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Evercore Inc

EVR
342.670USD
+4.420+1.31%
Close 12/19, 16:00ETQuotes delayed by 15 min
13.21BMarket Cap
25.03P/E TTM

Evercore Inc

342.670
+4.420+1.31%

More Details of Evercore Inc Company

Evercore Inc. is an investment banking and investment management company. The Company's segment includes Investment Banking & Equities and Investment Management. Investment Banking & Equities includes the investment banking business through which it provides advice to clients on significant mergers, acquisitions, divestitures, shareholder activism, and other strategic corporate transactions, with a particular focus on advising multinational corporations and private equity firms on large, complex transactions. It also provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders, and potential acquirers. Investment Management includes the wealth management business, through which it provides investment advisory, wealth management and fiduciary services for high-net-worth individuals and associated entities, and the private equity business, which holds interests in private equity funds not managed by the Company.

Evercore Inc Info

Ticker SymbolEVR
Company nameEvercore Inc
IPO dateAug 11, 2006
CEOLindsey-Clark (Matthew)
Number of employees2380
Security typeOrdinary Share
Fiscal year-endAug 11
Address55 E 52nd St Fl 38
CityNEW YORK
Stock exchangeNASDAQ OMX NASDAQ Basic NYSE
CountryUnited States of America
Postal code10055-0002
Phone12128573100
Websitehttps://www.evercore.com/
Ticker SymbolEVR
IPO dateAug 11, 2006
CEOLindsey-Clark (Matthew)

Company Executives of Evercore Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Edward S. Hyman, Jr.
Mr. Edward S. Hyman, Jr.
Non-Executive Vice Chairman of the Board, Chairman of Evercore ISI
Non-Executive Vice Chairman of the Board, Chairman of Evercore ISI
1.16M
-29.16%
Mr. Robert B. Millard
Mr. Robert B. Millard
Independent Director
Independent Director
52.04K
+2.32%
Ms. Gail Block Harris, J.D.
Ms. Gail Block Harris, J.D.
Lead Independent Director
Lead Independent Director
39.15K
-0.08%
Mr. Matthew Lindsey-Clark
Mr. Matthew Lindsey-Clark
Chief Executive Officer - Investment Banking Business, Europe and the Middle East
Chief Executive Officer - Investment Banking Business, Europe and the Middle East
23.79K
--
Mr. Roger C. Altman
Mr. Roger C. Altman
Senior Chairman of the Board
Senior Chairman of the Board
13.61K
-79.88%
Mr. William J. (Bill) Wheeler
Mr. William J. (Bill) Wheeler
Independent Director
Independent Director
11.64K
+4.74%
Ms. Sarah K. Williamson
Ms. Sarah K. Williamson
Independent Director
Independent Director
10.07K
+11.69%
Sir Simon M. Robertson
Sir Simon M. Robertson
Independent Director
Independent Director
8.19K
-7.24%
Ms. Ellen V. Futter, J.D.
Ms. Ellen V. Futter, J.D.
Independent Director
Independent Director
6.31K
+9.11%
Mr. Jason Klurfeld
Mr. Jason Klurfeld
General Counsel, Corporate Secretary
General Counsel, Corporate Secretary
1.08K
-83.55%
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Edward S. Hyman, Jr.
Mr. Edward S. Hyman, Jr.
Non-Executive Vice Chairman of the Board, Chairman of Evercore ISI
Non-Executive Vice Chairman of the Board, Chairman of Evercore ISI
1.16M
-29.16%
Mr. Robert B. Millard
Mr. Robert B. Millard
Independent Director
Independent Director
52.04K
+2.32%
Ms. Gail Block Harris, J.D.
Ms. Gail Block Harris, J.D.
Lead Independent Director
Lead Independent Director
39.15K
-0.08%
Mr. Matthew Lindsey-Clark
Mr. Matthew Lindsey-Clark
Chief Executive Officer - Investment Banking Business, Europe and the Middle East
Chief Executive Officer - Investment Banking Business, Europe and the Middle East
23.79K
--
Mr. Roger C. Altman
Mr. Roger C. Altman
Senior Chairman of the Board
Senior Chairman of the Board
13.61K
-79.88%
Mr. William J. (Bill) Wheeler
Mr. William J. (Bill) Wheeler
Independent Director
Independent Director
11.64K
+4.74%

Revenue Breakdown

Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
Relevant data have not been disclosed by the company yet.
By RegionUSD
Name
Revenue
Proportion
United States
617.68M
76.36%
Europe, Middle East and Africa ("EMEA")
126.43M
15.63%
Americas
57.16M
7.07%
Asia Pacific
7.63M
0.94%
By Business
By Region
Relevant data have not been disclosed by the company yet.

Shareholding Stats

Updated: Tue, Nov 18
Updated: Tue, Nov 18
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
10.07%
BlackRock Institutional Trust Company, N.A.
8.17%
Wellington Management Company, LLP
5.23%
Boston Partners
3.23%
State Street Investment Management (US)
3.04%
Other
70.26%
Shareholders
Shareholders
Proportion
The Vanguard Group, Inc.
10.07%
BlackRock Institutional Trust Company, N.A.
8.17%
Wellington Management Company, LLP
5.23%
Boston Partners
3.23%
State Street Investment Management (US)
3.04%
Other
70.26%
Shareholder Types
Shareholders
Proportion
Investment Advisor
52.10%
Investment Advisor/Hedge Fund
30.85%
Individual Investor
4.95%
Hedge Fund
4.65%
Pension Fund
2.12%
Sovereign Wealth Fund
1.70%
Research Firm
1.13%
Bank and Trust
0.75%
Family Office
0.23%
Other
1.53%

Institutional Shareholding

Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
1085
36.86M
95.16%
+10.47K
2025Q3
1101
36.85M
95.58%
+327.96K
2025Q2
1072
36.55M
95.81%
+1.39M
2025Q1
1036
35.21M
93.86%
-1.51M
2024Q4
1007
34.87M
95.75%
+448.84K
2024Q3
931
34.23M
95.79%
-265.16K
2024Q2
894
34.54M
95.07%
+259.03K
2024Q1
882
34.27M
94.51%
-2.29M
2023Q4
882
34.22M
99.99%
-139.23K
2023Q3
877
34.56M
100.57%
-290.83K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
The Vanguard Group, Inc.
3.83M
9.92%
-26.14K
-0.68%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
3.14M
8.14%
-16.84K
-0.53%
Jun 30, 2025
Wellington Management Company, LLP
563.62K
1.46%
+394.04K
+232.37%
Jun 30, 2025
Boston Partners
1.72M
4.46%
+181.14K
+11.77%
Jun 30, 2025
State Street Investment Management (US)
1.13M
2.93%
-8.49K
-0.75%
Jun 30, 2025
Hyman (Edward S)
1.16M
3.02%
-479.08K
-29.16%
Apr 14, 2025
TD Asset Management Inc.
851.69K
2.21%
+371.10K
+77.22%
Jun 30, 2025
Invesco Advisers, Inc.
897.74K
2.33%
+238.30K
+36.14%
Jun 30, 2025
AQR Capital Management, LLC
872.84K
2.26%
+386.48K
+79.46%
Jun 30, 2025
Geode Capital Management, L.L.C.
831.59K
2.15%
+59.61K
+7.72%
Jun 30, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
3.5%
Invesco Dorsey Wright Financial Momentum ETF
2.75%
Monarch Volume Factor Dividend Tree Index ETF
2.43%
Pinnacle Focused Opportunities ETF
2.32%
Tremblant Global ETF
2.16%
ProShares S&P MidCap 400 Dividend Aristocrats ETF
1.76%
Invesco S&P MidCap Quality ETF
1.55%
SPDR S&P Capital Markets ETF
1.47%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
1.21%
Bahl & Gaynor Dividend ETF
1.11%
View more
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
Proportion3.5%
Invesco Dorsey Wright Financial Momentum ETF
Proportion2.75%
Monarch Volume Factor Dividend Tree Index ETF
Proportion2.43%
Pinnacle Focused Opportunities ETF
Proportion2.32%
Tremblant Global ETF
Proportion2.16%
ProShares S&P MidCap 400 Dividend Aristocrats ETF
Proportion1.76%
Invesco S&P MidCap Quality ETF
Proportion1.55%
SPDR S&P Capital Markets ETF
Proportion1.47%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
Proportion1.21%
Bahl & Gaynor Dividend ETF
Proportion1.11%

Dividend

A total of 616.30M USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Oct 29, 2025
EVR.NB Final Cash Dividend of gross USD 0.84 paid on Dec 12, 2025 going ex on Nov 28, 2025
Nov 28, 2025
Dec 12, 2025
Nov 28, 2025
Jul 30, 2025
EVR.NB Interim Cash Dividend of gross USD 0.84 paid on Sep 12, 2025 going ex on Aug 29, 2025
Aug 29, 2025
Sep 12, 2025
Aug 29, 2025
Apr 30, 2025
EVR.NB Interim Cash Dividend of gross USD 0.84 paid on Jun 13, 2025 going ex on May 30, 2025
May 30, 2025
Jun 13, 2025
May 30, 2025
Feb 05, 2025
EVR.NB Interim Cash Dividend of gross USD 0.8 paid on Mar 14, 2025 going ex on Feb 28, 2025
Feb 28, 2025
Mar 14, 2025
Feb 28, 2025
Oct 23, 2024
EVR.NB Final Cash Dividend of gross USD 0.8 paid on Dec 13, 2024 going ex on Nov 29, 2024
Nov 29, 2024
Dec 13, 2024
Nov 29, 2024
Jul 24, 2024
EVR.NB Interim Cash Dividend of gross USD 0.8 paid on Sep 13, 2024 going ex on Aug 30, 2024
Aug 30, 2024
Sep 13, 2024
Aug 30, 2024
Apr 24, 2024
EVR.NB Interim Cash Dividend of gross USD 0.8 paid on Jun 14, 2024 going ex on May 31, 2024
May 31, 2024
Jun 14, 2024
May 31, 2024
Jan 31, 2024
EVR.NB Interim Cash Dividend of gross USD 0.76 paid on Mar 08, 2024 going ex on Feb 22, 2024
Feb 23, 2024
Mar 08, 2024
Feb 22, 2024
Oct 25, 2023
EVR.NB Final Cash Dividend of gross USD 0.76 paid on Dec 08, 2023 going ex on Nov 22, 2023
Nov 24, 2023
Dec 08, 2023
Nov 22, 2023
Jul 26, 2023
EVR.NB Interim Cash Dividend of gross USD 0.76 paid on Sep 08, 2023 going ex on Aug 24, 2023
Aug 25, 2023
Sep 08, 2023
Aug 24, 2023
View more

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data

FAQs

Who are the top five shareholders of Evercore Inc?

The top five shareholders of Evercore Inc are:
The Vanguard Group, Inc. holds 3.83M shares, accounting for 9.92% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 3.14M shares, accounting for 8.14% of the total shares.
Wellington Management Company, LLP holds 563.62K shares, accounting for 1.46% of the total shares.
Boston Partners holds 1.72M shares, accounting for 4.46% of the total shares.
State Street Investment Management (US) holds 1.13M shares, accounting for 2.93% of the total shares.

What are the top three shareholder types of Evercore Inc?

The top three shareholder types of Evercore Inc are:
The Vanguard Group, Inc.
BlackRock Institutional Trust Company, N.A.
Wellington Management Company, LLP

How many institutions hold shares of Evercore Inc (EVR)?

As of 2025Q4, 1085 institutions hold shares of Evercore Inc, with a combined market value of approximately 36.86M, accounting for 95.16% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -0.42%.

What is the biggest source of revenue for Evercore Inc?

In FY2025Q2, the -- business generated the highest revenue for Evercore Inc, amounting to -- and accounting for --% of total revenue.
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