EVR Evercore (EVR) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0001360901
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
369
13F, latest reported quarter
What the filings say about EVR
Insiders, 180 days
-$2.7M net sold
1 seller · 0% of sales under a 10b5-1 plan
Evercore insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Evercore Inc. insiders sold a net $2.7M of stock across 47 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Aug 5, 2025.
- The trade is 22.4% of the 34,800 shares held after it.
- No other insider sold within 30 days.
- 369 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer LaLonde Timothy Gilbert sold about $2.7M of EVR on Jun 11, 2026, the largest insider sale at the company since 2025; 369 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 15.0% of the 13,345 shares held after it.
- No other insider bought within 30 days.
- 369 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Williamson Sarah K bought about $580.9K of EVR on Mar 6, 2026, the largest insider purchase at the company on our record; 369 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Aug 1, 2025.
- The trade is 10.1% of the 49,368 shares held after it.
- 1 other insider sold within 30 days.
- 369 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Klurfeld Jason sold about $1.8M of EVR on Feb 6, 2026; 1 other insider sold within 30 days and 369 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Feb 7, 2025.
- The trade is 28.9% of the 5,022 shares held after it.
- 1 other insider sold within 30 days.
- 369 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Contr, Prin. Acct.Officer Pensa Paul sold about $507.9K of EVR on Feb 5, 2026; 1 other insider sold within 30 days and 369 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Jul 29, 2024.
- The trade is 5.5% of the 3,481 shares held after it.
- No other insider sold within 30 days.
- 369 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Carlton Pamela G sold about $65.9K of EVR on Dec 9, 2025; 369 funds added in the latest 13F quarter.47 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$2.7M over 180 days
below 62% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
369 funds bought in last quarter
more than 88% of Financial Services
Revenue
+29.5% year over year
more than 69% of Financial Services
Margin
15.3% net margin
more than 64% of Financial Services
Buybacks
no share repurchases reported
Short interest
3.4% of the float short (float per yahoo 2026-10-26) · 2.0 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch EVR
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-20.1%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns EVR: institutional holders (13F)
13F holdings, latest reported quarter
3,715,623 sh
$1.3B
1,956,150 sh
$667.9M
1,710,982 sh
$584.2M
1,680,210 sh
$573.7M
1,602,673 sh
$547.2M
Congress trades in EVR
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
EVR planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
EVR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Bahl & Gaynor Small Cap Dividend ETF
$5.8M position · as of 2026-06-30
3.8%
Advisors Capital Small/Mid Cap Fund
$4.7M position · as of 2026-06-30
3.6%
Bahl & Gaynor Small/Mid Cap Income Growth ETF
$46.1M position · as of 2026-06-30
3.2%
TimesSquare Quality Mid Cap Growth ETF
$1.4M position · as of 2026-05-31
3.2%
JAMES SMALL CAP FUND
$2.8M position · as of 2026-06-30
3.0%
Marsico Midcap Growth Focus Fund
$27.3M position · as of 2026-06-30
2.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $2.7M sold by insiders over 180 days, 369 funds added last quarter. Each figure is a federal filing, dated the day it went public.
EVR financials
Revenue growth
+29.5%
XBRL, annual
Net margin
15.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$4.7B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM EVR
| FY Dec 2025 | $3.9B |
| FY Dec 2024 | $3.0B |
| FY Dec 2023 | $2.4B |
| FY Dec 2022 | $2.8B |
| FY Dec 2021 | $3.3B |
| Jun 2026 | $998.5M |
| Mar 2026 | $1.4B |
| Dec 2025 | $1.3B |
| Sep 2025 | $1.0B |
| Jun 2025 | $838.0M |
| Mar 2025 | $699.0M |
| Dec 2024 | $979.5M |
| Sep 2024 | $738.4M |
At each fiscal year end
Single quarter
Net margin, TTM
+15.7%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM EVR
| FY Dec 2025 | +15.3% |
| FY Dec 2024 | +12.6% |
| FY Dec 2023 | +10.4% |
| FY Dec 2022 | +17.2% |
| FY Dec 2021 | +22.4% |
| Jun 2026 | +9.5% |
| Mar 2026 | +21.5% |
| Dec 2025 | +15.7% |
| Sep 2025 | +13.8% |
| Jun 2025 | +11.6% |
| Mar 2025 | +20.9% |
| Dec 2024 | +14.3% |
| Sep 2024 | +10.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.6B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM EVR
| FY Dec 2025 | $1.2B |
| FY Dec 2024 | $958.0M |
| FY Dec 2023 | $437.9M |
| FY Dec 2022 | $508.2M |
| FY Dec 2021 | $1.4B |
| Jun 2026 | $514.8M |
| Mar 2026 | -$229.0M |
| Dec 2025 | $798.6M |
| Sep 2025 | $541.5M |
| Jun 2025 | $411.7M |
| Mar 2025 | -$569.3M |
| Dec 2024 | $673.1M |
| Sep 2024 | $226.6M |
At each fiscal year end
Single quarter
Debt to equity
n/a
no debt line filed
Debt to equity EVR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt line filed
Cash flow to debt EVR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+42.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity EVR
| FY Dec 2025 | +31.7% |
| FY Dec 2024 | +23.0% |
| FY Dec 2023 | +16.4% |
| FY Dec 2022 | +33.4% |
| FY Dec 2021 | +58.0% |
| Jun 2026 | +42.4% |
| Mar 2026 | +45.4% |
| Dec 2025 | +31.7% |
| Sep 2025 | +31.4% |
| Jun 2025 | +29.1% |
| Mar 2025 | +29.7% |
| Dec 2024 | +23.0% |
| Sep 2024 | +21.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+17.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets EVR
| FY Dec 2025 | +12.4% |
| FY Dec 2024 | +9.6% |
| FY Dec 2023 | +7.0% |
| FY Dec 2022 | +12.9% |
| FY Dec 2021 | +20.6% |
| Jun 2026 | +17.8% |
| Mar 2026 | +19.7% |
| Dec 2025 | +12.4% |
| Sep 2025 | +13.2% |
| Jun 2025 | +13.2% |
| Mar 2025 | +14.0% |
| Dec 2024 | +9.6% |
| Sep 2024 | +9.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital EVR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed EVR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
14.21x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing EVR
| FY Dec 2025 | 24.23x |
| FY Dec 2024 | 30.53x |
| FY Dec 2023 | 26.94x |
| FY Dec 2022 | 9.42x |
| FY Dec 2021 | 7.95x |
| Jun 2026 | 19.27x |
| Mar 2026 | 16.81x |
| Dec 2025 | 24.23x |
| Sep 2025 | 26.84x |
| Jun 2025 | 24.50x |
| Mar 2025 | 19.08x |
| Dec 2024 | 30.53x |
| Sep 2024 | 32.48x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value EVR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield EVR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.23x
P/E over trailing EPS growth of 61%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing EVR
| FY Dec 2025 | 0.44x |
| FY Dec 2024 | 0.71x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.07x |
| Jun 2026 | 0.32x |
| Mar 2026 | 0.24x |
| Dec 2025 | 0.44x |
| Sep 2025 | 0.44x |
| Jun 2025 | 0.47x |
| Mar 2025 | 0.30x |
| Dec 2024 | 0.71x |
| Sep 2024 | 41.90x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $3.9B | $3.0B | $2.4B | $2.8B |
| Net income | $592.0M | $378.0M | $255.0M | $477.0M |
| EPS (diluted) | 14.05 | 9.08 | 6.37 | 11.61 |
| Operating cash flow | $1.3B | $988.2M | $458.0M | $531.4M |
| Cash | $1.4B | $873.0M | $596.9M | $663.4M |
| Dividends paid | $144.4M | $135.8M | $127.9M | $127.3M |
SEC XBRL, fiscal years, as known on 2026-10-28
EVR Stock Sonar score 5/7 axes
Find similar shapesCompareEVR ranks highest on profitability (91st percentile) and institutional and government (88th), and lowest on insider conviction (18th), among Financial Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
EVR filings, in plain words
Are Evercore insiders buying or selling EVR?
In the 180 days to 2026-10-28, Evercore insiders were net sellers, a net $2.7M across purchases and sales reported on Form 4, by 1 seller.
Read the full summary
In the 180 days to 2026-10-28, Evercore insiders were net sellers of EVR, a net $2.7M across purchases and sales reported on Form 4 by 1 seller. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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