Evercore Ownership

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

Recent Insider Transactions

NYSE:EVR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
22 Nov 24	SellUS$12,766,957	Edward Hyman	Individual	41,557	US$310.52
19 Nov 24	SellUS$8,566,223	Edward Hyman	Individual	28,690	US$298.87
14 Nov 24	SellUS$10,192,108	Edward Hyman	Individual	33,490	US$308.32
08 Nov 24	SellUS$30,081,713	Edward Hyman	Individual	96,263	US$316.38
21 Aug 24	SellUS$895,213	Timothy LaLonde	Individual	3,750	US$238.72
29 Jul 24	SellUS$131,935	Pamela Carlton	Individual	534	US$247.07
13 Feb 24	SellUS$596,460	Timothy LaLonde	Individual	3,337	US$178.74
08 Feb 24	SellUS$1,017,956	Jason Klurfeld	Individual	5,877	US$173.21
07 Feb 24	SellUS$262,380	Paul Pensa	Individual	1,540	US$170.38
01 Feb 24	SellUS$433,770	Timothy LaLonde	Individual	2,500	US$173.51

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	31,301	0.0822%
General Public	1,827,848	4.8%
Individual Insiders	2,410,674	6.33%
Institutions	33,798,923	88.8%

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

Top Shareholders

Top 25 shareholders own 62.83% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.1%	The Vanguard Group, Inc.	3,842,460	US$1.1b	3.28%	0.02%
9.2%	BlackRock, Inc.	3,500,581	US$1.0b	-0.08%	0.02%
4.39%	Edward Hyman	1,671,741	US$493.4m	-10.7%	no data
3.9%	Boston Partners Global Investors, Inc.	1,484,167	US$438.0m	-11.4%	0.26%
3.59%	Wellington Management Group LLP	1,368,129	US$403.8m	73.6%	0.06%
2.89%	State Street Global Advisors, Inc.	1,099,160	US$324.4m	0.98%	0.01%
2.78%	TD Asset Management, Inc.	1,057,730	US$312.2m	2.64%	0.21%
2.71%	Invesco Ltd.	1,029,940	US$304.0m	12.3%	0.08%
2.42%	Lord, Abbett & Co. LLC	922,978	US$272.4m	44.5%	0.79%
2.38%	Massachusetts Financial Services Company	907,767	US$267.9m	-12.8%	0.05%
1.98%	JP Morgan Asset Management	754,123	US$222.6m	-16.1%	0.02%
1.93%	Fuller & Thaler Asset Management, Inc.	733,004	US$216.3m	-1.64%	0.81%
1.89%	Geode Capital Management, LLC	718,208	US$212.0m	5.02%	0.01%
1.55%	Dimensional Fund Advisors LP	591,874	US$174.7m	-25.8%	0.03%
1.43%	John Weinberg	544,429	US$160.7m	0%	no data
1.18%	FMR LLC	450,209	US$132.9m	530%	0.01%
1.15%	Bahl & Gaynor, Inc.	435,921	US$128.7m	2.27%	0.63%
1.11%	Norges Bank Investment Management	424,163	US$125.2m	0%	0.01%
1.03%	Millennium Management LLC	390,758	US$115.3m	-41.3%	0.09%
0.96%	Charles Schwab Investment Management, Inc.	366,028	US$108.0m	36.2%	0.02%
0.96%	BNY Asset Management	365,822	US$108.0m	-8.99%	0.02%
0.92%	PRIMECAP Management Company	350,520	US$103.5m	-42%	0.07%
0.84%	Fisher Asset Management, LLC	320,228	US$94.5m	6.09%	0.04%
0.79%	Paralel Advisors LLC	300,000	US$88.5m	0%	3.61%
0.76%	Morgan Stanley, Investment Banking and Brokerage Investments	290,142	US$85.6m	-5.77%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 04:41
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 26 analysts. 8 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.