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
![Evercore Inc - Ordinary Shares logo](/files/LOGO/1360901-EVR.png)
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)
8-K
Quarterly Dividend of $0.80 Per Share
24 Jul 24
S-8
Registration of securities for employees
21 Jun 24
8-K
Submission of Matters to a Vote of Security Holders
21 Jun 24
DEFA14A
Additional proxy soliciting materials
5 Jun 24
DEFA14A
Additional proxy soliciting materials
4 Jun 24
DEFA14A
Additional proxy soliciting materials
22 May 24
DEFA14A
Additional proxy soliciting materials
13 May 24
10-Q
2024 Q1
Quarterly report
8 May 24
ARS
2023 FY
Annual report to shareholders
26 Apr 24
DEF 14A
Definitive proxy
26 Apr 24
Transcripts
EVR
Earnings call transcript
2024 Q2
24 Jul 24
EVR
Earnings call transcript
2024 Q1
24 Apr 24
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
Latest ownership filings
144
Notice of proposed sale of securities
26 Jul 24
4
Sarah K Williamson
20 Jun 24
4
WILLIAM J WHEELER
20 Jun 24
4
Sir Simon Robertson
20 Jun 24
4
WILARD J OVERLOCK JR
20 Jun 24
4
ROBERT B MILLARD
20 Jun 24
4
Pamela G Carlton
20 Jun 24
4
Gail Block Harris
20 Jun 24
4
ELLEN V FUTTER
20 Jun 24
4
EDWARD S HYMAN
14 Jun 24
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
---|---|---|---|---|---|
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) | 578.40 mm | 578.40 mm | 578.40 mm | 578.40 mm | 578.40 mm | 578.40 mm |
Cash burn (monthly) | 9.03 mm | 810.75 k | (no burn) | (no burn) | 93.74 mm | (no burn) |
Cash used (since last report) | 34.91 mm | 3.13 mm | n/a | n/a | 362.39 mm | n/a |
Cash remaining | 543.49 mm | 575.26 mm | n/a | n/a | 216.00 mm | n/a |
Runway (months of cash) | 60.2 | 709.5 | n/a | n/a | 2.3 | n/a |
Institutional ownership, Q1 2024
80.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 443 |
Opened positions | 154 |
Closed positions | 40 |
Increased positions | 114 |
Reduced positions | 114 |
13F shares | Current |
---|---|
Total value | 5.58 tn |
Total shares | 31.06 mm |
Total puts | 47.67 k |
Total calls | 44.40 k |
Total put/call ratio | 1.1 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 3.65 mm | $702.14 bn |
BLK Blackrock | 3.46 mm | $667.27 bn |
Boston Partners | 1.71 mm | $328.64 bn |
STT State Street | 1.09 mm | $210.34 bn |
JPM JPMorgan Chase & Co. | 1.06 mm | $203.69 bn |
Massachusetts Financial Services | 1.05 mm | $202.48 bn |
IVZ Invesco | 924.77 k | $178.10 bn |
Dimensional Fund Advisors | 832.63 k | $160.36 bn |
TD Asset Management | 807.10 k | $155.44 bn |
Fuller & Thaler Asset Management | 745.82 k | $143.64 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 Jun 24 | Futter Ellen V | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 639 | 0.00 | 6,421 |
18 Jun 24 | Millard Robert B | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 639 | 0.00 | 51,501 |
18 Jun 24 | Carlton Pamela G | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 639 | 0.00 | 3,680 |
18 Jun 24 | Harris Gail Block | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 639 | 0.00 | 39,293 |
18 Jun 24 | Overlock Wilard J JR | Shares of Class A common stock, par value $0.01 per share | Grant | Acquire A | No | No | 0 | 1,277 | 0.00 | 13,498 |
News
Keefe, Bruyette & Woods Maintains Market Perform on Evercore, Raises Price Target to $245
25 Jul 24
Goldman Sachs Maintains Neutral on Evercore, Raises Price Target to $251
25 Jul 24
Evercore Q2 2024 Adj EPS $1.81 Beats $1.63 Estimate, Sales $695.270M Beat $611.910M Estimate
24 Jul 24
Deep Dive Into Evercore Stock: Analyst Perspectives (5 Ratings)
23 Jul 24
Morgan Stanley Maintains Overweight on Evercore, Raises Price Target to $276
23 Jul 24
Press releases
Evercore Reports Second Quarter 2024 Results; Quarterly Dividend of $0.80 Per Share
24 Jul 24
Evercore to Announce Second Quarter 2024 Financial Results and Host Conference Call on July 24, 2024
10 Jul 24
Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor
17 Jun 24
Behavox Announces Strong Revenue Growth and Continued Profitability
30 May 24
Jeffrey Haller Joins Evercore as Senior Managing Director in the Financial Institutions Group
9 May 24