Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
55 EAST 52ND STREET, NEW YORK, NY
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
21 Oct 2026

Evercore Inc. reported A director or senior management change or compensation event

Evercore Inc. filed an 8-K covering a director or senior management change or compensation event, supporting financial statements or exhibits.

5 Aug 2026

Evercore Inc. filed Form 10-Q

Evercore Inc. submitted Form 10-Q to the SEC for the period ending Jun 30, 2026.

31 Jul 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Evercore Inc..

29 Jul 2026

Evercore Inc. reported Operating or financial results

Evercore Inc. filed an 8-K covering operating or financial results, supporting financial statements or exhibits.

18 Jun 2026

Evercore Inc. securities registration filing

Evercore Inc. filed a registration or prospectus document concerning securities.

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$1.26B
Total assets (USD)$4.70B
Total liabilities (USD)$2.52B
Shareholders' equity (USD)$1.86B

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Finance

Company Price Market Cap
JPM - JPMorgan Chase & Co. $335.19
Yahoo Finance
$891.00B
BAC - Bank of America Corporation $50.88
Yahoo Finance
$355.79B
HSBC - HSBC Holdings plc $93.54
Yahoo Finance
$321.15B
MS - Morgan Stanley $182.42
Yahoo Finance
$286.50B
GS - The Goldman Sachs Group, Inc. $890.68
Yahoo Finance
$259.34B

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q2 2026$998.50MUnavailable$95.28M$2.3210-Q · 5 Aug 2026
Q1 2026$1.40BUnavailable$301.24M$7.2010-Q · 6 May 2026
Q4 2025$1.30BUnavailable$204.03MUnavailable10-K · 20 Feb 2026
Q3 2025$1.05BUnavailable$144.58M$3.4110-Q · 5 Nov 2025
Q2 2025$838.04MUnavailable$97.20M$2.3610-Q · 7 Aug 2025
Q1 2025$699.02MUnavailable$146.18M$3.4810-Q · 8 May 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy
Target: $324.33
28.7% upside potential
📈
Strong Buy
Unavailable
👍
Buy
3
⏸️
Hold
3
📉
Sell
0
6 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 285.00–367.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
11
Jun 2026
LaLonde Timothy Gilbert
Chief Financial Officer
Open-market sale
$343.06 per share
7,808 shares
SEC Form 4
10
Jun 2026
Williamson Sarah K
Director
Grant or award
Unavailable per share
727 shares
SEC Form 4
10
Jun 2026
WHEELER WILLIAM J
Director
Grant or award
Unavailable per share
364 shares
SEC Form 4
10
Jun 2026
VARNEY CHRISTINE A
Director
Grant or award
Unavailable per share
727 shares
SEC Form 4
10
Jun 2026
Robertson Sir Simon
Director
Grant or award
Unavailable per share
364 shares
SEC Form 4
10
Jun 2026
OVERLOCK WILARD J JR
Director
Grant or award
Unavailable per share
727 shares
SEC Form 4
10
Jun 2026
MILLARD ROBERT B
Director
Grant or award
Unavailable per share
815 shares
SEC Form 4
10
Jun 2026
Harris Gail Block
Director
Grant or award
Unavailable per share
364 shares
SEC Form 4

Top Shareholders

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3,840,147 shares
-1.59% change
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3,715,623 shares
1.83% change
6/30/2026
Vanguard Portfolio Management Llc
1,956,150 shares
-0.911% change
6/30/2026
Aqr Capital Management Llc
1,710,982 shares
29.93% change
6/30/2026
Vanguard Capital Management Llc
1,680,210 shares
-0.87% change
6/30/2026
Invesco Ltd.
1,602,673 shares
12.493% change
6/30/2026
State Street Corp
1,206,119 shares
2.298% change
6/30/2026
Fmr Llc
1,132,481 shares
-32.173% change
6/30/2026
Geode Capital Management, Llc
1,098,427 shares
5.28% change
6/30/2026
Morgan Stanley
803,015 shares
-12.507% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 1 day ago