NYSE$EVR

Evercore Inc. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Evercore reported third quarter results, with net revenues of $570.2 million on a U.S. GAAP basis and $576.1 million on an adjusted basis.

Evercore reported Q3 2023 results, showing a slight decrease in net revenues compared to Q3 2022. The company advised on significant transactions, including Chevron's acquisition of Hess. Evercore ISI maintained its #1 rank for equity research.

  • Third Quarter Net Revenues were $570.2 million on a U.S. GAAP basis and $576.1 million on an Adjusted basis.
  • Evercore advised Chevron on its $60 billion acquisition of Hess.
  • Evercore advised WestRock on its $20 billion merger with Smurfit Kappa and Danaher on its spin-off of Veralto.
  • Evercore ISI achieved Institutional Investors All-America Equity Research #1 rank on a weighted basis for the second year in a row.

Headline financials

Total Revenue

$574M

Previous: $581M-1.2%
EPS (adj)

$1.30

Previous: $2.20-40.9%
Assets Under Management

$11.3K

Previous: $9.99B-100.0%
Advisory Client Transactions

225

Previous: 229-1.7%
Advisory Client Transactions >= $1M

86

Previous: 99-13.1%
Underwriting Transactions

11

Previous: 11+0.0%
Underwriting Transactions as Bookrunner

10

Previous: 11-9.1%
Free Cash Flow

$52.1M

Previous: $82.4M-36.7%
Net Income

$52.1M

Previous: $82.4M-36.7%
Operating Income

$81M

Previous: $135M-39.8%
Gross Profit

$574M

Previous: $581M-1.2%
Cash & Equivalents

$493M

Previous: $473M+4.1%
Total Assets

$3.23B

Previous: $3.15B+2.4%
Stock-Based Comp

$121M

Previous: $119M+2.1%

Revenue & EPS history

Evercore · Revenue · Quarterly

$574M

Q3 2023-1.2%vs Q3 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Evercore · $564M total across 4 segments · Q3 2023

  • Advisory Fees
    $467M-4.3%
  • Commissions and Related Revenue
    $48.7M-1.0%
  • Underwriting Fees
    $30.8M+7.4%
  • Asset Management and Administration Fees
    $17.3M+10.6%

Forward guidance

We are encouraged by some of the positive leading indicators we see both internally and in the market. And while the normalization of market activity will continue to take time, we remain focused on serving our clients and building for the long term.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+0.3%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+1.3%

Avg return

30 days after

57%

37 / 65 earnings

Positive

+8.5%

Q3 2013

Best reaction

-14.2%

Q4 2010

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%-6.3%+0.2%
Q4 2025+5.2%+6.2%-14.7%
Q3 2025-9.4%-6.7%-0.5%
Q1 2025+3.2%+6.5%+16.3%
Q4 2024+0.8%-3.8%-26.9%
Q3 2024-4.7%-5.2%+13.0%
Q2 2024+0.6%+0.4%+0.4%
Q1 2024-6.3%-5.7%+4.2%
Q4 2023-0.7%-0.8%+5.7%
Q3 2023-2.7%-1.2%+12.1%
Q2 2023-4.8%-4.0%-4.6%
Q1 2023-7.0%-6.8%-8.3%
Q4 2022+2.2%+3.2%+2.0%
Q3 2022+6.0%+10.3%+19.2%
Q2 2022+4.6%+5.1%+2.2%
Q1 2022+3.2%+2.7%+7.3%
Q4 2021+1.2%+2.4%-6.2%
Q3 2021-5.3%-4.1%-11.0%
Q2 2021+0.3%-2.0%+4.6%
Q1 2021+0.3%-1.0%+2.8%
Q4 2020+0.8%+2.4%+7.5%
Q3 2020+6.9%+5.9%+13.6%
Q2 2020-2.9%-4.7%+4.2%
Q1 2020-3.3%-0.9%+2.6%
Q4 2019+8.0%+3.9%-9.3%
Q3 2019-5.9%-3.5%-0.5%
Q2 2019+1.6%+0.0%-12.3%
Q1 2019+1.0%+2.2%-14.4%
Q4 2018+7.0%+7.2%+11.9%
Q3 2018-2.2%-5.4%-5.2%
Q2 2018-0.6%-2.1%-4.2%
Q1 2018+8.0%+9.5%+18.6%
Q4 2017+5.5%-2.5%-4.8%
Q3 2017+2.3%+3.2%+10.1%
Q2 2017-1.5%+0.4%-4.5%
Q1 2017-6.7%-5.6%-10.0%
Q4 2016+0.3%+4.8%+4.8%
Q3 2016-2.0%-1.2%+23.5%
Q2 2016+0.2%-1.0%+1.6%
Q1 2016-2.6%
Q4 2015+7.5%
Q3 2015+5.5%
Q2 2015+1.4%
Q1 2015+1.3%
Q4 2014+1.7%
Q3 2014+0.9%
Q2 2014+3.4%
Q1 2014+1.6%
Q4 2013-2.4%
Q3 2013+8.5%
Q2 2013+3.5%
Q1 2013+2.4%
Q4 2012+7.6%
Q3 2012-0.4%
Q2 2012+5.3%
Q1 2011-0.3%
Q1 2012+0.6%
Q1 2010-1.9%
Q4 2011-1.9%
Q4 2009-1.9%
Q2 2011-1.4%
Q3 2010-4.5%
Q3 2011-4.5%
Q4 2010-14.2%
Q2 2010+5.4%

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