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EVR Evercore Inc.

Financials, filed as EVERCORE INC (CLASS A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • $1.4M
  • 1 add

In 2026 Q2 First Eagle Investment Management added to Evercore.

Who owns EVR

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management <0.01% Add +1.5% 3,960 $1.4M History

1 current, options excluded

Insider trades

Open-market buys and sales by EVR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All EVR insider trades
  • $581K bought by 1 insider
  • $5.1M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Timothy Gilbert LaLonde CFO
    Sale
    $2.7M 7,808 shares at $343.06 18% of stake
    Traded Jun 11 Filed Jun 15
    ↗
  2. Sarah K Williamson Director
    Buy
    $581K 2,000 shares at $290.43 +18% to stake
    Traded Mar 6 Filed Mar 10
    ↗
  3. Jason Klurfeld General Counsel
    Sale
    $1.8M 5,000 shares at $360.00 9.2% of stake
    Traded Feb 6 Filed Feb 6
    ↗
  4. Paul Pensa Contr, Prin. Acct.Officer
    Sale
    $508K 1,450 shares at $350.31 22% of stake
    Traded Feb 5 Filed Feb 6
    ↗
  5. Pamela G Carlton Director
    Sale
    $66K 192 shares at $343.11 5.2% of stake
    Traded Dec 9, 2025 Filed Dec 11, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 15 stock grants and 7 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.44B $3B $3.88B
Net income $255.48M $378.28M $591.92M
Net margin * 10.5% 12.6% 15.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.61B $2.99B $3.86B
Total non-current assets * $1.1B $1.19B $1.5B
Total assets $3.7B $4.17B $5.36B
Total current liabilities $0.91B $1.23B $1.78B
Total non-current liabilities * $1.01B $1B $1.25B
Total equity $1.58B $1.71B $2.03B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.458B $0.988B $1.26B
Cash from investing $15.62M -$67.43M -$98.32M
Cash from financing -$557.23M -$628.55M -$635.62M
Net change in cash -$66.64M $276.62M $554.03M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.