Evercore Inc. (EVR)
Evercore Inc. brought in $4.9B of revenue over the twelve months to September 30, 2026, up 36.8% from a year earlier. Net income was $761.3M, a net margin of 15.6%. Operating cash flow minus capital spending left $1.2B of free cash flow in fiscal 2025. At September 30, 2026 it held $1.2B in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Evercore Inc.
- Net worth
- Evercore Inc. has a market value (market cap) of $11.4B at the latest share price, and shareholders' equity of $1.9B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $3.9B (+29.5% year on year), with net income of $591.9M. Over the 12 months to September 30, 2026: revenue $4.9B, net income $761.3M.
- Cash flow
- In fiscal 2025 operations brought in $1.3B of cash; after $74M of capital spending, free cash flow was $1.2B.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Evercore Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Evercore Inc. declared dividends of $3.32 per share in fiscal 2025, a yield of 1.12% at the current price.
What Evercore Inc. does
Evercore Inc. is registered with the SEC under industry code SIC 6282 (Investment Advice). Its shares trade on NYSE under the ticker EVR.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $3.9B | $591.9M | $14.05 | $1.2B |
| 2024 | $3B | $378.3M | $9.08 | $958.1M |
| 2023 | $2.4B | $255.5M | $6.37 | $437.9M |
| 2022 | $2.8B | $476.5M | $11.61 | $508.2M |
| 2021 | $3.3B | $740.1M | $17.08 | $1.4B |
| 2020 | $2.3B | $350.6M | $8.22 | $925M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where EVR ranks in Finance
Dividends
Evercore Inc. declared $3.32 per share in fiscal 2025. At the current price that is a yield of 1.12%. It paid out $144.4M in cash dividends, 24% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $3.32 | $144.4M | 24% |
| 2024 | $3.16 | $135.8M | 36% |
| 2023 | $3.00 | $127.9M | 50% |
| 2022 | $2.84 | $127.3M | 27% |
| 2021 | $2.65 | $118.8M | 16% |
| 2020 | $2.35 | $106.6M | 30% |
Latest SEC filings
What Evercore Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 13% to $1.2B versus the same quarter last year; diluted EPS $3.93 versus $3.41.
- October 28, 2026
- October 21, 2026
- August 5, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 19% to $998.5M versus the same quarter last year; diluted EPS $2.32 versus $2.36.
- July 31, 2026Passive stake (5% or more) SCHEDULE 13G
- July 29, 2026
- June 18, 2026
- June 12, 2026
- May 26, 2026Additional proxy material DEFA14A
What is EVR worth? A DCF from its reported cash flow
Insider trades
What the people running Evercore Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| June 11, 2026 | LaLonde Timothy GilbertChief Financial Officer | Sold | 7,808 | $2.7M |
| June 10, 2026 | Carlton Pamela GDirector | Received as pay | 364 | - |
| June 10, 2026 | Futter Ellen VDirector | Received as pay | 364 | - |
| June 10, 2026 | Harris Gail BlockDirector | Received as pay | 364 | - |
| June 10, 2026 | Millard Robert BDirector | Received as pay | 815 | - |
| June 10, 2026 | Overlock Wilard J JrDirector | Received as pay | 727 | - |
| June 10, 2026 | Robertson Sir SimonDirector | Received as pay | 364 | - |
| June 10, 2026 | Varney Christine ADirector | Received as pay | 727 | - |
Who owns EVR
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Portfolio Management13G, passive | 5.06% | July 31, 2026 |
| Vanguard Capital Management13G, passive | 5.02% | April 29, 2026 |
| Wellington Management Group LLP13G, passive with 2 related filers | 5% | February 10, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 712 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 3,715,623 | +66,765 |
| Vanguard Portfolio Management LLC | 1,956,150 | -17,994 |
| Aqr Capital Management LLC | 1,710,982 | +394,130 |
| Vanguard Capital Management LLC | 1,680,210 | -14,739 |
| Invesco Ltd. | 1,602,673 | +177,987 |
| State Street Corp | 1,206,119 | +27,095 |
| Fmr LLC | 1,132,481 | -537,181 |
| Geode Capital Management, LLC | 1,098,427 | +55,089 |
| Morgan Stanley | 803,015 | -114,786 |
| Millennium Management LLC | 637,464 | +568,306 |
| Wellington Management Group Llp | 624,987 | +1,728 |
| Boston Partners | 614,517 | +34,343 |
| TD Asset Management Inc | 609,109 | -349,363 |
| Dimensional Fund Advisors LP | 556,420 | +7,890 |
| UBS Group AG | 503,403 | +210,798 |
| Fisher Asset Management, LLC | 423,875 | -844 |
| Norges Bank | 417,041 | new |
| Jpmorgan Chase & Co | 409,197 | -59,685 |
| Bahl & Gaynor LLC | 395,493 | -6,340 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 393,112 | +74,145 |
Insiders
15 insiders reported holding 1,005,768 shares in total, about $297M at the last price.
| Holder | Shares |
|---|---|
| Weinberg John SCEO/Chairman, Director | 636,890 |
| Altman Roger CFounder and Senior Chairman, Director | 84,152 |
| Klurfeld JasonGeneral Counsel | 57,793 |
| Millard Robert BDirector | 53,497 |
| Harris Gail BlockDirector | 40,151 |
| LaLonde Timothy GilbertChief Financial Officer | 34,800 |
| Lindsey-Clark MatthewCo-Head EMEA IB | 27,847 |
| Overlock Wilard J JrDirector | 15,279 |
| Williamson Sarah KDirector | 14,072 |
| Wheeler William JDirector | 12,642 |
Questions about EVR
What does Evercore Inc. do?
Evercore Inc. is a company in the Finance sector, listed on NYSE as EVR. Its shares trade on NYSE under the ticker EVR.
What is Evercore Inc.'s net worth?
Evercore Inc. has a market value (market cap) of $11.4B at the latest share price, and shareholders' equity of $1.9B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Evercore Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $761.3M on revenue of $4.9B, a net margin of 15.6%.
How much revenue does Evercore Inc. make?
Over the twelve months to September 30, 2026 Evercore Inc. reported revenue of $4.9B. That is 36.8% more than a year earlier.
When did Evercore Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Evercore Inc.'s next earnings report?
Evercore Inc.'s next report is expected around February 3, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Evercore Inc. pay a dividend?
Yes. Evercore Inc. declared dividends of $3.32 per share in fiscal 2025, a yield of 1.12% at the current price.
Similar companies
Compare EVR with
Follow EVR
Get an email when Evercore Inc. files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Evercore Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.