EVR NYSE Week ended 31 Jul 2026

Weekly Investor Report

Evercore Partners Inc · Financial Services · Capital Markets

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Latest close 320.6 USD
-5.6% latest week
Weekly setup

Mixed setup

The weekly trend is active. Price is -3.7% below the Trend Line and sits at 45.6% of its 52-week range. The latest completed week returned -5.6%, after a -6.4% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is neither clearly cheap nor expensive. Options positioning is mixed with 36/100 conviction, while the latest news-sentiment score is 57/100.

Setup score 44 out of 100
Latest Close 320.6 USD 31 Jul 2026
1W Return -5.6% latest completed week
4W Return -6.4% short-term follow-through
12W Return -5.8% quarterly tape
Trend Breadth 61.5% 32 of 52 weeks active
Volume Ratio 1.8x vs 13-week average
What is working
  • The trend backdrop is active with a 3-week active streak.
  • Price is above Fair Value, showing premium demand versus the model.
  • Volume is elevated versus the 13-week average, confirming attention.
  • Next-week expectancy is positive at 61.72% based on similar historical setup states.
What could go wrong
  • Price is below the Trend Line, which keeps downside pressure in focus.
  • Activity pressure is negative, which weakens the current setup.
  • 11 reversal markers appear in the recent smart-money tape.
  • The latest week was a sharp negative move.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -5.6% Latest completed week; four-week move -6.4%. Indicator stack 44/35 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 61.72% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Mixed 36/100 conviction; expected move 7.7%. News sentiment 57/100 46 relevant articles in the latest sentiment read. Event risk 29 Jul Latest stored earnings date was 29 Jul 2026.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is -3.7% below the Trend Line and sits at 45.6% of its 52-week range. The latest completed week returned -5.6%, after a -6.4% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.8x the 13-week average. Participation is unusually strong and confirms that the move is attracting attention.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.5012-week average 0.47

12-week confirmation

Trend active3/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure10/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership2/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.50Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers1111 reversal markers

No recent accumulation markers. 11 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -6.4% over four weeks, -5.8% over 12 weeks, and 10.2% over one year. The current trend has remained active for 3 consecutive weeks.

Performance by holding period

1W-5.6%
4W-6.4%
12W-5.8%
26W-8.8%
52W10.2%
Active trend streak3 weeks
Active weeks in one year32
Trend breadth61.5%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure-0.20Latest activity-pressure read.
Pressure change-147.6%Four-week change in activity pressure.
Leadership-10.12Latest relative-leadership reading.
RS change-151.9%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 100% Model confidence 96%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength71/100Blend of value, momentum, and quality. Underlying universe rank 30; rank 1 is best.
Value36/100Relative valuation strength. Underlying universe rank 65; rank 1 is best.
Quality99/100Profitability and accounting quality. Underlying universe rank 2; rank 1 is best.
Momentum67/100Medium-term price momentum. Underlying universe rank 34; rank 1 is best.
Growth96/100Revenue and earnings growth. Underlying universe rank 5; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework80/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
17.6x
Price divided by trailing earnings.
Price / sales
2.9x
Market value relative to trailing revenue.
EV / EBITDA
12.8x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
12.3%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
98.9%
Gross profit retained from each unit of revenue.
Operating margin
22.3%
Operating profit retained from revenue.
Free-cash-flow margin
35.7%
Free cash flow generated from revenue.
Return on invested capital
48.2%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
47.3%
Latest one-year revenue growth.
EPS growth
70.2%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
113.1%
Latest one-year free-cash-flow growth.
Piotroski F-score
5/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
1.0%
Cash dividends relative to market value.
Buyback yield
6.7%
Net share repurchases relative to market value.
Shareholder yield
7.7%
Dividend yield plus net buyback yield.
Net debt / EBITDA
-0.1x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningMixed

EVR shows mixed options pressure with a 36/100 conviction score, put-call volume ratio of 1.07, expected move of 7.7%, and Sharemaestro trend signal active.

Conviction36/100
Expected move7.7%
Put/call volume1.07
Pressure4
Speculation29
Volatility59
Trend agreement84
Open options detail
Insider activity9 / 1

9 acquisitions and 1 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment57/100

Weighted news tone is neutral across 46 relevant articles.

20 positive · 23 neutral · 3 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings29 JulLatest stored earnings date was 29 Jul 2026.
Options expected move7.7%Nearest-chain priced movement where available.
52-week drawdown-17.1%Distance below the 52-week high.
13-week volatility4.2%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher13 of 2613 weeks finished lower.
Best week+10.8%Week of 10 Apr.
Worst week-9.9%Week of 13 Feb.
Latest week-5.6%Week of 31 Jul.

Shape of recent returns

Strong gains6
Modest gains7
Flat weeks0
Modest losses5
Sharp losses8
Recent vol4.2%13-week weekly-return volatility.
Base vol4.9%52-week weekly-return volatility.
Up/down split30/22Count of positive and negative weeks in the 52-week window.
Average skew3.8% / -4.4%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape44/100

Trend, activity pressure, participation, and risk combine to a 44/100 tape read.

 Indicator analysis36/100

Latest 12-week confirmation: trend 3/12, activity pressure 10/12, relative leadership 2/12.

Activity pressure 0.50; 11 reversal markers Next-Week ExpectancyPositive 61.72%

Next-week expectancy is positive with a 61.72% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors68/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 9; Small Cap Core rank 43 SVQF80/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 199.0 of 1013 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options56/100

EVR shows mixed options pressure with a 36/100 conviction score, put-call volume ratio of 1.07, expected move of 7.7%, and Sharemaestro trend signal active.

Mixed · Options-market disagreement · Expected move 7.7% Sentiment57/100

Weighted news tone is neutral across 46 relevant articles.

Private credit secondaries volume already surpasses FY 2025 – Evercore Insiders9 / 1

9 acquisitions and 1 disposals in the latest 180-day insider tape.

 Earnings29 Jul

Latest stored earnings date was 29 Jul 2026.

 Research flow1 items

1 recent research articles and 0 Market Watch posts are available.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 2026320.6 USD-5.6%332.9 USD249.2 USD-0.20-10.123.9MOn
24 Jul 2026339.6 USD-0.6%333.8 USD248.0 USD-0.09-3.902.1MOn
17 Jul 2026341.5 USD2.0%334.2 USD246.6 USD0.08-3.982.4MOn
10 Jul 2026334.8 USD-2.3%334.1 USD245.3 USD0.25-7.401.9MOff
3 Jul 2026342.6 USD0.2%334.2 USD243.9 USD0.42-4.021.6MOff
26 Jun 2026342.0 USD-8.0%333.7 USD242.5 USD0.46-2.112.1MOff
19 Jun 2026371.7 USD4.0%332.9 USD241.0 USD0.423.991.6MOff
12 Jun 2026357.4 USD5.3%330.7 USD239.4 USD0.321.261.9MOff
5 Jun 2026339.4 USD-0.4%328.9 USD237.8 USD0.19-2.971.7MOff
29 May 2026340.9 USD-1.3%327.8 USD236.4 USD0.16-4.811.8MOff
22 May 2026345.2 USD3.8%326.1 USD234.9 USD0.13-1.961.9MOff
15 May 2026332.7 USD-2.2%325.4 USD233.4 USD0.04-4.402.3MOff
8 May 2026340.3 USD7.7%324.7 USD231.9 USD0.04-1.833.1MOff
1 May 2026316.0 USD-8.0%323.3 USD230.4 USD-0.11-6.414.2MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.