evercore (nyse: evr) is a premier global independent investment banking advisory firm. we are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings, and capital structure. evercore also assists clients in raising public and private capital and delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. founded in 1995, the firm is headquartered in new york and maintains offices and affiliate offices in major financial centers in north america, europe, south america, the middle east and asia. for more information, please visit www.evercore.com.investment banking - corporate advisory - restructuring advisory - strategic shareh
Company profile
Ticker
EVR, EVR-MM
Exchange
Website
CEO
Ralph Schlosstein
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Evercore Partners Inc.
SEC CIK
Corporate docs
Subsidiaries
Evercore Advisors L.L.C. • Evercore GP Holdings L.L.C. • Evercore Group Holdings L.P. • Evercore Group Holdings L.L.C. • Evercore Group L.L.C. • Evercore LP • Evercore ISI International Limited • Evercore Partners Limited • Evercore Partners International • Evercore Partners Services East L.L.C. ...
IRS number
204748747
EVR stock data
Latest filings (excl ownership)
10-K
2023 FY
Annual report
22 Feb 24
8-K
Quarterly Dividend of $0.76 Per Share
31 Jan 24
S-3ASR
Automatic shelf registration
2 Nov 23
10-Q
2023 Q3
Quarterly report
2 Nov 23
8-K
Quarterly Dividend of $0.76 Per Share
25 Oct 23
10-Q
2023 Q2
Quarterly report
3 Aug 23
8-K
Quarterly Dividend of $0.76 Per Share
26 Jul 23
8-K
Submission of Matters to a Vote of Security Holders
20 Jun 23
DEFA14A
Additional proxy soliciting materials
17 May 23
10-Q
2023 Q1
Quarterly report
5 May 23
Transcripts
EVR
Earnings call transcript
2023 Q4
31 Jan 24
EVR
Earnings call transcript
2023 Q3
25 Oct 23
EVR
Earnings call transcript
2023 Q2
26 Jul 23
EVR
Earnings call transcript
2023 Q2
26 Jul 23
EVR
Earnings call transcript
2023 Q1
26 Apr 23
EVR
Earnings call transcript
2022 Q4
1 Feb 23
EVR
Earnings call transcript
2022 Q3
26 Oct 22
EVR
Earnings call transcript
2022 Q2
27 Jul 22
EVR
Earnings call transcript
2022 Q1
27 Apr 22
EVR
Earnings call transcript
2021 Q4
2 Feb 22
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 501.45 mm | 501.45 mm | 501.45 mm | 501.45 mm | 501.45 mm | 501.45 mm |
Cash burn (monthly) | 9.34 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 62.37 mm | n/a | n/a | n/a | n/a | n/a |
Cash remaining | 439.08 mm | n/a | n/a | n/a | n/a | n/a |
Runway (months of cash) | 47.0 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
82.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 387 |
Opened positions | 55 |
Closed positions | 55 |
Increased positions | 120 |
Reduced positions | 161 |
13F shares | Current |
---|---|
Total value | 4.40 tn |
Total shares | 32.07 mm |
Total puts | 47.42 k |
Total calls | 68.75 k |
Total put/call ratio | 0.7 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 3.82 mm | $526.07 bn |
BLK Blackrock | 3.17 mm | $436.88 bn |
Boston Partners | 1.49 mm | $205.34 bn |
JPM JPMorgan Chase & Co. | 1.39 mm | $190.99 bn |
Massachusetts Financial Services | 1.07 mm | $147.66 bn |
STT State Street | 1.04 mm | $144.03 bn |
Millennium Management | 1.04 mm | $142.78 bn |
Dimensional Fund Advisors | 898.38 k | $123.88 bn |
Fuller & Thaler Asset Management | 722.56 k | $99.63 bn |
MS Morgan Stanley | 699.86 k | $96.50 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
14 Feb 24 | Edward S Hyman | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 11,064 | 0.00 | 2,035,161 |
14 Feb 24 | Paul Pensa | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 4,256 | 0.00 | 8,703 |
14 Feb 24 | John S Weinberg | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 17,731 | 0.00 | 611,082 |
14 Feb 24 | Jason Klurfeld | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 10,639 | 0.00 | 32,364 |
14 Feb 24 | Roger C Altman | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 19,859 | 0.00 | 83,946 |
News
JMP Securities Reiterates Market Perform on Evercore
9 Apr 24
UBS Maintains Neutral on Evercore, Raises Price Target to $180
5 Feb 24
Evercore Q4 2023 Adj EPS $2.02 Beats $1.67 Estimate
31 Jan 24
Evercore Q4 Adj. Sales $790.30M Beat $716.45M Estimate
31 Jan 24
Earnings Scheduled For January 31, 2024
31 Jan 24
Press releases
Evercore to Announce First Quarter 2024 Financial Results and Host Conference Call on April 24, 2024
10 Apr 24
Marcelo Pizzimbono Joins Evercore ISI as Head of Sales
12 Feb 24
Evercore Reports Fourth Quarter and Full Year 2023 Results; Quarterly Dividend of $0.76 Per Share
31 Jan 24
Behavox Announces Outstanding 2023 Full Year Results with 58% Revenue Growth
24 Jan 24