109.91$97.40
31 Aug 2018$106.15$109.69$99.59
21 Sep 2018$102.80$108.45$100.78
12 Oct 2018$89.94$104.08$101.30
2 Nov 2018$82.66$96.34$100.70
23 Nov 2018$80.88$89.93$99.63
14 Dec 2018$73.67$83.68$98.52
4 Jan 2019$76.44$78.26$96.96
25 Jan 2019$84.65$77.84$96.51
15 Feb 2019$91.74$80.27$96.03
8 Mar 2019$88.09$85.44$94.99
29 Mar 2019$91.00$89.89$93.69
18 Apr 2019$93.92$91.67$92.57
10 May 2019$90.17$92.48$91.47
31 May 2019$77.23$90.04$89.35
21 Jun 2019$88.43$88.59$87.70
12 Jul 2019$90.91$86.68$86.70
2 Aug 2019$80.57$86.48$86.04
23 Aug 2019$76.80$84.95$85.57
13 Sep 2019$83.62$82.57$85.38
4 Oct 2019$75.71$80.31$85.61
25 Oct 2019$74.53$78.64$85.87
15 Nov 2019$75.80$78.05$85.24
6 Dec 2019$77.15$76.55$84.30
27 Dec 2019$75.38$76.40$83.18
17 Jan 2020$77.20$76.16$82.05
7 Feb 2020$80.29$76.19$80.93
28 Feb 2020$66.62$76.56$79.85
20 Mar 2020$35.75$69.42$77.58
9 Apr 2020$55.98$61.46$74.76
1 May 2020$49.93$52.89$71.98
22 May 2020$52.61$48.78$69.37
12 Jun 2020$58.38$53.59$68.11
2 Jul 2020$57.29$55.37$66.55
24 Jul 2020$56.57$57.35$64.84
14 Aug 2020$64.21$58.73$63.63
4 Sep 2020$63.08$59.55$62.62
25 Sep 2020$61.11$61.42$61.65
16 Oct 2020$78.41$65.63$61.32
6 Nov 2020$81.80$70.94$61.74
27 Nov 2020$92.20$78.13$62.44
18 Dec 2020$108.06$87.99$64.43
8 Jan 2021$115.94$96.37$68.81
29 Jan 2021$109.10$105.21$73.35
19 Feb 2021$118.55$112.28$77.98
12 Mar 2021$140.84$118.59$83.58
1 Apr 2021$135.81$123.75$88.72
23 Apr 2021$141.53$130.52$94.63
14 May 2021$147.63$136.94$101.03
4 Jun 2021$141.25$140.02$106.97
25 Jun 2021$137.90$140.84$112.47
16 Jul 2021$129.56$140.11$117.63
6 Aug 2021$132.29$136.25$122.05
27 Aug 2021$139.71$134.69$126.06
17 Sep 2021$138.15$135.41$129.53
8 Oct 2021$146.51$136.94$132.35
29 Oct 2021$151.84$143.42$135.47
19 Nov 2021$149.86$147.80$138.35
10 Dec 2021$136.33$148.76$139.86
31 Dec 2021$135.85$145.02$140.05
21 Jan 2022$118.52$138.90$140.06
11 Feb 2022$123.26$131.58$139.09
4 Mar 2022$118.74$128.33$137.75
25 Mar 2022$113.87$121.34$135.43
14 Apr 2022$106.12$117.55$133.68
6 May 2022$110.56$112.84$131.77
27 May 2022$115.14$110.70$130.01
17 Jun 2022$93.88$108.07$127.76
8 Jul 2022$91.74$104.42$124.94
29 Jul 2022$99.97$99.49$121.40
19 Aug 2022$101.65$96.73$117.37
9 Sep 2022$98.73$96.72$113.44
30 Sep 2022$82.25$95.38$109.55
21 Oct 2022$95.27$92.57$106.10
11 Nov 2022$116.35$94.04$104.34
2 Dec 2022$115.48$99.88$103.43
23 Dec 2022$109.55$106.83$102.59
13 Jan 2023$126.72$112.23$102.75
3 Feb 2023$134.23$117.10$104.05
24 Feb 2023$126.56$122.47$105.51
17 Mar 2023$113.00$126.88$106.55
6 Apr 2023$113.45$123.91$107.29
28 Apr 2023$114.07$120.07$109.19
19 May 2023$108.23$113.73$110.15
9 Jun 2023$120.42$113.13$110.85
30 Jun 2023$123.59$114.36$112.65
21 Jul 2023$138.41$118.85$115.68
11 Aug 2023$138.13$127.49$119.18
1 Sep 2023$141.48$132.47$121.41
22 Sep 2023$136.57$137.51$123.30
13 Oct 2023$131.20$136.92$125.24
3 Nov 2023$141.40$135.85$126.15
24 Nov 2023$146.90$136.68$127.05
15 Dec 2023$164.68$141.31$128.78
5 Jan 2024$166.59$150.60$131.86
26 Jan 2024$173.89$160.96$135.90
16 Feb 2024$184.43$170.25$140.38
8 Mar 2024$196.33$177.41$145.95
28 Mar 2024$192.59$183.81$151.46
19 Apr 2024$186.36$188.52$156.57
10 May 2024$196.25$190.56$160.87
31 May 2024$202.94$193.18$165.39
21 Jun 2024$194.77$194.63$169.70
12 Jul 2024$226.94$200.97$174.57
2 Aug 2024$227.98$214.90$182.66
23 Aug 2024$245.09$225.79$190.38
13 Sep 2024$238.93$236.30$197.11
4 Oct 2024$251.74$242.25$204.44
25 Oct 2024$260.57$251.34$211.75
15 Nov 2024$299.38$265.41$220.38
6 Dec 2024$297.76$281.61$229.12
27 Dec 2024$278.04$289.69$235.86
17 Jan 2025$282.60$291.16$241.27
7 Feb 2025$275.51$286.02$247.91
28 Feb 2025$241.80$273.64$252.69
21 Mar 2025$206.84$251.81$253.07
11 Apr 2025$173.81$225.42$252.65
2 May 2025$213.63$202.28$250.95
23 May 2025$226.10$203.57$249.95
13 Jun 2025$240.12$212.86$250.09
3 Jul 2025$287.50$235.63$251.73
25 Jul 2025$301.08$261.30$254.89
15 Aug 2025$307.71$281.98$257.63
5 Sep 2025$318.77$300.65$259.64
26 Sep 2025$342.39$318.09$262.59
17 Oct 2025$315.09$325.05$265.42
7 Nov 2025$306.54$324.61$267.90
28 Nov 2025$320.07$317.86$269.83
19 Dec 2025$342.36$317.23$276.44
9 Jan 2026$369.01$326.98$286.38
30 Jan 2026$353.27$344.88$298.99
20 Feb 2026$328.14$351.94$309.26
13 Mar 2026$268.24$338.92$314.64
2 Apr 2026$304.95$315.57$317.70
24 Apr 2026$344.30$311.42$323.24
15 May 2026$333.56$316.01$325.84
5 Jun 2026$339.43$333.49$328.58
26 Jun 2026$342.02$345.14$331.33
17 Jul 2026$341.54$345.47$331.05
7 Aug 2026$305.94$341.68$331.30
28 Aug 2026$290.11$325.45$330.41
18 Sep 2026$262.60$306.45$328.46
9 Oct 2026$271.86$284.69$323.00
30 Oct 2026$290.50$271.82$315.88
4 Nov 2026$311.03$272.62$314.79
Weekly closing price ($) with its 50-day and 200-day averages. The strip under the chart shows the phase: tan sideways, green rising, yellow stalling near a high, orange falling. 10-year window.

Price stage: Rising from Oct 2025 to Feb 2026; Sideways from Feb 2026 to Apr 2026; Rising from Apr 2026 to Jul 2026; Sideways from Jul 2026 to Nov 2026.

Price stage: Rising from Nov 2023 to Feb 2025; Sideways from Feb 2025 to Jun 2025; Rising from Jun 2025 to Feb 2026; Sideways from Feb 2026 to Apr 2026; Rising from Apr 2026 to Jul 2026; Sideways from Jul 2026 to Nov 2026.

Price stage: Rising from Oct 2021 to Nov 2021; Sideways from Dec 2021 to Apr 2022; Falling from May 2022 to Oct 2022; Sideways from Nov 2022 to May 2023; Rising from Jun 2023 to Feb 2025; Sideways from Feb 2025 to Jun 2025; Rising from Jul 2025 to Feb 2026; Sideways from Feb 2026 to Mar 2026; Rising from Apr 2026 to Jul 2026; Sideways from Jul 2026 to Nov 2026.

Price stage: Rising from Dec 2017 to Sep 2018; Sideways from Oct 2018 to Jul 2019; Falling from Aug 2019 to Sep 2020; Sideways from Oct 2020 to Dec 2020; Rising from Jan 2021 to Nov 2021; Sideways from Dec 2021 to May 2022; Falling from May 2022 to Oct 2022; Sideways from Nov 2022 to May 2023; Rising from Jun 2023 to Feb 2025; Sideways from Feb 2025 to Jun 2025; Rising from Jul 2025 to Jul 2026; Sideways from Aug 2026 to Nov 2026.

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?

Ahead in 278 of 527 weeks

Week by week since 2016: did it beat the S&P 500 over the past 13 weeks?
Week13-week return vs S&P 500
8 Jul 2016no S&P 500 reading
15 Jul 2016no S&P 500 reading
22 Jul 2016no S&P 500 reading
29 Jul 2016no S&P 500 reading
5 Aug 2016no S&P 500 reading
12 Aug 2016no S&P 500 reading
19 Aug 2016no S&P 500 reading
26 Aug 2016no S&P 500 reading
2 Sep 2016no S&P 500 reading
9 Sep 2016no S&P 500 reading
16 Sep 2016no S&P 500 reading
23 Sep 2016no S&P 500 reading
30 Sep 2016no S&P 500 reading
7 Oct 2016+14.8%
14 Oct 2016+6.3%
21 Oct 2016+7.8%
28 Oct 2016+11.4%
4 Nov 2016+11.0%
11 Nov 2016+20.5%
18 Nov 2016+27.4%
25 Nov 2016+28.3%
2 Dec 2016+32.6%
9 Dec 2016+29.9%
16 Dec 2016+27.1%
23 Dec 2016+30.4%
30 Dec 2016+30.0%
6 Jan 2017+30.5%
13 Jan 2017+34.5%
20 Jan 2017+31.1%
27 Jan 2017+32.2%
3 Feb 2017+35.9%
10 Feb 2017+20.9%
17 Feb 2017+15.1%
24 Feb 2017+11.7%
3 Mar 2017+9.8%
10 Mar 2017+11.7%
17 Mar 2017+15.6%
24 Mar 2017+6.5%
31 Mar 2017+7.9%
7 Apr 2017+1.2%
13 Apr 2017−1.9%
21 Apr 2017+2.0%
28 Apr 2017−8.8%
5 May 2017−11.1%
12 May 2017−12.5%
19 May 2017−14.0%
26 May 2017−13.0%
2 Jun 2017−16.7%
9 Jun 2017−14.7%
16 Jun 2017−14.6%
23 Jun 2017−12.0%
30 Jun 2017−12.1%
7 Jul 2017−8.0%
14 Jul 2017−8.1%
21 Jul 2017−8.1%
28 Jul 2017+1.2%
4 Aug 2017+1.0%
11 Aug 2017+4.9%
18 Aug 2017+4.3%
25 Aug 2017+4.7%
1 Sep 2017+7.3%
8 Sep 2017−3.3%
15 Sep 2017−0.1%
22 Sep 2017+5.6%
29 Sep 2017+9.9%
6 Oct 2017+5.3%
13 Oct 2017+1.7%
20 Oct 2017+1.0%
27 Oct 2017−1.8%
3 Nov 2017−3.8%
10 Nov 2017+0.1%
17 Nov 2017+4.7%
24 Nov 2017+7.3%
1 Dec 2017+8.3%
8 Dec 2017+20.5%
15 Dec 2017+14.7%
22 Dec 2017+12.1%
29 Dec 2017+5.9%
5 Jan 2018+8.5%
12 Jan 2018+19.2%
19 Jan 2018+13.9%
26 Jan 2018+13.2%
2 Feb 2018+20.5%
9 Feb 2018+14.1%
16 Feb 2018+10.8%
23 Feb 2018+4.4%
2 Mar 2018+3.8%
9 Mar 2018+4.0%
16 Mar 2018+2.2%
23 Mar 2018−4.9%
29 Mar 2018−1.7%
6 Apr 2018+1.5%
13 Apr 2018−0.1%
20 Apr 2018+1.9%
27 Apr 2018+8.8%
4 May 2018+6.6%
11 May 2018+11.4%
18 May 2018+12.7%
25 May 2018+17.8%
1 Jun 2018+13.1%
8 Jun 2018+13.1%
15 Jun 2018+16.4%
22 Jun 2018+21.8%
29 Jun 2018+17.8%
6 Jul 2018+15.6%
13 Jul 2018+9.0%
20 Jul 2018+12.4%
27 Jul 2018+6.6%
3 Aug 2018+4.7%
10 Aug 2018−1.9%
17 Aug 2018−3.8%
24 Aug 2018−6.7%
31 Aug 2018−5.4%
7 Sep 2018−12.3%
14 Sep 2018−10.4%
21 Sep 2018−10.9%
28 Sep 2018−11.8%
5 Oct 2018−15.5%
12 Oct 2018−14.1%
19 Oct 2018−18.4%
26 Oct 2018−22.2%
2 Nov 2018−23.6%
9 Nov 2018−21.6%
16 Nov 2018−21.5%
23 Nov 2018−17.1%
30 Nov 2018−17.2%
7 Dec 2018−15.6%
14 Dec 2018−19.2%
21 Dec 2018−17.9%
28 Dec 2018−14.9%
4 Jan 2019−7.9%
11 Jan 2019−3.5%
18 Jan 2019+1.1%
25 Jan 2019+4.0%
1 Feb 2019+9.3%
8 Feb 2019+9.2%
15 Feb 2019+11.0%
22 Feb 2019+7.4%
1 Mar 2019+11.6%
8 Mar 2019+10.5%
15 Mar 2019+14.0%
22 Mar 2019+16.8%
29 Mar 2019+14.6%
5 Apr 2019+8.6%
12 Apr 2019+4.6%
18 Apr 2019+0.1%
26 Apr 2019+3.8%
3 May 2019−3.1%
10 May 2019−5.9%
17 May 2019−13.4%
24 May 2019−11.8%
31 May 2019−15.7%
7 Jun 2019−5.1%
14 Jun 2019−5.9%
21 Jun 2019−4.9%
28 Jun 2019−6.4%
5 Jul 2019−8.0%
12 Jul 2019−7.8%
19 Jul 2019−9.6%
26 Jul 2019−10.5%
2 Aug 2019−14.7%
9 Aug 2019−14.0%
16 Aug 2019−5.2%
23 Aug 2019−7.2%
30 Aug 2019−3.0%
6 Sep 2019−14.3%
13 Sep 2019−8.1%
20 Sep 2019−5.7%
27 Sep 2019−11.9%
4 Oct 2019−14.2%
11 Oct 2019−14.8%
18 Oct 2019−12.0%
25 Oct 2019−16.5%
1 Nov 2019−11.4%
8 Nov 2019−6.4%
15 Nov 2019−11.8%
22 Nov 2019−7.0%
29 Nov 2019−10.5%
6 Dec 2019−7.3%
13 Dec 2019−15.0%
20 Dec 2019−17.1%
27 Dec 2019−13.6%
3 Jan 2020−12.6%
10 Jan 2020−11.8%
17 Jan 2020−11.1%
24 Jan 2020−8.9%
31 Jan 2020−3.1%
7 Feb 2020−5.0%
14 Feb 2020−2.1%
21 Feb 2020−6.4%
28 Feb 2020−8.2%
6 Mar 2020−14.5%
13 Mar 2020−19.5%
20 Mar 2020−24.6%
27 Mar 2020−16.8%
3 Apr 2020−12.5%
9 Apr 2020−10.4%
17 Apr 2020−14.9%
24 Apr 2020−22.3%
1 May 2020−22.7%
8 May 2020−22.6%
15 May 2020−23.6%
22 May 2020−22.1%
29 May 2020−20.0%
5 Jun 2020−2.6%
12 Jun 2020+5.2%
19 Jun 2020+26.6%
26 Jun 2020+1.1%
2 Jul 2020−4.7%
10 Jul 2020−15.3%
17 Jul 2020−8.5%
24 Jul 2020+5.4%
31 Jul 2020−4.7%
7 Aug 2020+3.6%
14 Aug 2020+12.7%
21 Aug 2020+2.6%
28 Aug 2020−1.4%
4 Sep 2020−9.7%
11 Sep 2020−4.0%
18 Sep 2020+7.8%
25 Sep 2020+0.4%
2 Oct 2020+13.5%
9 Oct 2020+24.2%
16 Oct 2020+29.1%
23 Oct 2020+41.0%
30 Oct 2020+43.8%
6 Nov 2020+27.4%
13 Nov 2020+28.8%
20 Nov 2020+38.2%
27 Nov 2020+43.3%
4 Dec 2020+42.6%
11 Dec 2020+53.9%
18 Dec 2020+51.2%
24 Dec 2020+68.5%
31 Dec 2020+46.9%
8 Jan 2021+47.1%
15 Jan 2021+43.3%
22 Jan 2021+25.4%
29 Jan 2021+23.8%
5 Feb 2021+29.6%
12 Feb 2021+25.7%
19 Feb 2021+24.5%
26 Feb 2021+25.3%
5 Mar 2021+25.9%
12 Mar 2021+31.8%
19 Mar 2021+21.7%
26 Mar 2021+9.9%
1 Apr 2021+16.7%
9 Apr 2021+5.6%
16 Apr 2021+4.5%
23 Apr 2021+14.7%
30 Apr 2021+15.7%
7 May 2021+18.8%
14 May 2021+19.6%
21 May 2021+18.6%
28 May 2021+11.4%
4 Jun 2021+4.6%
11 Jun 2021−6.9%
18 Jun 2021−13.4%
25 Jun 2021−1.2%
2 Jul 2021−2.5%
9 Jul 2021−3.2%
16 Jul 2021−9.0%
23 Jul 2021−9.9%
30 Jul 2021−10.7%
6 Aug 2021−14.6%
13 Aug 2021−13.8%
20 Aug 2021−17.0%
27 Aug 2021−11.4%
3 Sep 2021−9.2%
10 Sep 2021−7.1%
17 Sep 2021+1.5%
24 Sep 2021−4.3%
1 Oct 2021−4.0%
8 Oct 2021+7.9%
15 Oct 2021+15.9%
22 Oct 2021+15.2%
29 Oct 2021+10.1%
5 Nov 2021+8.4%
12 Nov 2021+8.3%
19 Nov 2021+6.8%
26 Nov 2021+0.6%
3 Dec 2021−3.2%
10 Dec 2021−7.6%
17 Dec 2021−7.3%
23 Dec 2021−7.4%
31 Dec 2021−11.0%
7 Jan 2022−12.9%
14 Jan 2022−18.0%
21 Jan 2022−22.6%
28 Jan 2022−17.3%
4 Feb 2022−10.2%
11 Feb 2022−15.1%
18 Feb 2022−12.0%
25 Feb 2022−6.2%
4 Mar 2022−6.8%
11 Mar 2022−8.1%
18 Mar 2022−8.7%
25 Mar 2022−12.3%
1 Apr 2022−13.1%
8 Apr 2022−17.4%
14 Apr 2022−14.6%
22 Apr 2022−6.7%
29 Apr 2022−5.0%
6 May 2022−6.2%
13 May 2022−2.4%
20 May 2022+1.0%
27 May 2022−4.8%
3 Jun 2022−2.1%
10 Jun 2022−3.2%
17 Jun 2022−2.6%
24 Jun 2022−0.1%
1 Jul 2022+0.0%
8 Jul 2022−1.7%
15 Jul 2022−3.7%
22 Jul 2022−3.2%
29 Jul 2022−5.5%
5 Aug 2022−9.2%
12 Aug 2022−10.4%
19 Aug 2022−15.6%
26 Aug 2022−14.0%
2 Sep 2022−11.0%
9 Sep 2022−4.8%
16 Sep 2022−9.8%
23 Sep 2022−11.0%
30 Sep 2022−6.3%
7 Oct 2022+0.7%
14 Oct 2022+7.9%
21 Oct 2022+4.4%
28 Oct 2022+9.8%
4 Nov 2022+13.6%
11 Nov 2022+17.5%
18 Nov 2022+16.6%
25 Nov 2022+18.7%
2 Dec 2022+20.0%
9 Dec 2022+12.3%
16 Dec 2022+20.4%
23 Dec 2022+30.0%
30 Dec 2022+25.6%
6 Jan 2023+32.6%
13 Jan 2023+29.3%
20 Jan 2023+25.4%
27 Jan 2023+18.3%
3 Feb 2023+17.5%
10 Feb 2023+10.0%
17 Feb 2023+13.6%
24 Feb 2023+12.9%
3 Mar 2023+15.3%
10 Mar 2023+12.0%
17 Mar 2023+3.4%
24 Mar 2023−2.4%
31 Mar 2023−1.3%
6 Apr 2023−11.2%
14 Apr 2023−8.2%
21 Apr 2023−4.4%
28 Apr 2023−13.2%
5 May 2023−19.1%
12 May 2023−19.9%
19 May 2023−20.0%
26 May 2023−19.3%
2 Jun 2023−20.2%
9 Jun 2023−9.9%
16 Jun 2023−4.3%
23 Jun 2023−3.9%
30 Jun 2023−1.2%
7 Jul 2023−2.8%
14 Jul 2023+0.7%
21 Jul 2023+1.3%
28 Jul 2023+7.8%
4 Aug 2023+18.8%
11 Aug 2023+22.1%
18 Aug 2023+18.7%
25 Aug 2023+17.6%
1 Sep 2023+19.4%
8 Sep 2023+12.5%
15 Sep 2023+17.3%
22 Sep 2023+17.6%
29 Sep 2023+15.1%
6 Oct 2023+14.4%
13 Oct 2023+3.0%
20 Oct 2023+0.5%
27 Oct 2023+4.5%
3 Nov 2023+5.1%
10 Nov 2023+1.4%
17 Nov 2023+5.2%
24 Nov 2023+6.0%
1 Dec 2023+4.2%
8 Dec 2023+7.4%
15 Dec 2023+7.9%
22 Dec 2023+13.8%
29 Dec 2023+12.9%
5 Jan 2024+16.2%
12 Jan 2024+17.5%
19 Jan 2024+18.0%
26 Jan 2024+18.6%
2 Feb 2024+11.3%
9 Feb 2024+15.1%
16 Feb 2024+16.9%
23 Feb 2024+13.0%
1 Mar 2024+12.6%
8 Mar 2024+15.7%
15 Mar 2024+6.3%
22 Mar 2024+3.6%
28 Mar 2024+2.5%
5 Apr 2024+5.3%
12 Apr 2024+6.5%
19 Apr 2024+5.8%
26 Apr 2024+1.7%
3 May 2024+3.9%
10 May 2024+6.0%
17 May 2024+4.3%
24 May 2024+7.4%
31 May 2024+6.1%
7 Jun 2024−6.3%
14 Jun 2024−2.2%
21 Jun 2024−3.1%
28 Jun 2024+4.2%
5 Jul 2024+3.0%
12 Jul 2024+9.3%
19 Jul 2024+18.2%
26 Jul 2024+28.1%
2 Aug 2024+15.9%
9 Aug 2024+16.4%
16 Aug 2024+13.6%
23 Aug 2024+13.7%
30 Aug 2024+14.2%
6 Sep 2024+20.4%
13 Sep 2024+17.6%
20 Sep 2024+27.5%
27 Sep 2024+16.9%
4 Oct 2024+15.0%
11 Oct 2024+13.5%
18 Oct 2024+12.4%
25 Oct 2024−1.8%
1 Nov 2024+10.8%
8 Nov 2024+20.3%
15 Nov 2024+18.7%
22 Nov 2024+21.1%
29 Nov 2024+18.4%
6 Dec 2024+14.7%
13 Dec 2024+16.2%
20 Dec 2024+3.4%
27 Dec 2024+5.3%
3 Jan 2025+7.0%
10 Jan 2025−1.2%
17 Jan 2025−3.4%
24 Jan 2025+4.7%
31 Jan 2025+3.0%
7 Feb 2025−11.2%
14 Feb 2025−14.1%
21 Feb 2025−20.4%
28 Feb 2025−20.1%
7 Mar 2025−25.3%
14 Mar 2025−25.2%
21 Mar 2025−20.4%
28 Mar 2025−21.6%
4 Apr 2025−26.3%
11 Apr 2025−25.9%
17 Apr 2025−23.9%
25 Apr 2025−21.5%
2 May 2025−20.8%
9 May 2025−15.2%
16 May 2025−7.8%
23 May 2025−6.1%
30 May 2025−3.5%
6 Jun 2025+14.7%
13 Jun 2025+13.5%
20 Jun 2025+12.9%
27 Jun 2025+24.1%
3 Jul 2025+51.6%
11 Jul 2025+50.9%
18 Jul 2025+45.5%
25 Jul 2025+36.7%
1 Aug 2025+27.9%
8 Aug 2025+23.4%
15 Aug 2025+19.1%
22 Aug 2025+30.0%
29 Aug 2025+29.5%
5 Sep 2025+21.8%
12 Sep 2025+32.3%
19 Sep 2025+33.8%
26 Sep 2025+19.7%
3 Oct 2025+7.4%
10 Oct 2025−1.5%
17 Oct 2025−0.3%
24 Oct 2025+1.4%
31 Oct 2025−9.5%
7 Nov 2025−1.6%
14 Nov 2025−4.4%
21 Nov 2025−6.4%
28 Nov 2025−6.4%
5 Dec 2025−1.9%
12 Dec 2025−5.1%
19 Dec 2025−6.3%
26 Dec 2025−1.4%
2 Jan 2026+4.7%
9 Jan 2026+16.3%
16 Jan 2026+16.1%
23 Jan 2026+9.9%
30 Jan 2026+18.5%
6 Feb 2026+13.8%
13 Feb 2026+3.3%
20 Feb 2026+2.6%
27 Feb 2026−3.9%
6 Mar 2026−10.9%
13 Mar 2026−17.6%
20 Mar 2026−15.0%
27 Mar 2026−12.6%
2 Apr 2026−9.2%
10 Apr 2026−6.3%
17 Apr 2026−6.9%
24 Apr 2026−8.5%
1 May 2026−14.5%
8 May 2026−11.4%
15 May 2026−4.9%
22 May 2026−2.7%
29 May 2026+0.1%
5 Jun 2026+7.7%
12 Jun 2026+21.2%
18 Jun 2026+20.1%
26 Jun 2026+7.6%
2 Jul 2026−1.2%
10 Jul 2026−12.0%
17 Jul 2026−10.6%
24 Jul 2026−4.9%
31 Jul 2026−2.5%
7 Aug 2026−15.2%
14 Aug 2026−12.9%
21 Aug 2026−18.4%
28 Aug 2026−16.6%
4 Sep 2026−16.7%
11 Sep 2026−24.4%
18 Sep 2026−31.4%
25 Sep 2026−28.9%
2 Oct 2026−27.0%
9 Oct 2026−21.9%
16 Oct 2026−28.3%
23 Oct 2026−28.7%
30 Oct 2026−10.5%
4 Nov 2026+2.5%
Each bar is one week, from 2016 to now (527 weeks with a reading). Green means the stock's return over the previous 13 weeks beat the S&P 500; red means it trailed. The colour is strongest at a gap of 25 percentage points or more. A gap means there is no reading for that week.

Over the last 10 years the share price moved +582% while the S&P 500 moved +261%, so it is ahead of the index over that whole period. The chart above shows the 13-week comparison for every week.

This page treats a rise as over when the price closes below its 200-day average on two Fridays in a row.

What dividend does Evercore pay?

Evercore Inc. paid $3.46 per share over the last four reported quarters. The most recent declaration was $0.89 for Jun 2026. At today's price of $311.03 that is a yield of 1.11%, based on dividends already paid, not a forecast.

A dividend is cash paid out for each share. The 12-month total is the four most recent quarters added together.

Dividend per share each quarter: latest $0.89 (Jun 2026)

  • Dividend per share $0.89
Dividend per share each quarter: latest $0.89 (Jun 2026)
QuarterDividend per share
Sep 2023$0.76
Dec 2023$0.76
Mar 2024$0.80
Jun 2024$0.80
Sep 2024$0.80
Dec 2024$0.80
Mar 2025$0.84
Jun 2025$0.84
Sep 2025$0.84
Dec 2025$0.84
Mar 2026$0.89
Jun 2026$0.89
Declared dividend per share, $ a share, each reported quarter. 12 quarters on file.

Which stock lists is Evercore on?

Evercore is not in the Nasdaq 100, the S&P 500 or the Dow Jones 30, and is not on the US tech stocks list.

Is Evercore profitable?

Evercore Inc. earned $95.3 M of net profit in the Jun 2026 quarter, −2.0% on the same quarter a year earlier. Full-year FY25 profit was $592 M. Over 4 years profit has grown −5.4% a year on average. That is 9.6% of the quarter's revenue. The same quarter a year earlier earned $97.2 M.

Net profit is what is left after every cost, interest and tax. Earnings per share, dividends and book value all grow from it.

For the full year, FY25 profit was $592 M (+56.5% on the year before).

FY25 profit $592 M (+56.5% on the year before), −5.4% a year over 4 years

  • Net profit $592 M
FY25 profit $592 M (+56.5% on the year before), −5.4% a year over 4 years
QuarterNet profit
FY21$740 M
FY22$477 M
FY23$255 M
FY24$378 M
FY25$592 M

Growth on a year earlier

  • Growth on a year earlier 56.5%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−35.6%
FY23−46.4%
FY2448.1%
FY2556.5%
Top: net profit each year, $ M. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $95.3 M (−2.0% on a year earlier)

  • Net profit (quarterly) $95.3 M
Jun 2026: $95.3 M (−2.0% on a year earlier)
QuarterNet profit (quarterly)
Sep 2023$52.1 M
Dec 2023$82.7 M
Mar 2024$85.7 M
Jun 2024$73.8 M
Sep 2024$78.4 M
Dec 2024$140 M
Mar 2025$146 M
Jun 2025$97.2 M
Sep 2025$145 M
Dec 2025$204 M
Mar 2026$301 M
Jun 2026$95.3 M

Growth on a year earlier

  • Growth on a year earlier −2%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 2023−36.7%
Dec 2023−41.1%
Mar 20242.8%
Jun 202498.2%
Sep 202450.3%
Dec 202469.7%
Mar 202570.6%
Jun 202531.8%
Sep 202584.4%
Dec 202545.2%
Mar 2026106.1%
Jun 2026−2%
Top: net profit each quarter, $ M. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Why profit moved: revenue changed +18.8% on a year earlier and the margin moved −2.1 percentage points. Sales did the work while the margin got thinner.

On average over the last four quarters, profit changed +58.4% and revenue +48.2%. Profit is growing faster than sales: fixed costs are spread over more sales, so each extra dollar of revenue adds more to profit.

How much revenue does Evercore make, and is it growing?

Evercore Inc. reported $990 M of income in the Jun 2026 quarter, +18.8% on the same quarter a year earlier. That is the 10th quarter in a row with growth on the year before. Over 4 years it has grown 4.1% a year on average. The last full year, FY25, came in at $3.9 B.

For a bank, revenue is everything it earns: interest on its loans plus fees from its businesses.

The last four reported quarters add to $4.7 B.

FY25 revenue was $3.9 B, +29.4% on the year before.

FY25 revenue $3.9 B (+29.4% on the year before), 4.1% a year over 4 years

  • Revenue $3.9 B
FY25 revenue $3.9 B (+29.4% on the year before), 4.1% a year over 4 years
QuarterRevenue
FY21$3.3 B
FY22$2.8 B
FY23$2.4 B
FY24$3.0 B
FY25$3.9 B

Growth on a year earlier

  • Growth on a year earlier 29.4%
Growth on a year earlier
QuarterGrowth on a year earlier
FY21–
FY22−15.9%
FY23−12.2%
FY2422.8%
FY2529.4%
Top: revenue each year, $ B. Below: growth on the year before, %. 5-year window. A grey bar is lower than the year before.

Jun 2026: $990 M (+18.8% on a year earlier), the 10th quarter in a row of growth

  • Revenue (quarterly) $990 M
Jun 2026: $990 M (+18.8% on a year earlier), the 10th quarter in a row of growth
QuarterRevenue (quarterly)
Sep 2023$570 M
Dec 2023$784 M
Mar 2024$581 M
Jun 2024$689 M
Sep 2024$735 M
Dec 2024$975 M
Mar 2025$695 M
Jun 2025$834 M
Sep 2025$1.0 B
Dec 2025$1.3 B
Mar 2026$1.4 B
Jun 2026$990 M

Growth on a year earlier

  • Growth on a year earlier 18.8%
Growth on a year earlier
QuarterGrowth on a year earlier
Sep 2023−1.2%
Dec 2023−5.7%
Mar 20241.5%
Jun 202438%
Sep 202428.9%
Dec 202424.3%
Mar 202519.6%
Jun 202521%
Sep 202541.4%
Dec 202532.2%
Mar 2026100.3%
Jun 202618.8%
Top: revenue each quarter, $ B. Below: growth on the same quarter a year earlier, %. Last 12 quarters. A grey bar is lower than the quarter before.

Recent pace: the last four quarters grew +48.2% on average, against 4.1% a year over the longer run, so this year is growing faster than its own long-run rate.

Is growth speeding up? Revenue over the last 12 months grew +45.4%, against +34.0% a year over the last 8 quarters (accelerating); profit over the last 12 months grew +61.2%, against +59.1% a year (stabilising).

How much does Evercore keep from what it earns?

Evercore Inc.'s net margin was 9.6% in the Jun 2026 quarter, 2.1 percentage points lower than the same quarter a year ago. Across 5 years it has been between 10.5% and 22.5%. The latest quarter is below every full year in that period.

Net margin is what the bank keeps from every $100 of revenue after every cost, provision for bad loans and tax. With big fee businesses in the mix, it is the clearest margin we can read for this bank.

Why: the net margin move is clear, but the cost details behind it are not in our data, so we show the move without guessing the reason.

FY25: 15.3%, within a range of 10.5% to 22.5% over 5 years

  • Net margin 15.3%
FY25: 15.3%, within a range of 10.5% to 22.5% over 5 years
QuarterNet margin
FY2122.5%
FY2217.3%
FY2310.5%
FY2412.7%
FY2515.3%

Change on the year before (points)

  • Change on the year before (points) +2.6 pts
Change on the year before (points)
QuarterChange on the year before (points)
FY21–
FY22−5.2 pts
FY23−6.8 pts
FY24+2.2 pts
FY25+2.6 pts
Net margin each year, % (top). Below: change on the year before, in percentage points. 5-year window.

Jun 2026: net margin 9.6% (−2.1 points on a year earlier)

  • Net margin 9.6%
Jun 2026: net margin 9.6% (−2.1 points on a year earlier)
QuarterNet margin
Sep 20239.1%
Dec 202310.6%
Mar 202414.8%
Jun 202410.7%
Sep 202410.7%
Dec 202414.4%
Mar 202521%
Jun 202511.7%
Sep 202513.9%
Dec 202515.8%
Mar 202621.6%
Jun 20269.6%

Change on a year earlier (points)

  • Change on a year earlier (points) −2.1 pts
Change on a year earlier (points)
QuarterChange on a year earlier (points)
Sep 2023−5.2 pts
Dec 2023−6.3 pts
Mar 2024+0.2 pts
Jun 2024+3.3 pts
Sep 2024+1.6 pts
Dec 2024+3.8 pts
Mar 2025+6.2 pts
Jun 2025+1.0 pts
Sep 2025+3.2 pts
Dec 2025+1.4 pts
Mar 2026+0.6 pts
Jun 2026−2.1 pts
Top: quarterly net margin, %. Below: change on the same quarter a year earlier, in percentage points. Last 12 quarters. Net profit as a share of total revenue, each quarter.

How many of Evercore's loans have gone bad?

Evercore Inc. does not report loan-quality figures this page can read, so this section says so rather than guess. No bad-loan figures are filed in a form this page can read, and none are guessed from the profit line. The income, margin and return sections carry what this business does report.

Gross NPA is the share of the loan book where repayments have stopped. Net NPA is what is left after the money the lender has already set aside for those loans. Falling is good; rising is a warning.

Why: loan quality drives a lender, but its details (new bad loans, recoveries, money set aside) are not in our data for this company. The sections around this one carry what we can back up.

How fast is Evercore's loan book growing?

Evercore Inc.'s revenue was $3.9 B in FY25, +29.4% on the year before, so the loan book is growing. The latest quarter was +18.8% on a year earlier. The net margin on that income is 9.6%, −2.1 percentage points on a year ago.

We read the loan book through revenue: when the book and the businesses grow, revenue grows with them. It is only a rough guide, because interest-rate changes and fee swings can move it a few points in any year.

Interest income stands in for the size of the loan book; changes in interest rates can move it a few points in any year.

FY25: revenue $3.9 B (+29.4% on the year before), net margin 15.3%

  • Revenue $3.9 B
FY25: revenue $3.9 B (+29.4% on the year before), net margin 15.3%
QuarterRevenue
FY21$3.3 B
FY22$2.8 B
FY23$2.4 B
FY24$3.0 B
FY25$3.9 B

Net margin

  • Net margin 15.3%
Net margin
QuarterNet margin
FY2122.5%
FY2217.3%
FY2310.5%
FY2412.7%
FY2515.3%
Top: revenue each year, $ B. Below: net margin, %. 5-year window. A grey bar is lower than the year before.

In short: a lender grows well when its loan book grows, its margin stays steady and its loans stay clean. Quarterly loan-quality figures are missing here, so revenue growth and margin are the two we watch.

What is Evercore's P/BV ratio, and how does it compare with its own history?

Evercore Inc.'s P/BV is 6.4×, near the high end of its own history: higher than 73% of past readings. Its usual P/BV (the middle reading) is 5.1×, over 5.3 years of weekly prices. This compares the share price with the company’s own past. It does not say what the business is worth.

For a bank or lender we compare the price with book value, the net worth on its balance sheet. P/BV is how many dollars the market pays for each $1 of that net worth. Below 1× means the market values it at less than its net worth.

P/BV 6.4× against a usual 5.1×: near the high end of its own history: higher than 73% of past readings

  • P/BV 6.44×
  • Median 5.06×
P/BV 6.4× against a usual 5.1×: near the high end of its own history: higher than 73% of past readings
WeekP/BVMedian
2 Jul 202110.5×5.06×
16 Jul 20219.84×5.06×
30 Jul 202110.0×5.06×
13 Aug 202110.5×5.06×
27 Aug 202110.5×5.06×
10 Sep 202110.5×5.06×
24 Sep 202110.4×5.06×
8 Oct 20214.69×5.06×
22 Oct 20215.12×5.06×
5 Nov 20214.84×5.06×
19 Nov 20214.79×5.06×
3 Dec 20214.29×5.06×
17 Dec 20214.28×5.06×
31 Dec 20213.90×5.06×
14 Jan 20223.82×5.06×
28 Jan 20223.44×5.06×
11 Feb 20223.54×5.06×
25 Feb 20223.67×5.06×
11 Mar 20223.18×5.06×
25 Mar 20223.27×5.06×
8 Apr 20223.10×5.06×
22 Apr 20223.09×5.06×
6 May 20223.18×5.06×
20 May 20223.15×5.06×
3 Jun 20223.17×5.06×
17 Jun 20222.70×5.06×
1 Jul 20222.73×5.06×
15 Jul 20222.59×5.06×
29 Jul 20222.90×5.06×
12 Aug 20223.04×5.06×
26 Aug 20222.79×5.06×
9 Sep 20222.86×5.06×
23 Sep 20222.37×5.06×
7 Oct 20222.37×5.06×
21 Oct 20222.62×5.06×
4 Nov 20222.91×5.06×
18 Nov 20223.09×5.06×
2 Dec 20223.18×5.06×
16 Dec 20222.96×5.06×
30 Dec 20223.00×5.06×
13 Jan 20233.16×5.06×
27 Jan 20233.19×5.06×
10 Feb 20233.26×5.06×
24 Feb 20233.16×5.06×
10 Mar 20232.96×5.06×
24 Mar 20232.76×5.06×
6 Apr 20233.16×5.06×
21 Apr 20233.47×5.06×
5 May 20233.03×5.06×
19 May 20233.02×5.06×
2 Jun 20233.16×5.06×
16 Jun 20233.41×5.06×
30 Jun 20233.33×5.06×
14 Jul 20233.57×5.06×
28 Jul 20233.62×5.06×
11 Aug 20233.72×5.06×
25 Aug 20233.62×5.06×
8 Sep 20233.77×5.06×
22 Sep 20233.68×5.06×
6 Oct 20233.45×5.06×
20 Oct 20233.36×5.06×
3 Nov 20233.67×5.06×
17 Nov 20233.74×5.06×
1 Dec 20233.89×5.06×
15 Dec 20234.27×5.06×
29 Dec 20234.43×5.06×
12 Jan 20244.02×5.06×
26 Jan 20244.17×5.06×
9 Feb 20244.28×5.06×
23 Feb 20244.38×5.06×
8 Mar 20244.70×5.06×
22 Mar 20244.60×5.06×
5 Apr 20245.16×5.06×
19 Apr 20244.97×5.06×
3 May 20245.06×5.06×
17 May 20245.42×5.06×
31 May 20245.41×5.06×
14 Jun 20245.26×5.06×
28 Jun 20245.56×5.06×
12 Jul 20245.74×5.06×
26 Jul 20246.30×5.06×
9 Aug 20245.89×5.06×
23 Aug 20246.20×5.06×
6 Sep 20245.92×5.06×
20 Sep 20246.49×5.06×
4 Oct 20246.15×5.06×
18 Oct 20246.99×5.06×
1 Nov 20246.57×5.06×
15 Nov 20247.32×5.06×
29 Nov 20247.52×5.06×
13 Dec 20247.22×5.06×
27 Dec 20246.79×5.06×
10 Jan 20255.87×5.06×
24 Jan 20256.38×5.06×
7 Feb 20256.15×5.06×
21 Feb 20255.58×5.06×
7 Mar 20254.61×5.06×
21 Mar 20254.62×5.06×
4 Apr 20254.21×5.06×
17 Apr 20254.65×5.06×
2 May 20255.48×5.06×
16 May 20256.20×5.06×
30 May 20255.94×5.06×
13 Jun 20256.16×5.06×
27 Jun 20256.90×5.06×
11 Jul 20256.80×5.06×
25 Jul 20257.02×5.06×
8 Aug 20256.90×5.06×
22 Aug 20257.46×5.06×
5 Sep 20257.43×5.06×
19 Sep 20258.30×5.06×
3 Oct 20257.01×5.06×
17 Oct 20256.71×5.06×
31 Oct 20256.28×5.06×
14 Nov 20256.56×5.06×
28 Nov 20256.82×5.06×
12 Dec 20257.18×5.06×
26 Dec 20257.50×5.06×
9 Jan 20267.00×5.06×
23 Jan 20266.86×5.06×
6 Feb 20266.78×5.06×
20 Feb 20266.22×5.06×
6 Mar 20265.48×5.06×
20 Mar 20265.21×5.06×
2 Apr 20266.62×5.06×
17 Apr 20267.88×5.06×
1 May 20266.88×5.06×
15 May 20267.24×5.06×
29 May 20267.40×5.06×
12 Jun 20267.76×5.06×
26 Jun 20267.42×5.06×
10 Jul 20266.93×5.06×
24 Jul 20267.03×5.06×
7 Aug 20266.33×5.06×
21 Aug 20266.04×5.06×
4 Sep 20266.16×5.06×
18 Sep 20265.43×5.06×
2 Oct 20265.41×5.06×
16 Oct 20265.26×5.06×
30 Oct 20266.01×5.06×
4 Nov 20266.44×5.06×

Book value per share

  • Book value per share $48.33
Book value per share
WeekBook value per share
2 Jul 2021–
16 Jul 2021–
30 Jul 2021–
13 Aug 2021–
27 Aug 2021–
10 Sep 2021–
24 Sep 2021$13.16
8 Oct 2021$13.16
22 Oct 2021$13.16
5 Nov 2021$13.16
19 Nov 2021$13.16
3 Dec 2021$13.16
17 Dec 2021$13.16
31 Dec 2021$34.84
14 Jan 2022$34.84
28 Jan 2022$34.84
11 Feb 2022$34.84
25 Feb 2022$34.84
11 Mar 2022$34.84
25 Mar 2022$34.84
8 Apr 2022$34.84
22 Apr 2022$34.84
6 May 2022$34.84
20 May 2022$34.84
3 Jun 2022$34.84
17 Jun 2022$34.76
1 Jul 2022$34.76
15 Jul 2022$34.76
29 Jul 2022$34.76
12 Aug 2022$34.76
26 Aug 2022$34.76
9 Sep 2022$34.76
23 Sep 2022$36.35
7 Oct 2022$36.35
21 Oct 2022$36.35
4 Nov 2022$36.35
18 Nov 2022$36.35
2 Dec 2022$36.35
16 Dec 2022$36.35
30 Dec 2022$36.35
13 Jan 2023$36.35
27 Jan 2023$36.35
10 Feb 2023$36.35
24 Feb 2023$36.35
10 Mar 2023$36.35
24 Mar 2023$36.35
6 Apr 2023$35.88
21 Apr 2023$35.88
5 May 2023$35.88
19 May 2023$35.88
2 Jun 2023$35.88
16 Jun 2023$35.88
30 Jun 2023$37.10
14 Jul 2023$37.10
28 Jul 2023$37.10
11 Aug 2023$37.10
25 Aug 2023$37.10
8 Sep 2023$37.10
22 Sep 2023$37.10
6 Oct 2023$37.10
20 Oct 2023$37.10
3 Nov 2023$37.10
17 Nov 2023$37.10
1 Dec 2023$37.10
15 Dec 2023$37.10
29 Dec 2023$38.58
12 Jan 2024$38.58
26 Jan 2024$38.58
9 Feb 2024$38.58
23 Feb 2024$38.58
8 Mar 2024$38.58
22 Mar 2024$41.75
5 Apr 2024$41.75
19 Apr 2024$41.75
3 May 2024$41.75
17 May 2024$41.75
31 May 2024$41.75
14 Jun 2024$41.75
28 Jun 2024$37.51
12 Jul 2024$37.51
26 Jul 2024$37.51
9 Aug 2024$37.51
23 Aug 2024$37.51
6 Sep 2024$37.51
20 Sep 2024$39.55
4 Oct 2024$39.55
18 Oct 2024$39.55
1 Nov 2024$39.55
15 Nov 2024$39.55
29 Nov 2024$39.55
13 Dec 2024$39.55
27 Dec 2024$40.92
10 Jan 2025$40.92
24 Jan 2025$40.92
7 Feb 2025$40.92
21 Feb 2025$40.92
7 Mar 2025$40.92
21 Mar 2025$40.92
4 Apr 2025$44.80
17 Apr 2025$44.80
2 May 2025$44.80
16 May 2025$44.80
30 May 2025$44.80
13 Jun 2025$44.80
27 Jun 2025$38.97
11 Jul 2025$38.97
25 Jul 2025$38.97
8 Aug 2025$38.97
22 Aug 2025$38.97
5 Sep 2025$38.97
19 Sep 2025$42.88
3 Oct 2025$42.88
17 Oct 2025$42.88
31 Oct 2025$42.88
14 Nov 2025$42.88
28 Nov 2025$42.88
12 Dec 2025$42.88
26 Dec 2025$46.93
9 Jan 2026$46.93
23 Jan 2026$46.93
6 Feb 2026$46.93
20 Feb 2026$46.93
6 Mar 2026$46.93
20 Mar 2026$46.93
2 Apr 2026$52.74
17 Apr 2026$52.74
1 May 2026$52.74
15 May 2026$52.74
29 May 2026$52.74
12 Jun 2026$52.74
26 Jun 2026$46.08
10 Jul 2026$46.08
24 Jul 2026$46.08
7 Aug 2026$46.08
21 Aug 2026$46.08
4 Sep 2026$46.08
18 Sep 2026$48.33
2 Oct 2026$48.33
16 Oct 2026$48.33
30 Oct 2026$48.33
4 Nov 2026$48.33
Top: P/BV each week. Below: book value per share, quarterly steps drawn, a step line that moves once a quarter; 5.3 years of history; short peaks above 11× are drawn at the top edge.

PEG 0.96 at the Jun 2026 quarter end: below 1.0, so the P/E is smaller than the earnings growth rate

  • PEG 0.96×
  • PEG = 1.0 1.00×
PEG 0.96 at the Jun 2026 quarter end: below 1.0, so the P/E is smaller than the earnings growth rate
QuarterPEGPEG = 1.0
Sep 20210.73×1.00×
Dec 20210.73×1.00×
Mar 20220.73×1.00×
Jun 20220.73×1.00×
Sep 20220.73×1.00×
Dec 20220.73×1.00×
Mar 20230.73×1.00×
Jun 20230.73×1.00×
Sep 20230.73×1.00×
Dec 20230.73×1.00×
Mar 20240.73×1.00×
Jun 20240.73×1.00×
Sep 20240.53×1.00×
Dec 20240.59×1.00×
Mar 20250.59×1.00×
Jun 20250.59×1.00×
Sep 20250.59×1.00×
Dec 20250.65×1.00×
Mar 20260.83×1.00×
Jun 20260.96×1.00×
PEG each quarter: the P/E divided by the yearly growth rate of earnings. The flat line marks 1.0. Below it the P/E is smaller than the growth rate; above it the P/E is bigger. Last 20 quarters.
6.4×P/BV · higher than 73% of its last 5.3 years
1.00PEG · today, as reported

Why the multiple is where it is: over the past year book value grew while the price moved +1.5%. The price ran ahead of book value, which pushed the multiple up within its own range.

Where the price move came from: over 5 years the price moved +15.5% a year; about +9.1% a year came from book-value growth and about +6.4 percentage points from the multiple (the market paying more). The split is approximate (price return minus book-value growth). It shows how much of the move came from the market paying a different multiple.

In short: the multiple is high against its own past, so the book value trend underneath matters more than the multiple.

Is the Evercore business getting better or worse?

Evercore Inc.'s business is giving mixed signals. There is no clear direction across the growth lines, with ROE rising at 34.2%; each line tells part of the story. This is based on 12 quarters of 4 measures.

Every business is somewhere on a path of getting better or worse, and this section names where. The last 12 quarters of growth in revenue, profit and earnings per share, plus the return the business earns on its capital, are read as lines. Getting worse: the lines are falling. Turning around: a low point has just formed and the last few quarters are rising from it. Getting better: the rise from the low has lasted. Growing steadily: steady growth with healthy returns. Slowing from a peak: still high, but slowing. When the lines disagree the result is mixed; too little history means no reading. CAGR (compound annual growth rate) is the steady yearly rate that would turn the starting value into the latest one. It is the fairest way to compare growth over different periods. If the 1-year figure is much bigger than the 10-year one, recent growth is running faster than the long-run trend. A dash means there is no figure for that period, or the starting year was a loss, where a growth rate means nothing.

Growth year by year: revenue +29.4% in FY25, profit +56.5%

  • Revenue growth 29.4%
Growth year by year: revenue +29.4% in FY25, profit +56.5%
QuarterRevenue growth
FY21–
FY22−15.9%
FY23−12.2%
FY2422.8%
FY2529.4%

Profit growth, EPS growth

  • Profit growth 56.5%
  • EPS growth 54.7%
Profit growth, EPS growth
QuarterProfit growthEPS growth
FY21––
FY22−35.6%−32%
FY23−46.4%−45.1%
FY2448.1%42.5%
FY2556.5%54.7%
Growth on the year before, each year, %. Top: revenue. Below: net profit and earnings per share, on their own scale because profit growth swings much more. Zero line drawn.

Three growth lines over twelve quarters: revenue accelerating, profit stabilising

  • Revenue 45.4%
Three growth lines over twelve quarters: revenue accelerating, profit stabilising
QuarterRevenue
Sep 2023−18.8%
Dec 2023−12.2%
Mar 2024−6.8%
Jun 20245.8%
Sep 202412.8%
Dec 202422.8%
Mar 202527.1%
Jun 202523.4%
Sep 202527%
Dec 202529.4%
Mar 202647.2%
Jun 202645.4%

Profit, EPS

  • Profit 61.2%
  • EPS 61%
Profit, EPS
QuarterProfitEPS
Sep 2023−50.4%−48.7%
Dec 2023−46.4%−45.3%
Mar 2024−35.9%−35.3%
Jun 2024−14.3%−14.7%
Sep 20242.4%0.6%
Dec 202448.1%42.7%
Mar 202570.2%63.8%
Jun 202557%51.9%
Sep 202564.8%60.9%
Dec 202556.5%54.9%
Mar 202670.2%69.9%
Jun 202661.2%61%
Growth on a year earlier, % at each quarter end. Top: revenue. Below: profit and earnings per share, on their own scale because they swing much more. Each is measured over the last 12 months. A gap means there is no reading for that quarter.

ROE: the return line, worked out each quarter

  • ROE 34.2%
ROE: the return line, worked out each quarter
QuarterROE
Sep 202318.9%
Dec 202314.3%
Mar 202415.6%
Jun 202417%
Sep 202418%
Dec 202419.5%
Mar 202525%
Jun 202524.1%
Sep 202525.3%
Dec 202525.5%
Mar 202635.8%
Jun 202634.2%
Net profit over the last 12 months as a share of equity at the quarter end, %.
RisingRevenue growth · latest +45.4%, range −18.8% to +47.2%
FlatProfit growth · latest +61.2%, range −50.4% to +70.2%
FlatEPS growth · latest +61.0%, range −48.7% to +69.9%
RisingROE · latest 34.2%, range 14.3% to 35.8%

Why it matters: when the lines disagree, each line above matters more than any single label.

Compound annual growth rate (%)

Compound annual growth rate over each period, %. Revenue, profit and EPS come from yearly figures; the stock price row is price growth over the same periods. A dash means no figure for that period, or the starting year was a loss.

Compound annual growth rate (%)
Measure1yr3yr5yr10yr
Revenue+29.4%+11.8%——
Profit+56.5%+7.5%——
EPS+54.7%+6.6%——
Stock price+1.5%+30.1%+15.5%+18.9%
+18.8%Revenue growth (Jun 2026) · latest quarter against a year ago
−2.0%Profit growth (Jun 2026) · latest quarter against a year ago
4.1%Revenue, 4 years · yearly growth over the long run

How much does Evercore earn on its equity and assets?

Evercore Inc. earned a return on equity of 26% in FY25. Its lowest yearly reading on file was 14% in FY23. On its assets, every $100 earned about $19.29, before the effect of borrowing. For a lender the balance sheet is the business, so the return on equity and on assets have to be read together.

Two numbers rate a bank: ROE, what it earns on shareholders’ money, and ROA, what it earns on all its assets. An ROE above about 13 to 15% is healthy; below that, net worth grows slowly.

That is above the level a bank needs to grow its net worth steadily.

FY25: ROE 26%, ROA 13.40%, up from a FY23 low of 14%

  • ROE 25.5%
FY25: ROE 26%, ROA 13.40%, up from a FY23 low of 14%
QuarterROE
FY2145.3%
FY2227.6%
FY2314.3%
FY2419.5%
FY2525.5%

ROA

  • ROA 13.4%
ROA
QuarterROA
FY2124.2%
FY2214.3%
FY237.8%
FY2410.6%
FY2513.4%
Return on equity each year, % (top); return on assets, % (below). 5-year window. A lender is judged on ROE and ROA; return on capital used (ROIC) does not apply to a bank.

Jun 2026: ROE 58.6% (last 12 months), ROA 26.70%

  • ROE (12 months) 58.6%
Jun 2026: ROE 58.6% (last 12 months), ROA 26.70%
QuarterROE (12 months)
Sep 202310.6%
Dec 202314.4%
Mar 202421.4%
Jun 202421.7%
Sep 202419.4%
Dec 202420.1%
Mar 202533.3%
Jun 202533.3%
Sep 202523.3%
Dec 202531.5%
Mar 202640.4%
Jun 202658.6%

ROA (12 months)

  • ROA (12 months) 26.7%
ROA (12 months)
QuarterROA (12 months)
Sep 20235.8%
Dec 20237.5%
Mar 202410.6%
Jun 202411.1%
Sep 202410.3%
Dec 202410.2%
Mar 202516%
Jun 202516.5%
Sep 202512.3%
Dec 202515.5%
Mar 202618.2%
Jun 202626.7%
Return on equity over the last 12 months (top) and on assets (below), each quarter, %. Last 12 quarters, lined up with the yearly figure.

Why ROE moved: profit grew −5.4% a year over 4 years while net worth grew more slowly. When earnings recover faster than net worth builds up, ROE climbs off its low.

Does Evercore have too much debt?

For a bank, borrowing is the raw material of the business, not a warning sign: it borrows money in order to lend it out. Its safety is read through its returns and its loans. Its safety is read from the bad-loan figures and the return on equity instead.

For a manufacturer, debt is a claim on its profits. For a lender it is the stock it trades in, so the usual debt-to-equity test would mislead and is not used here.

What is the Evercore shareholding pattern?

2.8% of Evercore Inc.'s tradable shares are in short positions, which are bets that the price will fall, so some traders are betting against it. At normal trading volumes, closing those positions would take about 1.8 days. US companies do not publish a quarter-by-quarter list of owners, so this page uses short interest instead.

There is no quarter-by-quarter list of owners here, so we look at short interest: the share of tradable shares held in short positions, which gain if the price falls.

It is a single reading at one point in time; we do not have its history.

2.8%Short interest · of the tradable float
1.8Days to cover · at typical volumes

Why it is at this level: the figure does not say who has the short positions or why, so we show the level without guessing the story.

How far is Evercore from balance-sheet trouble?

For Evercore Inc., the Z-score is not used, because it was built for manufacturers, not lenders. For a lender, safety is read from its capital and bad-loan figures instead.

The Z-score estimates how far a company is from balance-sheet trouble. Above about 3 is safe; below about 1.8 is the danger zone. It was built for manufacturers, so it is not used for banks and lenders.

How does Evercore rank in its industry?

74.0 out of 100, rank 2 of 28 in Capital Markets, with 76% of the evidence available.

Evercore Inc. scores 74.0 out of 100 against the 28 companies it is compared with in Capital Markets, ranking 2. Earnings, capital efficiency and relative strength all agree. The open questions are about management, upcoming events and risks.

The four parts add up to the total exactly: 28.4 + 20.4 + 13.3 + 11.9 = 74. This is the same number shown on the industry page; it is worked out once for the whole group and read here.

What would change it: The score would fall if ROA turns down or gross NPA rises while the share price lags its sector.

Which companies is Evercore compared with?

Evercore ranks 2 of 28 Capital Markets companies on the 4-Factor Sector Score, with 74.0 out of 100.

  1. 1Virtu Financial, Inc.VIRT · quiet · Most evidence points up · 76% evidence74.6out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 25.5/35 · Income 24.7% · Profit 37.3% · 71% evidenceCapital efficiency 18.7/25 · ROA 6.1% · ROE 66.5% · GNPA — · 68% evidenceValuation 16.5/20 · P/BV 2.23× · P/BV÷ROE 0.03 · 70% evidenceRelative strength 13.9/20 · Lead over its industry 11.6% · Lead over S&P 500 2.1% · 1 year 48.8% · 100% evidence · 3 of 12 weeks aheadExact sum: 25.5 + 18.7 + 16.5 + 13.9 = 74.6 · What this means: Earnings, capital efficiency and relative strength all agree. The open questions are about management, upcoming events and risks.
  2. 2Evercore Inc. this pageEVR · turning · Most evidence points up · 76% evidence74.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 28.4/35 · Income 45.4% · Profit 61.6% · 71% evidenceCapital efficiency 20.4/25 · ROA 26.7% · ROE 58.6% · GNPA — · 68% evidenceValuation 13.3/20 · P/BV 6.06× · P/BV÷ROE 0.1 · 70% evidenceRelative strength 11.9/20 · Lead over its industry -0.4% · Lead over S&P 500 -8.9% · 1 year 1.5% · 100% evidence · 0 of 12 weeks aheadExact sum: 28.4 + 20.4 + 13.3 + 11.9 = 74 · What this means: Earnings, capital efficiency and relative strength all agree. The open questions are about management, upcoming events and risks.
  3. 3BGC Group, Inc.BGC · turning · Most evidence points up · 76% evidence69.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 24.0/35 · Income 27.8% · Profit 29.4% · 71% evidenceCapital efficiency 17.7/25 · ROA 6.5% · ROE 27.6% · GNPA — · 68% evidenceValuation 10.5/20 · P/BV 4.02× · P/BV÷ROE 0.15 · 70% evidenceRelative strength 17.5/20 · Lead over its industry 10.2% · Lead over S&P 500 0.9% · 1 year 21.8% · 100% evidence · 3 of 12 weeks aheadExact sum: 24 + 17.7 + 10.5 + 17.5 = 69.7 · What this means: Earnings, capital efficiency and relative strength all agree. The open questions are about management, upcoming events and risks.
  4. 4Marex Group LimitedMRX · turning · Most evidence points up · 76% evidence69.7out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 19.8/35 · Income 10% · Profit 60.4% · 71% evidenceCapital efficiency 15.1/25 · ROA 1.3% · ROE 34.4% · GNPA — · 68% evidenceValuation 16.1/20 · P/BV 2.35× · P/BV÷ROE 0.07 · 70% evidenceRelative strength 18.7/20 · Lead over its industry 35.6% · Lead over S&P 500 24.1% · 1 year 109.8% · 100% evidence · 10 of 12 weeks aheadExact sum: 19.8 + 15.1 + 16.1 + 18.7 = 69.7 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  5. 5PJT Partners Inc.PJT · basing · Most evidence points up · 76% evidence68.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 21.2/35 · Income 22.7% · Profit 25% · 71% evidenceCapital efficiency 20.0/25 · ROA 21% · ROE 36.8% · GNPA — · 68% evidenceValuation 13.4/20 · P/BV 3.96× · P/BV÷ROE 0.11 · 70% evidenceRelative strength 13.4/20 · Lead over its industry 1.7% · Lead over S&P 500 -6.9% · 1 year -5.2% · 100% evidence · 3 of 12 weeks aheadExact sum: 21.2 + 20 + 13.4 + 13.4 = 68 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  6. 6Tradeweb Markets Inc.TW · breaking out · Most evidence points up · 76% evidence66.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 23.1/35 · Income 14.1% · Profit 60.6% · 71% evidenceCapital efficiency 15.7/25 · ROA 10.5% · ROE 13.1% · GNPA — · 68% evidenceValuation 7.7/20 · P/BV 2.89× · P/BV÷ROE 0.22 · 70% evidenceRelative strength 19.5/20 · Lead over its industry 18.2% · Lead over S&P 500 8.6% · 1 year 16.4% · 100% evidence · 6 of 12 weeks aheadExact sum: 23.1 + 15.7 + 7.7 + 19.5 = 66 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  7. 7The Goldman Sachs Group, Inc.GS · quiet · Evidence leans up · 80% evidence63.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 24.7/35 · Income 23.9% · Profit 34.6% · 81% evidenceCapital efficiency 13.7/25 · ROA 1.3% · ROE 21.4% · GNPA — · 68% evidenceValuation 14.8/20 · P/BV 2.18× · P/BV÷ROE 0.1 · 70% evidenceRelative strength 9.8/20 · Lead over its industry 1.5% · Lead over S&P 500 -7.1% · 1 year 18% · 100% evidence · 0 of 12 weeks aheadExact sum: 24.7 + 13.7 + 14.8 + 9.8 = 63 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  8. 8Piper Sandler CompaniesPIPR · basing · Evidence leans up · 76% evidence61.6out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 27.7/35 · Income 32.4% · Profit 100% · 71% evidenceCapital efficiency 17.3/25 · ROA 11.6% · ROE 17.4% · GNPA — · 68% evidenceValuation 9.4/20 · P/BV 3.12× · P/BV÷ROE 0.18 · 70% evidenceRelative strength 7.2/20 · Lead over its industry -8.7% · Lead over S&P 500 -16.4% · 1 year -14.1% · 100% evidence · 0 of 12 weeks aheadExact sum: 27.7 + 17.3 + 9.4 + 7.2 = 61.6 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  9. 9Interactive Brokers Group, Inc.IBKR · quiet · Evidence leans up · 80% evidence60.8out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 18.7/35 · Income 17.9% · Profit 28.4% · 81% evidenceCapital efficiency 16.8/25 · ROA 2.3% · ROE 24.6% · GNPA — · 68% evidenceValuation 16.5/20 · P/BV 1.67× · P/BV÷ROE 0.07 · 70% evidenceRelative strength 8.8/20 · Lead over its industry 0.9% · Lead over S&P 500 -7.6% · 1 year 10.4% · 100% evidence · 3 of 12 weeks aheadExact sum: 18.7 + 16.8 + 16.5 + 8.8 = 60.8 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  10. 10Morgan StanleyMS · quiet · Evidence leans up · 80% evidence59.0out of 100GrowthCapitalValuationRelative
    How the score adds upGrowth & earnings 20.6/35 · Income 16.4% · Profit 26.7% · 81% evidenceCapital efficiency 14.3/25 · ROA 1.4% · ROE 19.4% · GNPA — · 68% evidenceValuation 12.3/20 · P/BV 2.52× · P/BV÷ROE 0.13 · 70% evidenceRelative strength 11.8/20 · Lead over its industry 4.7% · Lead over S&P 500 -4.2% · 1 year 19.5% · 100% evidence · 0 of 12 weeks aheadExact sum: 20.6 + 14.3 + 12.3 + 11.8 = 59 · What this means: The evidence is balanced: no factor stands out, so another reported quarter is needed before the picture is clearer.
  11. 11Jefferies Financial Group Inc.JEF · basing · Evidence leans up · 80% evidence58.8out of 100GrowthCapitalValuationRelative
  12. 12StoneX Group Inc.SNEX · quiet · Evidence leans up · 76% evidence57.4out of 100GrowthCapitalValuationRelative
  13. 13The Charles Schwab CorporationSCHW · quiet · Evidence leans up · 80% evidence57.1out of 100GrowthCapitalValuationRelative
  14. 14MarketAxess Holdings Inc.MKTX · losing its lead · Evidence leans up · 80% evidence56.9out of 100GrowthCapitalValuationRelative
  15. 15Stifel Financial Corp.SF · quiet · Evidence leans up · 80% evidence56.6out of 100GrowthCapitalValuationRelative
  16. 16Figure Technology Solutions, Inc.FIGR · quiet · Evidence leans up · 70% evidence50.4out of 100GrowthCapitalValuationRelative
  17. 17Bitmine Immersion Technologies, Inc.BMNR · breaking out · Too little evidence to rank firmly · 55% evidence48.8out of 100GrowthCapitalValuationRelative
  18. 18LPL Financial Holdings Inc.LPLA · quiet · Evidence leans down · 76% evidence46.9out of 100GrowthCapitalValuationRelative
  19. 19XP Inc.XP · quiet · Evidence leans down · 76% evidence46.6out of 100GrowthCapitalValuationRelative
  20. 20Houlihan Lokey, Inc.HLI · turning · Evidence leans down · 76% evidence46.0out of 100GrowthCapitalValuationRelative
  21. 21Moelis & CompanyMC · basing · Evidence leans down · 76% evidence43.9out of 100GrowthCapitalValuationRelative
  22. 22Galaxy Digital Inc.GLXY · quiet · Too little evidence to rank firmly · 55% evidence42.1out of 100GrowthCapitalValuationRelative
  23. 23Robinhood Markets, Inc.HOOD · basing · Evidence leans down · 76% evidence41.3out of 100GrowthCapitalValuationRelative
  24. 24Circle Internet Group, Inc.CRCL · breaking out · Too little evidence to rank firmly · 59% evidence33.3out of 100GrowthCapitalValuationRelative
  25. 25TeraWulf Inc.WULF · basing · Too little evidence to rank firmly · 55% evidence33.3out of 100GrowthCapitalValuationRelative
  26. 26Riot Platforms, Inc.RIOT · quiet · Too little evidence to rank firmly · 55% evidence31.4out of 100GrowthCapitalValuationRelative
  27. 27Hut 8 Corp.HUT · quiet · Most evidence points down · 64% evidence27.6out of 100GrowthCapitalValuationRelative
  28. 28IREN LimitedIREN · quiet · Most evidence points down · 64% evidence26.9out of 100GrowthCapitalValuationRelative

Missing figures are not scored as bad. They lower the confidence and pull the final score toward the middle. Relative strength counts only when the company has a reading for this week; with no reading, that factor is left out and its 20 points are shared across the other three in proportion. Financial companies use P/BV÷ROE and asset quality; PEG, industrial OPM and ROCE are excluded. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step path the industry is placed on (basing, turning, breaking out, leader, fading, asleep), read from how many weeks running it has led S&P 500 and whether that lead is growing or shrinking. It describes where the share price stands, not the direction of earnings, and it is not a recommendation; it is left blank for a company whose weekly history is too short or too stale to read.

The figures in this ranking come from the industry comparison: results through the Sep 2026 quarter, and the P/E at that quarter's end. The sections above use the latest weekly price, so a P/E or return there can differ a little from the one here. The stage words in this ranking (such as losing its lead or breaking out) describe the lead over the index, not the price phase in the price section.

Related companies: Capital Markets, all 28 compared on one page.

Which companies are close to Evercore in size?

Evercore is the 12th largest of 53 Capital Markets companies on Sector Alpha by market value (scores of 4 November 2026). Just above it: Circle Internet Group, Inc., Futu Holdings and Bitmine Immersion Technologies, Inc. Just below it: Jefferies Financial Group Inc., Stifel Financial Corp. and Houlihan Lokey, Inc.

Capital Markets companies close in size

  1. Circle Internet Group, Inc. $19.4 billion
  2. Futu Holdings Limited $13.7 billion
  3. Bitmine Immersion Technologies, Inc. $13.1 billion
  4. Evercore Inc. $12.8 billion
  5. Jefferies Financial Group Inc. $11.8 billion
  6. Stifel Financial Corp. $10.9 billion
  7. Houlihan Lokey, Inc. $10.7 billion

All 53 Capital Markets companies, largest first

Companies close in size in other industries

  1. UDR, Inc. $12.8 billion · REIT - Residential
  2. Aegon Ltd. $12.8 billion · Insurance - Diversified
  3. Evercore Inc. $12.8 billion
  4. Fresenius Medical Care AG $12.7 billion · Medical Care Facilities
  5. Penumbra, Inc. $12.7 billion · Medical Devices

What else do people ask about Evercore?

What were Evercore's latest quarterly results?

Evercore Inc. reported total income of $990 M and net profit of $95.3 M for the Jun 2026 quarter. Income rose 18.8% and profit fell 2.0% compared with a year earlier. Earnings per share were $2.32.

The net margin was 9.6%, 2.1 percentage points lower than a year earlier (as of 4 November 2026).

What is Evercore's market cap?

Evercore Inc.'s market capitalisation is $12.8 B at a stock price of $311.03. Market cap is the share price times the number of shares, so it changes whenever the price moves (as of 4 November 2026).

How is Evercore performing?

Evercore Inc.'s share price has been falling for 1 weeks. In its latest quarter, income rose 18.8% and profit fell 2.0% compared with a year earlier. Over the past 13 weeks it has done better than the S&P 500, for 1 week running (as of 4 November 2026).

Will Evercore's stock price go up?

This page does not forecast Evercore Inc.'s stock price. What it shows instead: the stock price is $311.03, and it has been falling for 1 weeks. Its P/BV of 6.4× is higher than 73% of its own last 5 years (as of 4 November 2026).

Where is Evercore in its business cycle?

Evercore Inc.'s FY25 net margin was 15.3%, against a 5-year range of 10.5% to 22.5%: the middle of its own range, neither a peak nor a low. The latest quarter was 9.6%.

Comparing margins with a company's own long history is a good way to see where it is in its cycle (as of 4 November 2026).

What could break the Evercore story?

The main question: yearly earnings per share moved +54.7% while the share price moved +1.5%. On price, this page treats a rise as over when the share price closes below its 200-day average on two Fridays in a row (as of 4 November 2026).

Is Evercore a stock worth studying right now?

What the numbers show: Evercore Inc.'s share price, valuation and earnings point in different directions. The next one or two quarters should make it clearer. The main open question: whether the price catches up with earnings that have already grown.

Every number on this page is worked out by code from the published figures, with no forecasts and no price opinions (as of 4 November 2026).

Where do these numbers come from?

Sector Alpha, written by code from the published numbers. Data as of 4 November 2026.

Every chart on this page is drawn by code from the published figures, with no forecasts and no price opinions.

See the plain-text version of this page.

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