Evercore Inc.

EVR

Evercore Inc.

EVR

Insider Sentiment (TTM):

Last Purchase:2026-03-06Last Sale:2026-06-11Shares Purchased (TTM):2,000Shares Sold (TTM):14,450

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:33,668,732Shares Outstanding:38,969,000Institutional Ownership Pct.:86.40%

Earnings Market Reaction:

Filing Date:2026-08-05Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Common Class A	-	39	40	39	-87	87	0	0	84	-	-	-
Common Class B	-	0	0	0	-	-	0	-	-	-	-	-
Related Party	-	200	182	-26	6	86	48	-16	1	64	46	-
Nonrelated Party	-	54	53	23	-5	39	30	-15	19	31	33	-
Assets
Assets Current
Cash And Cash Equivalents At Carrying Value	1,257	986	1,426	852	617	553	873	533	632	570	597	493
Short Term Investments	1,148	1,035	1,581	1,565	1,117	811	1,519	1,287	1,060	865	1,437	1,138
Accounts Receivable Net	568	547	556	523	484	469	422	415	361	332	372	333
Other Receivables Net Current	68	75	63	39	34	38	34	32	26	30	26	26
Other Assets Current	155	168	232	162	183	175	140	212	166	126	174	141
Assets Current	3,196	2,811	3,858	3,141	2,435	2,046	2,988	2,480	2,244	1,923	2,605	2,131
Investments	16	17	17	18	18	17	19	19	43	43	43	43
Deferred Income Tax Assets Net	318	307	297	303	289	282	285	277	274	272	266	265
Operating Lease Right Of Use Asset	445	449	457	436	442	446	439	369	360	369	378	387
Property Plant And Equipment Net	189	187	190	189	183	161	145	137	135	133	138	143
Goodwill	228	227	231	129	129	126	124	128	125	125	125	124
Intangible Assets Net Excluding Goodwill	22	26	30	-	-	-	0	-	-	-	-	-
Other Assets Noncurrent	285	290	278	208	194	193	174	159	136	142	147	134
Assets	4,701	4,314	5,358	4,422	3,690	3,271	4,174	3,568	3,316	3,006	3,703	3,226
Liabilities And Stockhold…
Liabilities Current
Accrued Employee Benefits Current	940	653	1,381	882	550	316	1,024	629	430	228	763	422
Accounts Payable And Accrued Liabilities Current	43	39	45	37	40	41	29	36	36	30	26	29
Accounts Payable Related Parties Current	-	-	-	-	-	-	-	-	-	-	-	32
Operating Lease Liability Current	65	61	59	62	60	59	55	43	38	37	36	35
Taxes Payable Current	2	8	16	7	2	2	5	2	2	3	5	3
Other Liabilities Current	-	-	-	-	-	-	-	-	-	-	-	42
Notes Payable Current	0	0	48	48	86	86	38	38	-	-	0	-
Liabilities Current	1,295	1,016	1,783	1,158	864	629	1,230	832	621	393	910	563
Operating Lease Liability Noncurrent	488	497	508	483	492	500	494	431	423	428	434	438
Long Term Notes Payable	540	540	540	540	291	289	336	338	374	374	374	372
Deferred Income Tax Liabilities Net	0	4	5	-	-	-	0	-	-	-	-	-
Other Liabilities Noncurrent	136	108	142	93	66	48	119	130	114	108	150	136
Liabilities	2,522	2,226	3,038	2,337	1,771	1,519	2,232	1,788	1,588	1,358	1,921	1,571
Stockholders Equity Inclu…
Stockholders Equity
Additional Paid In Capital	4,273	4,142	4,024	3,817	3,710	3,596	3,510	3,419	3,332	3,245	3,163	3,088
Accumulated Other Comprehensive Income Loss Net Of…	-22	-23	-13	-15	-11	-28	-36	-20	-31	-30	-27	-28
Retained Earnings Accumulated Deficit	2,904	2,846	2,582	2,414	2,306	2,245	2,134	2,028	1,984	1,945	1,893	1,843
Treasury Stock Value	-	-	-	-	-	-	-	-	-	-	-	-3,451
Treasury Stock Common Value	-5,296	-5,184	-4,562	-4,408	-4,351	-4,307	-3,901	-3,871	-3,771	-3,717	-3,453	-
Stockholders Equity	1,859	2,089	2,320	1,809	1,655	1,507	1,942	1,780	1,516	1,648	1,782	1,453
Minority Interest	320	307	288	276	263	245	234	223	212	203	206	202
Liabilities And Stockholders Equity	4,701	4,314	5,358	4,422	3,690	3,271	4,174	3,568	3,316	3,006	3,703	3,226
Available For Sale Debt Securities Amortized Cost …	199	0	878	717	388	199	814	584	306	185	744	433
Allowance For Doubtful Accounts Receivable	6	3	3	2	4	3	2	6	5	5	6	5
Treasury Stock Shares	-	-	-	-	-	-	-	-	-	-	-	44
Accumulated Depreciation Depletion And Amortizatio…	182	176	170	167	162	155	151	233	225	219	213	206
Finite Lived Intangible Assets Accumulated Amortiz…	11	7	4	-	-	-	-	-	-	-	-	-
Treasury Stock Common Shares	51	51	49	49	48	48	47	47	46	46	44	-

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10‑Q10‑K

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10‑Q10‑K

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	2.53%	2.87%	2.16%	-	-	-	-	-	-	-	-	-
2025	7.19%	24.52%	39.41%	8.24%	15.26%	9.15%	5.75%	16.36%	19.60%	-18.04%	3.24%	4.24%
2024	5.26%	8.11%	29.27%	7.51%	12.99%	25.88%	-2.31%	-11.78%	-9.27%	-19.46%	-30.28%	-12.99%
2023	-	-	-	-	-	-	7.86%	24.15%	26.17%	2.57%	3.45%	6.35%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Liquidity Ratios
Current Ratio	2.47	2.77	2.16	2.71	2.82	3.25	2.43	2.98	3.61	4.89	2.86	3.78
Quick Ratio	2.47	2.77	2.16	2.71	2.82	3.25	2.43	2.98	3.61	4.89	2.86	3.78
Working Capital	1.90B	1.79B	2.07B	1.98B	1.57B	1.42B	1.76B	1.65B	1.62B	1.53B	1.70B	1.57B
Leverage & Debt
Debt to Equity	1.36	1.07	1.31	1.29	1.07	1.01	1.15	1.00	1.05	0.82	1.08	1.08
Interest Coverage TTM	30.61	34.57	31.71	35.75	36.16	33.86	32.80	25.36	22.32	19.77	21.10	27.27
Debt Ratio	0.54	0.52	0.57	0.53	0.48	0.46	0.53	0.50	0.48	0.45	0.52	0.49
Efficiency & Turnover
Asset Turnover TTM	1.13	1.17	0.81	0.92	0.97	1.04	0.76	0.80	0.82	0.84	0.67	0.72
Per Share Metrics
Diluted EPS TTM	18.91	18.36	14.05	13.29	11.99	11.19	10.03	7.71	7.05	6.24	6.37	8.17
Free Cash Flow Per Share TTM	42.09	39.08	30.55	27.30	19.17	17.33	24.97	18.26	18.55	14.18	11.49	10.41
Dividend Per Share TTM	3.88	3.79	3.73	3.69	3.64	3.59	3.54	3.49	3.42	3.38	3.36	3.36
Margin Metrics
Gross Profit Margin TTM	99.30%	99.35%	99.37%	99.47%	99.51%	99.49%	99.44%	99.39%	99.36%	99.31%	99.32%	99.27%
Operating Profit Margin TTM	21.28%	22.81%	20.36%	18.73%	17.56%	16.96%	17.59%	15.83%	14.86%	13.96%	14.70%	19.70%
Net Profit Margin TTM	16.46%	17.36%	15.26%	15.29%	14.56%	14.42%	13.94%	11.87%	11.06%	10.64%	10.46%	14.27%
Growth Metrics
Net Revenue Growth (1Y)	39.22%	35.53%	29.49%	35.05%	30.40%	35.50%	22.67%	19.08%	12.58%	-4.15%	-12.10%	-12.90%
Net Income Growth (1Y)	57.36%	63.23%	41.70%	74.01%	71.64%	83.65%	63.51%	-0.94%	-19.40%	-37.59%	-46.39%	-57.00%
EPS Growth (1Y)	57.71%	62.17%	40.43%	72.10%	70.69%	82.32%	62.39%	-2.16%	-20.01%	-37.47%	-44.81%	-55.53%
Valuation Metrics
P/E TTM	16.96	15.10	22.14	22.99	20.93	16.20	25.02	29.36	27.23	28.10	24.72	15.37
P/B TTM	7.10	5.56	5.65	7.16	6.25	5.06	5.38	5.34	5.17	4.37	3.54	3.46
P/S TTM	2.79	2.62	3.38	3.52	3.05	2.34	3.49	3.48	3.01	2.99	2.59	2.19
Market Cap	13.19B	11.60B	13.10B	12.96B	10.35B	7.63B	10.45B	9.51B	7.84B	7.20B	6.32B	5.03B
Enterprise Value	12.46B	11.15B	12.26B	12.69B	10.10B	7.44B	9.94B	9.34B	7.57B	7.00B	6.08B	4.90B
Calculated Values
Free Cash Flow TTM	1.63B	1.52B	1.18B	1.06B	742.08M	671.06M	958.05M	699.14M	714.18M	545.18M	437.91M	393.85M
Net Debt	-727.22M	-456.34M	-847.92M	-273.28M	-250.01M	-187.69M	-508.21M	-166.13M	-266.52M	-204.64M	-231.60M	-129.03M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-11Sale

Owner: Lalonde, Timothy Gilbert

Title: Chief Financial Officer

Shares: 7,808

Price/Share: $343.06

Value: $2,678,612.48

Shares Owned: 34,800

Relationship: Officer

Ownership: Direct

2026-03-06Purchase

Owner: Williamson, Sarah K

Title: -

Shares: 2,000

Price/Share: $290.43

Value: $580,860.00

Shares Owned: 13,345

Relationship: Director

Ownership: Direct

2026-02-06Sale

Owner: Klurfeld, Jason

Title: General Counsel

Shares: 5,000

Price/Share: $360.00

Value: $1,800,000.00

Shares Owned: 49,368

Relationship: Officer

Ownership: Direct

2026-02-05Sale

Owner: Pensa, Paul

Title: Contr, Prin. Acct.Officer

Shares: 1,450

Price/Share: $350.31

Value: $507,949.50

Shares Owned: 5,022

Relationship: Officer

Ownership: Direct

2025-12-09Sale

Owner: Carlton, Pamela G

Title: -

Shares: 192

Price/Share: $343.11

Value: $65,877.12

Shares Owned: 3,481

Relationship: Director

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-06-11	Lalonde, Timothy Gilbert	Officer	Chief Financial Officer	Direct	Sale	7,808	343.06	$2,678,612.48	34,800	4
2026-03-06	Williamson, Sarah K	Director	-	Direct	Purchase	2,000	290.43	$580,860.00	13,345	4
2026-02-06	Klurfeld, Jason	Officer	General Counsel	Direct	Sale	5,000	360.00	$1,800,000.00	49,368	4
2026-02-05	Pensa, Paul	Officer	Contr, Prin. Acct.Officer	Direct	Sale	1,450	350.31	$507,949.50	5,022	4
2025-12-09	Carlton, Pamela G	Director	-	Direct	Sale	192	343.11	$65,877.12	3,481	4
2025-08-05	Lalonde, Timothy Gilbert	Officer	Chief Financial Officer	Direct	Sale	8,407	295.44	$2,483,764.08	37,463	4
2025-08-01	Klurfeld, Jason	Officer	General Counsel	Direct	Sale	5,500	285.85	$1,572,175.00	59,687	4
2025-02-10	Hyman, Edward S	Officer	Vice Chair EVR & Chairman EISI	Direct	Sale	17,502	271.68	$4,754,943.36	1,643,035	4
2025-02-07	Pensa, Paul	Officer	Contr, Prin. Acct.Officer	Direct	Sale	1,863	281.23	$523,931.49	5,531	4
2024-11-22	Hyman, Edward S	Officer	Vice Chair EVR & Chairman EISI	Direct	Sale	20,814	310.52	$6,463,163.28	1,706,519	4
2024-11-19	Hyman, Edward S	Officer	Vice Chair EVR & Chairman EISI	Direct	Sale	8,986	298.87	$2,685,645.82	1,748,076	4
2024-11-14	Hyman, Edward S	Officer	Vice Chair EVR & Chairman EISI	Direct	Sale	10,869	300.08	$3,261,569.52	1,776,766	4
2024-11-08	Hyman, Edward S	Officer	Vice Chair EVR & Chairman EISI	Direct	Sale	12,162	306.80	$3,731,301.60	1,810,256	4
2024-08-21	Lalonde, Timothy Gilbert	Officer	Chief Financial Officer	Direct	Sale	3,750	238.72	$895,200.00	40,563	4
2024-07-29	Carlton, Pamela G	Director	-	Direct	Sale	534	247.07	$131,935.38	3,146	4
2024-02-13	Lalonde, Timothy Gilbert	Officer	Chief Financial Officer	Direct	Sale	3,337	178.74	$596,455.38	27,291	4
2024-02-08	Klurfeld, Jason	Officer	General Counsel	Direct	Sale	5,877	173.21	$1,017,955.17	22,099	4
2024-02-07	Pensa, Paul	Officer	Contr, Prin. Acct.Officer	Direct	Sale	1,540	170.38	$262,385.20	4,447	4
2024-02-01	Lalonde, Timothy Gilbert	Officer	Chief Financial Officer	Direct	Sale	2,500	173.51	$433,775.00	37,172	4
2023-12-05	Beattie, Richard I	Director	-	Direct	Sale	6,522	151.31	$986,843.82	17,000	4
2023-08-14	Carlton, Pamela G	Director	-	Direct	Sale	592	136.69	$80,920.48	3,041	4
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Institutional Ownership

No data available for chart

2026-03-31

86.40%

Inst. Shares: 33,668,732

Shares Outstanding: 38,969,000

2025-12-31

85.94%

Inst. Shares: 33,269,288

Shares Outstanding: 38,712,000

2025-09-30

85.33%

Inst. Shares: 33,040,993

Shares Outstanding: 38,721,000

2025-06-30

88.75%

Inst. Shares: 34,358,716

Shares Outstanding: 38,715,000

2025-03-31

83.64%

Inst. Shares: 32,385,615

Shares Outstanding: 38,718,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	33,668,732	38,969,000	86.40%
2025-12-31	33,269,288	38,712,000	85.94%
2025-09-30	33,040,993	38,721,000	85.33%
2025-06-30	34,358,716	38,715,000	88.75%
2025-03-31	32,385,615	38,718,000	83.64%
2024-12-31	31,165,222	38,365,000	81.23%
2024-09-30	30,509,708	38,294,000	79.67%
2024-06-30	31,603,324	38,502,000	82.08%
2024-03-31	30,989,041	38,438,000	80.62%
2023-12-31	32,040,640	38,101,000	84.09%
2023-09-30	31,661,841	37,823,000	83.71%
2023-06-30	31,573,424	38,211,000	82.63%
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Evercore Inc. (EVR) — SEC Financial Statements & Analysis

Evercore Inc. (EVR) is a investment advice company, incorporated in DE. Evercore Inc. trades on NYSE as: EVR. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), Evercore Inc. reported a 39.22% year-over-year revenue growth, a Gross Profit Margin of 99.30% (TTM), a Debt-to-Equity ratio of 1.36x, a Price-to-Sales (P/S) ratio of 2.79x (TTM), a Price-to-Book (P/B) ratio of 7.10x (TTM), at a market cap of $13.19B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: 39.22%
Gross Profit Margin TTM: 99.30%
Debt To Equity: 1.36x
P/S TTM: 2.79x
P/B TTM: 7.10x
Market Cap: $13.19B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Evercore Inc. in?

Evercore Inc. (EVR) operates in the Investment Advice industry.

What is EVR's market cap?

Evercore Inc. (EVR) has a market capitalization of $13.19B as of 2026-06-30.

What is EVR's P/E ratio?

Evercore Inc. (EVR)'s trailing twelve month P/E ratio is 16.96x as of 2026-06-30.

What exchange does EVR trade on?

Evercore Inc. (EVR) trades on the NYSE.

Where is Evercore Inc. incorporated?

Evercore Inc. is incorporated in DE.

Evercore Inc.

Financial Statements

Custom Table

Interactive Financial Visualizations

Earnings Market Reaction

Performance and Valuation Metrics

Insider Transactions

Institutional Ownership

Evercore Inc. (EVR) — SEC Financial Statements & Analysis

Frequently Asked Questions

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Evercore Inc. (EVR) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in Investment Advice

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Wall Street's data.
Main Street's price.