Stockchase Opinions

The Panic-Proof Portfolio (Stockchase Research)Evercore PartnersEVRPAST TOP PICKApr 21, 2026

(A Top Pick Feb 12/26, Up 10%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with EVR is progressing well.  To remain disciplined, we recommend trailing up the stop (from $256) to $282 at this time.  

$353.35

Stock price when the opinion was issued

$346.79

As of Jun 04, 2026. Market Open.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this independent investment banking firm that provides strategic advisory, capital markets, and wealth management services to corporations, financial sponsors, and high-net-worth individuals as a TOP PICK.  Revenue growth has averaged 36% annually over the past two years and EPS has grown 70% annually as well.  Cash reserves are growing as shares are aggressively bought back -- albeit with slightly higher debt.  We continue to recommend a stop at $282, looking to achieve $410 -- upside potential of 18%.  Yield 1.0%

(Analysts’ price target is $378.89)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

EVR is a private equity and advisory company focusing on mergers and acquisitions.  Recently reported earnings showed a 26% beat on EPS, which has grown 11% annually for the past five years.  Analysts expect growth in earnings to accelerate to over 20% annually over the next five years.  It trades at 23x earnings and supports a robust 31% ROE.  Cash reserves are growing, while shares are bought back.  We recommend setting a stop-loss at $256, looking to achieve $404 -- upside potential of 24%.  Yield 1%

(Analysts’ price target is $404.56)
TOP PICK
He likes this global investment and research firm that is ranked #1 internationally. It is a pure play on investment banking and wealth management -- two very profitable segments. They hold $1.2 billion in cash and it generates great cash flow. Yield 3.52% (Analysts’ price target is $92.00)
PAST TOP PICK

(A Top Pick Jan 23/14. Down 17.27%.) Had thought that M&A would be much more active, which they were, but the investment banks did have a sell-off last summer, and he sold his holdings.

TOP PICK

Companies have been working their way through dividend increases and share buybacks and still have very strong balance sheets. As the economy is getting a little better, we are seeing a big pick up in mergers and acquisitions. This is a company that is very specialized in mergers and acquisitions and corporate finance. About 90% of their revenue is there. A leader in the industry.