Evercore is a holding company. Through its subsidiaries, the company is an investment banking advisory firm. The company's segments include: Investment Banking, which includes the advisory business through which it provides advice to clients on mergers, acquisitions, divestitures, shareholder activism and other corporate transactions, and the Evercore International Strategy and Investment business through which it provides macroeconomic, policy and fundamental equity research and agency-based equity securities trading for institutional investors; and Investment Management, which includes the wealth management business through which it provides investment advisory, wealth management and fiduciary services.
  • TickerEVR
  • ISINUS29977A1051
  • ExchangeNew York Stock Exchange
  • SectorFinancial Services
  • CountryUnited States
Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Testing Key Support In last Tuesday's Compass (10/27/20) we noted the S&P 500's break below 3425 short-term support opened the door for potential visits to 3325 and 3200. Support at 3325 was violated by Wednesday, however the 3200-3230 level has held and remains important support moving forward. Should 3200-3230 fail to hold, 3130 (the 200-day MA) would be a key line in the sand for us. If this level holds we see the recent pullback as a buying opportunity, however a break below 3130 would signal a bearish trend change. While the election results are likely to bring a healthy dose of volatili...

MarketLine Department

Piper Jaffray Companies - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Piper Jaffray Companies Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Piper Jaffray Companies since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive ad...

MarketLine Department

Oppenheimer Holdings Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Oppenheimer Holdings Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Oppenheimer Holdings Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitiv...

MarketLine Department

Lazard LtdLazard Ltd - Strategy, SWOT and Corporate Finance Report

Summary Lazard LtdLazard Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Lazard Ltd (Lazard) is a rpovider of asset management and financial advisory services. Its asset management business comprises global investment solutions and investment management services. The company offers investments in mutual funds, closed-end funds and retirement plans through mu...

MarketLine Department

Dundee Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Dundee Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Dundee Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. ...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of names in the Communications Sector are showing signs of leadership. (ex. GLUU, TWTR, GOOGL, NYT, and NWSA) • Consumer Discretionary continues to have a number of attractive names technically. (ex. TPR, LGIH, DHI, VSTO, RGR, PENN, SGMS, BYD, BJRI, BKE, EBAY, SIG, HAIN, and ENR ) • A number of Financial Sector names appear to be perking up. (ex. JHG, INTL, EVR, GHL, ARR, and CINF)

Evercore Inc: 1 director bought

A director at Evercore Inc bought 7,500 shares at 62.542USD and the significance rating of the trade was 64/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board ...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Testing Key Support In last Tuesday's Compass (10/27/20) we noted the S&P 500's break below 3425 short-term support opened the door for potential visits to 3325 and 3200. Support at 3325 was violated by Wednesday, however the 3200-3230 level has held and remains important support moving forward. Should 3200-3230 fail to hold, 3130 (the 200-day MA) would be a key line in the sand for us. If this level holds we see the recent pullback as a buying opportunity, however a break below 3130 would signal a bearish trend change. While the election results are likely to bring a healthy dose of volatili...

MarketLine Department

Piper Jaffray Companies - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Piper Jaffray Companies Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Piper Jaffray Companies since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive ad...

MarketLine Department

Oppenheimer Holdings Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Oppenheimer Holdings Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Oppenheimer Holdings Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitiv...

MarketLine Department

Lazard LtdLazard Ltd - Strategy, SWOT and Corporate Finance Report

Summary Lazard LtdLazard Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Lazard Ltd (Lazard) is a rpovider of asset management and financial advisory services. Its asset management business comprises global investment solutions and investment management services. The company offers investments in mutual funds, closed-end funds and retirement plans through mu...

MarketLine Department

Dundee Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Dundee Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Dundee Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. ...

Thanks to a better fundamental star rating, EVERCORE INC sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to EVERCORE INC (US), active in the Asset Managers industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date September 15, 2020, the closing price was USD 65.97 and its expected value was estimated at USD 61.33.

40 Stocks for February 2018

This report was originally published on Feb 5, 2018. It followed an abbreviated note that was issued prior to the close on January 31, 2018. Long/Short Model Portfolio Monthly Update: January 31, 2018There are limitations inherent in our theoretical model results, particularly with the fact that such results do not represent actual trading and they may not reflect the impact material economic and market factors might have had on our decision making if we were actually managing client money. Please see additional disclaimers and disclosures at the back of this report.We highlight stocks that d...

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

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