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
DateValueNameEntityRoleSharesMax Price
10 Feb 25SellUS$15,521,361Edward HymanIndividual55,825US$285.56
07 Feb 25SellUS$523,922Paul PensaIndividual1,863US$281.23
22 Nov 24SellUS$12,766,957Edward HymanIndividual41,557US$310.52
19 Nov 24SellUS$8,566,223Edward HymanIndividual28,690US$298.87
14 Nov 24SellUS$10,192,108Edward HymanIndividual33,490US$308.32
08 Nov 24SellUS$30,081,713Edward HymanIndividual96,263US$316.38
21 Aug 24SellUS$895,213Timothy LaLondeIndividual3,750US$238.72
29 Jul 24SellUS$131,935Pamela CarltonIndividual534US$247.07

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of EVR?
Owner TypeNumber of SharesOwnership Percentage
Private Companies8,3360.0216%
State or Government48,5090.125%
General Public1,706,3964.41%
Individual Insiders2,094,4885.42%
Institutions34,801,63590%

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


Top Shareholders

Top 25 shareholders own 57.84% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.99%
The Vanguard Group, Inc.
3,862,690US$933.1m0.68%0.01%
9.23%
BlackRock, Inc.
3,570,086US$862.5m-0.09%0.01%
3.98%
Boston Partners Global Investors, Inc.
1,539,027US$371.8m5.04%0.22%
3.06%
Edward Hyman
1,183,995US$286.0m-27.1%no data
2.94%
State Street Global Advisors, Inc.
1,138,136US$275.0m1.22%0.01%
2.3%
UBS Asset Management AG
887,295US$214.4m209%0.02%
2%
Geode Capital Management, LLC
771,977US$186.5m3.73%0.01%
1.79%
Massachusetts Financial Services Company
691,000US$166.9m-10.8%0.04%
1.77%
Fuller & Thaler Asset Management, Inc.
685,544US$165.6m-1%0.63%
1.71%
Invesco Ltd.
660,252US$159.5m-36%0.04%
1.6%
John Weinberg
618,722US$149.5m0%no data
1.58%
Millennium Management LLC
609,888US$147.3m819%0.13%
1.54%
JP Morgan Asset Management
595,241US$143.8m5.19%0.01%
1.51%
TD Asset Management, Inc.
583,371US$140.9m-39%0.1%
1.45%
Dimensional Fund Advisors LP
560,964US$135.5m17.9%0.02%
1.38%
Eminence Capital, LP
534,375US$129.1m0%1.76%
1.33%
T. Rowe Price Group, Inc.
513,161US$124.0m58.7%0.01%
1.31%
Qube Research & Technologies Ltd
505,134US$122.0m223%0.19%
1.24%
Norges Bank Investment Management
480,743US$116.1m0%0.01%
1.22%
Morgan Stanley, Investment Banking and Brokerage Investments
472,283US$114.1m62.8%0.01%
1.16%
Bahl & Gaynor, Inc.
447,536US$108.1m-0.26%0.55%
1.01%
Two Sigma Investments, LP
389,366US$94.1m158%0.2%
0.92%
Charles Schwab Investment Management, Inc.
355,722US$85.9m-0.79%0.01%
0.92%
Fisher Asset Management, LLC
355,219US$85.8m11.3%0.04%
0.9%
Two Sigma Advisers, LP
349,500US$84.4m238%0.18%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/18 15:33
End of Day Share Price 2025/05/16 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

Evercore Inc. is covered by 23 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.

AnalystInstitution
Roger FreemanBarclays
Michael NeedhamBofA Global Research
James MitchellBuckingham Research Group Inc.