Evercore Inc. (EVR)

Price$297.92Cached quote
EVRNYSE
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Financial charts

Revenue

Net income

Free cash flow

Total cash / debt

CashTotal debt

Financial statements

17 annual periodsNewest to oldest
20252024202320222021202020192018201720162015201420132012201120102009
Revenue$3.88B$3.00B$2.44B$2.78B$3.31B$2.29B$2.03B$2.08B$1.72B$1.46B$1.24B$931.4M$779.4M$657.7M$543.7M$398.7M$336.7M
Operating expenses$3.07B$2.45B$2.07B$2.07B$2.19B$1.74B$1.57B$1.52B$1.28B$1.18B$1.09B$744.9M$635.3M$576.8M$488.5M$339.0M$289.0M
Net income$591.9M$378.3M$255.5M$476.5M$740.1M$350.6M$297.4M$377.2M$125.5M$107.5M$42.9M$86.9M$53.3M$28.9M$7.0M$9.0M−$1.6M
Net profit margin15.26%12.62%10.46%17.15%22.38%15.34%14.66%18.11%7.28%7.38%3.46%9.33%6.83%4.39%1.28%2.25%−0.47%
Basic EPSper basic share$15.29$9.86$6.71$12.15$18.48$8.64$7.44$9.29$3.16$2.74$1.15$2.42$1.65$0.98$0.26$0.45-$0.10
Diluted EPSper diluted share$14.05$9.08$6.37$11.61$17.08$8.22$6.89$8.33$2.80$2.43$0.98$2.08$1.38$0.89$0.23$0.39-$0.10

Owners

Reported shareholders

Reference date Jun 30, 2026
BlackRock, Inc. · 9.66% of listed sharesVANGUARD PORTFOLIO MANAGEMENT LLC · 5.09% of listed sharesAQR CAPITAL MANAGEMENT LLC · 4.45% of listed sharesVANGUARD CAPITAL MANAGEMENT LLC · 4.37% of listed sharesHYMAN EDWARD S · ≈4.27% of listed sharesInvesco Ltd. · 4.17% of listed sharesSTATE STREET CORP · 3.14% of listed sharesFMR LLC · 2.94% of listed sharesGEODE CAPITAL MANAGEMENT, LLC · 2.86% of listed sharesMORGAN STANLEY · 2.09% of listed sharesMILLENNIUM MANAGEMENT LLC · 1.66% of listed sharesWEINBERG JOHN S · ≈1.66% of listed sharesWELLINGTON MANAGEMENT GROUP LLP · 1.63% of listed sharesBoston Partners · 1.60% of listed sharesTD Asset Management Inc · 1.58% of listed sharesDIMENSIONAL FUND ADVISORS LP · 1.45% of listed sharesUBS Group AG · 1.31% of listed sharesFisher Asset Management, LLC · 1.10% of listed sharesNORGES BANK · 1.08% of listed sharesJPMORGAN CHASE & CO · 1.06% of listed shares
9.66%of listed shares
BlackRock, Inc.3.72M shares · Jun 30, 2026
View holders
Top 20 reported holders of EVR
Holder% owned
BlackRock, Inc.
9.66%3.72M shares
VANGUARD PORTFOLIO MANAGEMENT LLC
5.09%1.96M shares
AQR CAPITAL MANAGEMENT LLC
4.45%1.71M shares
VANGUARD CAPITAL MANAGEMENT LLC
4.37%1.68M shares
HYMAN EDWARD S
≈4.27%1.64M shares
Invesco Ltd.
4.17%1.6M shares
STATE STREET CORP
3.14%1.21M shares
FMR LLC
2.94%1.13M shares
GEODE CAPITAL MANAGEMENT, LLC
2.86%1.1M shares
MORGAN STANLEY
2.09%803.02K shares
MILLENNIUM MANAGEMENT LLC
1.66%637.46K shares
WEINBERG JOHN S
≈1.66%636.89K shares
WELLINGTON MANAGEMENT GROUP LLP
1.63%624.99K shares
Boston Partners
1.60%614.52K shares
TD Asset Management Inc
1.58%609.11K shares
DIMENSIONAL FUND ADVISORS LP
1.45%556.42K shares
UBS Group AG
1.31%503.4K shares
Fisher Asset Management, LLC
1.10%423.88K shares
NORGES BANK
1.08%417.04K shares
JPMORGAN CHASE & CO
1.06%409.2K shares

Percentages use 38.45M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.

Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.

Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys1$580.9K disclosed value
Sells (SEC code S)24$87.79M disclosed value
25 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
Jun 11, 2026Form 4LaLonde Timothy GilbertChief Financial OfficerSellShares of Class A common stock, par value $0.01 per share7.8K$343.06$2.68M34.8K
Mar 6, 2026Form 4Williamson Sarah KDirectorBuyShares of Class A common stock, par value $0.01 per share2.0K$290.43$580.9K13.3K
Feb 6, 2026Form 4Klurfeld JasonGeneral CounselSellShares of Class A common stock, par value $0.01 per share5.0K$360.00$1.80M49.4K
Feb 5, 2026Form 4Pensa PaulContr, Prin. Acct.OfficerSellShares of Class A common stock, par value $0.01 per share1.4K$350.31$507.9K5.0K
Dec 9, 2025Form 4Carlton Pamela GDirectorSellShares of Class A common stock, par value $0.01 per share192$343.11$65.9K3.5K

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