Evercore Inc.
EVR · Investment Advice · 40.1M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Reference price $343.06 · est. market cap ~$13.8B — last insider sale, 2026-06-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80Evercore — premier independent M&A and restructuring advisory firm.
Strengths
- ROE 29.1% (76th pct), ROA (79th); revenue +30% (95th)
- Top-tier advisory talent and brand; strong cash (97th)
Risks
- Deal-cycle cyclicality
- Compensation-cost leverage
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $3.0B cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$580,860, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 3 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$5M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
15.3%
Return on equity
29.1%
Return on assets
11.0%
Revenue growth (QoQ)
8.0%
Net-income growth
56.5%
Current ratio
2.2×
Tangible book value
$1.8B
Cash & investments
$3.0B
Stock comp / revenue
17.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-11 | LaLonde Timothy Gilbert | Sell | 7.8K | $343.06 |
| 2026-06-10 | WHEELER WILLIAM J | Grant | 364 | — |
| 2026-06-10 | VARNEY CHRISTINE A | Grant | 727 | — |
| 2026-06-10 | Robertson Sir Simon | Grant | 364 | — |
| 2026-06-10 | OVERLOCK WILARD J JR | Grant | 727 | — |
| 2026-06-10 | MILLARD ROBERT B | Grant | 815 | — |
| 2026-06-10 | Harris Gail Block | Grant | 364 | — |
| 2026-06-10 | FUTTER ELLEN V | Grant | 364 | — |
| 2026-06-10 | Carlton Pamela G | Grant | 364 | — |
| 2026-06-10 | Williamson Sarah K | Grant | 727 | — |
| 2026-03-06 | Williamson Sarah K | Buy | 2.0K | $290.43 |
| 2026-02-19 | LaLonde Timothy Gilbert | Grant | 12K | — |
| 2026-02-19 | WEINBERG JOHN S | Grant | 32K | — |
| 2026-02-19 | Pensa Paul | Grant | 1.9K | — |
| 2026-02-19 | Lindsey-Clark Matthew | Grant | 7.6K | — |
| 2026-02-19 | Klurfeld Jason | Grant | 8.8K | — |
| 2026-02-19 | Altman Roger C | Grant | 30K | — |
| 2026-02-13 | Klurfeld Jason | Tax withheld | 374 | $328.56 |
| 2026-02-06 | Klurfeld Jason | Sell | 5.0K | $360.00 |
| 2026-02-05 | Pensa Paul | Sell | 1.4K | $350.31 |
| 2026-02-04 | Klurfeld Jason | Tax withheld | 5.3K | $346.23 |
| 2026-02-04 | Pensa Paul | Tax withheld | 1.3K | $346.23 |
| 2026-02-04 | Altman Roger C | Tax withheld | 14K | $346.23 |
| 2026-02-04 | Lindsey-Clark Matthew | Tax withheld | 3.6K | $346.23 |
| 2026-02-04 | WEINBERG JOHN S | Tax withheld | 13K | $346.23 |
| 2026-02-04 | LaLonde Timothy Gilbert | Tax withheld | 7.3K | $346.23 |
| 2025-12-09 | Carlton Pamela G | Sell | 192 | $343.11 |
| 2025-09-05 | Harris Gail Block | Gift | 33 | — |
| 2025-08-05 | LaLonde Timothy Gilbert | Sell | 8.4K | $295.44 |
| 2025-08-01 | Klurfeld Jason | Sell | 5.5K | $285.85 |
| 2025-06-11 | MILLARD ROBERT B | Grant | 1.2K | — |
| 2025-06-11 | Williamson Sarah K | Grant | 1.1K | — |
| 2025-06-11 | WHEELER WILLIAM J | Grant | 527 | — |
| 2025-06-11 | OVERLOCK WILARD J JR | Grant | 1.1K | — |
| 2025-06-11 | Harris Gail Block | Grant | 527 | — |
| 2025-06-11 | Robertson Sir Simon | Grant | 527 | — |
| 2025-06-11 | Carlton Pamela G | Grant | 527 | — |
| 2025-06-11 | FUTTER ELLEN V | Grant | 527 | — |
| 2025-03-10 | Klurfeld Jason | Grant | 30K | — |
| 2025-02-20 | Klurfeld Jason | Grant | 8.3K | — |
| 2025-02-20 | WEINBERG JOHN S | Grant | 23K | — |
| 2025-02-20 | Pensa Paul | Grant | 2.2K | — |
| 2025-02-20 | LaLonde Timothy Gilbert | Grant | 12K | — |
| 2025-02-20 | Altman Roger C | Grant | 16K | — |
| 2025-02-13 | Klurfeld Jason | Tax withheld | 374 | $266.58 |
| 2025-02-12 | Altman Roger C | Gift | 16K | — |
| 2025-02-10 | HYMAN EDWARD S | Sell | 18K | $271.68 |
| 2025-02-07 | Pensa Paul | Sell | 1.9K | $281.23 |
| 2025-02-07 | HYMAN EDWARD S | Sell | 21K | $277.20 |
| 2025-02-06 | HYMAN EDWARD S | Sell | 17K | $285.56 |
| 2025-02-04 | Klurfeld Jason | Tax withheld | 5.1K | $285.66 |
| 2025-02-04 | WEINBERG JOHN S | Tax withheld | 15K | $285.66 |
| 2025-02-04 | Pensa Paul | Tax withheld | 1.3K | $285.66 |
| 2025-02-04 | Altman Roger C | Tax withheld | 16K | $285.66 |
| 2025-02-04 | LaLonde Timothy Gilbert | Tax withheld | 7.0K | $285.66 |
| 2025-02-04 | HYMAN EDWARD S | Tax withheld | 7.7K | $285.66 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-12 | Shareholder voteExhibits | filing ↗ |
| 2026-04-29 | ResultsExhibits | filing ↗ |
| 2026-02-04 | Exec/director change | filing ↗ |
| 2026-02-04 | ResultsExhibits | filing ↗ |
| 2025-10-29 | ResultsExhibits | filing ↗ |
| 2025-07-30 | 3.02Reg FDExhibits | filing ↗ |
| 2025-07-30 | ResultsExhibits | filing ↗ |
| 2025-07-11 | Material agreementDebt obligationExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-12 | 2026-06-10 | 0001193125-26-269645 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001628280-26-031242 ↗ |
| 8-K | 2026-04-29 | 2026-04-29 | 0001628280-26-028098 ↗ |
| 10-K | 2026-02-20 | 2025-12-31 | 0001628280-26-010273 ↗ |
| 8-K | 2026-02-04 | 2026-02-03 | 0001193125-26-037798 ↗ |
| 8-K | 2026-02-04 | 2026-02-04 | 0001628280-26-005263 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001360901-25-000025 ↗ |
| 8-K | 2025-10-29 | 2025-10-29 | 0001360901-25-000021 ↗ |
| 10-Q | 2025-08-07 | 2025-06-30 | 0001360901-25-000018 ↗ |
| 8-K | 2025-07-30 | 2025-07-30 | 0001360901-25-000013 ↗ |
| 8-K | 2025-07-30 | 2025-07-29 | 0001193125-25-168550 ↗ |
| 8-K | 2025-07-11 | 2025-07-10 | 0001193125-25-158241 ↗ |