Sectors

EVR
Evercore Inc.
346.79
240 x 347.07
120 x 346.70
bid
ask
+
6.70
1.97%
180 @ 04:15 PM
346.79 +0.00 (0.00%)
Ytd 1.92%
1y 47.40%
343.12
day range
350.83
232.29
52 week range
388.71
Open 345.53 Prev Close 340.09 Low 343.12 High 350.83 Mkt Cap 13.41B
Vol 307.25K Avg Vol 598.43K EPS 17.79 P/E 19.49 Forward P/E 15.09
Beta 1.49 Short Ratio 1.82 Inst. Own 93.95% Dividend 3.56 Div Yield 1.03
Ex Div Date 05-29 Earning 07-29 50-d Avg 331.07 200-d Avg 328.18 1yr Est 374.60
Earning
Date For Estimate Reported Surprise surprise %
2026-04-29 2026-03 5.57 7.53 1.96 35.19%
2026-02-04 2025-12 3.83 5.13 1.3 33.94%
2025-10-29 2025-09 3.01 3.48 0.47 15.61%
2025-07-30 2025-06 1.78 2.42 0.64 35.96%
2025-04-30 2025-03 1.6 3.49 1.89 118.13%
2025-02-05 2024-12 2.9 3.41 0.51 17.59%
Upgrade / Downgrade
Date Firm Action From To
2026-04-30 UBS Upgrade Neutral Neutral
2026-04-14 Goldman Sachs Upgrade Buy Buy
2026-04-09 Morgan Stanley Upgrade Equal-Weight Equal-Weight
2026-04-01 Goldman Sachs Upgrade Buy Buy
2026-03-12 UBS Upgrade Neutral Neutral
2026-03-12 Goldman Sachs Upgrade Buy Buy
Profile
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.
Insider Holder
Date Name Relation Quantity Description
2026-02-18 ALTMAN ROGER C Chairman of the Board 84.15K Stock Award(Grant)
2025-09-04 HARRIS GAIL BLOCK Director 39.79K Stock Gift
2025-02-09 HYMAN EDWARD S Officer 1.64M Sale
2026-02-18 KLURFELD JASON General Counsel 57.79K Stock Award(Grant)
2026-02-18 LALONDE TIMOTHY GILBERT Chief Financial Officer 42.61K Stock Award(Grant)
2026-02-18 LINDSEY-CLARK MATTHEW Officer 27.85K Stock Award(Grant)
Institution Ownership
Report Date Organization Position Value Percentage
2026-03-30 Blackrock Inc. 3.65M 1.27B 9.43%
2026-03-30 Vanguard Portfolio Management LLC 1.97M 684.77M 5.10%
2026-03-30 Vanguard Capital Management LLC 1.69M 587.93M 4.38%
2026-03-30 FMR, LLC 1.67M 579.16M 4.32%
2026-03-30 Invesco Ltd. 1.42M 494.18M 3.68%
2026-03-30 AQR Capital Management, LLC 1.32M 456.78M 3.40%
Fund Ownership
Report Date Organization Position Value Percentage
2026-04-29 iShares Trust-iShares Core S&P Mid-Cap ETF 1.31M 453.17M 3.38%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 1.19M 413.87M 3.08%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 867.56K 300.93M 2.24%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund 431.69K 149.74M 1.12%
2026-03-30 John Hancock Funds III-Disciplined Value Mid Cap Fund 349.50K 121.23M 0.90%
2026-01-30 AIM Investment Fd.s -Invesco Discovery Mid Cap Growth Fd. 325.96K 113.07M 0.84%
Dividend
Dividend Date
0.89 2026-05-29
0.84 2026-02-27
0.84 2025-11-28
0.84 2025-08-29
0.84 2025-05-30
0.8 2025-02-28