Evercore Inc. (EVR)
NYSE · Capital Markets · Investment Advice
- Price
- $263.20
- Day
- -2.16%
- Market cap
- $10.83B
- P/E
- 13.4
Close 2026-09-22.
The company
Overview Evercore is the leading independent investment banking firm in the world based on the dollar volume of announced worldwide merger and acquisition ("M&A") transactions on which we have advised in the last five years (1) . When we use the term "independent investment banking firm," we mean an investment banking firm that directly, or through its affiliates, does not engage in commercial banking or significant proprietary trading activities. We were founded on the belief that there is an opportunity within the investment banking industry for a firm free of the potential conflicts of interest created within large, multi-product, capital intensive financial institutions. We believe that maintaining standards of excellence and integrity in our core businesses demands a spirit of cooperation and hands-on participation more commonly found in smaller organizations. Since our inception, we have set out to build—in the employees we choose and in the projects we undertake—an organization dedicated to the highest caliber of professionalism and integrity. We operate globally through our two business segments: (i) Investment Banking & Equities and (ii) Investment Management.
From Item 1: Overview.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- BlackRock, Inc. — $750.6M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $667.91M
- AQR CAPITAL MANAGEMENT LLC — $577.29M
- VANGUARD CAPITAL MANAGEMENT LLC — $573.69M
- STATE STREET CORP — $411.82M
- BlackRock, Inc. — $401.59M
- Invesco Ltd. — $384.95M
- GEODE CAPITAL MANAGEMENT, LLC — $323.07M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- LaLonde Timothy Gilbert (Chief Financial Officer) sold 7,808 shares at $343.06 on 2026-06-11
- Williamson Sarah K (Director) bought 2,000 shares at $290.43 on 2026-03-06
- Klurfeld Jason (General Counsel) sold 5,000 shares at $360.00 on 2026-02-06
- Pensa Paul (Contr, Prin. Acct.Officer) sold 1,450 shares at $350.31 on 2026-02-05
- Carlton Pamela G (Director) sold 192 shares at $343.11 on 2025-12-09
- LaLonde Timothy Gilbert (Chief Financial Officer) sold 8,407 shares at $295.44 on 2025-08-05
Recent filings
- 10-Q — 2026-08-05
- SCHEDULE 13G — 2026-07-31
- 8-K — 2026-07-29
- S-8 — 2026-06-18
- 4 — 2026-06-15
- 4 — 2026-06-12
- 8-K — 2026-06-12
- 4 — 2026-06-12
- 4 — 2026-06-12
- 4 — 2026-06-12