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
10 Feb 25	SellUS$15,521,361	Edward Hyman	Individual	55,825	US$285.56
07 Feb 25	SellUS$523,922	Paul Pensa	Individual	1,863	US$281.23
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

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 Type	Number of Shares	Ownership Percentage
Private Companies	8,336	0.0216%
State or Government	48,509	0.125%
General Public	1,706,396	4.41%
Individual Insiders	2,094,488	5.42%
Institutions	34,801,635	90%

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

Top Shareholders

Top 25 shareholders own 57.84% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.99%	The Vanguard Group, Inc.	3,862,690	US$933.1m	0.68%	0.01%
9.23%	BlackRock, Inc.	3,570,086	US$862.5m	-0.09%	0.01%
3.98%	Boston Partners Global Investors, Inc.	1,539,027	US$371.8m	5.04%	0.22%
3.06%	Edward Hyman	1,183,995	US$286.0m	-27.1%	no data
2.94%	State Street Global Advisors, Inc.	1,138,136	US$275.0m	1.22%	0.01%
2.3%	UBS Asset Management AG	887,295	US$214.4m	209%	0.02%
2%	Geode Capital Management, LLC	771,977	US$186.5m	3.73%	0.01%
1.79%	Massachusetts Financial Services Company	691,000	US$166.9m	-10.8%	0.04%
1.77%	Fuller & Thaler Asset Management, Inc.	685,544	US$165.6m	-1%	0.63%
1.71%	Invesco Ltd.	660,252	US$159.5m	-36%	0.04%
1.6%	John Weinberg	618,722	US$149.5m	0%	no data
1.58%	Millennium Management LLC	609,888	US$147.3m	819%	0.13%
1.54%	JP Morgan Asset Management	595,241	US$143.8m	5.19%	0.01%
1.51%	TD Asset Management, Inc.	583,371	US$140.9m	-39%	0.1%
1.45%	Dimensional Fund Advisors LP	560,964	US$135.5m	17.9%	0.02%
1.38%	Eminence Capital, LP	534,375	US$129.1m	0%	1.76%
1.33%	T. Rowe Price Group, Inc.	513,161	US$124.0m	58.7%	0.01%
1.31%	Qube Research & Technologies Ltd	505,134	US$122.0m	223%	0.19%
1.24%	Norges Bank Investment Management	480,743	US$116.1m	0%	0.01%
1.22%	Morgan Stanley, Investment Banking and Brokerage Investments	472,283	US$114.1m	62.8%	0.01%
1.16%	Bahl & Gaynor, Inc.	447,536	US$108.1m	-0.26%	0.55%
1.01%	Two Sigma Investments, LP	389,366	US$94.1m	158%	0.2%
0.92%	Charles Schwab Investment Management, Inc.	355,722	US$85.9m	-0.79%	0.01%
0.92%	Fisher Asset Management, LLC	355,219	US$85.8m	11.3%	0.04%
0.9%	Two Sigma Advisers, LP	349,500	US$84.4m	238%	0.18%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/18 15:33
End of Day Share Price	2025/05/16 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

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.

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