Evercore Inc

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.

Company Info

Ticker SymbolEVR

Company nameEvercore Inc

IPO dateAug 11, 2006

Founded at2005

CEOMr. Matthew Lindsey-Clark

Number of employees2380

Security typeOrdinary Share

Fiscal year-endAug 11

Address55 E 52nd St Fl 38

CityNEW YORK

Stock exchangeNYSE Consolidated

CountryUnited States of America

Postal code10055-0002

Phone12128573100

Websitehttps://www.evercore.com/

Ticker SymbolEVR

IPO dateAug 11, 2006

Founded at2005

Company Executives

Name

Name/Position

Position

Shareholding

Change

Mr. Edward S. Hyman, Jr.

Non-Executive Vice Chairman of the Board, Chairman of Evercore ISI

1.16M

-29.16%

Mr. Robert B. Millard

Independent Director

50.86K

-1.24%

Ms. Gail Block Harris, J.D.

Lead Independent Director

39.18K

+1.36%

Mr. Matthew Lindsey-Clark

Chief Executive Officer - Investment Banking Business, Europe and the Middle East

23.79K

--

Mr. Roger C. Altman

Senior Chairman of the Board

13.61K

-79.88%

Mr. William J. (Bill) Wheeler

Independent Director

11.11K

-5.44%

Ms. Sarah K. Williamson

Independent Director

10.07K

+11.69%

Sir Simon M. Robertson

Independent Director

8.19K

-7.24%

Mr. Jason Klurfeld

General Counsel, Corporate Secretary

6.58K

-89.90%

Ms. Ellen V. Futter, J.D.

Independent Director

5.78K

-9.95%

Name

Name/Position

Position

Shareholding

Change

Mr. Edward S. Hyman, Jr.

Non-Executive Vice Chairman of the Board, Chairman of Evercore ISI

1.16M

-29.16%

Mr. Robert B. Millard

Independent Director

50.86K

-1.24%

Ms. Gail Block Harris, J.D.

Lead Independent Director

39.18K

+1.36%

Mr. Matthew Lindsey-Clark

Chief Executive Officer - Investment Banking Business, Europe and the Middle East

23.79K

--

Mr. Roger C. Altman

Senior Chairman of the Board

13.61K

-79.88%

Mr. William J. (Bill) Wheeler

Independent Director

11.11K

-5.44%

Revenue Breakdown

Currency: USDUpdated: Sun, Apr 6

FY2024

FY2024Q4

FY2024Q3

FY2024Q2

FY2024Q1

FY2023

FY2023Q4

FY2023Q3

FY2023Q2

FY2023Q1

FY2022

FY2022Q4

FY2022Q3

FY2022Q2

FY2021

FY2020

FY2019

No Data

By RegionUSD

Name

Revenue

Proportion

United States

2.19B

75.67%

Europe and other

503.50M

17.41%

Americas

143.45M

4.96%

Asia Pacific

56.40M

1.95%

By Business

By Region

No Data

Shareholding Stats

Updated: Sun, Jun 1

Shareholders

Shareholder Types

Shareholders

Proportion

The Vanguard Group, Inc.

9.97%

BlackRock Institutional Trust Company, N.A.

8.17%

Boston Partners

3.98%

Hyman (Edward S)

3.01%

State Street Global Advisors (US)

2.94%

Other

71.93%

Shareholders

Proportion

The Vanguard Group, Inc.

9.97%

BlackRock Institutional Trust Company, N.A.

8.17%

Boston Partners

3.98%

Hyman (Edward S)

3.01%

State Street Global Advisors (US)

2.94%

Other

71.93%

Shareholder Types

Shareholders

Proportion

Investment Advisor

36.89%

Investment Advisor/Hedge Fund

36.49%

Hedge Fund

10.90%

Individual Investor

4.98%

Pension Fund

2.03%

Research Firm

1.86%

Sovereign Wealth Fund

1.46%

Bank and Trust

0.93%

Insurance Company

0.23%

Other

4.24%

Institutional Shareholding

Updated: Mon, Jan 20

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q1

1016

36.95M

94.46%

-2.07M

2024Q4

1017

37.58M

96.23%

-1.66M

2024Q3

950

37.04M

96.55%

-2.67M

2024Q2

915

37.41M

97.12%

-2.20M

2024Q1

905

37.29M

96.42%

-2.36M

2023Q4

904

37.29M

98.88%

-3.57M

2023Q3

898

37.72M

99.49%

-3.89M

2023Q2

912

38.07M

99.24%

-2.40M

2023Q1

927

37.33M

96.63%

-4.17M

2022Q4

910

37.26M

95.56%

-4.25M

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

The Vanguard Group, Inc.

3.83M

9.79%

-5.95K

-0.16%

Dec 31, 2024

BlackRock Institutional Trust Company, N.A.

3.18M

8.12%

+74.93K

+2.42%

Dec 31, 2024

Boston Partners

1.47M

3.75%

-19.04K

-1.28%

Dec 31, 2024

Hyman (Edward S)

1.64M

4.2%

-63.48K

-3.72%

Feb 10, 2025

State Street Global Advisors (US)

1.12M

2.87%

+25.30K

+2.30%

Dec 31, 2024

Geode Capital Management, L.L.C.

744.23K

1.9%

+26.02K

+3.62%

Dec 31, 2024

MFS Investment Management

774.08K

1.98%

-133.69K

-14.73%

Dec 31, 2024

Fuller & Thaler Asset Management Inc.

692.50K

1.77%

-40.50K

-5.53%

Dec 31, 2024

Related ETFs

Updated: Fri, Jun 6

Name

Proportion

AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF

3.3%

ProShares S&P MidCap 400 Dividend Aristocrats ETF

2.35%

SPDR S&P Capital Markets ETF

1.92%

Nuveen Small Cap Select ETF

1.36%

Invesco S&P MidCap Momentum ETF

1.23%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

1.01%

ALPS O'Shares US Small-Cap Quality Dividend ETF

0.94%

Bahl & Gaynor Dividend ETF

0.89%

Pacer Lunt MidCap Multi-Factor Alternator ETF

0.59%

SPDR S&P 400 Mid Cap Growth ETF

0.59%

AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF

Proportion3.3%

ProShares S&P MidCap 400 Dividend Aristocrats ETF

Proportion2.35%

SPDR S&P Capital Markets ETF

Proportion1.92%

Nuveen Small Cap Select ETF

Proportion1.36%

Invesco S&P MidCap Momentum ETF

Proportion1.23%

iShares U.S. Broker-Dealers & Securities Exchanges ETF

Proportion1.01%

ALPS O'Shares US Small-Cap Quality Dividend ETF

Proportion0.94%

Bahl & Gaynor Dividend ETF

Proportion0.89%

Pacer Lunt MidCap Multi-Factor Alternator ETF

Proportion0.59%

SPDR S&P 400 Mid Cap Growth ETF

Proportion0.59%

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

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

Apr 26, 2023

EVR.NB Interim Cash Dividend of gross USD 0.76 paid on Jun 09, 2023 going ex on May 25, 2023

May 26, 2023

Jun 09, 2023

May 25, 2023

Feb 01, 2023

EVR.NB Interim Cash Dividend of gross USD 0.72 paid on Mar 10, 2023 going ex on Feb 23, 2023

Feb 24, 2023

Mar 10, 2023

Feb 23, 2023

Oct 26, 2022

EVR.NB Final Cash Dividend of gross USD 0.72 paid on Dec 09, 2022 going ex on Nov 23, 2022

Nov 25, 2022

Dec 09, 2022

Nov 23, 2022

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

247.050USD

Evercore Inc

247.050

Overview

Company