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Evercore (EVR) guidance and outlook

Evercore's 10-Q filed Nov 4, 2026 makes 13 forward-looking statements.

Guidance and outlook

Forward-looking statements, 10-Q filed Nov 4, 2026

• Our level of compensation, including deferred compensation, reflects our plan to maintain competitive compensation levels to retain and attract key personnel, and it reflects the impact of newly-hired senior professionals upon their start date, including related grants of equity and other awards, which are generally valued at their grant date and recorded in employee compensation and benefits expense over the…
• Accordingly, client flows, market movements, and changes in our product mix will impact the level of management fees we receive from our Wealth Management business.
• Clients will increase or reduce the aggregate amount of AUM that we manage for a number of reasons, including changes in the level of assets that they have available for investment purposes, their overall asset allocation strategy, our relative performance versus competitors offering similar investment products and the quality of our service.
• We intend to fund these payments from cash and cash equivalents on hand, principally derived from cash flows from operations.
• We will continue to assess the potential ongoing impacts of these factors, including the regular monitoring of our cash levels, liquidity, regulatory capital requirements, debt covenants and our other contractual obligations.
• See Note 9 to our unaudited condensed consolidated financial statements for anticipated current and future payments under these arrangements.
• Pursuant to deferred compensation and deferred consideration arrangements, we expect to make cash payments in future periods, including related to our Long-term Incentive Plans, Deferred Cash Compensation Program and other deferred compensation arrangements.
• We expect to fund these commitments with cash flows from operations.
• We estimate that a hypothetical 10%, 20% and 30% adverse change in the market value of the investments would have resulted in a decrease in pre-tax income of approximately $17.4 million, $34.9 million and $52.3 million, respectively, for the three months ended September 30, 2026.
• We estimate that a hypothetical 10% adverse change in the value of the private equity funds would have resulted in a decrease in pre-tax income of approximately $0.2 million for the three months ended September 30, 2026.
• A significant portion of our non-U.S. revenues and expenses have been, and will continue to be, derived from contracts denominated in foreign currencies (i.e.
• It is generally not our intention to hedge our foreign currency exposure in these subsidiaries, and we will reevaluate this policy from time to time.

Evercore's latest quarter

Questions

What does Evercore expect?

Our level of compensation, including deferred compensation, reflects our plan to maintain competitive compensation levels to retain and attract key personnel, and it reflects the impact of newly-hired senior professionals upon their start date, including related grants of equity and other awards, which are generally valued at their grant date and recorded in employee compensation and benefits expense over the… Accordingly, client flows, market movements, and changes in our product mix will impact the level of management fees we receive from our Wealth Management business. Clients will increase

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.