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: 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
Private Companies	8,336	0.0213%
State or Government	31,027	0.0793%
Individual Insiders	2,434,607	6.22%
General Public	2,978,351	7.61%
Institutions	33,669,369	86.1%

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

Top Shareholders

Top 25 shareholders own 59.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.81%	The Vanguard Group, Inc.	3,836,676	US$868.7m	-0.15%	0.01%
9.13%	BlackRock, Inc.	3,570,086	US$808.3m	-0.09%	0.01%
4.15%	Edward Hyman	1,622,994	US$367.5m	-2.92%	no data
3.75%	Boston Partners Global Investors, Inc.	1,465,132	US$331.7m	0%	0.19%
2.87%	State Street Global Advisors, Inc.	1,124,459	US$254.6m	2.3%	0.01%
2.64%	FMR LLC	1,032,266	US$233.7m	129%	0.01%
2.64%	Invesco Ltd.	1,031,703	US$233.6m	0.17%	0.06%
2.44%	TD Asset Management, Inc.	956,327	US$216.5m	-9.59%	0.15%
2.19%	Wellington Management Group LLP	855,517	US$193.7m	-37.5%	0.03%
1.93%	Lord, Abbett & Co. LLC	755,018	US$171.0m	-18.2%	0.51%
1.9%	Geode Capital Management, LLC	744,232	US$168.5m	3.62%	0.01%
1.77%	Fuller & Thaler Asset Management, Inc.	692,503	US$156.8m	-5.53%	0.6%
1.77%	Massachusetts Financial Services Company	691,000	US$156.5m	-10.8%	0.03%
1.58%	John Weinberg	618,722	US$140.1m	13.7%	no data
1.45%	JP Morgan Asset Management	565,865	US$128.1m	-25%	0.01%
1.23%	Norges Bank Investment Management	480,743	US$108.8m	13.3%	0.01%
1.22%	Dimensional Fund Advisors LP	475,998	US$107.8m	-19.6%	0.02%
1.15%	Bahl & Gaynor, Inc.	448,718	US$101.6m	2.94%	0.52%
1%	Invesco Capital Management LLC	392,050	US$88.8m	52.9%	0.03%
0.92%	Charles Schwab Investment Management, Inc.	358,540	US$81.2m	0%	0.01%
0.83%	T. Rowe Price Group, Inc.	323,324	US$73.2m	1,290%	0.01%
0.82%	Fisher Asset Management, LLC	319,267	US$72.3m	-0.3%	0.03%
0.77%	PRIMECAP Management Company	302,670	US$68.5m	-13.7%	0.05%
0.77%	Northern Trust Global Investments	301,514	US$68.3m	12.4%	0.01%
0.77%	Paralel Advisors LLC	300,000	US$67.9m	0%	2.55%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/05 13:15
End of Day Share Price	2025/05/05 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. 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.