EVR

Evercore Partners Inc

EVR.US evercore.com + Research + Basket
CIK 0001360901
Employees 2,715
Phone (212) 857-3100
Fiscal year end December
IPO Aug 11, 2006
Address 55 East 52nd Street, New York, NY, United States, 10055
292.38
+32.52 (+12.51%)
USD · NYSE
52-week range
245.47
385.54
Trading at 33% of the 52-week range
Market Cap
9.90B
P/E Ratio
14.49
Forward P/E
12.09
Book Value
48.33
Div. Yield
1.37%
% Institutions
94.78%
% Insiders
2.33%

1 Year

-8.1%

3 Year

+134.9%

10 Year

+569.3%
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.

Actions

Add an action for EVR.US, or sign in to see your action list.

People

▼

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. Paul Pensa CPA Senior Managing Director, Chief Accounting Officer & Controller NA
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 1979

Insider Trading

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

Shareholders

▼

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 3.72M Jun 30, 2026 9.66% $0.02 1.83%
Vanguard Portfolio Management, LLC 1.96M Jun 30, 2026 5.09% $0.03 -0.91%
AQR Capital Management LLC 1.71M Jun 30, 2026 4.45% $0.20 29.93%
Vanguard Capital Management, LLC 1.68M Jun 30, 2026 4.37% $0.01 -0.87%
Amvescap Plc. 1.60M Jun 30, 2026 4.17% $0.04 12.49%
State Street Corp 1.21M Jun 30, 2026 3.14% $0.01 2.30%
FMR Inc 1.13M Jun 30, 2026 2.94% $0.02 -32.17%
Geode Capital Management, LLC 1.10M Jun 30, 2026 2.86% $0.02 5.28%
Morgan Stanley - Brokerage Accounts 803.02K Jun 30, 2026 2.09% $0.01 -12.51%
Millennium Management LLC 637.46K Jun 30, 2026 1.66% $0.08 821.75%
Wellington Management Company LLP 624.99K Jun 30, 2026 1.63% $0.04 0.28%
Boston Partners Global Investors, Inc 614.52K Jun 30, 2026 1.60% $0.19 5.92%
TD Asset Management Inc 609.11K Jun 30, 2026 1.58% $0.18 -36.45%
Dimensional Fund Advisors, Inc. 556.42K Jun 30, 2026 1.45% $0.03 1.44%
UBS Group AG 503.40K Jun 30, 2026 1.31% $0.02 72.04%
Fisher Asset Management, LLC 423.88K Jun 30, 2026 1.10% $0.04 -0.20%
NORGES BANK 417.04K Jun 30, 2026 1.08% $0.01 -13.59%
JPMorgan Chase & Co 409.20K Jun 30, 2026 1.06% $0.01 -12.73%
Bahl & Gaynor Inc. 395.49K Jun 30, 2026 1.03% $0.62 -1.58%
BNP Paribas Investment Partners SA 393.11K Jun 30, 2026 1.02% $0.13 23.25%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.37M 3.56% ▲ 0.00% Sep 30, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 1.15M 2.99% ▼ 1.52% Sep 30, 2026
3 Vanguard Small Cap Index 822.65K 2.14% ▼ 2.70% Sep 30, 2026
4 TD U.S. Dividend Growth Fund-F 443.11K 1.15% ▲ 0.00% Jun 30, 2026
5 Invesco S&P MidCap Quality ETF 421.56K 1.10% ▲ 0.10% Sep 30, 2026
6 TD North American Dividend - I 350.02K 0.91% ▲ 11.95% Dec 31, 2025
7 JHancock Disciplined Value Mid Cap I 339.51K 0.88% ▼ 1.61% Aug 31, 2026
8 Strategic Advisers Fidelity US TtlStk 333.06K 0.87% ▲ 0.45% Aug 31, 2026
9 TD Tactical Monthly Income F 300.20K 0.78% ▲ 11.50% Dec 31, 2025
10 SRH Total Return Fund 300.00K 0.78% ▲ 0.00% Sep 30, 2026

Financial Highlights

▼
Market Cap: $9.90B
P/E Ratio: $14.49
PEG Ratio: $1.14
Book Value: $48.33
Dividend/Share: $3.46
Dividend Yield: 1.37%
Earnings/Share: $17.76
Profit Margin: 15.82%
Operating Margin: 17.83%
ROA (TTM): 19.29%
ROE (TTM): 39.50%
Revenue (TTM): $4.71B
Revenue/Share (TTM): $121.54
Earnings Growth (YOY): -1.70%
Revenue Growth (YOY): 18.80%

Valuation Metrics

Enterprise Value: $10.06B
Trailing P/E: 14.49
Forward P/E: 12.09

Shares Statistics

Shares Outstanding: 38.46M
Shares Float: 36.42M
% Insiders: 2.33%
% Institutions: 94.78%
Short % Float: 3.23%

Stock Price History

▼

1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

▼
Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

▼
Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$3.88B
Cost of Goods Sold
adjust
$-24.26M
Gross Profit
subtotal
$3.86B
SG&A
adjust
$-2.50B
Other Operating Expense
adjust
$-561.17M
Operating Income
subtotal
$793.81M
Other / Non-Operating Items
adjust
$-201.89M
Net Income
subtotal
$591.92M

Earnings Per Share (EPS) History

▼

Financial Ratios

▼

📦 Raw API Data (JSON Explorer)

▼

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about EVR.US!