EVRNYSEInvestment Advice

Evercore Inc. (EVR) earnings date, market-implied expected move, and options open interest by expiry

290.34

−7.25 · −2.44%

post 290.32 −0.01%

Closed16:00 ET

Open298.49Volume539,275Mkt cap$11.2BP/E1.29Div yield1.19%

Day286.74 – 298.4930%52-wk245.47 – 385.5432%

EVR

Evercore Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Feb 3

before open · in 95 days

est.Q4 FY26

Calendar

Next report

Last report

+12.51%

vs ±8.1% implied · ×1.55

shaded = implied · ▲▼ = realized

Oct 28 '26 · confirmed

Implied vs realized

Largest filed tie

—

13F top-10 QoQ

+3.02%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

717 managers

Top fund weight

0.36%

EVR weight · MDY

N-PORTJun 30 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Evercore (EVR) is expected to report on Feb 3 before open (estimated date).

Implied vs realized

2 reports

—≥ implied

Q2 FY26Jul 29 '26confirmed—▼−10.51%—

Oct 28 '26Oct 28 '26confirmed±8.1%▲+12.51%×1.55

quarterimplied−15%0+15%realized×

Oct '26±8.1%▲+12.51%×1.55

Q2 FY26—−10.51%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 3 expiries · Oct 28 close

0.34OI · 3 expiries · Oct 28 closeP/C open interest · Mar 19 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

594+1%Nov 2020d0.78757+2%0.78

5250%Dec 1848d0.549720%0.54

report · Feb 3 · before open · est.

1020%Mar 19139d3010%

ExpiryPutsCallsP/C

Nov 2020d594+1%757+2%0.78

Dec 1848d5250%9720%0.54

report · Feb 3 · before open · est.

Mar 19139d1020%

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ2 FY26

6.84%as filednet margin · revenue +10027.94% QoQ · +18.86% YoY

Revenue$2.9B+10027.94%

Pre-tax income$588M+77.33%

Net income$202M6.84%−37.48%

Tax$41M+353.78%

Source: SEC filings · standardized · QE Jun 30 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

FOMC ×1.57· ±2.6% vs ±1.7% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±2.6%13 of 24×1.57

PPIproducer prices±2.3%6 of 11×1.38

NFPjobs report±1.9%6 of 10×1.12

CPIconsumer prices±1.7%6 of 11×1.05

GDPgross domestic product±1.4%11 of 19×0.85

PCEpersonal income & outlays±1.3%10 of 19×0.79

CPROFcorporate profits±1.2%6 of 12×0.75

Bar = avg |move| to ±3% · tick = ±1.7% avg day · ×base = |move| ÷ ±1.7% · min 6 releases

Earnings history

EPS 2.32 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Jul 29 '26 · confirmed	2.32	—
Q1 FY26	—	7.20	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod