Evercore (EVR)

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

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$297.00

Low target

$265.00

High target

$318.00

Latest filings (excl ownership)

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6 Nov 24

Quarterly Dividend of $0.80 Per Share

23 Oct 24

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

DEF 14A

Definitive proxy

26 Apr 24

Transcripts

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EVR

Earnings call transcript

2024 Q3

23 Oct 24

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

Latest ownership filings

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EDWARD S HYMAN

22 Nov 24

144

Notice of proposed sale of securities

22 Nov 24

144

Notice of proposed sale of securities

21 Nov 24

144

Notice of proposed sale of securities

Notice of proposed sale of securities

19 Nov 24

144

Notice of proposed sale of securities

18 Nov 24

144

Notice of proposed sale of securities

Notice of proposed sale of securities

14 Nov 24

Financial summary

Financial statements Chart EVR financial data

Quarter (USD)	Sep 24	Dec 23	Sep 23	Jun 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
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)	542.03 mm	542.03 mm	542.03 mm	542.03 mm	542.03 mm	542.03 mm
Cash burn (monthly)	21.15 mm	3.84 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	59.19 mm	10.75 mm	n/a	n/a	n/a	n/a
Cash remaining	482.84 mm	531.28 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	22.8	138.3	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Evercore earnings reports.

Institutional ownership, Q3 2024

EVR institutional ownership history Ownership history

82.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	504	463	+8.9%
Opened positions	98	65	+50.8%
Closed positions	57	65	-12.3%
Increased positions	156	149	+4.7%
Reduced positions	164	177	-7.3%

13F shares	Current	Prev Q	Change
Total value	7.38 tn	6.48 tn	+13.8%
Total shares	31.17 mm	33.22 mm	-6.2%
Total puts	70.79 k	46.96 k	+50.7%
Total calls	70.20 k	31.66 k	+121.7%
Total put/call ratio	1.0	1.5	-32.0%

Largest owners	Shares	Value	Change
Vanguard	3.84 mm	$973.45 bn	+3.3%
BLK BlackRock	3.50 mm	$886.84 bn	NEW
Boston Partners	1.48 mm	$376.74 bn	-11.4%
Wellington Management	1.37 mm	$346.60 bn	+73.6%
IVZ Invesco	1.29 mm	$325.88 bn	+20.3%
STT State Street	1.10 mm	$278.46 bn	+1.0%
Lord, Abbett & Co.	922.98 k	$233.83 mm	+44.5%
Massachusetts Financial Services	907.77 k	$229.97 bn	-12.8%
JPM JPMorgan Chase & Co.	802.91 k	$203.41 bn	-15.4%
Fuller & Thaler Asset Management	733.00 k	$185.70 bn	-1.6%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-3.50 mm	EXIT
BLK BlackRock	3.50 mm	+3.50 mm	NEW
TD Asset Management	0.00	-1.03 mm	EXIT
Wellington Management	1.37 mm	+579.92 k	+73.6%
Norges Bank	0.00	-424.16 k	EXIT
Citadel Advisors	927.00	-379.22 k	-99.8%
FMR	451.82 k	+379.00 k	+520.4%
Lord, Abbett & Co.	922.98 k	+284.34 k	+44.5%
Millennium Management	390.76 k	-274.81 k	-41.3%
T. Rowe Price	23.29 k	-259.40 k	-91.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

EVR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
22 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	310.52	20,814	6.46 mm	1,706,519
21 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	309.18	9,888	3.06 mm	1,727,333
20 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	299.09	10,855	3.25 mm	1,737,221
19 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	298.87	8,986	2.69 mm	1,748,076
18 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	298.55	11,154	3.33 mm	1,757,062
15 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	298.31	8,550	2.55 mm	1,768,216
14 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	300.08	10,869	3.26 mm	1,776,766
13 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	304.75	12,316	3.75 mm	1,787,635
12 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	308.32	10,305	3.18 mm	1,799,951
8 Nov 24	Edward S Hyman	Shares of Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	306.8	12,162	3.73 mm	1,810,256