EVR
Evercore Inc.Company Information
- Company Name
- Evercore Inc.
- CIK
- CIK0001360901
- Category
- Large accelerated filer
- Ticker: Exchange
- EVR: NYSE
- Fiscal Year End
- December 31
- Owner Organization
- 02 Finance
- SIC
- 6282
- SIC Description
- Investment Advice
- Ticker
- EVR
SEC filing data through
Insider Sentiment
- Last purchase
- 2026-03-06
- Last sale
- 2026-06-11
- Shares purchased (TTM)
- 2,000
- Shares sold (TTM)
- 28,357
Institutional Sentiment
- As of
- 2026-06-30
- Institutional shares owned
- 35,335,862
- Shares outstanding
- 38,631,000
- Ownership
- 91.47%
Earnings Market Reaction
- Filing date
- 2026-08-05
- Price on filing date
- —
- 1-month reaction
- -8.72%
- 3-month reaction
- …
Balance Sheet
Values in millions ($)| Line item | 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 | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Subscriber-only column | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Related Party | 5 | 200 | 182 | -26 | 6 | 86 | 48 | -16 | 1 | 64 | 46 | - | ||||||
| Nonrelated Party | -16 | 54 | 53 | 23 | -5 | 39 | 30 | -15 | 19 | 31 | 33 | - | ||||||
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 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 | ||||||||||||||||||
| 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 Tax | -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 | 1,918 | 1,507 | 1,708 | 1,780 | 1,728 | 1,648 | 1,577 | 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 | ||||||
| Common Class A | -0 | 39 | 40 | -48 | 0 | 87 | 0 | 0 | 84 | - | - | - | ||||||
| Common Class B | 0 | 0 | 0 | 0 | - | - | 0 | - | - | - | - | - | ||||||
| Available For Sale Debt Securities Amortized Cost Basis | 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 Amortization Property Plant And Equipment | 182 | 176 | 170 | 167 | 162 | 155 | 151 | 233 | 225 | 219 | 213 | 206 | ||||||
| Finite Lived Intangible Assets Accumulated Amortization | 11 | 7 | 4 | - | - | - | - | - | - | - | - | - | ||||||
| Treasury Stock Common Shares | 51 | 51 | 49 | 49 | 48 | 48 | 47 | 47 | 46 | 46 | 44 | - | ||||||
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Recent filings
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
- 10-QFiled
- 10-QFiled
- 10-KFiled
- 10-QFiled
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Start 7-day free trialEvercore Inc. (EVR) — SEC Financial Statements & Analysis
Evercore Inc. (EVR) is a investment advice company, incorporated in DE. Evercore Inc. trades on NYSE as: EVR. Evercore Inc. (EVR)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-05. Based on that filing, Evercore Inc. carries a market cap of $13.15B, a P/E ratio of 17.88x, a P/B ratio of 7.08x, a P/S ratio of 2.82x, an enterprise value of $12.42B, and an EV/EBITDA multiple of 12.25x. On profitability, it posts a gross margin of 99.29%, an operating margin of 21.58%, a net margin of 15.78%, a Return on Equity (ROE) of 38.94%, a Return on Assets (ROA) of 17.53%, and a Return on Invested Capital (ROIC) of 52.45%. Per share, it reports EPS of $19.03, diluted EPS of $17.88, free cash flow per share of $42.09, and a dividend per share of $3.88. Over the trailing year, it posted revenue growth of 37.24% year-over-year, net income growth of 61.06% year-over-year, and EPS growth of 61.41% year-over-year. On the balance sheet, it maintains a current ratio of 2.47x, a quick ratio of 2.47x, working capital of $1.90B, a debt-to-equity ratio of 1.36x, a debt ratio of 0.54, an interest coverage ratio of 29.32x, free cash flow of $1.63B (TTM), and net debt of $-727.22M. Figures sourced from SEC EDGAR.
- Market Cap
- $13.15B
- P/E TTM
- 17.88x
- EPS TTM
- $19.03
- P/B TTM
- 7.08x
- ROE TTM
- 38.94%
- ROA TTM
- 17.53%
- Debt To Equity
- 1.36x
- Free Cash Flow TTM
- $1.63B
- Net Revenue TTM Growth 1Y
- 37.24%
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 exchange does EVR trade on?
Evercore Inc. (EVR) trades on the NYSE.
Where is Evercore Inc. incorporated?
Evercore Inc. is incorporated in DE.
When was Evercore Inc. (EVR)'s most recent SEC filing?
Evercore Inc. (EVR)'s most recent SEC filing is a Form 10-Q for the period ended 2026-06-30, filed with the SEC on 2026-08-05.
What is EVR's market cap?
Evercore Inc. (EVR) has a market capitalization of $13.15B as of 2026-06-30.
What is EVR's P/E ratio?
Evercore Inc. (EVR)'s trailing twelve month P/E ratio is 17.88x as of 2026-06-30.
What is EVR's EPS (earnings per share)?
Evercore Inc. (EVR)'s trailing twelve month EPS is $19.03 as of 2026-06-30.
What is EVR's ROE (return on equity)?
Evercore Inc. (EVR)'s trailing twelve month Return on Equity (ROE) is 38.94% as of 2026-06-30.
What is EVR's ROA (return on assets)?
Evercore Inc. (EVR)'s trailing twelve month Return on Assets (ROA) is 17.53% as of 2026-06-30.
What is EVR's ROIC (return on invested capital)?
Evercore Inc. (EVR)'s trailing twelve month Return on Invested Capital (ROIC) is 52.45% as of 2026-06-30.
What is EVR's EV/EBITDA?
Evercore Inc. (EVR)'s trailing twelve month EV/EBITDA is 12.25x as of 2026-06-30.