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Evercore Inc.

EVR · Financials

Last earnings Oct 28, 2026

Key results

Revenuequarter

$1.0 billion

Revenues were $1.0 billion and $2.6 billion, respectively, on both a U.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Year-to-Date Net revenueytd

41%

Third Quarter and Year-to-Date Net Revenues increased 41% and 28%, respectively, on a U.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Year-to-Date Net revenueQ3 2025

28%

Third Quarter and Year-to-Date Net Revenues increased 41% and 28%, respectively, on a U.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Year-to-Date Net Revenues increased 41% and 28%, respectively, on a U.S. GAAP basis and 42% and 28%, respectively, on an Adjusted basis versus 2024 g Third Quarter

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Altman, Founder and Senior Chairman , We achieved record third quarter results, with over $1.0 billion in net revenues in the quarter, continuing the strong performance from the first half and reinforcing the strength of our growing, diversified platform.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Operating incomequarter

$ 33,259

GAAP $ 26,149 $ 21,996 $ 58,205 $ 68,096 Interest Expense on Debt (2) 7,110 4,198 15,513 12,575 Release of Foreign Exchange Losses from Luminis Redemption (3) 658 658 Gain on Sale of Interests in ABS (4) (615) (615) Other Revenue, net - Adjusted $ 33,259 $ 26,237 $ 73,718 $ 80,714 Operating Income - U.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Operating marginquarter

20.8 %

GAAP 20.8 % 16.6 % 18.6 % 15.7 % Operating Margin - Adjusted 21.8 % 18.2 % 19.4 % 16.8 % Effective Tax Rate - U.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

AI analysis

Q3 2025 · reported Oct 29, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$1.0B
EX-99 · Oct 29, 2025
Operating income · Q3 2025
$ 33,259
EX-99 · Oct 29, 2025
Operating margin · Q3 2025
20.8 %
EX-99 · Oct 29, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$1.0 billion——
Year-to-Date Net revenue28%——
Operating income$ 33,259——
Operating margin20.8 %——

EX-99 · Oct 29, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin20.8 %

Capital allocation

QUARTERLY dividend$0.84
Quarterly dividend$0.84
Quarterly dividend$623.8M
Dividend$264.72
Dividend$0.84

htm EX-99.1 Document Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2025 RESULTS QUARTERLY DIVIDEND OF $0.84 PER SHARE Third Quarter Results Year to Date Results U.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2025 RESULTS QUARTERLY DIVIDEND OF $0.84 PER SHARE Third Quarter Results Year to Date Results U.S

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

htm EX-99.1 Document Exhibit 99.1 E V E R C O R E EVERCORE REPORTS THIRD QUARTER 2025 RESULTS QUARTERLY DIVIDEND OF $0.84 PER SHARE Third Quarter Results Year to Date Results U.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

on its $12.3 billion sale to Thoma Bravo g CommScope on the sale of its Connectivity and Cable Solutions business to Amphenol for $10.5 billion g CityFibre on its comprehensive 6.2 billion recapitalization, including 2.3 billion of incremental debt and equity facilities g Crescent Energy on its $3.1 billion acquisition of Vital Energy g We have continued to experience strong activity in October, advising Carlyle on its 7.7 billion acquisition of BASF Coatings and Huntington Bancshares on its acquisition of Cadence Bank for $7.4 billion g Our Equities business, Evercore ISI, has achieved the No.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

RIAs and was named to Forbes top RIA firms for the first time Talent g We welcomed five Investment Banking Senior Managing Directors (SMDs) from Robey Warshaw on October 1st, 2025 Simon Robey, Simon Warshaw, Philip Apostolides, George Osborne and Chetan Singh g One Investment Banking SMD joined Evercore since the last earnings call Ovadiah Jacob in our private capital markets and debt advisory group g Since our last earnings call, four additional Investment Banking SMDs have committed to join Evercore this year two focused on Financial Sponsors (one in the U.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Healthcare group and one based in Stockholm Capital Return g Quarterly dividend of $0.84 per share g Returned $623.8 million to shareholders during the first nine months of 2025 through dividends and repurchases of 1.9 million shares at an average price of $264.72 NEW YORK, October 29, 2025 Evercore Inc.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Includes Equity and Debt Underwriting Transactions.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

11 Capital Return Transactions On October 28, 2025, the Board of Directors of Evercore declared a quarterly dividend of $0.84 per share to be paid on December 12, 2025 to common stockholders of record on November 28, 2025.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Strategy & priorities

RIAs and was named to Forbes top RIA firms for the first time Talent g We welcomed five Investment Banking Senior Managing Directors (SMDs) from Robey Warshaw on October 1st, 2025 Simon Robey, Simon Warshaw, Philip Apostolides, George Osborne and Chetan Singh g One Investment Banking SMD joined Evercore since the last earnings call Ovadiah Jacob in our private capital markets and debt advisory group g Since our last earnings call, four additional Investment Banking SMDs have committed to join Evercore this year two focused on Financial Sponsors (one in the U.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

We are optimistic about Evercore's market position and remain focused on serving our clients as conditions evolve.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Investment Banking Equities includes providing advice to clients on mergers, acquisitions, divestitures and other strategic corporate transactions, as well as services related to securities underwriting, private placement services and commissions for agency-based equity trading services and equity research.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

All statements, other than statements of historical fact, included in this release are forward-looking statements and are based on various underlying assumptions and expectations and are subject to known and unknown risks, uncertainties and assumptions, and may include projections of our future financial performance based on our growth strategies and anticipated trends in Evercore's business.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Risks & headwinds

All statements, other than statements of historical fact, included in this release are forward-looking statements and are based on various underlying assumptions and expectations and are subject to known and unknown risks, uncertainties and assumptions, and may include projections of our future financial performance based on our growth strategies and anticipated trends in Evercore's business.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

In addition, new risks and uncertainties emerge from time to time, and it is not possible for Evercore to predict all risks and uncertainties, nor can Evercore assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements.

SEC original ↗Evercore Inc. — Earnings release (8-K exhibit)EX-99Oct 29, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials
Documents

Filings

31 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Evercore Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Evercore Inc. are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Evercore Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.