Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Evercore Inc. (EVR)
USD334.15
-0.60 (-0.18%)
US NYSE Financial Services Financial - Capital Markets
Address
55 East 52nd Street 10055
New York City, NY, US
New York City, NY, US
CEO
John S. Weinberg
Website
evercore.com
IPO
2006-08-14
CIK 1360901 ISIN US29977A1051
Description
Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, and Latin America. The company is structured into two core business units: Investment Banking and Investment Management. Its Investment Banking division provides extensive strategic guidance, covering mergers and acquisitions, corporate strategic planning, defense advisory, shareholder relations, special committee engagements, and complex transaction structuring. This segment also delivers capital markets expertise, encompassing equity offerings, corporate restructurings, debt solutions, private placements, market risk management and hedging, private capital advisory, and private fund services. Moreover, it supplies institutional investors with research-backed sales and trading services via a comprehensive, content-driven platform. The Investment Management division specializes in offering wealth management solutions to high-net-worth individuals, foundations, and endowments, in addition to overseeing financial assets for institutional clients. Established in 1995, Evercore Inc. has its headquarters in New York, New York. The firm was formerly known as Evercore Partners Inc. until it rebranded to Evercore Inc. in August 2017.
News Sentiment (7d)
3 articles
- All You Need to Know About Evercore (EVR) Rating Upgrade to Strong Buy Zacks Investment Research
- Occidental Petroleum: More Will Follow Evercore Seeking Alpha
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD334.15
-0.60 (-0.18%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
487.3K
Beta
1.49
Float Shares
36.94M
Free Float %
93.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.67% | +3.71% | -2.73% | +5.80% | +11.21% | +0.21% | +44.39% | +215.93% | +138.45% | +598.87% | +1,272.15% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (21 ratings, all time)
Buy
Price Targets & DCF
Current price
334.15
Low
330.00
-1.2%
Consensus
382.67
+14.5%
Median
383.00
+14.6%
High
420.00
+25.7%
DCF (Unlevered)
183.99
-44.9%
DCF (Levered)
350.70
+5.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
55% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 5 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
360.00
+7.7%
|
| Last Quarter | 4 |
366.00
+9.5%
|
| Last Year | 17 |
413.53
+23.8%
|
| All Time | 28 |
316.64
-5.2%
|
Quality scores
Altman Z-Score
7.00
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%+29.5% ★ Q1'26: +100.3% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%+54.7% ★ Q1'26: +106.9% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%+12.2% ★ Q1'26: -16.3% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+20.5% Q1'26: +24.3% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%+31.9% ★ Q1'26: +101.3% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%+6.6% Q1'26: -0.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×1.44× ★ Q1'26: 0.78× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 6 EPS Ana. |
Dec 2027 7 Rev. Ana. 6 EPS Ana. |
Dec 2028 4 Rev. Ana. 2 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
398.75M
est: 554.51M (-28.1%)
|
543.66M
est: 472.74M (+15.0%)
|
657.67M
est: 797.69M (-17.6%)
|
779.43M
est: 728.98M (+6.9%)
|
931.40M
est: 979.23M (-4.9%)
|
1.24B
est: 1.15B (+7.5%)
|
1.46B
est: 1.40B (+4.0%)
|
1.72B
est: 1.56B (+10.4%)
|
2.08B
est: 1.80B (+15.5%)
|
2.03B
est: 1.93B (+4.9%)
|
2.29B
est: 1.91B (+19.5%)
|
3.31B
est: 3.07B (+7.9%)
|
2.78B
est: 2.63B (+5.8%)
|
2.44B
est: 2.62B (-6.9%)
|
3.00B
est: 2.90B (+3.3%)
|
3.88B
est: 3.68B (+5.3%)
|
4.73B
4.38B – 5.12B
+28.5% YoY
|
5.39B
4.76B – 5.94B
+13.9% YoY
|
5.77B
5.59B – 5.95B
+7.0% YoY
|
5.94B
5.41B – 6.55B
+3.0% YoY
|
| EBITDA |
47.84M
est: 57.49M (-16.8%)
|
57.13M
est: 57.16M (-0.1%)
|
89.17M
est: 66.78M (+33.5%)
|
155.20M
est: 131.49M (+18.0%)
|
194.90M
est: 188.52M (+3.4%)
|
164.36M
est: 147.96M (+11.1%)
|
293.04M
est: 241.23M (+21.5%)
|
463.68M
est: 317.79M (+45.9%)
|
580.75M
est: 371.23M (+56.4%)
|
484.44M
est: 416.35M (+16.4%)
|
570.83M
est: 416.90M (+36.9%)
|
1.15B
est: 669.25M (+71.1%)
|
732.69M
est: 673.01M (+8.9%)
|
368.18M
est: 601.41M (-38.8%)
|
532.76M
est: 664.43M (-19.8%)
|
804.35M
est: 844.01M (-4.7%)
|
1.08B
1.00B – 1.17B
+28.5% YoY
|
1.24B
1.09B – 1.36B
+13.9% YoY
|
1.32B
1.28B – 1.36B
+7.0% YoY
|
1.36B
1.24B – 1.50B
+3.0% YoY
|
| EBIT |
36.30M
est: 128.13M (-71.7%)
|
36.73M
est: 109.23M (-66.4%)
|
70.39M
est: 184.32M (-61.8%)
|
138.50M
est: 168.44M (-17.8%)
|
176.13M
est: 226.27M (-22.2%)
|
134.72M
est: 266.70M (-49.5%)
|
267.82M
est: 323.69M (-17.3%)
|
437.65M
est: 361.00M (+21.2%)
|
551.37M
est: 416.72M (+32.3%)
|
448.71M
est: 446.88M (+0.4%)
|
540.83M
est: 442.07M (+22.3%)
|
1.12B
est: 708.36M (+57.6%)
|
704.04M
est: 606.63M (+16.1%)
|
365.79M
est: 589.58M (-38.0%)
|
533.15M
est: 651.36M (-18.1%)
|
793.81M
est: 827.41M (-4.1%)
|
1.06B
984.71M – 1.15B
+28.5% YoY
|
1.21B
1.07B – 1.33B
+13.9% YoY
|
1.30B
1.26B – 1.34B
+7.0% YoY
|
1.34B
1.21B – 1.47B
+3.0% YoY
|
| Net Income |
8.95M
est: 8.07M (+10.9%)
|
6.95M
est: 5.88M (+18.3%)
|
28.89M
est: 16.25M (+77.8%)
|
53.26M
est: 46.72M (+14.0%)
|
86.87M
est: 85.39M (+1.7%)
|
42.86M
est: 37.90M (+13.1%)
|
107.53M
est: 96.08M (+11.9%)
|
125.45M
est: 89.94M (+39.5%)
|
377.24M
est: 260.54M (+44.8%)
|
297.44M
est: 270.32M (+10.0%)
|
350.57M
est: 271.04M (+29.3%)
|
740.12M
est: 479.35M (+54.4%)
|
476.52M
est: 478.27M (-0.4%)
|
255.48M
est: 344.97M (-25.9%)
|
378.28M
est: 391.69M (-3.4%)
|
591.92M
est: 594.80M (-0.5%)
|
855.61M
751.31M – 959.91M
+43.8% YoY
|
1.04B
864.42M – 1.21B
+21.0% YoY
|
1.14B
848.74M – 1.43B
+9.8% YoY
|
991.78M
875.08M – 1.12B
-12.8% YoY
|
| SGA |
247.74M
est: 280.20M (-11.6%)
|
357.68M
est: 323.99M (+10.4%)
|
430.42M
est: 421.75M (+2.1%)
|
485.79M
est: 483.68M (+0.4%)
|
549.52M
est: 612.88M (-10.3%)
|
788.18M
est: 793.42M (-0.7%)
|
900.59M
est: 917.64M (-1.9%)
|
962.51M
est: 802.96M (+19.9%)
|
1.20B
est: 924.22M (+29.5%)
|
1.20B
est: 1.23B (-2.5%)
|
1.37B
est: 1.24B (+11.0%)
|
1.85B
est: 1.30B (+42.0%)
|
1.70B
est: 1.39B (+22.3%)
|
1.66B
est: 1.65B (+0.2%)
|
1.97B
est: 1.83B (+8.0%)
|
2.50B
est: 2.32B (+7.7%)
|
2.98B
2.76B – 3.23B
+28.5% YoY
|
3.40B
3.00B – 3.74B
+13.9% YoY
|
3.64B
3.52B – 3.75B
+7.0% YoY
|
3.75B
3.41B – 4.13B
+3.0% YoY
|
| EPS |
0.45
est: 1.05 (-56.9%)
|
0.26
est: 1.11 (-76.6%)
|
0.98
est: 1.50 (-34.7%)
|
1.65
est: 1.92 (-14.1%)
|
2.42
est: 2.68 (-9.7%)
|
1.15
est: 3.06 (-62.4%)
|
2.74
est: 4.26 (-35.7%)
|
3.16
est: 5.16 (-38.7%)
|
8.33
est: 7.31 (+14.0%)
|
7.44
est: 7.35 (+1.2%)
|
8.64
est: 5.97 (+44.7%)
|
18.48
est: 14.96 (+23.6%)
|
12.15
est: 11.05 (+9.9%)
|
6.71
est: 7.71 (-13.0%)
|
9.86
est: 8.83 (+11.7%)
|
15.29
est: 13.43 (+13.9%)
|
19.19
16.93 – 21.63
+42.9% YoY
|
23.02
19.48 – 27.17
+20.0% YoY
|
25.62
19.12 – 32.11
+11.3% YoY
|
22.35
19.72 – 25.32
-12.8% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-30 | UBS | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
2.00B
OE per share TTM
46.73
Owner's Yield
15.03%
Maintenance CapEx ratio
38.81%
Maint CapEx / Avg PPE
16.7%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
126
Total invested
358.55M
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 3.87M | 10.09% | — | 18.6K | 3.82M | 54.5K | IA | Pennsylvania | 2022-03-09 | ↗ |
| 2 | (1) BlackRock, Inc. | 3.45M | 8.90% | 3.33M | — | 3.45M | — | HC | Delaware | 2023-01-25 | ↗ |
| 3 | Edward C. Johnson 3d | 2.17M | 6.85% | — | — | 2.17M | — | IN | Delaware | 2013-07-10 | ↗ |
| 4 | FMR LLC | 2.17M | 6.85% | — | — | 2.17M | — | HC | Delaware | 2013-07-10 | ↗ |
| 5 | Wellington Management Company LLP | 2.13M | 5.47% | — | 1.97M | — | — | IA | Massachusetts | 2017-02-09 | ↗ |
| 6 | Edward S. Hyman | 2.11M | 5.20% | 2.11M | — | 2.11M | — | IN | — | 2022-02-25 | ↗ |
| 7 | Wells Fargo & Company | 1.49M | 3.83% | 13.3K | 718.9K | 13.3K | — | HC | Delaware | 2016-09-12 | ↗ |
| 8 | Identification #52-2069785 (formerly 13-2631108) | 1.33M | 11.00% | — | — | — | — | IA | Delaware | 2014-02-07 | ↗ |
| 9 | 20-1665304 | 991.4K | 3.80% | 907.6K | — | 991.4K | — | IA | Delaware | 2012-02-09 | ↗ |
| 10 | First Trust Portfolios L.P.; First Trust Advisors L.P.; The Charger Corporation | 703.7K | 6.31% | — | 1.38M | — | — | BD, IA, HC | Delaware | 2011-08-12 | ↗ |
| 11 | Wellington Group Holdings LLP | 616.5K | 1.60% | — | 552.4K | — | — | HC | Massachusetts | 2018-02-08 | ↗ |
| 12 | Wellington Investment Advisors Holdings LLP | 616.5K | 1.60% | — | 552.4K | — | — | HC | Massachusetts | 2018-02-08 | ↗ |
| 13 | Wellington Management Group LLP | 616.5K | 1.60% | — | 552.4K | — | — | HC | Massachusetts | 2018-02-08 | ↗ |
| 14 | Standard Life Investments Ltd | 138.7K | 1.00% | 138.7K | — | 138.7K | — | IA | United Kingdom | 2017-02-14 | ↗ |
| 15 | 2. | 10.00 | 5.60% | — | 1.61M | — | — | HC, OO | Delaware | 2012-05-01 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
126
-522 vs prev Q
New positions
17
Closed positions
525
Increased
67
Reduced
30
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 211.7K +211.7K (+100.0%) | 72.05B +72.0B (+100.0%) | 0.48% +0.477 pp | 0.11% +0.109 pp | USD340.25 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 3.84M -62.0K (-1.6%) | 1.31B -9.7M (-0.7%) | 8.65% -0.222 pp | 0.02% -0.001 pp | USD88.52 +284.4% | 76 qtrs — |
| 3 | BLACKROCK, INC. | 3.46M +3.5K (+0.1%) | 1.18B +11.3M (+1.0%) | 7.79% -0.065 pp | 0.02% -0.001 pp | USD253.91 +34.0% | 6 qtrs — |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 1.93M -92.1K (-4.6%) | 657.15M -25.4M (-3.7%) | 4.35% -0.250 pp | 0.12% -0.004 pp | USD313.64 +8.5% | 50 qtrs — |
| 5 | INVESCO LTD. | 1.34M -9.3K (-0.7%) | 457.24M +784.1K (+0.2%) | 3.03% -0.050 pp | 0.07% -0.002 pp | USD211.67 +60.7% | 57 qtrs — |
| 6 | FMR LLC | 1.26M +405.8K (+47.7%) | 427.44M +140.6M (+49.0%) | 2.83% +0.897 pp | 0.02% +0.007 pp | USD290.79 +17.0% | 30 qtrs — |
| 7 | TD ASSET MANAGEMENT INC | 1.21M +32.3K (+2.7%) | 413.31M +14.4M (+3.6%) | 3.14% +0.450 pp | 0.33% +0.009 pp | USD245.84 +38.4% | 11 qtrs — |
| 8 | STATE STREET CORP | 1.16M -16.6K (-1.4%) | 394.60M -2.2M (-0.6%) | 2.61% -0.062 pp | 0.01% -0.001 pp | USD96.20 +253.7% | 51 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 924.9K -15.6K (-1.7%) | 314.75M -2.5M (-0.8%) | 2.08% -0.055 pp | 0.02% -0.001 pp | USD149.95 +126.9% | 73 qtrs — |
| 10 | AQR CAPITAL MANAGEMENT LLC | 858.0K -109.8K (-11.3%) | 291.92M -34.5M (-10.6%) | 1.93% -0.268 pp | 0.15% -0.056 pp | USD246.31 +38.1% | 41 qtrs — |
| 11 | BOSTON PARTNERS | 824.4K -424.6K (-34.0%) | 280.54M -140.7M (-33.4%) | 2.13% -0.710 pp | 0.29% -0.142 pp | USD138.84 +145.1% | 28 qtrs — |
| 12 | MORGAN STANLEY | 686.6K +66.5K (+10.7%) | 233.62M +24.5M (+11.7%) | 1.55% +0.137 pp | 0.01% +0.001 pp | USD156.43 +117.5% | 51 qtrs — |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | 617.3K +5.5K (+0.9%) | 210.05M +3.7M (+1.8%) | 1.39% 0.000 pp | 0.02% +0.001 pp | USD250.61 +35.8% | 49 qtrs — |
| 14 | MILLENNIUM MANAGEMENT LLC | 536.6K +291.6K (+119.0%) | 182.59M +99.9M (+120.9%) | 1.21% +0.652 pp | 0.08% +0.042 pp | USD291.09 +16.9% | 60 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 532.0K +7.7K (+1.5%) | 181.01M +4.1M (+2.3%) | 1.37% +0.183 pp | 0.04% +0.000 pp | USD103.82 +227.7% | 51 qtrs — |
| 16 | NORGES BANK | 482.6K +482.6K (+100.0%) | 164.21M +164.2M (+100.0%) | 1.25% +1.247 pp | 0.02% +0.018 pp | USD340.25 +0.0% | 1 qtrs NEW |
| 17 | GOLDMAN SACHS GROUP INC | 438.8K +112.4K (+34.4%) | 149.32M +39.2M (+35.6%) | 0.99% +0.246 pp | 0.02% +0.005 pp | USD254.70 +33.6% | 73 qtrs — |
| 18 | JPMORGAN CHASE & CO | 437.5K -80.6K (-15.6%) | 148.86M -25.9M (-14.8%) | 1.13% -0.048 pp | 0.01% -0.001 pp | USD84.29 +303.7% | 51 qtrs — |
| 19 | BAHL & GAYNOR INC | 421.6K -22.5K (-5.1%) | 143.44M -6.3M (-4.2%) | 1.09% +0.080 pp | 0.73% -0.018 pp | USD107.37 +216.9% | 45 qtrs — |
| 20 | LORD, ABBETT & CO. LLC | 381.9K +27.8K (+7.8%) | 129.94M +10.5M (+8.8%) | 0.99% +0.182 pp | 0.40% +0.043 pp | USD296.90 +14.6% | 19 qtrs — |
| 21 | UBS GROUP AG | 351.8K -50.9K (-12.6%) | 119.69M -16.1M (-11.9%) | 0.79% -0.123 pp | 0.02% -0.002 pp | USD277.22 +22.7% | 45 qtrs — |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 331.0K -42.1K (-11.3%) | 112.63M -13.2M (-10.5%) | 0.86% +0.007 pp | 0.31% -0.011 pp | USD270.02 +26.0% | 3 qtrs — |
| 23 | NORTHERN TRUST CORP | 320.4K -13.0K (-3.9%) | 109.03M -3.5M (-3.1%) | 0.72% -0.036 pp | 0.01% -0.001 pp | USD127.84 +166.2% | 51 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 320.1K -36.8K (-10.3%) | 108.92M -11.5M (-9.5%) | 0.83% +0.016 pp | 0.02% -0.004 pp | USD70.18 +384.8% | 66 qtrs — |
| 25 | FISHER ASSET MANAGEMENT, LLC | 319.8K -5.4K (-1.7%) | 108.81M -875.6K (-0.8%) | 0.83% +0.087 pp | 0.04% -0.003 pp | USD131.00 +159.7% | 36 qtrs — |
| 26 | PARALEL ADVISORS LLC | 300.0K +— (+0.0%) | 102.08M +879.0K (+0.9%) | 0.78% +0.093 pp | 3.97% +0.023 pp | USD104.58 +225.3% | 17 qtrs — |
| 27 | FULLER & THALER ASSET MANAGEMENT, INC. | 276.1K -32.3K (-10.5%) | 93.93M -10.1M (-9.7%) | 0.62% -0.079 pp | 0.32% -0.036 pp | USD117.22 +190.3% | 23 qtrs — |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 267.2K +4.0K (+1.5%) | 90.91M +2.1M (+2.4%) | 0.60% +0.004 pp | 0.01% +0.000 pp | USD144.27 +135.8% | 73 qtrs — |
| 29 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 245.1K -248.0 (-0.1%) | 83.38M +634.4K (+0.8%) | 0.55% -0.006 pp | 1.09% +0.013 pp | USD255.43 +33.2% | 5 qtrs — |
| 30 | BANK OF AMERICA CORP /DE/ | 241.6K -23.3K (-8.8%) | 82.21M -7.2M (-8.0%) | 0.54% -0.058 pp | 0.01% 0.000 pp | USD151.73 +124.2% | 52 qtrs — |
| 31 | HOLOCENE ADVISORS, LP | 239.6K +229.7K (+2,313.9%) | 81.52M +78.2M (+2,334.8%) | 0.54% +0.517 pp | 0.17% +0.164 pp | USD336.39 +1.1% | 6 qtrs — |
| 32 | JUNTO CAPITAL MANAGEMENT LP | 222.0K +145.5K (+190.1%) | 75.53M +49.7M (+192.6%) | 0.50% +0.326 pp | 1.66% +1.135 pp | USD316.04 +7.7% | 3 qtrs — |
| 33 | PRIMECAP MANAGEMENT CO/CA/ | 220.1K -4.3K (-1.9%) | 74.87M -805.7K (-1.1%) | 0.57% +0.059 pp | 0.06% -0.001 pp | USD111.80 +204.3% | 17 qtrs — |
| 34 | CHANNING CAPITAL MANAGEMENT, LLC | 219.7K -46.7K (-17.5%) | 74.76M -15.1M (-16.8%) | 0.50% -0.111 pp | 1.92% -0.444 pp | USD254.53 +33.7% | 13 qtrs — |
| 35 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 206.6K +30.6K (+17.4%) | 70.28M +10.9M (+18.4%) | 0.47% +0.065 pp | 0.08% -0.073 pp | USD310.97 +9.4% | 6 qtrs — |
| 36 | ARTEMIS INVESTMENT MANAGEMENT LLP | 205.7K +94.0K (+84.2%) | 69.99M +32.3M (+85.8%) | 0.46% +0.210 pp | 0.85% +0.377 pp | USD338.66 +0.5% | 2 qtrs — |
| 37 | MACQUARIE GROUP LTD | 200.5K -10.0K (-4.7%) | 68.22M -2.8M (-3.9%) | 0.52% +0.040 pp | 0.30% +0.215 pp | USD145.84 +133.3% | 52 qtrs — |
| 38 | VICTORY CAPITAL MANAGEMENT INC | 191.0K -21.1K (-9.9%) | 64.98M -6.5M (-9.2%) | 0.43% -0.052 pp | 0.04% -0.005 pp | USD210.59 +61.6% | 26 qtrs — |
| 39 | NEUBERGER BERMAN GROUP LLC | 180.3K +115.7K (+179.2%) | 61.35M +39.6M (+181.6%) | 0.41% +0.259 pp | 0.05% +0.030 pp | USD335.17 +1.5% | 9 qtrs — |
| 40 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 175.1K +74.0K (+73.3%) | 59.58M +25.5M (+74.8%) | 0.39% +0.165 pp | 0.11% +0.041 pp | USD204.49 +66.4% | 29 qtrs — |
| 41 | SCHRODER INVESTMENT MANAGEMENT GROUP | 168.3K -12.0K (-6.6%) | 57.85M -3.6M (-5.8%) | 0.38% -0.031 pp | 0.04% -0.004 pp | USD210.32 +61.8% | 36 qtrs — |
| 42 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 168.7K +20.0K (+13.4%) | 57.39M +7.2M (+14.4%) | 0.38% +0.042 pp | 0.86% +0.147 pp | USD295.63 +15.1% | 3 qtrs — |
| 43 | CAPITAL INTERNATIONAL INVESTORS | 166.8K -438.0K (-72.4%) | 56.75M -147.2M (-72.2%) | 0.43% -0.944 pp | 0.01% -0.024 pp | USD270.43 +25.8% | 3 qtrs — |
| 44 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 162.1K -8.0K (-4.7%) | 55.16M -2.2M (-3.9%) | 0.37% -0.022 pp | 0.05% -0.002 pp | USD202.20 +68.3% | 51 qtrs — |
| 45 | FRANKLIN RESOURCES INC | 152.6K -1.4K (-0.9%) | 51.92M -39.3K (-0.1%) | 0.39% +0.044 pp | 0.01% 0.000 pp | USD84.81 +301.2% | 51 qtrs — |
| 46 | RAYMOND JAMES FINANCIAL INC | 146.7K -50.6K (-25.6%) | 49.91M -16.6M (-25.0%) | 0.33% -0.118 pp | 0.02% -0.006 pp | USD276.21 +23.2% | 5 qtrs — |
| 47 | TREMBLANT CAPITAL GROUP | 145.6K +130.7K (+876.9%) | 49.56M +44.5M (+885.4%) | 0.33% +0.294 pp | 1.26% +0.745 pp | USD326.84 +4.1% | 13 qtrs — |
| 48 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 119.7K -42.8K (-26.3%) | 40.71M -14.1M (-25.7%) | 0.31% -0.060 pp | 2.48% -0.648 pp | USD189.96 +79.1% | 9 qtrs — |
| 49 | AZORA CAPITAL LP | 118.1K -10.8K (-8.4%) | 40.19M -3.3M (-7.6%) | 0.27% -0.027 pp | 2.53% +0.516 pp | USD337.32 +0.9% | 2 qtrs — |
| 50 | QUANTINNO CAPITAL MANAGEMENT LP | 113.5K +1.9K (+1.7%) | 38.61M +973.6K (+2.6%) | 0.26% +0.002 pp | 0.08% -0.025 pp | USD253.76 +34.1% | 13 qtrs — |
| 51 | AMERICAN CENTURY COMPANIES INC | 111.2K +59.9K (+116.9%) | 37.82M +20.5M (+118.7%) | 0.25% +0.134 pp | 0.02% +0.010 pp | USD246.94 +37.8% | 51 qtrs — |
| 52 | BRAUN STACEY ASSOCIATES INC | 110.4K +1.4K (+1.3%) | 37.56M +798.4K (+2.2%) | 0.25% +0.001 pp | 1.22% +0.013 pp | USD203.37 +67.3% | 8 qtrs — |
| 53 | BRIDGEWATER ASSOCIATES, LP | 108.4K +37.1K (+52.1%) | 36.89M +12.8M (+53.4%) | 0.24% +0.082 pp | 0.13% +0.040 pp | USD332.32 +2.4% | 11 qtrs — |
| 54 | WCM INVESTMENT MANAGEMENT, LLC | 103.8K -6.0K (-5.5%) | 35.68M -1.7M (-4.6%) | 0.27% +0.019 pp | 0.07% -0.004 pp | USD165.19 +106.0% | 12 qtrs — |
| 55 | PROSHARE ADVISORS LLC | 104.7K -12.2K (-10.4%) | 35.61M -3.8M (-9.7%) | 0.27% +0.005 pp | 0.06% -0.020 pp | USD175.52 +93.9% | 52 qtrs — |
| 56 | COVEA FINANCE | 103.9K +49.1K (+89.6%) | 35.35M +16.9M (+91.2%) | 0.23% +0.110 pp | 1.16% +0.521 pp | USD338.70 +0.5% | 2 qtrs — |
| 57 | CEREDEX VALUE ADVISORS LLC | 100.3K +26.9K (+36.6%) | 34.13M +9.4M (+37.8%) | 0.23% +0.059 pp | 1.03% +0.452 pp | USD259.90 +30.9% | 32 qtrs — |
| 58 | RETIREMENT SYSTEMS OF ALABAMA | 99.6K -247.0 (-0.2%) | 33.89M +208.5K (+0.6%) | 0.22% -0.003 pp | 0.11% -0.002 pp | USD71.59 +375.3% | 41 qtrs — |
| 59 | RHUMBLINE ADVISERS | 98.6K -870.0 (-0.9%) | 33.56M -4.5K (0.0%) | 0.22% -0.004 pp | 0.03% +0.000 pp | USD79.39 +328.6% | 51 qtrs — |
| 60 | ROYCE & ASSOCIATES LP | 95.9K -27.4K (-22.2%) | 32.65M -9.0M (-21.5%) | 0.25% -0.033 pp | 0.33% -0.084 pp | USD228.51 +48.9% | 26 qtrs — |
| 61 | WALLEYE CAPITAL LLC | 94.5K +966.0 (+1.0%) | 32.16M +602.8K (+1.9%) | 0.21% +0.000 pp | 0.10% -0.020 pp | USD292.56 +16.3% | 10 qtrs — |
| 62 | JANUS HENDERSON GROUP PLC | 93.1K +23.2K (+33.2%) | 31.68M +8.1M (+34.4%) | 0.21% +0.051 pp | 0.01% +0.003 pp | USD273.13 +24.6% | 31 qtrs — |
| 63 | CITADEL ADVISORS LLC | 88.1K +88.1K (+100.0%) | 29.99M +30.0M (+100.0%) | 0.20% +0.199 pp | 0.00% +0.005 pp | USD340.25 +0.0% | 1 qtrs NEW |
| 64 | DRIEHAUS CAPITAL MANAGEMENT LLC | 86.8K +49.8K (+134.7%) | 29.53M +17.1M (+136.7%) | 0.20% +0.111 pp | 0.20% +0.111 pp | USD339.00 +0.4% | 12 qtrs — |
| 65 | CANADA PENSION PLAN INVESTMENT BOARD | 86.5K +10.3K (+13.5%) | 29.44M +3.7M (+14.5%) | 0.19% +0.022 pp | 0.02% +0.002 pp | USD209.09 +62.7% | 34 qtrs — |
| 66 | UBS ASSET MANAGEMENT AMERICAS INC | 84.9K -9.5K (-10.0%) | 28.87M -2.9M (-9.2%) | 0.22% +0.005 pp | 0.01% -0.001 pp | USD170.01 +100.1% | 63 qtrs — |
| 67 | PRINCIPAL FINANCIAL GROUP INC | 84.5K -3.6K (-4.1%) | 28.74M -976.3K (-3.3%) | 0.19% -0.010 pp | 0.01% 0.000 pp | USD133.40 +155.1% | 55 qtrs — |
| 68 | CRAMER ROSENTHAL MCGLYNN LLC | 82.9K -27.7K (-25.0%) | 28.21M -9.1M (-24.4%) | 0.19% -0.065 pp | 1.82% -0.505 pp | USD213.09 +59.7% | 9 qtrs — |
| 69 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 78.8K +1.7K (+2.2%) | 26.81M +812.1K (+3.1%) | 0.18% +0.002 pp | 0.14% +0.002 pp | USD135.26 +151.6% | 24 qtrs — |
| 70 | SWISS NATIONAL BANK | 76.1K +1.1K (+1.4%) | 25.89M +587.2K (+2.3%) | 0.20% +0.026 pp | 0.02% +0.001 pp | USD90.57 +275.7% | 51 qtrs — |
| 71 | IEQ CAPITAL, LLC | 74.1K -2.9K (-3.7%) | 25.20M -751.5K (-2.9%) | 0.19% +0.016 pp | 0.08% -0.003 pp | USD285.27 +19.3% | 6 qtrs — |
| 72 | NUVEEN, LLC | 73.4K -14.7K (-16.7%) | 24.97M -4.7M (-16.0%) | 0.17% -0.035 pp | 0.01% -0.001 pp | USD200.89 +69.4% | 4 qtrs — |
| 73 | WESTWOOD HOLDINGS GROUP INC | 72.4K -576.0 (-0.8%) | 24.65M +18.4K (+0.1%) | 0.16% -0.003 pp | 0.20% +0.025 pp | USD270.02 +26.0% | 3 qtrs — |
| 74 | INTERVAL PARTNERS, LP | 71.4K +71.4K (+100.0%) | 24.29M +24.3M (+100.0%) | 0.16% +0.161 pp | 0.43% +0.435 pp | USD340.25 +0.0% | 1 qtrs NEW |
| 75 | NEW YORK STATE COMMON RETIREMENT FUND | 71.1K -11.3K (-13.7%) | 24.20M -3.6M (-12.9%) | 0.18% -0.004 pp | 0.03% -0.004 pp | USD234.88 +44.9% | 52 qtrs — |
| 76 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 70.2K +1.8K (+2.6%) | 23.87M +814.4K (+3.5%) | 0.18% +0.026 pp | 0.01% 0.000 pp | USD93.96 +262.1% | 58 qtrs — |
| 77 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 69.8K +— (+0.0%) | 23.75M +204.5K (+0.9%) | 0.16% -0.002 pp | 0.96% -0.004 pp | USD136.72 +148.9% | 15 qtrs — |
| 78 | JAIN GLOBAL LLC | 66.7K +66.7K (+100.0%) | 22.68M +22.7M (+100.0%) | 0.15% +0.150 pp | 0.11% +0.110 pp | USD340.25 +0.0% | 1 qtrs NEW |
| 79 | ENVESTNET ASSET MANAGEMENT INC | 65.3K -4.0K (-5.8%) | 22.22M -1.2M (-5.0%) | 0.15% -0.011 pp | 0.01% 0.000 pp | USD188.02 +81.0% | 42 qtrs — |
| 80 | STATE OF WISCONSIN INVESTMENT BOARD | 63.5K -6.7K (-9.5%) | 21.60M -2.1M (-8.7%) | 0.14% -0.017 pp | 0.05% -0.006 pp | USD83.68 +306.6% | 51 qtrs — |
| 81 | SEI INVESTMENTS CO | 61.4K -14.0K (-18.6%) | 20.90M -4.5M (-17.8%) | 0.14% -0.033 pp | 0.02% -0.007 pp | USD207.37 +64.1% | 45 qtrs — |
| 82 | ALLIANCEBERNSTEIN L.P. | 61.4K +780.0 (+1.3%) | 20.89M +443.0K (+2.2%) | 0.14% +0.001 pp | 0.01% +0.000 pp | USD99.36 +242.4% | 61 qtrs — |
| 83 | AGF MANAGEMENT LTD | 59.9K +10.3K (+20.7%) | 20.39M +3.6M (+21.8%) | 0.14% +0.022 pp | 0.09% +0.015 pp | USD258.55 +31.6% | 5 qtrs — |
| 84 | LEGAL & GENERAL GROUP PLC | 59.9K -8.5K (-12.5%) | 20.37M -2.7M (-11.7%) | 0.15% -0.001 pp | 0.00% -0.001 pp | USD87.31 +289.7% | 46 qtrs — |
| 85 | COOKSON PEIRCE & CO INC | 58.3K -1.0K (-1.7%) | 19.83M -169.2K (-0.8%) | 0.15% +0.016 pp | 0.82% +0.001 pp | USD334.68 +1.7% | 9 qtrs — |
| 86 | TREASURER OF THE STATE OF NORTH CAROLINA | 58.1K -1.2K (-2.0%) | 19.78M -240.0K (-1.2%) | 0.13% -0.004 pp | 0.06% +0.002 pp | USD209.88 +62.1% | 31 qtrs — |
| 87 | GW&K INVESTMENT MANAGEMENT, LLC | 56.0K -56.0 (-0.1%) | 19.05M +146.0K (+0.8%) | 0.14% +0.017 pp | 0.16% -0.003 pp | USD144.61 +135.3% | 26 qtrs — |
| 88 | CCM INVESTMENT ADVISERS LLC | 55.9K +50.0 (+0.1%) | 19.01M +180.6K (+1.0%) | 0.13% -0.001 pp | 1.82% -0.035 pp | USD90.81 +274.7% | 36 qtrs — |
| 89 | STRS OHIO | 54.9K +2.0 (+0.0%) | 18.67M +161.5K (+0.9%) | 0.12% -0.001 pp | 0.07% +0.002 pp | USD118.12 +188.1% | 12 qtrs — |
| 90 | AMERIPRISE FINANCIAL INC | 54.8K -396.0 (-0.7%) | 18.63M +24.7K (+0.1%) | 0.12% -0.002 pp | 0.00% 0.000 pp | USD99.01 +243.7% | 55 qtrs — |
| 91 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 54.2K +— (+0.0%) | 18.44M +158.8K (+0.9%) | 0.12% -0.001 pp | 0.28% -0.005 pp | USD270.02 +26.0% | 3 qtrs — |
| 92 | EPOCH INVESTMENT PARTNERS, INC. | 53.9K -2.9K (-5.0%) | 18.34M -807.1K (-4.2%) | 0.12% -0.008 pp | 0.10% -0.001 pp | USD172.05 +97.8% | 16 qtrs — |
| 93 | SCHONFELD STRATEGIC ADVISORS LLC | 53.6K +46.4K (+639.1%) | 18.25M +15.8M (+645.5%) | 0.12% +0.104 pp | 0.08% +0.067 pp | USD330.92 +2.8% | 8 qtrs — |
| 94 | EMPIRE LIFE INVESTMENTS INC. | 52.3K -11.0K (-17.4%) | 17.81M -3.6M (-16.7%) | 0.12% -0.026 pp | 1.00% -0.249 pp | USD199.98 +70.1% | 4 qtrs — |
| 95 | MARSICO CAPITAL MANAGEMENT LLC | 50.8K +— (+0.0%) | 17.30M +149.0K (+0.9%) | 0.13% +0.016 pp | 0.48% +0.042 pp | USD337.32 +0.9% | 2 qtrs — |
| 96 | CERITY PARTNERS LLC | 48.9K -1.1K (-2.2%) | 16.65M -235.4K (-1.4%) | 0.13% +0.013 pp | 0.02% -0.003 pp | USD224.97 +51.2% | 13 qtrs — |
| 97 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 48.2K +1.8K (+4.0%) | 16.39M +763.0K (+4.9%) | 0.11% +0.003 pp | 0.03% +0.001 pp | USD82.95 +310.2% | 50 qtrs — |
| 98 | LOS ANGELES CAPITAL MANAGEMENT LLC | 56.0K -23.0 (0.0%) | 16.34M -2.6M (-13.6%) | 0.14% +0.017 pp | 0.06% -0.009 pp | USD337.32 +0.9% | 2 qtrs — |
| 99 | THAMES CAPITAL MANAGEMENT LLC | 46.9K +— (+0.0%) | 15.95M +137.4K (+0.9%) | 0.12% +0.015 pp | 2.32% +0.063 pp | USD306.68 +10.9% | 3 qtrs — |
| 100 | ALLIANZ ASSET MANAGEMENT GMBH | 40.9K -7.4K (-15.3%) | 13.93M -2.4M (-14.6%) | 0.11% -0.004 pp | 0.01% -0.004 pp | USD196.45 +73.2% | 21 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
8
Shares acquired
—
Shares disposed
50.8K
Cash buys
—
Cash sales
2.00
Net activity
-50,836
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-01 | VARNEY CHRISTINE A | Director | — | — | Shares of Class A common stock, par value $0.01 per share | 0 | 0.00 | — | 157 | D | ↗ |
| 2026-02-19 | WEINBERG JOHN S | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 31,528 | 0.00 | — | 636,890 | D | ↗ |
| 2026-02-19 | Pensa Paul | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,867 | 0.00 | — | 6,889 | D | ↗ |
| 2026-02-19 | Lindsey-Clark Matthew | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 7,638 | 0.00 | — | 27,847 | D | ↗ |
| 2026-02-19 | LaLonde Timothy Gilbert | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 12,465 | 0.00 | — | 42,608 | D | ↗ |
| 2026-02-19 | Klurfeld Jason | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 8,799 | 0.00 | — | 57,793 | D | ↗ |
| 2026-02-19 | Altman Roger C | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 30,062 | 0.00 | — | 84,152 | D | ↗ |
| 2026-02-13 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 374 | 328.56 | 122.9K | 48,994 | D | ↗ |
| 2026-02-06 | Klurfeld Jason | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 5,000 | 360.00 | 1.80M | 49,368 | D | ↗ |
| 2026-02-05 | Pensa Paul | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 1,450 | 350.31 | 507.9K | 5,022 | D | ↗ |
| 2026-02-04 | WEINBERG JOHN S | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 13,360 | 346.23 | 4.63M | 605,362 | D | ↗ |
| 2026-02-04 | Pensa Paul | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 1,255 | 346.23 | 434.5K | 6,472 | D | ↗ |
| 2026-02-04 | Lindsey-Clark Matthew | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 3,578 | 346.23 | 1.24M | 20,209 | D | ↗ |
| 2026-02-04 | LaLonde Timothy Gilbert | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 7,320 | 346.23 | 2.53M | 30,143 | D | ↗ |
| 2026-02-04 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 5,319 | 346.23 | 1.84M | 54,368 | D | ↗ |
| 2026-02-04 | Altman Roger C | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 13,554 | 346.23 | 4.69M | 54,090 | D | ↗ |
| 2025-12-31 | LaLonde Timothy Gilbert | Officer | M-Exempt | A | Class K Units of Evercore LP | 150,000 | 0.00 | — | 150,000 | D | ↗ |
| 2025-12-09 | Carlton Pamela G | Director | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 192 | 343.11 | 65.9K | 3,481 | D | ↗ |
| 2025-11-06 | Altman Roger C | Director / Officer | G-Gift | D | Partnership units of Evercore LP | 33,400 | 0.00 | — | 103,734 | D | ↗ |
| 2025-09-05 | Harris Gail Block | Director | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 33 | 0.00 | — | 39,787 | D | ↗ |
| 2025-08-22 | Altman Roger C | Director / Officer | G-Gift | D | Partnership units of Evercore LP | 33,400 | 0.00 | — | 137,134 | D | ↗ |
| 2025-08-05 | LaLonde Timothy Gilbert | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 8,407 | 295.44 | 2.48M | 37,463 | D | ↗ |
| 2025-08-01 | Klurfeld Jason | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 5,500 | 285.85 | 1.57M | 59,687 | D | ↗ |
| 2025-07-31 | Altman Roger C | Director / Officer | G-Gift | D | Partnership units of Evercore LP | 23,400 | 0.00 | — | 170,534 | D | ↗ |
| 2025-06-11 | Williamson Sarah K | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,054 | 0.00 | — | 11,345 | D | ↗ |
| 2025-06-11 | WHEELER WILLIAM J | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 527 | 0.00 | — | 12,278 | D | ↗ |
| 2025-06-11 | Robertson Sir Simon | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 527 | 0.00 | — | 9,351 | D | ↗ |
| 2025-06-11 | OVERLOCK WILARD J JR | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,054 | 0.00 | — | 14,552 | D | ↗ |
| 2025-06-11 | MILLARD ROBERT B | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,181 | 0.00 | — | 52,682 | D | ↗ |
| 2025-06-11 | Harris Gail Block | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 527 | 0.00 | — | 39,820 | D | ↗ |
| 2025-06-11 | FUTTER ELLEN V | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 527 | 0.00 | — | 6,948 | D | ↗ |
| 2025-06-11 | Carlton Pamela G | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 527 | 0.00 | — | 3,673 | D | ↗ |
| 2025-04-29 | Lindsey-Clark Matthew | Officer | — | — | Shares of Class A common stock, par value $0.01 per share | 0 | 0.00 | — | 23,787 | D | ↗ |
| 2025-03-10 | Klurfeld Jason | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 30,000 | 0.00 | — | 65,187 | D | ↗ |
| 2025-02-20 | WEINBERG JOHN S | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 22,643 | 0.00 | — | 618,722 | D | ↗ |
| 2025-02-20 | Pensa Paul | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 2,196 | 0.00 | — | 7,727 | D | ↗ |
| 2025-02-20 | LaLonde Timothy Gilbert | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 12,292 | 0.00 | — | 45,870 | D | ↗ |
| 2025-02-20 | Klurfeld Jason | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 8,318 | 0.00 | — | 35,187 | D | ↗ |
| 2025-02-20 | Altman Roger C | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 15,711 | 0.00 | — | 67,644 | D | ↗ |
| 2025-02-13 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 374 | 266.58 | 99.7K | 26,869 | D | ↗ |
| 2025-02-12 | Altman Roger C | Director / Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 16,300 | 0.00 | — | 51,933 | D | ↗ |
| 2025-02-10 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 17,502 | 271.68 | 4.75M | 1,643,035 | D | ↗ |
| 2025-02-07 | Pensa Paul | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 1,863 | 281.23 | 523.9K | 5,531 | D | ↗ |
| 2025-02-07 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 21,184 | 277.20 | 5.87M | 1,660,537 | D | ↗ |
| 2025-02-06 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 17,139 | 285.56 | 4.89M | 1,681,721 | D | ↗ |
| 2025-02-04 | WEINBERG JOHN S | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 15,003 | 285.66 | 4.29M | 596,079 | D | ↗ |
| 2025-02-04 | Pensa Paul | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 1,309 | 285.66 | 373.9K | 7,394 | D | ↗ |
| 2025-02-04 | LaLonde Timothy Gilbert | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 6,985 | 285.66 | 2.00M | 33,578 | D | ↗ |
| 2025-02-04 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 5,121 | 285.66 | 1.46M | 27,243 | D | ↗ |
| 2025-02-04 | HYMAN EDWARD S | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 7,659 | 285.66 | 2.19M | 1,698,860 | D | ↗ |
| 2025-02-04 | Altman Roger C | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 15,713 | 285.66 | 4.49M | 68,233 | D | ↗ |
| 2024-11-22 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 20,814 | 310.52 | 6.46M | 1,706,519 | D | ↗ |
| 2024-11-21 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 9,888 | 309.18 | 3.06M | 1,727,333 | D | ↗ |
| 2024-11-20 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 10,855 | 299.09 | 3.25M | 1,737,221 | D | ↗ |
| 2024-11-19 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 8,986 | 298.87 | 2.69M | 1,748,076 | D | ↗ |
| 2024-11-18 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 11,154 | 298.55 | 3.33M | 1,757,062 | D | ↗ |
| 2024-11-15 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 8,550 | 298.31 | 2.55M | 1,768,216 | D | ↗ |
| 2024-11-14 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 10,869 | 300.08 | 3.26M | 1,776,766 | D | ↗ |
| 2024-11-13 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 12,316 | 304.75 | 3.75M | 1,787,635 | D | ↗ |
| 2024-11-12 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 10,305 | 308.32 | 3.18M | 1,799,951 | D | ↗ |
| 2024-11-08 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 12,162 | 306.80 | 3.73M | 1,810,256 | D | ↗ |
| 2024-11-07 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 34,101 | 308.83 | 10.53M | 1,822,418 | D | ↗ |
| 2024-11-06 | HYMAN EDWARD S | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 50,000 | 316.38 | 15.82M | 1,856,519 | D | ↗ |
| 2024-10-24 | Altman Roger C | Director / Officer | G-Gift | D | Partnership units of Evercore LP | 51,000 | 0.00 | — | 193,934 | D | ↗ |
| 2024-08-21 | LaLonde Timothy Gilbert | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 3,750 | 238.72 | 895.2K | 40,563 | — | ↗ |
| 2024-07-29 | Carlton Pamela G | Director | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 534 | 247.07 | 131.9K | 3,146 | — | ↗ |
| 2024-07-26 | Altman Roger C | Director / Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 17,000 | 0.00 | — | 83,946 | — | ↗ |
| 2024-07-25 | Altman Roger C | Director / Officer | C-Conversion | D | Partnership units of Evercore LP | 17,000 | 0.00 | — | 244,934 | — | ↗ |
| 2024-06-18 | Williamson Sarah K | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,277 | 0.00 | — | 10,291 | — | ↗ |
| 2024-06-18 | WHEELER WILLIAM J | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 639 | 0.00 | — | 11,751 | — | ↗ |
| 2024-06-18 | Robertson Sir Simon | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 639 | 0.00 | — | 8,824 | — | ↗ |
| 2024-06-18 | OVERLOCK WILARD J JR | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,277 | 0.00 | — | 13,498 | — | ↗ |
| 2024-06-18 | MILLARD ROBERT B | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 639 | 0.00 | — | 51,501 | — | ↗ |
| 2024-06-18 | Harris Gail Block | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 639 | 0.00 | — | 39,293 | — | ↗ |
| 2024-06-18 | FUTTER ELLEN V | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 639 | 0.00 | — | 6,421 | — | ↗ |
| 2024-06-18 | Carlton Pamela G | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 639 | 0.00 | — | 3,680 | — | ↗ |
| 2024-06-13 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 127,068 | 0.00 | — | 1,906,519 | — | ↗ |
| 2024-05-17 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 75 | 0.00 | — | 2,033,587 | — | ↗ |
| 2024-05-16 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 26 | 0.00 | — | 2,033,662 | — | ↗ |
| 2024-05-16 | Altman Roger C | Director / Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 20,000 | 0.00 | — | 83,946 | — | ↗ |
| 2024-05-15 | Altman Roger C | Director / Officer | C-Conversion | D | Partnership units of Evercore LP | 20,000 | 0.00 | — | 261,934 | — | ↗ |
| 2024-05-10 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 52 | 0.00 | — | 2,033,688 | — | ↗ |
| 2024-05-07 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 131 | 0.00 | — | 2,033,740 | — | ↗ |
| 2024-05-06 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 1,154 | 0.00 | — | 2,033,871 | — | ↗ |
| 2024-02-16 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 136 | 0.00 | — | 2,035,025 | — | ↗ |
| 2024-02-14 | WEINBERG JOHN S | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 17,731 | 0.00 | — | 611,082 | — | ↗ |
| 2024-02-14 | Pensa Paul | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 4,256 | 0.00 | — | 8,703 | — | ↗ |
| 2024-02-14 | LaLonde Timothy Gilbert | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 17,022 | 0.00 | — | 44,313 | — | ↗ |
| 2024-02-14 | Klurfeld Jason | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 10,639 | 0.00 | — | 32,364 | — | ↗ |
| 2024-02-14 | HYMAN EDWARD S | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 11,064 | 0.00 | — | 2,035,161 | — | ↗ |
| 2024-02-14 | Altman Roger C | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 19,859 | 0.00 | — | 83,946 | — | ↗ |
| 2024-02-13 | LaLonde Timothy Gilbert | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 3,337 | 178.74 | 596.5K | 27,291 | — | ↗ |
| 2024-02-13 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 374 | 180.11 | 67.4K | 21,725 | — | ↗ |
| 2024-02-12 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 686 | 0.00 | — | 2,024,097 | — | ↗ |
| 2024-02-08 | Klurfeld Jason | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 5,877 | 173.21 | 1.02M | 22,099 | — | ↗ |
| 2024-02-08 | Altman Roger C | Director / Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 23,000 | 0.00 | — | 64,087 | — | ↗ |
| 2024-02-07 | Pensa Paul | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 1,540 | 170.38 | 262.4K | 4,447 | — | ↗ |
| 2024-02-04 | WEINBERG JOHN S | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 16,449 | 176.45 | 2.90M | 593,351 | — | ↗ |
| 2024-02-04 | Pensa Paul | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 1,122 | 176.45 | 198.0K | 5,987 | — | ↗ |
| 2024-02-04 | LaLonde Timothy Gilbert | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 6,544 | 176.45 | 1.15M | 30,628 | — | ↗ |
| 2024-02-04 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 4,500 | 176.45 | 794.0K | 27,976 | — | ↗ |
| 2024-02-04 | HYMAN EDWARD S | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 8,669 | 176.45 | 1.53M | 2,024,783 | — | ↗ |
| 2024-02-04 | Altman Roger C | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 18,313 | 176.45 | 3.23M | 87,087 | — | ↗ |
| 2024-02-02 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 141 | 0.00 | — | 2,033,452 | — | ↗ |
| 2024-02-01 | LaLonde Timothy Gilbert | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 2,500 | 173.51 | 433.8K | 37,172 | — | ↗ |
| 2024-02-01 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 28,955 | 0.00 | — | 2,033,593 | — | ↗ |
| 2023-12-05 | BEATTIE RICHARD I | Director | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 6,522 | 151.31 | 986.8K | 17,000 | — | ↗ |
| 2023-10-30 | Altman Roger C | Director / Officer | G-Gift | D | Partnership units of Evercore LP | 31,250 | 0.00 | — | 281,934 | — | ↗ |
| 2023-08-21 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 75,296 | 0.00 | — | 2,062,548 | — | ↗ |
| 2023-08-15 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 7,453 | 0.00 | — | 2,137,844 | — | ↗ |
| 2023-08-14 | Carlton Pamela G | Director | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 592 | 136.69 | 80.9K | 3,041 | — | ↗ |
| 2023-06-15 | Williamson Sarah K | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 2,137 | 0.00 | — | 9,014 | — | ↗ |
| 2023-06-15 | WHEELER WILLIAM J | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,069 | 0.00 | — | 11,112 | — | ↗ |
| 2023-06-15 | Robertson Sir Simon | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,069 | 0.00 | — | 8,185 | — | ↗ |
| 2023-06-15 | OVERLOCK WILARD J JR | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 2,137 | 0.00 | — | 12,221 | — | ↗ |
| 2023-06-15 | MILLARD ROBERT B | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,069 | 0.00 | — | 50,862 | — | ↗ |
| 2023-06-15 | Harris Gail Block | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,069 | 0.00 | — | 38,654 | — | ↗ |
| 2023-06-15 | FUTTER ELLEN V | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,069 | 0.00 | — | 5,782 | — | ↗ |
| 2023-06-15 | Carlton Pamela G | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,069 | 0.00 | — | 3,633 | — | ↗ |
| 2023-06-15 | BEATTIE RICHARD I | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,069 | 0.00 | — | 23,522 | — | ↗ |
| 2023-06-14 | Altman Roger C | Director / Officer | G-Gift | D | Partnership units of Evercore LP | 20,200 | 0.00 | — | 0 | — | ↗ |
| 2023-06-13 | HYMAN EDWARD S | Officer | G-Gift | D | Shares of Class A common stock, par value $0.01 per share | 8,220 | 0.00 | — | 2,145,297 | — | ↗ |
| 2023-05-31 | LaLonde Timothy Gilbert | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 2,500 | 108.88 | 272.2K | 39,672 | — | ↗ |
| 2023-03-06 | LaLonde Timothy Gilbert | Officer | — | D | Shares of Class A common stock, par value $0.01 per share | 0 | 0.00 | — | 42,172 | — | ↗ |
| 2023-03-01 | BEATTIE RICHARD I | Director | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 5,000 | 130.90 | 654.5K | 22,453 | — | ↗ |
| 2023-02-15 | Klurfeld Jason | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 357 | 135.12 | 48.2K | 32,476 | — | ↗ |
| 2023-02-14 | WEINBERG JOHN S | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 24,559 | 0.00 | — | 609,800 | — | ↗ |
| 2023-02-14 | Pensa Paul | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 3,703 | 0.00 | — | 7,109 | — | ↗ |
| 2023-02-14 | Klurfeld Jason | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 14,169 | 0.00 | — | 32,833 | — | ↗ |
| 2023-02-14 | HYMAN EDWARD S | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 15,492 | 0.00 | — | 2,153,517 | — | ↗ |
| 2023-02-14 | Altman Roger C | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 28,338 | 0.00 | — | 125,400 | — | ↗ |
| 2023-02-13 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 374 | 132.87 | 49.7K | 18,664 | — | ↗ |
| 2023-02-08 | Altman Roger C | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-02-07 | Pensa Paul | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 2,225 | 131.05 | 291.6K | 3,406 | — | ↗ |
| 2023-02-06 | Klurfeld Jason | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 4,512 | 135.00 | 609.1K | 24,269 | — | ↗ |
| 2023-02-04 | WEINBERG JOHN S | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 19,061 | 131.90 | 2.51M | 585,241 | — | ↗ |
| 2023-02-04 | Pensa Paul | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 1,591 | 131.90 | 209.9K | 5,631 | — | ↗ |
| 2023-02-04 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 3,268 | 131.90 | 431.0K | 28,781 | — | ↗ |
| 2023-02-04 | HYMAN EDWARD S | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 6,255 | 131.90 | 825.0K | 2,138,025 | — | ↗ |
| 2023-02-04 | Altman Roger C | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 22,946 | 131.90 | 3.03M | 97,062 | — | ↗ |
| 2022-12-31 | Harris Gail Block | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-12-31 | BEATTIE RICHARD I | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-31 | Altman Roger C | Officer | — | D | Shares of Class B common stock, par value $0.01 per share | 0 | 0.00 | — | 1 | — | ↗ |
| 2022-12-15 | Altman Roger C | Officer | G-Gift | D | Partnership units of Evercore LP | 287,536 | 0.00 | — | 0 | — | ↗ |
| 2022-07-28 | Carlton Pamela G | Director | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 322 | 96.25 | 31.0K | 2,564 | — | ↗ |
| 2022-07-06 | Brown Celeste M | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 2,715 | 92.13 | 250.1K | 33,495 | — | ↗ |
| 2022-06-16 | Williamson Sarah K | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 2,367 | 0.00 | — | 6,877 | — | ↗ |
| 2022-06-16 | WHEELER WILLIAM J | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,184 | 0.00 | — | 10,043 | — | ↗ |
| 2022-06-16 | Robertson Sir Simon | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,184 | 0.00 | — | 7,116 | — | ↗ |
| 2022-06-16 | OVERLOCK WILARD J JR | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,184 | 0.00 | — | 10,084 | — | ↗ |
| 2022-06-16 | MILLARD ROBERT B | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,184 | 0.00 | — | 49,793 | — | ↗ |
| 2022-06-16 | Harris Gail Block | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,184 | 0.00 | — | 42,029 | — | ↗ |
| 2022-06-16 | FUTTER ELLEN V | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,184 | 0.00 | — | 4,713 | — | ↗ |
| 2022-06-16 | Carlton Pamela G | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,184 | 0.00 | — | 2,886 | — | ↗ |
| 2022-06-16 | BEATTIE RICHARD I | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,184 | 0.00 | — | 29,259 | — | ↗ |
| 2022-03-01 | WEINBERG JOHN S | Director / Officer | F-InKind | A | Shares of Class A common stock, par value $0.01 per share | 119,457 | 125.01 | 14.93M | 604,302 | — | ↗ |
| 2022-03-01 | Carlton Pamela G | Director | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 327 | 125.15 | 40.9K | 1,702 | — | ↗ |
| 2022-02-24 | HYMAN EDWARD S | Officer | C-Conversion | A | Shares of Class A common stock, par value $0.01 per share | 2,545,205 | 0.00 | — | 2,602,417 | — | ↗ |
| 2022-02-15 | WEINBERG JOHN S | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 42,898 | 0.00 | — | 723,759 | — | ↗ |
| 2022-02-15 | SCHLOSSTEIN RALPH | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 42,898 | 0.00 | — | 239,674 | — | ↗ |
| 2022-02-15 | Pensa Paul | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 1,868 | 0.00 | — | 7,222 | — | ↗ |
| 2022-02-15 | Klurfeld Jason | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 11,700 | 0.00 | — | 32,049 | — | ↗ |
| 2022-02-15 | HYMAN EDWARD S | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 15,989 | 0.00 | — | 57,212 | — | ↗ |
| 2022-02-15 | Brown Celeste M | Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 16,574 | 0.00 | — | 36,210 | — | ↗ |
| 2022-02-15 | Altman Roger C | Director / Officer | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 37,048 | 0.00 | — | 140,008 | — | ↗ |
| 2022-02-13 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 359 | 126.60 | 45.4K | 20,349 | — | ↗ |
| 2022-02-08 | Pensa Paul | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 1,197 | 129.25 | 154.7K | 5,354 | — | ↗ |
| 2022-02-04 | WEINBERG JOHN S | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 17,892 | 129.78 | 2.32M | 680,861 | — | ↗ |
| 2022-02-04 | SCHLOSSTEIN RALPH | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 19,472 | 129.78 | 2.53M | 196,776 | — | ↗ |
| 2022-02-04 | Pensa Paul | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 886 | 129.78 | 115.0K | 6,551 | — | ↗ |
| 2022-02-04 | Klurfeld Jason | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 2,186 | 129.78 | 283.7K | 20,708 | — | ↗ |
| 2022-02-04 | HYMAN EDWARD S | Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 5,896 | 129.78 | 765.2K | 41,223 | — | ↗ |
| 2022-02-04 | Altman Roger C | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 22,490 | 129.78 | 2.92M | 102,960 | — | ↗ |
| 2021-12-31 | Walsh Robert B | Officer | — | D | Shares of Class B common stock, par value $0.01 per share | 0 | 0.00 | — | 1 | — | ↗ |
| 2021-12-31 | SCHLOSSTEIN RALPH | Director / Officer | — | I | Shares of Class B common stock, par value $0.01 per share | 0 | 0.00 | — | 1 | — | ↗ |
| 2021-12-31 | Altman Roger C | Director / Officer | — | D | Shares of Class B common stock, par value $0.01 per share | 0 | 0.00 | — | 1 | — | ↗ |
| 2021-11-23 | SCHLOSSTEIN RALPH | Director / Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 62,625 | 150.03 | 9.40M | 226,248 | — | ↗ |
| 2021-11-22 | SCHLOSSTEIN RALPH | Director / Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 57,001 | 150.92 | 8.60M | 288,873 | — | ↗ |
| 2021-11-17 | SCHLOSSTEIN RALPH | Director / Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 15,129 | 153.52 | 2.32M | 345,874 | — | ↗ |
| 2021-11-16 | SCHLOSSTEIN RALPH | Director / Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 67,915 | 154.51 | 10.49M | 361,003 | — | ↗ |
| 2021-11-02 | SCHLOSSTEIN RALPH | Director / Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 1,730 | 155.00 | 268.2K | 428,918 | — | ↗ |
| 2021-11-01 | SCHLOSSTEIN RALPH | Director / Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 16,882 | 154.88 | 2.61M | 430,648 | — | ↗ |
| 2021-11-01 | Altman Roger C | Director / Officer | G-Gift | D | Partnership units of Evercore LP | 33,400 | 0.00 | — | 333,384 | — | ↗ |
| 2021-09-01 | Brown Celeste M | Officer | — | D | Shares of Class A common stock, par value $0.01 per share | 0 | 0.00 | — | 19,636 | — | ↗ |
| 2021-07-29 | Carlton Pamela G | Director | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 732 | 133.44 | 97.7K | 2,029 | — | ↗ |
| 2021-06-17 | Williamson Sarah K | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 4,510 | — | ↗ |
| 2021-06-17 | WILSON KENDRICK R III | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 3,714 | — | ↗ |
| 2021-06-17 | WHEELER WILLIAM J | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 8,859 | — | ↗ |
| 2021-06-17 | Robertson Sir Simon | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 5,932 | — | ↗ |
| 2021-06-17 | OVERLOCK WILARD J JR | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 8,900 | — | ↗ |
| 2021-06-17 | MILLARD ROBERT B | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 48,609 | — | ↗ |
| 2021-06-17 | Harris Gail Block | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 40,845 | — | ↗ |
| 2021-06-17 | FUTTER ELLEN V | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 3,529 | — | ↗ |
| 2021-06-17 | Carlton Pamela G | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 2,761 | — | ↗ |
| 2021-06-17 | BEATTIE RICHARD I | Director | A-Award | A | Shares of Class A common stock, par value $0.01 per share | 644 | 0.00 | — | 28,075 | — | ↗ |
| 2021-06-02 | SCHLOSSTEIN RALPH | Director / Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 7,245 | 147.04 | 1.07M | 447,530 | — | ↗ |
| 2021-06-01 | Walsh Robert B | Officer | S-Sale | D | Shares of Class A common stock, par value $0.01 per share | 40,902 | 146.63 | 6.00M | 55,558 | — | ↗ |
| 2021-05-13 | HYMAN EDWARD S | Officer | D-Return | D | Class A Partnership Units of Evercore LP | 1,200 | 0.00 | — | 47,119 | — | ↗ |
| 2021-05-12 | SCHLOSSTEIN RALPH | Director / Officer | A-Award | A | Partnership units of Evercore LP | 500 | 0.00 | — | 1,500 | — | ↗ |
| 2021-03-01 | WEINBERG JOHN S | Director / Officer | F-InKind | D | Shares of Class A common stock, par value $0.01 per share | 61,703 | 124.61 | 7.69M | 698,753 | — | ↗ |
Executive team
Top executives
EBIT / Employee
331.4K
Shares Outstanding
39.61M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John S. Weinberg | Chairman & Chief Executive Officer | 7M | male |
| Paul Pensa | Senior MD, Co-Director of Global Finance, Principal Accounting Officer & Controller | 5M | male |
| Timothy Gilbert LaLonde | Senior MD & Chief Financial Officer | 5M | male |
| Roger Charles Altman | Founder & Senior Chairman | 5M | male |
| William O. Hiltz | Senior Managing Director of Advisory Business | 4M | male |
| Jason Klurfeld | Senior MD, Corporate Secretary & General Counsel | 3M | male |
| Eduardo G. Mestre | Chairman of Investment Banking | 3M | male |
| Katy Haber | Senior MD, Head of Investor Relations & ESG | — | female |
| David Ying | Senior Managing Director | — | male |
| Jamie Easton | Senior MD, Head of Communications & External Affairs | — | female |
| David Kamo | Senior MD of Strategic Advisory of New York & Senior MD in Investment Banking | — | male |
| Sandeep Saini | Senior MD & Chief Information Officer | — | male |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2015-02-13 | 2015-02-26 | Thom Tillis | NC | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for EVR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
