your badges 52W Range $251–$389 8% of range Analyst Rating BUY 15 analysts Price Target $364 +39% upside P/E 14.8 ROE 42.4% Net Profit Margin 15.7%

EVR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $261.68
P/E (TTM) 14.8
EPS (TTM) $17.73
Revenue (TTM) $4.74B
ROE (TTM) 42.4%
Debt/Equity (MRQ) 0.0
52W Range $251–$389

EVR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$3.88B
2023-12-31 → 2025-12-31
EPS$14.05
2023-12-31 → 2025-12-31
Free Cash Flow$1.18B
2023-12-31 → 2025-12-31
Net margin15.7%
2023-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend EVR 5Y avg Peer Median Verdict
P/E (TTM) 14.8 · 17.4 Overvalued
PEG Ratio ≈1.3 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio24.4%
Annualized Payout≈$3.56Paid quarterly
5Y Div CAGR≈7.7%Per share, split-adjusted
Growth Streak≈17Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 28, 2026$0.89USD≈1.2%
May 29, 2026$0.89USD≈1.0%
Feb 27, 2026$0.84USD≈1.1%
Nov 28, 2025$0.84USD≈1.0%
Aug 29, 2025$0.84USD≈1.0%
May 30, 2025$0.84USD≈1.4%
Feb 28, 2025$0.80USD≈1.3%
Nov 29, 2024$0.80USD≈1.0%
Aug 30, 2024$0.80USD≈1.3%
May 31, 2024$0.80USD≈1.5%
Feb 22, 2024$0.76USD≈1.6%
Nov 22, 2023$0.76USD≈2.1%
Aug 24, 2023$0.76USD≈2.2%
May 25, 2023$0.76USD≈2.7%
Feb 23, 2023$0.72USD≈2.3%
Nov 23, 2022$0.72USD≈2.5%
Aug 25, 2022$0.72USD≈2.8%
May 26, 2022$0.72USD≈2.5%
Feb 24, 2022$0.68USD≈2.2%
Nov 24, 2021$0.68USD≈1.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 36.4%
Next Report Oct 27, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 28, 2026 $2.91 $2.79 4.1%
March 31, 2026 $7.53 $5.13 46.6%
Dec. 31, 2025 $5.13 $4.08 25.7%
Sept. 30, 2025 $3.48 $3.29 5.9%
June 30, 2025 $2.42 $1.80 34.5%
March 31, 2025 $3.49 $1.73 101.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 11
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $3.88B$3.00B$2.44B$2.78B$3.31B$2.29B$2.03B$2.08B$1.72B$1.46B$1.24B$931M
Operating Expenses $3.07B$2.45B$2.07B$2.07B$2.19B$1.74B$1.57B$1.52B$1.28B$1.18B$1.09B$745M
Interest Expense $24M$17M$17M$17M$18M$21M$20M$18M$20M$17M$17M$16M
Pretax Income $794M$533M$366M$704M$1.12B$541M$449M$551M$438M$268M$135M$176M
Income Tax $153M$115M$81M$173M$248M$128M$95M$109M$258M$119M$77M$69M
Net Income $592M$378M$255M$477M$740M$351M$297M$377M$125M$108M$43M$87M
EPS (Basic) $15.29$9.86$6.71$12.15$18.48$8.64$7.44$9.29$3.16$2.74$1.15$2.42
EPS (Diluted) $14.05$9.08$6.37$11.61$17.08$8.22$6.89$8.33$2.80$2.43$0.98$2.08
Shares (Basic) 38,712,00038,365,00038,101,00039,224,00040,054,00040,553,00039,994,00040,595,00039,641,00039,220,00037,161,00035,827,000
Shares (Diluted) 42,131,00041,646,00040,099,00041,037,00043,321,00042,623,00043,194,00045,279,00044,826,00044,193,00043,699,00041,843,000
EBITDA $29M$24M$24M$27M$28M$25M$23M$18M$15M$13M$10M$8M
Balance Sheet 25
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $1.43B$873M$597M$663M$578M$830M$634M$791M$610M$559M$449M$352M
Short-term Investments $1.58B$1.52B$1.44B$1.43B$1.78B$1.06B$624M$305M$129M$66M··
Other Current Assets $232M$140M$174M$204M$59M$92M$88M$28M$30M$24M$16M$20M
Current Assets $3.86B$2.99B$2.61B$2.71B$2.80B$2.37B$1.69B$1.48B$1.00B$926M$749M$683M
PP&E (Net) $190M$145M$138M$143M$149M$149M$127M$81M$69M$52M$48M$43M
PP&E (Gross) $360M$296M$351M$330M$314M$288M$244M$171M$139M$105M$91M$77M
Accum. Depreciation $170M$151M$213M$187M$166M$140M$117M$89M$70M$54M$43M$34M
Goodwill $231M$124M$125M$123M$128M$129M$131M$131M$134M$161M$166M$218M
Intangibles $30M$0·$0$336.0K$698.0K$2M$10M$20M$29M$41M$70M
Other Non-current Assets $278M$174M$147M$110M$141M$103M$90M$89M····
Total Assets $5.36B$4.17B$3.70B$3.62B$3.80B$3.37B$2.60B$2.13B$1.58B$1.66B$1.48B$1.45B
Accounts Payable $45M$29M$26M$29M$32M$38M$40M$38M$34M$31M$44M$37M
Short-term Debt $48M$38M$0·$0$38M$0·····
Current Liabilities $1.78B$1.23B$910M$1.07B$1.30B$1.06B$669M$750M$464M$463M$408M$385M
Capital Leases $508M$494M$434M$278M$297M$300M$217M$0····
Deferred Tax $5M$0··········
Other Non-current Liabilities $142M$119M$150M$113M$126M$102M$126M$105M$59M$57M$36M$26M
Total Liabilities $3.04B$2.23B$1.92B$1.89B$2.17B$1.88B$1.47B$1.12B$789M$879M$772M$730M
Total Debt $48M$38M··$0$38M······
Paid-in Capital $4.02B$3.51B$3.16B$2.86B$2.46B$2.27B$2.02B$1.82B$1.60B$1.37B$1.21B$950M
Retained Earnings $2.58B$2.13B$1.89B$1.77B$1.42B$799M$558M$365M$79M$20M$-28M$-18M
Treasury Stock $4.56B$3.90B$3.45B$3.07B$2.55B$1.82B$1.68B$1.40B$1.11B$812M$644M$361M
AOCI $-13M$-36M$-27M$-28M$-12M$-10M$-28M$-30M$-31M$-50M$-35M$-20M
Stockholders' Equity $2.03B$1.71B$1.58B$1.54B$1.32B$1.23B$870M$758M$544M$527M$505M$551M
Liabilities + Equity $5.36B$4.17B$3.70B$3.62B$3.80B$3.37B$2.60B$2.13B$1.58B$1.66B$1.48B$1.45B
Cash Flow 15
Metric Trend 202520242023202220212020201920182017201620152014
D&A $29M$24M$24M$27M$28M$25M$23M$18M$15M$13M$10M$8M
Stock-based Comp $675M$570M$515M$467M$422M$367M$360M$294M$230M$258M$208M$112M
Deferred Tax $15M$8M$-3M$-855.0K$29M$14M$-11M$-4M$148M$10M$-4M$14M
Amort. of Intangibles $4M··$336.0K$362.0K$2M$8M$9M$10M$12M$17M$8M
Restructuring ······$8M·····
Other Non-cash $-55M$8M$-334M$-439M$166M$222M$-166M$165M$-3M$27M$307M$107M
Operating Cash Flow $1.26B$988M$458M$531M$1.38B$978M$505M$850M$507M$422M$368M$216M
CapEx $74M$30M$20M$23M$28M$53M$71M$33M$31M$18M$16M$14M
Investing Cash Flow $-98M$-67M$16M$313M$-706M$-484M$-373M$-213M$-55M$-46M$-26M$25M
Dividends Paid $144M$136M$128M$127M$119M$107M$97M$77M$57M$52M$46M$39M
Financing Cash Flow $-636M$-629M$-557M$-736M$-925M$-308M$-290M$-453M$-419M$-238M$-235M$-180M
Net Change in Cash $554M$277M$-67M$85M$-251M$194M$-156M$183M$42M$112M$97M$54M
Taxes Paid $117M$98M$75M·········
Free Cash Flow $1.18B$958M$438M$508M$1.36B$925M$434M$816M$485M$398M$341M$202M
Levered FCF $1.16B$945M$425M$495M$1.34B$909M$418M$802M$477M$388M$333M$193M
Profitability 5
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 15.3%12.6%10.5%17.2%22.4%15.3%14.7%18.1%7.3%7.4%3.5%9.3%
Pretax Margin 20.5%17.8%15.0%25.3%33.8%23.7%22.1%26.5%25.4%18.4%10.9%18.9%
EBITDA Margin 0.74%0.82%1.0%0.99%0.84%1.1%1.1%0.86%0.87%0.90%0.84%0.89%
ROA 12.4%9.8%7.4%14.1%20.9%11.7%12.4%19.7%8.0%6.9%3.0%6.5%
ROE 31.7%23.0%16.4%33.4%58.0%33.4%36.5%57.9%23.4%20.8%8.1%16.5%
Liquidity & Solvency 3
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.22.42.92.52.22.22.52.02.22.01.81.8
Quick Ratio 1.71.92.22.01.81.81.91.51.61.21.10.9
Debt / Equity 0.00.0··0.00.0······
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.80.80.70.80.90.80.81.11.10.90.90.7
Per Share 5
Metric Trend 202520242023202220212020201920182017201620152014
Revenue / Share $92.10$71.95$60.92$67.72$76.34$53.62$46.97$45.99$38.47$32.96$28.38$22.26
Cash Flow / Share $29.82$23.73$11.42$12.95$31.97$22.95$11.68$18.76$11.52$9.42$8.17$5.16
Dividend / Share $3.32$3.16$3.00$2.84$2.65$2.35$2.24$1.90$1.42$1.27$1.15$1.03
Dividend Paid / Share $3.32$3.16$3.00$2.84$2.65$2.35$2.24$1.90$1.42$1.27$1.15$1.03
EPS (TTM) $14.05$9.08$6.37$11.61$17.08$8.22$6.89$8.33$2.80$2.43$0.98$2.08
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 29.5%22.7%-12.1%-16.0%44.7%·······
Revenue CAGR 3Y 11.8%-3.2%2.2%·········
Revenue CAGR 5Y 11.2%···········
EPS YoY 54.7%42.5%-45.1%-32.0%107.8%·······
EPS CAGR 3Y 6.6%-19.0%-8.2%·········
EPS CAGR 5Y 11.3%···········
Net Income YoY 56.5%48.1%-46.4%-35.6%111.1%·······
Net Income CAGR 3Y 7.5%-20.1%-10.0%·········
Net Income CAGR 5Y 11.0%···········
Dividends Paid CAGR 5Y 6.3%···········
Valuation (TTM) 6
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $3.88B$3.00B$2.44B$2.78B$3.31B$2.29B$2.03B$2.08B$1.72B$1.46B$1.24B$931M
Net Income TTM $592M$378M$255M$477M$740M$351M$297M$377M$125M$108M$43M$87M
P/E 24.230.526.99.48.013.310.98.632.128.355.225.2
Earnings Yield 4.1%3.3%3.7%10.6%12.6%7.5%9.2%11.6%3.1%3.5%1.8%4.0%
Payout Ratio 24.4%35.9%50.0%26.7%16.1%30.4%32.6%20.5%45.1%47.9%107.6%44.6%
Annual Payout $144M$136M$128M$127M$119M$107M$97M$77M$57M$52M$46M$39M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312025-06-302025-03-312024-12-312024-09-30
Revenue $3.88B · · $3.00B ·
Net Income $592M · · $378M ·
Diluted EPS $14.05 · · $9.08 ·

Institutional owners (13F) 752 filers · $13.3B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 752
Value held $13.3B
New positions 104
Exited positions 42
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
104 (-23 vs prior Q) 42 (-28 vs prior Q) 248 (-25 vs prior Q) 254 (+69 vs prior Q) +1.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $1,306,610,018 3,840,147 9.84% Shares
BlackRock, Inc. $1,268,662,228 3,715,623 9.56% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $667,907,856 1,956,150 5.03% Shares
AQR CAPITAL MANAGEMENT LLC $584,197,541 1,710,982 4.40% Shares
VANGUARD CAPITAL MANAGEMENT LLC $573,690,902 1,680,210 4.32% Shares
Invesco Ltd. $547,216,798 1,602,673 4.12% Shares
STATE STREET CORP $411,817,271 1,206,119 3.10% Shares
FMR LLC $386,674,023 1,132,481 2.91% Shares
GEODE CAPITAL MANAGEMENT, LLC $375,109,792 1,098,427 2.83% Shares
MORGAN STANLEY $274,182,375 803,015 2.07% Shares
MILLENNIUM MANAGEMENT LLC $217,655,708 637,464 1.64% Shares
WELLINGTON MANAGEMENT GROUP LLP $213,395,561 624,987 1.61% Shares
Boston Partners $209,823,740 614,517 1.58% Shares
TD Asset Management Inc $207,974,177 609,109 1.57% Shares
DIMENSIONAL FUND ADVISORS LP $189,970,094 556,420 1.43% Shares
UBS Group AG $171,881,920 503,403 1.29% Shares
Fisher Asset Management, LLC $144,728,088 423,875 1.09% Shares
NORGES BANK $142,394,479 417,041 1.07% Shares
JPMORGAN CHASE & CO $137,519,042 409,197 1.04% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $134,224,161 393,112 1.01% Shares
PRIMECAP MANAGEMENT CO/CA/ $128,432,656 376,150 0.97% Shares
NORTHERN TRUST CORP $120,637,581 353,320 0.91% Shares
GOLDMAN SACHS GROUP INC $119,395,883 349,683 0.90% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $118,529,872 347,147 0.89% Shares
Point72 Asset Management, L.P. $117,633,250 344,521 0.89% Shares
Capital International Investors $110,881,616 324,747 0.84% Shares
Artemis Investment Management LLP $107,813,777 315,762 0.81% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $105,882,317 310,105 0.80% Shares
Bank of New York Mellon Corp $103,397,520 302,828 0.78% Shares
Paralel Advisors LLC $102,432,000 300,000 0.77% Shares
Stephens Investment Management Group LLC $96,570,158 282,832 0.73% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $94,031,893 275,398 0.71% Shares
Qube Research & Technologies Ltd $85,392,437 250,095 0.64% Shares
VANGUARD FIDUCIARY TRUST CO $83,007,137 243,109 0.63% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $81,771,458 239,490 0.62% Shares
BANK OF AMERICA CORP /DE/ $74,445,784 218,035 0.56% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $74,163,500 217,208 0.56% Shares
TWO SIGMA INVESTMENTS, LP $67,581,902 197,932 0.51% Shares
VICTORY CAPITAL MANAGEMENT INC $67,481,519 197,638 0.51% Shares
AMERICAN CENTURY COMPANIES INC $66,491,001 194,737 0.50% Shares
Azora Capital LP $63,517,400 186,028 0.48% Shares
Quantinno Capital Management LP $63,156,481 184,970 0.48% Shares
Rockefeller Capital Management L.P. $58,093,198 170,140 0.44% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $57,805,087 172,702 0.44% Shares
RENAISSANCE TECHNOLOGIES LLC $53,326,099 156,180 0.40% Shares
TimesSquare Capital Management, LLC $49,542,511 165,966 0.37% Shares
ROYCE & ASSOCIATES LP $47,550,983 139,266 0.36% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $45,775,154 134,065 0.34% Shares
AMERIPRISE FINANCIAL INC $43,389,294 127,099 0.33% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $41,469,000 121,454 0.31% Shares

Show all 752 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Edward S. Hyman ×2 filings Feb. 12, 2025 4.30% Amendment · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 34 insiders · 19 officers · 18 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John S Weinberg CEO/Chairman Feb. 19, 2026 A 636,890 0 0 $0
Ralph Schlosstein Co-CEO/Co-Chairman Feb. 15, 2022 A 239,674 0 0 $0
Ostoa Augusto Arellano CEO of EVR Mexico Feb. 12, 2019 A 17,046 0 0 $0
Andrew Sibbald CEO EVR Partners International Feb. 12, 2019 A 100,581 0 0 $0
Pedro Aspe CEO of EVR Mexico Dec. 11, 2015 A 340,763 0 0 $0
Austin M Beutner President, Co-CEO, CIO March 3, 2008 A 447,307 0 0 $0
Timothy Gilbert Lalonde Chief Financial Officer June 11, 2026 S 34,800 0 1 $-2,678,612
Celeste Mellet Chief Financial Officer July 6, 2022 F 33,495 0 0 $0
David E Wezdenko Chief Financial Officer May 23, 2007 C 5,000 0 0 $0
Matthew Lindsey-Clark Co-Head EMEA IB Feb. 19, 2026 A 27,847 0 0 $0
Jason Klurfeld General Counsel Feb. 19, 2026 A 57,793 0 1 $-1,800,000
Paul Pensa Contr, Prin. Acct.Officer Feb. 19, 2026 A 6,889 0 1 $-507,950
Roger C Altman Founder and Senior Chairman Feb. 19, 2026 A 84,152 0 0 $0
Edward S. Hyman Vice Chair EVR & Chairman EISI Feb. 10, 2025 S 1,643,035 0 0 $0
Robert B Walsh Principal Financial Officer June 1, 2021 S 55,558 0 0 $0
Adam B Frankel General Counsel Nov. 24, 2017 S 58,401 0 0 $0
Eduardo G Mestre Vice Chairman Feb. 13, 2012 S 194,803 0 0 $0
Bernard J Taylor Co-Vice Chairman Dec. 9, 2011 A 33,269 0 0 $0
William Hiltz Senior Managing Director Sept. 11, 2009 A 88,096 0 0 $0
Sarah K Williamson Director June 10, 2026 A 14,072 1 0 $580,860
Sir Simon Robertson Director June 10, 2026 A 9,715 0 0 $0
Pamela G Carlton Director June 10, 2026 A 3,845 0 1 $-65,877
Gail Block Harris Director June 10, 2026 A 40,151 0 0 $0
William J Wheeler Director June 10, 2026 A 12,642 0 0 $0
Wilard J Overlock JR Director June 10, 2026 A 15,279 0 0 $0
Ellen V Futter Director June 10, 2026 A 7,312 0 0 $0
Robert B Millard Director June 10, 2026 A 53,497 0 0 $0
Christine A Varney Director June 10, 2026 A 884 0 0 $0
Richard I Beattie Director Dec. 5, 2023 S 17,000 0 0 $0
Kendrick R Wilson III Director June 17, 2021 A 3,714 0 0 $0
Phalle Francois De Saint Director June 15, 2016 A 63,090 0 0 $0
Curtis A Hessler Director June 15, 2016 A 18,090 0 0 $0
Anthony N Pritzker Director June 19, 2013 A 9,796 0 0 $0
Thomas J Gavenda · March 2, 2007 A 46,803 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 79 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
XMHQ · Invesco Exchange-Traded Fund Trust 2.02% 421,208 SH Oct. 2, 2026 Daily
GRPM · Invesco Exchange-Traded Fund Trust 0.87% 16,650 SH Oct. 2, 2026 Daily
FNY · First Trust Exchange-Traded AlphaDE… 0.60% 10,753 NS July 31, 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0.56% 19,836 NS July 31, 2026 N-PORT
HFGO · Hartford Funds Exchange-Traded Trust 0.53% 3,310 NS July 31, 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0.47% 4,866 NS July 31, 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0.43% 23,664 SH Aug. 19, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.36% 62,492 SH Aug. 19, 2026 Daily
PTMC · Pacer Funds Trust 0.35% 4,258 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.33% 11,327 SH Sept. 11, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.32% 5,124 SH Oct. 2, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.29% 5,950 NS July 31, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.29% 12,621 SH Aug. 19, 2026 Daily
MIDU · Direxion Shares ETF Trust 0.27% 568 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.25% 15,661 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.24% 18,458 NS July 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.21% 9,050 NS July 31, 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 14,696 NS July 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.18% 3,228 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.18% 8,619 SH Oct. 2, 2026 Daily
VBK · VANGUARD INDEX FUNDS 0.17% 243,925 SH Aug. 19, 2026 Daily
INFO · Harbor ETF Trust 0.16% 4,235 NS July 31, 2026 N-PORT
IYF · iShares Trust 0.16% 23,993 SH Sept. 11, 2026 Daily
ESML · iShares Trust 0.15% 15,127 SH Sept. 11, 2026 Daily
IYG · iShares Trust 0.15% 11,658 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.15% 443,909 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.15% 842,956 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.15% 61,309 SH Aug. 19, 2026 Daily
HDUS · Lattice Strategies Trust 0.15% 932 NS July 31, 2026 N-PORT
SMMD · iShares Trust 0.14% 18,580 SH Sept. 11, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.13% 9,934 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.13% 267,497 SH Aug. 19, 2026 Daily
SMDX · Tidal Trust III 0.12% 507 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.11% 52,891 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.10% 56,096 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.10% 2,336 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.08% 150,675 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 1,858 SH Oct. 2, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS 0.06% 218,534 SH Aug. 19, 2026 Daily
VFMO · VANGUARD WELLINGTON FUND 0.05% 3,138 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.05% 146,074 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.05% 850 NS July 31, 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.05% 8,910 SH Oct. 2, 2026 Daily
DFAC · Dimensional ETF Trust 0.05% 69,989 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.05% 3,289 NS July 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.04% 22,159 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.04% 3,996 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.04% 1,101 SH Oct. 2, 2026 Daily
IWD · iShares Trust 0.03% 82,391 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.02% 9,093 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.02% 1,580 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.02% 33,877 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.02% 7,676 SH Oct. 2, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.02% 1,166,820 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 6,043 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 3,068 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.02% 8,296 SH Aug. 19, 2026 Daily
IUSG · iShares Trust 0.02% 20,836 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.02% 11,475 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.02% 1,653 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.02% 50,584 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.01% 25,344 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 10,016 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.01% 12,462 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 304,368 SH Aug. 19, 2026 Daily
LRGF · iShares Trust 0.01% 1,065 SH Sept. 11, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.00% 7,417,198 SH Aug. 19, 2026 Daily
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 1,326,266 SH Aug. 19, 2026 Daily
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 1,117,658 SH Aug. 19, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.00% 4,134,463 SH Aug. 19, 2026 Daily
VYMI · VANGUARD WHITEHALL FUNDS 0.00% 193,110 SH Aug. 19, 2026 Daily
PXF · Invesco Exchange-Traded Fund Trust … 0.00% 48,360 SH Sept. 22, 2026 Daily
IJH · iShares Trust · 1,341,124 SH Sept. 11, 2026 Daily
IJK · iShares Trust · 139,156 SH Sept. 10, 2026 Daily
IJJ · iShares Trust · 75,013 SH Aug. 20, 2026 Daily
IAI · iShares Trust · 47,682 SH Sept. 11, 2026 Daily
XJH · iShares Trust · 5,252 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 1,602 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 54,884 SH Sept. 9, 2026 Daily

EVR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 15 analysts BUY
Median target $372.00 +42.2%
3 20.0% Strong Buy
6 40.0% Buy
6 40.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

10 analysts · 2026-09-29

Mean target $363.90 +39.1%

← Below all targets Current price $261.68
Low$303.00 Mean$363.90 High$391.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
EVR · 24.2 29.5% 15.3% 31.7% ·
RJF $34.20B 16.8 6.6% 13.4% 17.7% ·
LPLA · 32.7 37.2% 5.1% 16.6% ·
FRHC $8.88B 57.7 9.3% 7.0% 11.3% ·
JEF · 20.3 2.9% 6.3% 6.6% ·
SF · 14.2 6.7% 10.8% 11.7% ·
VIRT · 6.5 26.2% 12.9% 58.4% ·
HLI · 23.1 9.6% 16.3% 18.6% ·
SNEX $5.27B 17.1 32.5% 0.23% 14.4% 3.1%
BGC · 28.8 30.0% · · ·
PIPR $1.43B 5.4 24.3% 14.8% 21.6% ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 5, 2026