Market Cap
$9.9B
EVR
Evercore Inc.
$261.81 ▲ +1.08%
Prev close $259.00Market cap$9.9B
ConsensusBuy
12-mo target$359.30 (+37.2%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)32 New Institutional Positions18 Institutional Exits Traditional Finance
Snapshot
The big-picture read on EVR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (60%)
Inst. Holders
50 funds
Inst. Value
$9.2B
Inst. Activity
32 buys / 18 sells
Insider Activity
$580.9K buy / $5.0M sell
Insider Net $
-$4.4M
SEC Reports
3
Price chart 30d -11.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Jul 29, 2026 SEC Dark Pool: EVR — 0.5M shares, 26,992 trades
Week starting 2026-09-07. Total ATS volume: 462,492 shares across 26,992 trades.
Evercore reported Q2 2026 GAAP diluted EPS of $2.32 and Adjusted diluted EPS of $2.91, missing the consensus estimate of
8-K — Impact 6/10
Jun 30, 2026 Inst.
FMR LLC — TRIM
1,132,481 shares ($386.7M)
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — DOUBLED
637,464 shares ($217.7M)
Jun 11, 2026 Insider
LaLonde Timothy Gilbert sold 7,808 shares
Chief Financial Officer @ $343.06 ($2.7M)
Jun 10, 2026 Insider
Carlton Pamela G was granted 364 shares
Director
Jun 10, 2026 Insider
Jun 5, 2026 SEC VARNEY CHRISTINE A was granted 727 shares
Director
Evercore Inc. filed DEFA14A soliciting shareholder support for its annual meeting proposals, highlighting that Glass Lew
DEFA14A — Impact 3/10
Analyst ratings buy % -6.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
60% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 3, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 30, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 10, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 14, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Apr 9, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| Aug 1, 2026 | 4 | 6 | 5 | 0 | 0 | 67% | |
| Jul 1, 2026 | 4 | 6 | 5 | 0 | 0 | 67% | |
| Jun 1, 2026 | 4 | 6 | 5 | 0 | 0 | 67% | |
| May 1, 2026 | 4 | 6 | 5 | 0 | 0 | 67% | |
| Apr 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% | |
| Mar 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% | |
| Feb 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% |
Price targets
Where 10 covering analysts think EVR trades over the next 12 months.
$359.30 +37.2% upside Strong Buy
Current$261.81 Low$303.00 Median$366.00 High$391.00 10 analysts
$303.00$391.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 1 neutral · avg impact 5.7/10.
BEARISH8-K6/10
Evercore reported Q2 2026 GAAP diluted EPS of $2.32 and Adjusted diluted EPS of $2.91, missing the c
Jul 29, 2026
NEUTRALDEFA14A3/10
Evercore Inc. filed DEFA14A soliciting shareholder support for its annual meeting proposals, highlig
Jun 5, 2026
BULLISH8-K8/10
Evercore reported record Q1 2026 net revenues of $1.39B (GAAP), up 100% YoY, driven by a 123% surge
Apr 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: EVR — 0.5M shares, 26,992 trades
Week starting 2026-09-07. Total ATS volume: 462,492 shares across 26,992 trades.
Aug 31, 2026
dark_pool
Dark Pool: EVR — 0.8M shares, 35,633 trades
Week starting 2026-08-31. Total ATS volume: 767,159 shares across 35,633 trades.
Aug 24, 2026
dark_pool
Dark Pool: EVR — 0.7M shares, 34,924 trades
Week starting 2026-08-24. Total ATS volume: 720,632 shares across 34,924 trades.
Aug 17, 2026
dark_pool
Dark Pool: EVR — 0.7M shares, 33,335 trades
Week starting 2026-08-17. Total ATS volume: 740,385 shares across 33,335 trades.
Aug 10, 2026
dark_pool
Dark Pool: EVR — 1.1M shares, 38,287 trades
Week starting 2026-08-10. Total ATS volume: 1,112,793 shares across 38,287 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.38 | $2.28–$4.50 | -2.8% | -3.0% | 1↑ 8↓ | $1.0B | 10 |
| Next Q | $5.49 | $4.81–$6.37 | 7.1% | -1.1% | 2↑ 7↓ | $1.4B | 9 |
| Current FY | $19.38 | $18.19–$21.02 | 33.1% | -0.8% | 3↑ 7↓ | $4.8B | 10 |
| Next FY | $22.50 | $19.75–$26.87 | 16.1% | -0.4% | 4↑ 5↓ | $5.5B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.382 | — |
| 7d ago | $3.487 | -0.105 |
| 30d ago | $3.487 | -0.105 |
| 60d ago | $3.475 | -0.093 |
| 90d ago | $3.689 | -0.307 |
Institutional ownership
Which big funds own EVR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.2B total value (26,843,458 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 3,715,623 | $1.3B | 13.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,956,150 | $667.9M | 7.3% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,710,982 | $584.2M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,680,210 | $573.7M | 6.3% | — |
| Invesco Ltd. | 1,602,673 | $547.2M | 6.0% | — |
| STATE STREET CORP | 1,206,119 | $411.8M | 4.5% | — |
| FMR LLC | 1,132,481 | $386.7M | 4.2% | TRIM -32.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,098,427 | $375.1M | 4.1% | — |
| MORGAN STANLEY | 803,015 | $274.2M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 1,669,662 | 1,132,481 | -32.2% | $386.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 69,158 | 637,464 | +821.8% | $217.7M |
| TD ASSET MANAGEMENT INC | TRIM | 958,472 | 609,109 | -36.4% | $208.0M |
| UBS Group AG | ADD | 292,605 | 503,403 | +72.0% | $171.9M |
| NORGES BANK | NEW | — | 417,041 | — | $142.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 524,531 | 349,683 | -33.3% | $119.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 232,571 | 347,147 | +49.3% | $118.5M |
| Capital International Investors | DOUBLED | 155,769 | 324,747 | +108.5% | $110.9M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 144,432 | 217,208 | +50.4% | $74.2M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 83,303 | 194,737 | +133.8% | $66.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 26 transactions. Net -$4.4M — $580.9K bought, $5.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | LaLonde Timothy Gilbert | Chief Financial Officer | SELL | 7,808 | $343.06 | $2.7M |
| Jun 10, 2026 | Carlton Pamela G | Director | AWARD | 364 | — | — |
| Jun 10, 2026 | VARNEY CHRISTINE A | Director | AWARD | 727 | — | — |
| Jun 10, 2026 | Robertson Sir Simon | Director | AWARD | 364 | — | — |
| Jun 10, 2026 | MILLARD ROBERT B | Director | AWARD | 815 | — | — |
| Jun 10, 2026 | OVERLOCK WILARD J JR | Director | AWARD | 727 | — | — |
| Jun 10, 2026 | Williamson Sarah K | Director | AWARD | 727 | — | — |
| Jun 10, 2026 | WHEELER WILLIAM J | Director | AWARD | 364 | — | — |
| Jun 10, 2026 | FUTTER ELLEN V | Director | AWARD | 364 | — | — |
| Jun 10, 2026 | Harris Gail Block | Director | AWARD | 364 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EVR.
Shares short
1,138,626
Settlement Sep 15, 2026
Change vs prior
-11.7%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈3.0%
Estimate — not % of float
All EVR filing & press-release reports (3)
- 8-K reportJul 29, 2026
- DEFA14A reportJun 5, 2026
- 8-K reportApr 29, 2026