Evercore Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:EVR * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
22 Nov 24	SellMex$261,667,722	Edward Hyman	Individual	41,557	Mex$6,364.32
19 Nov 24	SellMex$173,009,436	Edward Hyman	Individual	28,690	Mex$6,036.19
14 Nov 24	SellMex$208,800,623	Edward Hyman	Individual	33,490	Mex$6,316.40
08 Nov 24	SellMex$604,913,175	Edward Hyman	Individual	96,263	Mex$6,362.09
21 Aug 24	SellMex$17,178,417	Timothy LaLonde	Individual	3,750	Mex$4,580.91
29 Jul 24	SellMex$2,462,310	Pamela Carlton	Individual	534	Mex$4,611.07
13 Feb 24	SellMex$10,265,918	Timothy LaLonde	Individual	3,337	Mex$3,076.39
08 Feb 24	SellMex$17,428,125	Jason Klurfeld	Individual	5,877	Mex$2,965.48
07 Feb 24	SellMex$4,470,031	Paul Pensa	Individual	1,540	Mex$2,902.62
01 Feb 24	SellMex$7,428,311	Timothy LaLonde	Individual	2,500	Mex$2,971.32

Insider Trading Volume

Insider Buying: EVR * insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of EVR *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	27,322	0.0708%
General Public	1,819,388	4.71%
Individual Insiders	3,253,513	8.43%
Institutions	33,501,943	86.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 59.93% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.75%	The Vanguard Group, Inc.	3,764,858	Mex$8.5b	0.56%	0.01%
8.95%	BlackRock, Inc.	3,453,530	Mex$7.8b	4.3%	0.01%
5.47%	Edward Hyman	2,112,685	Mex$4.7b	0.33%	no data
3.64%	J.P. Morgan Asset Management, Inc.	1,404,338	Mex$3.2b	-1.79%	0.03%
2.69%	State Street Global Advisors, Inc.	1,040,211	Mex$2.3b	0.79%	0.01%
2.49%	Millennium Management LLC	960,939	Mex$2.2b	48.2%	0.12%
2.38%	Hotchkis and Wiley Capital Management, LLC	919,960	Mex$2.1b	-0.86%	0.4%
2.26%	Massachusetts Financial Services Company	870,944	Mex$2.0b	760%	0.02%
2.25%	Dimensional Fund Advisors LP	869,478	Mex$2.0b	0.42%	0.02%
2.06%	Charles Schwab Investment Management, Inc.	793,758	Mex$1.8b	0%	0.02%
1.66%	Geode Capital Management, LLC	639,939	Mex$1.4b	-5.8%	0.01%
1.61%	Fuller & Thaler Asset Management, Inc.	623,194	Mex$1.4b	68.7%	0.48%
1.58%	John Weinberg	609,800	Mex$1.4b	20.3%	no data
1.5%	PRIMECAP Management Company	578,880	Mex$1.3b	7.76%	0.06%
1.32%	BNY Mellon Asset Management	507,934	Mex$1.1b	1.15%	0.01%
1.29%	Bahl & Gaynor, Inc.	497,091	Mex$1.1b	9.14%	0.37%
1.29%	Jacobs Levy Equity Management Inc	496,209	Mex$1.1b	-7.7%	0.39%
1.2%	Morgan Stanley, Investment Banking and Brokerage Investments	464,959	Mex$1.0b	0.96%	0.01%
1.02%	First Trust Advisors LP	393,790	Mex$885.3m	3.16%	0.05%
1%	Goldman Sachs Asset Management, L.P.	384,313	Mex$864.0m	-13.6%	0.02%
0.98%	Boston Partners Global Investors, Inc.	379,403	Mex$853.0m	-1.23%	0.04%
0.96%	Fisher Asset Management, LLC	371,735	Mex$835.8m	538%	0.03%
0.92%	Norges Bank Investment Management	354,875	Mex$797.8m	-2.45%	no data
0.87%	Franklin Resources, Inc.	337,691	Mex$759.2m	-0.9%	0.02%
0.79%	Clark Capital Management Group Inc	303,328	Mex$682.0m	25.9%	0.33%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/04/28 05:58
End of Day Share Price	2023/01/29 00:00
Earnings	2023/03/31
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Evercore Inc. is covered by 24 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Roger Freeman	Barclays
Michael Needham	BofA Global Research
James Mitchell	Buckingham Research Group Inc.