Evercore ISI Recognized as the #1 Firm in U.S. Equity Research for the Third Consecutive Year

Rhea-AI Summary

Evercore ISI has maintained its position as the #1 firm in U.S. Equity Research for the third consecutive year in Extel's All-America Equity Research survey. The firm's analysts secured 47 Top 3 or Runner Up positions, including 17 No. 1 rankings, up from 15 in 2023. Notable achievements include Ed Hyman's 44th consecutive year as No. 1 in Economics, and first-time No. 1 rankings for Elizabeth Anderson, Mark Mahaney, and Oscar Sloterbeck in their respective sectors. The 2024 survey reflects opinions from over 4,300 investment professionals across 1,600+ asset management firms and institutions.

Team Excels with Most No. 1 Ranked Analysts for the Second Consecutive Year

NEW YORK--(BUSINESS WIRE)-- Evercore ISI was ranked No. 1 among all firms for top-ranked analysts on a weighted basis in Extel’s (previously Institutional Investor) All-America Equity Research survey for the third consecutive year. This overall rank is determined by applying the greatest weight to the highest-ranked individuals in each category.

Evercore ISI analysts were recognized as Top 3 or Runner Up in 47 categories, and they maintained the largest number of No. 1 position rankings at 17, up from 15 in 2023. Evercore ISI Founder and Chairman Ed Hyman once again topped the polls and received the No. 1 rank in Economics for the 44th year. Elizabeth Anderson (Health Care Technology & Distribution), Mark Mahaney (Internet Small & Midcap), and Oscar Sloterbeck (Thematic Research) ranked as the No. 1 analyst in their respective sectors for the first time ever on the ISI platform. Additionally, three analysts who joined Evercore ISI in the last year were recognized: Mark Lipacis (Semiconductors & Semiconductor Capital Equipment), Michael Binetti (Retailing Department Stores & Specialty Softlines), and Sarah Bianchi (Washington Research).

The 2024 All-America Research Team named by Extel reflects the opinions of more than 4,300 investment professionals from over 1,600 asset management firms and institutions, according to the magazine.

“Congratulations to every member of our team,” Mr. Hyman said. “Once again, I am so happy to see them get this well-deserved recognition for their great work. As always, our clients are at the forefront of everything we do, and we are grateful for their trust and support.”

Mike Paliotta, CEO of Evercore ISI, said, “Evercore’s core values are anchored to the highest standards of quality and to a client-centric focus on trusted and innovative advice. These results solidify our position as the No. 1 provider of research and reflect the strength of the Evercore brand. I am extremely proud of the entire equities team—research, sales and trading—for this accomplishment. We thank our clients for their continued partnership.”

“In the fiercely competitive landscape of our industry, we are honored to be recognized by our clients,” said Evercore ISI Director of Research Marc Harris. “Securing the top spot as the #1 firm underscores the exceptional thought leadership and expertise within our team. This remarkable achievement reflects our unwavering commitment to delivering a best-in-class product and maintaining unparalleled client service.”

First Team
Analyst		Sector
Amit Daryanani		Telecom & Networking Equipment
David Palmer		Restaurants
David Raso		Machinery, Engineering & Construction
Ed Hyman		Economics
Elizabeth Anderson		Health Care Technology & Distribution
John Pancari		Banks Midcap
Jonathan Chappell		Shipping
Krishna Guha		Washington Research
Mark Mahaney		Internet Small & Midcap
Oscar Sloterbeck		Thematic Research
Rich Ross		Technical Analysis
Stephen Kim		Homebuilders & Building Products
Steve Sakwa		REITs
Thomas Gallagher		Insurance Life
Umer Raffat		Biotechnology Largecap
Umer Raffat		Pharmaceuticals Major
Umer Raffat		Pharmaceuticals Specialty
Second Team
Analyst		Sector
Amit Daryanani		IT Hardware & Electronics Manufacturing Services
David Motemaden		Insurance Nonlife
Duane Pfennigwerth		Airlines
Greg Melich		Retailing Broadlines & Hardlines
James West		Oil Services & Equipment
Vijay Kumar		Life Science & Diagnostic Tools

Third Team
Analyst		Sector
Glenn Schorr		Brokers, Asset Managers & Exchanges
Oscar Sloterbeck		Economics
Robert Ottenstein		Beverage, Household & Personal Care Products
Stephen Richardson		Integrated Oil
Runners-Up
Analyst		Sector
Chris McNally		Autos & Auto Parts
David Palmer		Food Producers
Durgesh Chopra		Utilities
Glenn Schorr		Banks Largecap
James West		Clean Energy
John Pancari		Consumer Finance
Jonathan Chappell		Airfreight & Surface Transportation
Julian Emanuel		Equity-Linked Strategies
Julian Emanuel		Portfolio Strategy
Kirk Materne		Software Largecap
Mark Lipacis		Semiconductors & Semiconductor Capital Equipment
Mark Mahaney		Internet Largecap
Michael Binetti		Retailing Department Stores & Specialty Softlines
Michael Montani		Food Retailers
Mike DiFiore		Pharmaceuticals Specialty
Sarah Bianchi		Washington Research
Stephen Richardson		Oil & Gas Exploration & Production
Vijay Jayant		Media
Vijay Jayant		Cable, Satellite & Telecom Services
Vijay Kumar		Medical Supplies & Devices

About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20241029316519/en/

Business Contact:

Marc Harris

Evercore ISI Director of Research

Communications@Evercore.com

Media Contact:

Jamie Easton

Head of Communications & External Affairs

Communications@Evercore.com

Dukas Linden Public Relations

Evercore@DLPR.com

Investor Contact:

Katy Haber

Head of Investor Relations & ESG

InvestorRelations@Evercore.com

Source: Evercore

FAQ

How many consecutive years has Evercore ISI (EVR) been ranked #1 in U.S. Equity Research?

Evercore ISI has been ranked #1 in U.S. Equity Research by Extel for three consecutive years.

How many No. 1 ranked analysts does Evercore ISI (EVR) have in 2024?

Evercore ISI has 17 No. 1 ranked analysts in 2024, an increase from 15 in 2023.

How many years has Ed Hyman been ranked No. 1 in Economics at Evercore ISI?

Ed Hyman has been ranked No. 1 in Economics for 44 consecutive years.

How many investment professionals participated in Extel's 2024 All-America Research Team survey for Evercore ISI (EVR)?

Over 4,300 investment professionals from more than 1,600 asset management firms and institutions participated in the 2024 survey.