EVR

Evercore Inc.

NYSE · Investment Advice · Inc. DE · CIK 0001360901
$357.38 +0.64% $13.8B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)40 New Institutional Positions10 Institutional Exits
Vol
Market Cap$13.8B
Cap SizeLarge Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$6.4B
Inst. Activity40 buys / 10 sells
Insider Activity1B / 2S
Insider Net $-$1.7M
SEC Reports2
Exchange NYSE·Sector Investment Advice·Inc. DE·CIK 0001360901·Prev Close $355.10

Recent Activity

Jun 10, 2026 Insider
Carlton Pamela G was granted 364 shares
Director
Jun 10, 2026 Insider
VARNEY CHRISTINE A was granted 727 shares
Director
Jun 10, 2026 Insider
Robertson Sir Simon was granted 364 shares
Director
Jun 5, 2026 SEC
Evercore Inc. filed DEFA14A soliciting shareholder support for its annual meeting proposals, highlighting that Glass Lew
DEFA14A — Impact 3/10
Apr 29, 2026 SEC
Evercore reported record Q1 2026 net revenues of $1.39B (GAAP), up 100% YoY, driven by a 123% surge in advisory fees. GA
8-K — Impact 8/10
Inst.
FMR LLC — ADD
1,669,662 shares ($498.4M)
Inst.
MORGAN STANLEY — ADD
917,801 shares ($274.0M)
May 25, 2026 dark_pool
Dark Pool: EVR — 0.4M shares, 19,582 trades
Week starting 2026-05-25. Total ATS volume: 394,105 shares across 19,582 trades.

Price Targets

$374.60 +4.8% upside Hold
Current $357.38 Low $325.00 Median $375.50 High $435.00 10 analysts
$325.00 $435.00

Analyst Ratings

Buy67% buy · 15 analysts
4Strong Buy
6Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 UBS MAINTAIN Neutral → Neutral
Apr 14, 2026 Goldman Sachs MAINTAIN Buy → Buy
Apr 9, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Apr 1, 2026 Goldman Sachs MAINTAIN Buy → Buy
Mar 12, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.54 ▼ -17.5% $2.20 — $3.07 5% YoY 10
Next Q $3.69 ▼ -7.2% $2.73 — $4.70 6% YoY 9
Current FY $19.22 ▲ +5.8% $17.25 — $21.72 32% YoY 10
Next FY $23.01 ▲ +0.6% $18.95 — $27.83 20% YoY 10

Latest Reports

NEUTRAL DEFA14A 3/10
Evercore Inc. filed DEFA14A soliciting shareholder support for its annual meeting proposals, highlighting that Glass Lew
Jun 5, 2026
BULLISH 8-K 8/10
Evercore reported record Q1 2026 net revenues of $1.39B (GAAP), up 100% YoY, driven by a 123% surge in advisory fees. GA
Apr 29, 2026

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH——
BlackRock, Inc.$1.1B—
VANGUARD PORTFOLIO MANAGEMENT LLC$589.3M—
VANGUARD CAPITAL MANAGEMENT LLC$506.0M—
FMR LLC$498.4MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Carlton PamelaA$0.00
Jun 10, 2026VARNEY CHRISTINEA$0.00
Jun 10, 2026Robertson SirA$0.00
Jun 10, 2026MILLARD ROBERTA$0.00
Jun 10, 2026OVERLOCK WILARDA$0.00
50 institutional holders with $6.4B total value (21,515,491 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 40 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH—$0.000.0%—
2BlackRock, Inc.3,648,858$1.1B17.0%—
3VANGUARD PORTFOLIO MANAGEMENT LLC1,974,144$589.3M9.2%—
4VANGUARD CAPITAL MANAGEMENT LLC1,694,949$506.0M7.9%—
5FMR LLC1,669,662$498.4M7.8%ADD +32.9%
6Invesco Ltd.1,424,686$425.3M6.6%—
7STATE STREET CORP1,179,024$352.0M5.5%—
8TD ASSET MANAGEMENT INC958,472$286.1M4.5%—
9MORGAN STANLEY917,801$274.0M4.3%ADD +33.7%
10WELLINGTON MANAGEMENT GROUP LLP623,259$186.0M2.9%TRIM -67.7%
11DIMENSIONAL FUND ADVISORS LP548,530$163.7M2.6%—
12GOLDMAN SACHS GROUP INC524,531$156.6M2.4%—
13Point72 Asset Management, L.P.390,584$116.6M1.8%NEW
14BALYASNY ASSET MANAGEMENT L.P.369,040$110.2M1.7%DOUBLED +700.4%
15FULLER & THALER ASSET MANAGEMENT, INC.331,109$98.8M1.5%—
16BNP Paribas Asset Management Holding S.A.318,967$95.2M1.5%ADD +54.4%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC275,310$82.2M1.3%—
18Artemis Investment Management LLP275,182$82.1M1.3%ADD +33.8%
19WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC256,476$76.6M1.2%—
20VANGUARD FIDUCIARY TRUST CO239,104$71.4M1.1%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD1,256,2421,669,662+32.9%$498.4M2026-Q1
MORGAN STANLEYADD686,603917,801+33.7%$274.0M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM1,931,374623,259-67.7%$186.0M2026-Q1
Point72 Asset Management, L.P.NEW—390,584—$116.6M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED46,106369,040+700.4%$110.2M2026-Q1
BNP Paribas Asset Management Holding S.A.ADD206,557318,967+54.4%$95.2M2026-Q1
Artemis Investment Management LLPADD205,687275,182+33.8%$82.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW—232,571—$69.4M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED13,600173,860+1178.4%$51.9M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM211,742141,624-33.1%$42.3M2026-Q1
TD Waterhouse Canada Inc.DOUBLED13,508136,010+906.9%$40.9M2026-Q1
JANUS HENDERSON GROUP PLCADD93,055127,872+37.4%$38.2M2026-Q1
ROYCE & ASSOCIATES LPADD95,948126,617+32.0%$37.8M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD86,520116,040+34.1%$34.6M2026-Q1
MARSHALL WACE, LLPNEW—109,630—$32.7M2026-Q1
Holocene Advisors, LPTRIM239,600107,831-55.0%$32.2M2026-Q1
Allianz Asset Management GmbHDOUBLED40,939106,178+159.4%$31.7M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.NEW—89,900—$26.8M2026-Q1
Russell Investments Group, Ltd.DOUBLED25,67378,241+204.8%$23.3M2026-Q1
Neuberger Berman Group LLCTRIM180,30475,135-58.3%$22.4M2026-Q1
MACQUARIE GROUP LTDTRIM200,49666,537-66.8%$19.9M2026-Q1
Cerity Partners LLCADD48,94361,453+25.6%$18.3M2026-Q1
Boston Trust Walden CorpNEW—61,316—$18.3M2026-Q1
DEUTSCHE BANK AG\DOUBLED13,68057,094+317.4%$17.0M2026-Q1
AmundiDOUBLED10,36755,529+435.6%$16.6M2026-Q1
15 unique insiders with 25 transactions. Net insider value: -$1.7M ($580.9K bought, $2.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Carlton Pamela GDirectorAWARD364——
Jun 10, 2026VARNEY CHRISTINE ADirectorAWARD727——
Jun 10, 2026Robertson Sir SimonDirectorAWARD364——
Jun 10, 2026MILLARD ROBERT BDirectorAWARD815——
Jun 10, 2026OVERLOCK WILARD J JRDirectorAWARD727——
Jun 10, 2026Williamson Sarah KDirectorAWARD727——
Jun 10, 2026WHEELER WILLIAM JDirectorAWARD364——
Jun 10, 2026FUTTER ELLEN VDirectorAWARD364——
Jun 10, 2026Harris Gail BlockDirectorAWARD364——
Mar 6, 2026Williamson Sarah KDirectorBUY2,000$290.43$580.9K
Feb 19, 2026Altman Roger CFounder and Senior ChairmanAWARD30,062——
Feb 19, 2026WEINBERG JOHN SCEO/ChairmanAWARD31,528——
Feb 19, 2026Pensa PaulContr, Prin. Acct.OfficerAWARD1,867——
Feb 19, 2026Lindsey-Clark MatthewCo-Head EMEA IBAWARD7,638——
Feb 19, 2026LaLonde Timothy GilbertChief Financial OfficerAWARD12,465——
Feb 19, 2026Klurfeld JasonGeneral CounselAWARD8,799——
Feb 13, 2026Klurfeld JasonGeneral CounselTAX W/H374$328.56$122.9K
Feb 6, 2026Klurfeld JasonGeneral CounselSELL5,000$360.00$1.8M
Feb 5, 2026Pensa PaulContr, Prin. Acct.OfficerSELL1,450$350.31$507.9K
Feb 4, 2026Altman Roger CFounder and Senior ChairmanTAX W/H13,554$346.23$4.7M
Feb 4, 2026Klurfeld JasonGeneral CounselTAX W/H5,319$346.23$1.8M
Feb 4, 2026Pensa PaulContr, Prin. Acct.OfficerTAX W/H1,255$346.23$434.5K
Feb 4, 2026Lindsey-Clark MatthewCo-Head EMEA IBTAX W/H3,578$346.23$1.2M
Feb 4, 2026WEINBERG JOHN SCEO/ChairmanTAX W/H13,360$346.23$4.6M
Feb 4, 2026LaLonde Timothy GilbertChief Financial OfficerTAX W/H7,320$346.23$2.5M
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.5/10.
NEUTRAL DEFA14A 3/10
Evercore Inc. filed DEFA14A soliciting shareholder support for its annual meeting proposals, highlig
Jun 5, 2026
BULLISH 8-K 8/10
Evercore reported record Q1 2026 net revenues of $1.39B (GAAP), up 100% YoY, driven by a 123% surge
Apr 29, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (67% buy). Based on 15 analysts: 4 strong buy, 6 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$374.60 mean target +4.8% upside Hold (3.00)
$325.00 Low $435.00 High
MetricValue
Current Price$357.38
Target Low$325.00
Target Mean$374.60
Target Median$375.50
Target High$435.00
# Analysts10
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $2.54 $2.20 $3.07 4.8% -17.5% 1↑ 8↓ $0.9B 5.0% 10
Next Q
2026-09-30
 $3.69 $2.73 $4.70 6.0% -7.2% 0↑ 9↓ $1.0B -0.0% 9
Current FY
2026-12-31
 $19.22 $17.25 $21.72 32.0% +5.8% 9↑ 1↓ $4.7B 21.2% 10
Next FY
2027-12-31
 $23.01 $18.95 $27.83 19.7% +0.6% 5↑ 2↓ $5.4B 14.0% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.537
7d ago$2.501+0.036
30d ago$3.074-0.537
60d ago$3.734-1.197
90d ago$3.818-1.281
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 UBS MAINTAIN Neutral Neutral
Apr 14, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 9, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 1, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 12, 2026 UBS MAINTAIN Neutral Neutral
Mar 12, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 5, 2026 UBS MAINTAIN Neutral Neutral
Feb 5, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 5, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 8, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 7, 2026 UBS MAINTAIN Neutral Neutral
Jan 6, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Dec 17, 2025 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264650067%
May 1, 20264650067%
Apr 1, 20263750067%
Mar 1, 20263750067%
Feb 1, 20263750067%
Jan 1, 20262750064%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 25, 2026
dark_pool
Dark Pool: EVR — 0.4M shares, 19,582 trades
Week starting 2026-05-25. Total ATS volume: 394,105 shares across 19,582 trades.
May 18, 2026
dark_pool
Dark Pool: EVR — 0.6M shares, 29,016 trades
Week starting 2026-05-18. Total ATS volume: 606,206 shares across 29,016 trades.
May 11, 2026
dark_pool
Dark Pool: EVR — 0.8M shares, 31,915 trades
Week starting 2026-05-11. Total ATS volume: 817,293 shares across 31,915 trades.
May 4, 2026
dark_pool
Dark Pool: EVR — 1.0M shares, 37,949 trades
Week starting 2026-05-04. Total ATS volume: 1,047,187 shares across 37,949 trades.
May 4, 2026
short_interest
FTD: EVR — 27,980 shares ($8.9M) failed to deliver
Settlement: 20260504, Price: $316.79, FTD Value: $8,863,784.2, EVERCORE INC. CL-A COM
Apr 29, 2026
earnings_calendar
EVR Q1 2026 Earnings Before Market Open — 2026-04-29
Apr 29, 2026
short_volume
Short Volume: EVR — 65.0% short (0.3M / 0.5M)
Short: 326,533 | Exempt: 0 | TRF Vol: 502,688 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: EVR — 1.5M shares, 52,140 trades
Week starting 2026-04-27. Total ATS volume: 1,487,138 shares across 52,140 trades.
Apr 22, 2026
short_interest
FTD: EVR — 2,693 shares ($1.0M) failed to deliver
Settlement: 20260422, Price: $353.44, FTD Value: $951,813.92, EVERCORE INC. CL-A COM
Apr 20, 2026
short_interest
FTD: EVR — 34,664 shares ($12.6M) failed to deliver
Settlement: 20260420, Price: $362.91, FTD Value: $12,579,912.24, EVERCORE INC. CL-A COM
Apr 20, 2026
dark_pool
Dark Pool: EVR — 0.9M shares, 35,137 trades
Week starting 2026-04-20. Total ATS volume: 885,463 shares across 35,137 trades.
Apr 13, 2026
dark_pool
Dark Pool: EVR — 0.9M shares, 35,456 trades
Week starting 2026-04-13. Total ATS volume: 897,512 shares across 35,456 trades.
Apr 6, 2026
dark_pool
Dark Pool: EVR — 0.7M shares, 33,495 trades
Week starting 2026-04-06. Total ATS volume: 747,246 shares across 33,495 trades.
Apr 2, 2026
short_interest
FTD: EVR — 1,925 shares ($0.6M) failed to deliver
Settlement: 20260402, Price: $301.28, FTD Value: $579,964, EVERCORE INC. CL-A COM
Mar 30, 2026
dark_pool
Dark Pool: EVR — 0.9M shares, 31,108 trades
Week starting 2026-03-30. Total ATS volume: 864,966 shares across 31,108 trades.