Latest revenue
$1.39B
as of 2026-03-31
Latest net income
$301.2M
as of 2026-03-31
Net margin
21.7%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- —
- Enterprise value
- —
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 1.0%
- 52-wk high
- $388.71
- 52-wk low
- $226.72
- Beta
- —
- Shares out
- —
5-year trend
What this company does
Table of Contents Item 1.Business Overview Evercore is the leading independent investment banking firm in the world based on the dollar volume of announced worldwide merger and acquisition ("M&A") transactions on which we have advised in the last five years(1). When we use the term "independent investment banking firm," we mean an investment banking firm that directly, or through its affiliates, does not engage in commercial banking or significant proprietary trading activities. We were founded on the belief that there is an opportunity within the investment banking industry for a firm free of the potential conflicts of interest created within large, multi-product, capital intensive…
AI summary unavailable — showing raw filing excerpt
Generated from EVR's filing dated 2026-02-20
Key risks
Item 1A.Risk Factors Risks Related to Our Business Difficult market conditions may adversely affect our business in many ways, including reducing the volume and value of the transactions involving our Investment Banking & Equities business, which may materially reduce our revenue or income. As a financial services firm, our businesses are materially affected by conditions in the financial markets and economic conditions in the U.S. and throughout the world. Financial markets and economic conditions can be negatively impacted by many factors beyond our control, such as the inability to access credit markets, rising interest rates or inflation, the imposition or threatened imposition of…
AI summary unavailable — showing raw filing excerpt
Generated from EVR's filing dated 2026-02-20
Profitability
Net margin
15.3%
20.8%Return on equity
29.1%
31.5%Return on assets
11.0%
21.9%Leverage
Debt / equity
1.64×
13.4%Long-term debt / equity
0.27×
35.2%Debt / assets
62.1%
5.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.39B | +101.4% | $301.2M | +106.1% | 21.7% |
Q4 2025 2025-12-31 | $1.37B | +29.3% | $204.0M | +45.2% | 14.9% |
Q3 2025 2025-09-30 | $1.01B | +42.2% | $144.6M | +84.4% | 14.3% |
Q2 2025 2025-06-30 | $808.9M | +20.4% | $97.2M | +31.8% | 12.0% |
Q1 2025 2025-03-31 | $687.7M | +24.5% | $146.2M | +70.6% | 21.3% |
Q4 2024 2024-12-31 | $1.06B | — | $140.4M | — | 13.2% |
Q3 2024 2024-09-30 | $712.2M | +26.2% | $78.4M | +50.3% | 11.0% |
Q2 2024 2024-06-30 | $671.6M | +40.1% | $73.8M | +98.2% | 11.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Investment Advice · SIC 6282
Your notes
Keep private notes on EVR — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$580.9K
Insider selling
$6.4M
Net activity
−$5.8M
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns EVR
Institutional value
$5.51B
Total shares held
18.9M
Distinct holders
453
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.6M | $1.09B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | $589.3M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $506.0M | — | New |
| 4 | Invesco Ltd. | 1.4M | $425.3M | — | New |
| 5 | TD ASSET MANAGEMENT INC | 958.5K | $286.1M | — | New |
| 6 | Boston Partners | 580.2K | $173.2M | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 548.5K | $163.7M | — | New |
| 8 | JPMORGAN CHASE & CO | 468.9K | $133.7M | — | New |
| 9 | Fisher Asset Management, LLC | 424.7K | $126.8M | — | New |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | 353.9K | $105.7M | — | New |
| 11 | Bank of New York Mellon Corp | 319.2K | $95.3M | — | New |
| 12 | Paralel Advisors LLC | 300.0K | $89.6M | — | New |
| 13 | UBS Group AG | 292.6K | $87.3M | — | New |
| 14 | Artemis Investment Management LLP | 275.2K | $82.1M | — | New |
| 15 | Stephens Investment Management Group LLC | 259.8K | $77.6M | — | New |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 256.5K | $76.6M | — | New |
| 17 | VANGUARD FIDUCIARY TRUST CO | 239.1K | $71.4M | — | New |
| 18 | TimesSquare Capital Management, LLC | 166.0K | $49.5M | — | New |
| 19 | Capital International Investors | 155.8K | $46.5M | — | New |
| 20 | TD Waterhouse Canada Inc. | 136.0K | $40.9M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once EVR's latest filing finishes processing.