Evercore Partners Inc

EVR.US
Financial Services · Capital Markets
340.50
+0.39 (+0.11%)
USD · NYSE

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

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 1980

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

Shareholders

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%
Vanguard Portfolio Management, LLC 1.97M Mar 31, 2026 5.10% $0.03 0.00%
Vanguard Capital Management, LLC 1.69M Mar 31, 2026 4.38% $0.01 0.00%
FMR Inc 1.67M Mar 31, 2026 4.32% $0.03 32.91%
Amvescap Plc. 1.42M Mar 31, 2026 3.68% $0.04 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%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 1.32M 3.41% ▼ 0.66% Jun 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.17M 3.02% ▼ 2.58% Jun 30, 2026
3 Vanguard Small Cap Index 842.96K 2.18% ▼ 2.64% Jun 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 443.91K 1.15% ▲ 1.51% Jun 30, 2026
6 Invesco S&P MidCap Quality ETF 382.51K 0.99% ▲ 0.00% Jun 30, 2026
7 JHancock Disciplined Value Mid Cap I 350.27K 0.91% ▲ 0.22% May 31, 2026
8 TD North American Dividend - I 350.02K 0.90% ▲ 11.95% Dec 31, 2025
9 FullerThaler Behavioral Sm-Cp Eq R6 329.55K 0.85% ▲ 4.40% Apr 30, 2026
10 Invesco OFI Small Cap Growth 328.93K 0.85% ▲ 15.15% Jun 30, 2026

Financial Highlights

Market Cap: $12.96B
P/E Ratio: $19.15
PEG Ratio: $1.50
Book Value: $46.08
Dividend/Share: $3.41
Dividend Yield: 1.00%
Earnings/Share: $17.76
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%

Valuation Metrics

Enterprise Value: $13.58B
Trailing P/E: 19.15
Forward P/E: 18.94

Shares Statistics

Shares Outstanding: 38.68M
Shares Float: 36.64M
% Insiders: 232.00%
% Institutions: 9,431.20%
Short % Float: 3.13%

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 (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
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)

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