Stock Fundamentals

Company Information

Company Name
Evercore Partners Inc
Sector
Financial Services
Industry
Capital Markets
Exchange
NYSE
ISIN: US29977A1051
CIK: 0001360901
CUSIP: 29977A105
Currency: USD
Full Time Employees: 2,635
Phone: (212) 857-3100
Fiscal Year End: December
IPO Date: Aug 11, 2006
Description:

Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.

Address:

55 East 52nd Street, New York, NY, United States, 10055

Directors & Officers

Name Title Year Born
Mr. Roger Charles Altman Founder & Senior Chairman 1946
Mr. John S. Weinberg Chairman & CEO 1957
Mr. Timothy Gilbert LaLonde M.B.A., M.Sc. Senior MD & CFO 1962
Mr. Jason Klurfeld J.D. Senior MD, Corporate Secretary & General Counsel 1973
Mr. Matthew Lindsey-Clark Co-Head of EMEA Investment Banking, Global Adv. Europe & Sr. MD of Strategic Advisory of London 1963
Mr. David Kamo Senior MD of Strategic Advisory of New York & Senior MD in Investment Banking NA
Mr. Sandeep Saini Senior MD & Chief Information Officer NA
Ms. Katy Haber Senior MD, Head of Investor Relations & ESG NA
Ms. Jamie Easton Senior MD, Head of Communications & External Affairs 1980
Mr. William O. Hiltz Senior Managing Director of Advisory Business 1952

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 06, 2026 Sarah K Williamson N/A Purchase 2.00K $290.43 $580.86K
Feb 06, 2026 Jason Klurfeld N/A Sale 5.00K $360.00 $1.80M
Feb 05, 2026 Paul Pensa N/A Sale 1.45K $350.31 $507.95K
Dec 09, 2025 Pamela G Carlton N/A Sale 192.00 $343.11 $65.88K
Aug 05, 2025 Timothy Gilbert Lalonde N/A Sale 8.41K $295.44 $2.48M
Aug 01, 2025 Jason Klurfeld N/A Sale 5.50K $285.85 $1.57M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 3.84M Dec 31, 2025 9.93% $0.02 -1.59%
BlackRock Inc 3.65M Mar 31, 2026 9.43% $0.02 5.49%
FMR Inc 1.67M Mar 31, 2026 4.32% $0.03 32.91%
Amvescap Plc. 1.42M Mar 31, 2026 3.68% $0.07 6.02%
AQR Capital Management LLC 1.32M Mar 31, 2026 3.40% $0.18 53.49%
State Street Corp 1.18M Mar 31, 2026 3.05% $0.01 1.66%
Geode Capital Management, LLC 1.04M Mar 31, 2026 2.70% $0.02 12.81%
TD Asset Management Inc 958.47K Mar 31, 2026 2.48% $0.23 -21.10%
Morgan Stanley - Brokerage Accounts 917.80K Mar 31, 2026 2.37% $0.02 33.67%
Wellington Management Company LLP 623.26K Mar 31, 2026 1.61% $0.03 -67.73%
Boston Partners Global Investors, Inc 580.17K Mar 31, 2026 1.50% $0.18 -29.62%
Dimensional Fund Advisors, Inc. 548.53K Mar 31, 2026 1.42% $0.03 3.11%
The Goldman Sachs Group Inc 524.53K Mar 31, 2026 1.36% $0.02 19.53%
NORGES BANK 482.62K Dec 31, 2025 1.25% $0.02 -17.03%
JPMorgan Chase & Co 468.88K Mar 31, 2026 1.21% $0.01 7.17%
Fisher Asset Management, LLC 424.72K Mar 31, 2026 1.10% $0.04 32.81%
Bahl & Gaynor Inc. 401.83K Mar 31, 2026 1.04% $0.60 -4.68%
Point72 Asset Management, L.P. 390.58K Mar 31, 2026 1.01% $0.15 0.00%
Balyasny Asset Management LLC 369.04K Mar 31, 2026 0.95% $0.14 700.42%
Northern Trust Corp 357.16K Mar 31, 2026 0.92% $0.01 11.46%

Shares Statistics

Shares Outstanding: 38.68M
Shares Float: 36.56M
% Insiders: 230.70%
% Institutions: 9,399.10%
Short % Float: 2.86%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.31M 3.38% ▼ 0.05% Apr 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.20M 3.09% ▲ 0.23% Apr 30, 2026
3 Vanguard Small Cap Index 866.77K 2.24% ▼ 0.22% Apr 30, 2026
4 TD U.S. Dividend Growth Fund-F 541.12K 1.40% ▲ 4.36% Dec 31, 2025
5 Vanguard Institutional Extnd Mkt Idx Tr 436.70K 1.13% ▲ 1.03% Apr 30, 2026
6 Fidelity Contrafund 436.42K 1.13% ▼ 17.59% Mar 31, 2026
7 TD North American Dividend - I 350.02K 0.90% ▲ 11.95% Dec 31, 2025
8 JHancock Disciplined Value Mid Cap I 349.50K 0.90% ▼ 7.89% Mar 31, 2026
9 Invesco Discovery A 320.05K 0.83% ▲ 12.05% Apr 30, 2026
10 Invesco Discovery Mid Cap Growth Y 309.32K 0.80% ▲ 3.94% Apr 30, 2026

Valuation Metrics

Enterprise Value: $13.57B
Trailing P/E: 19.12
Forward P/E: 19.84

Financial Highlights

Market Cap: $13.16B
P/E Ratio: $19.12
PEG Ratio: $1.58
Book Value: $46.08
Dividend/Share: $3.41
Dividend Yield: 0.98%
Earnings/Share: $17.79
Profit Margin: 16.40%
Operating Margin: 24.41%
ROA (TTM): 21.35%
ROE (TTM): 42.17%
Revenue (TTM): $4.55B
Revenue/Share (TTM): $117.44
Earnings Growth (YOY): 106.90%
Revenue Growth (YOY): 100.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 5.80x 0.32x 0.57x 32.72x 0.80x
2024-12-31 7.76x 0.25x 0.53x 31.80x 0.81x
2023-12-31 9.02x 0.26x 0.52x 21.88x 1.11x
2022-12-31 9.94x 0.27x 0.52x 41.78x 0.56x
2021-12-31 6.75x 0.32x 0.57x 63.49x 0.37x
2020-12-31 10.28x 0.34x 0.56x 25.26x 0.73x
2019-12-31 11.79x 0.50x 0.57x 22.28x 0.90x
2018-12-31 37.63x 0.19x 0.53x 31.03x 0.33x
2017-12-31 27.56x 0.26x 0.50x 21.89x 0.44x
2016-12-31 26.17x 0.28x 0.53x 16.00x 0.74x
2015-12-31 14.71x 0.26x 0.52x 7.94x 1.13x
2014-12-31 3.52x 0.42x 0.51x 11.33x 1.20x
2013-12-31 21.29x 0.32x 0.52x 9.89x 1.15x
2012-12-31 19.75x 0.45x 0.57x 4.60x 2.49x
2011-12-31 1.65x 0.56x 0.55x 1.89x 4.01x
2010-12-31 1.02x 0.92x 0.59x 1.59x 5.78x
2009-12-31 0.75x 1.51x 0.67x 0.81x 15.73x
2008-12-31 0.69x 1.85x 0.72x -0.31x -79.76x
2007-12-31 0.83x 1.65x 0.75x -2.98x -7.62x
2006-12-31 1.32x 0.75x 0.63x 11.07x 0.85x
2005-12-31 4.28x 0.01x 0.37x N/A 0.01x
2004-12-31 9.22x 0.01x 0.28x N/A 0.01x
2003-12-31 N/A N/A N/A N/A 0.00x

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