EVR
Evercore Inc.
NYSEUSDEQUITY
Financial Services
DELAYED
Sell
-29/100
Last price
268.08
▲ 2.73 (1.03%)
MARKET · —
Price
Chart style
Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
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Both series are rebased to 0% at the left edge, so the lines show relative performance rather than price.
Tool
1D
—
H —
L —
Range —
Vol —
vs
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Open
267.51
Prev close
265.35
Day high
272.23
Day low
265.59
Volume
425.89K
Market cap
$10.31B
P/E (TTM)
14.94
52W range
251.13 – 388.71
Day trading desk
Gap from prior close
+0.81%
Prior close 265.35
VWAP
268.53
-0.17% from price
Relative volume
1.60×
Unusually busy
Session range
2.50%
265.59 – 272.23
Position in range
37%
Mid range
ATR (14D)
7.43
2.77% of price
Prior day high
268.62
PDH
Prior day low
258.13
PDL
Bid / ask spread
—
Quote not published
Session volume
816.58K
Avg 511.02K
VWAP and the session figures are computed from the delayed intraday series on this page, so they lag the live tape and will not match a broker's real-time VWAP exactly. Turn on Prior day H/L/C, Opening range and Volume profile in the chart's Studies menu to see these levels drawn on price.
Trailing performance
Returnvs SPY
1W
+3.72%
+1.8%
1M
-10.02%
-11.2%
3M
-19.02%
-23.5%
6M
-12.65%
-30.8%
YTD
-21.21%
-35.5%
1Y
-18.53%
-35.0%
3Y
+94.43%
+12.2%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on EVR open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
-2.46K
Net selling
Buy transactions
10
5.34K shares
Sell transactions
1
7.81K shares
Net transactions
+11
Buys less sells
Sell : buy shares
1.5 : 1
Mixed
Insider-held shares
897.22K
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Jun 11, 26 | LALONDE TIMOTHY GILBERT Chief Financial Officer |
SELL | 7.81K | $2.68M | Direct |
| Jun 10, 26 | FUTTER ELLEN V Director |
STOCK | 364 | $0 | Direct |
| Jun 10, 26 | HARRIS GAIL BLOCK Director |
STOCK | 364 | $0 | Direct |
| Jun 10, 26 | MILLARD ROBERT B Director |
STOCK | 815 | $0 | Direct |
| Jun 10, 26 | WHEELER WILLIAM J Director |
STOCK | 364 | $0 | Direct |
| Jun 10, 26 | CARLTON PAMELA G Director |
STOCK | 364 | $0 | Direct |
| Jun 10, 26 | ROBERTSON SIMON Director |
STOCK | 364 | $0 | Direct |
| Jun 10, 26 | OVERLOCK WILLARD J JR Director |
STOCK | 727 | $0 | Direct |
| Jun 10, 26 | VARNEY CHRISTINE A Director |
STOCK | 727 | $0 | Direct |
| Jun 10, 26 | WILLIAMSON SARAH K Director |
STOCK | 727 | $0 | Direct |
| Mar 6, 26 | WILLIAMSON SARAH K Director |
BUY | 2.00K | $580.86K | Direct |
| Feb 19, 26 | WEINBERG JOHN S. Chief Executive Officer |
STOCK | 31.53K | $0 | Direct |
| Feb 19, 26 | ALTMAN ROGER C Chairman of the Board |
STOCK | 30.06K | $0 | Direct |
| Feb 19, 26 | KLURFELD JASON General Counsel |
STOCK | 8.80K | $0 | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Fundamentals
Market cap$10.31B
Enterprise value$10.47B
Revenue (TTM)$4.71B
Gross profit$4.42B
EBITDA—
Net income$745.05M
EPS (TTM)$17.94
Free cash flow—
Total cash$1.26B
Total debt$1.09B
Book value / share$48.33
Shares outstanding38.46M
Float36.42M
Short % of float3.02%
Dividend yield1.33%
Beta (5Y)1.51
Valuation & profitability ratios
Trailing P/E14.94
Forward P/E11.97
PEG ratio1.17
Price / sales—
Price / book5.55
EV / revenue2.22
EV / EBITDA—
Gross margin93.93%
Operating margin16.96%
Profit margin15.82%
Return on equity39.50%
Return on assets19.29%
Debt / equity50.18
Current ratio1.83
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Total revenue | $3.86B | $2.98B | $2.43B | $2.76B | +29.4% |
| Operating revenue | $3.86B | $2.98B | $2.43B | $2.76B | +29.4% |
| Selling, general & admin | $2.50B | $1.97B | $1.66B | $1.70B | +26.7% |
| Pre-tax income | $793.81M | $533.14M | $365.79M | $704.04M | +48.9% |
| Tax provision | $153.11M | $115.41M | $80.57M | $172.63M | +32.7% |
| Net income | $591.92M | $378.28M | $255.48M | $476.52M | +56.5% |
| Net income to common | $591.92M | $378.28M | $255.48M | $476.52M | +56.5% |
| Basic EPS | 15.29 | 9.86 | 6.71 | 12.15 | +55.1% |
| Diluted EPS | 14.05 | 9.08 | 6.37 | 11.61 | +54.7% |
| Basic shares | 38.71M | 38.37M | 38.10M | 39.22M | +0.9% |
| Diluted shares | 42.13M | 41.65M | 40.10M | 41.04M | +1.2% |
| Line item | 2025 | 2024 | 2023 | 2022 | 2021 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $1.47B | $939.71M | $651.73M | $786.29M | — | +56.1% |
| Accounts receivable | $555.81M | $421.50M | $371.61M | $385.13M | — | +31.9% |
| Property, plant & equipment | $647.22M | $584.21M | $516.07M | $380.83M | — | +10.8% |
| Goodwill & intangibles | $260.87M | $124.45M | $125.49M | $123.28M | — | +109.6% |
| Total assets | $5.36B | $4.17B | $3.70B | $3.62B | — | +28.4% |
| Current debt | $47.98M | $37.95M | $0 | — | $0 | +26.4% |
| Long-term debt | $540.24M | $335.94M | $373.88M | $371.77M | — | +60.8% |
| Total debt | $1.16B | $923.32M | $844.39M | $687.82M | — | +25.1% |
| Total liabilities | $3.04B | $2.23B | $1.92B | $1.89B | — | +36.1% |
| Retained earnings | $2.58B | $2.13B | $1.89B | $1.77B | — | +21.0% |
| Shareholder equity | $2.03B | $1.71B | $1.58B | $1.54B | — | +19.0% |
| Net tangible assets | $1.77B | $1.58B | $1.45B | $1.41B | — | +11.8% |
| Shares issued | 87.57M | 84.77M | 82.11M | 79.69M | — | +3.3% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Net income | $640.71M | $417.74M | $285.22M | $531.41M | +53.4% |
| Depreciation & amortisation | $10.54M | -$387.00K | $2.39M | $28.65M | +2,822.7% |
| Stock-based compensation | $675.10M | $569.73M | $515.38M | $467.34M | +18.5% |
| Change in working capital | -$116.20M | -$24.84M | -$354.99M | -$561.72M | -367.9% |
| Operating cash flow | $1.26B | $988.15M | $457.95M | $531.38M | +27.2% |
| Capital expenditure | -$74.00M | -$30.10M | -$20.05M | -$23.19M | -145.8% |
| Investing cash flow | -$98.33M | -$67.43M | $15.62M | $313.30M | -45.8% |
| Share buybacks | -$661.78M | -$450.53M | -$391.96M | -$550.29M | -46.9% |
| Dividends paid | -$144.41M | -$135.83M | -$127.86M | -$127.26M | -6.3% |
| Financing cash flow | -$635.62M | -$628.55M | -$557.23M | -$735.57M | -1.1% |
| Free cash flow | $1.18B | $958.05M | $437.91M | $508.19M | +23.4% |
| End cash position | $1.44B | $882.11M | $605.48M | $672.12M | +62.8% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $990.20M | $1.39B | $1.29B | $1.04B | $833.83M | -28.8% |
| Operating revenue | $990.20M | $1.39B | $1.29B | $1.04B | $833.83M | -28.8% |
| Selling, general & admin | $641.79M | $904.07M | $811.75M | $680.65M | $548.61M | -29.0% |
| Pre-tax income | $147.59M | $331.78M | $313.26M | $217.29M | $151.20M | -55.5% |
| Tax provision | $41.09M | $9.06M | $90.78M | $59.79M | $44.27M | +353.8% |
| Net income | $95.28M | $301.24M | $203.95M | $144.58M | $97.20M | -68.4% |
| Net income to common | $95.28M | $301.24M | $203.95M | $144.58M | $97.20M | -68.4% |
| Basic EPS | 2.47 | 7.73 | 5.27 | 3.73 | 2.51 | -68.0% |
| Diluted EPS | 2.32 | 7.20 | 4.76 | 3.41 | 2.36 | -67.8% |
| Basic shares | 38.63M | 38.97M | 38.69M | 38.72M | 38.72M | -0.9% |
| Diluted shares | 41.13M | 41.85M | 42.83M | 42.42M | 41.21M | -1.7% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $1.28B | $1.18B | $1.47B | $988.67M | $699.70M | +7.7% |
| Accounts receivable | $568.47M | $546.57M | $555.81M | $523.32M | $483.98M | +4.0% |
| Property, plant & equipment | $634.72M | $636.05M | $647.22M | $624.64M | $624.70M | -0.2% |
| Goodwill & intangibles | $250.12M | $253.28M | $260.87M | $128.58M | $129.11M | -1.2% |
| Total assets | $4.70B | $4.31B | $5.36B | $4.42B | $3.69B | +9.0% |
| Current debt | $0 | $0 | $47.98M | $47.96M | $85.94M | — |
| Long-term debt | $539.98M | $539.75M | $540.24M | $540.35M | $291.30M | +0.0% |
| Total debt | $1.09B | $1.10B | $1.16B | $1.13B | $929.62M | -0.5% |
| Total liabilities | $2.52B | $2.23B | $3.04B | $2.34B | $1.77B | +13.3% |
| Retained earnings | $2.90B | $2.85B | $2.58B | $2.41B | $2.31B | +2.0% |
| Shareholder equity | $1.86B | $1.78B | $2.03B | $1.81B | $1.66B | +4.3% |
| Net tangible assets | $1.61B | $1.53B | $1.77B | $1.68B | $1.53B | +5.2% |
| Shares issued | 38.45M | 89.66M | 87.57M | 87.12M | 86.98M | -57.1% |
| Line item | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | YoY |
|---|---|---|---|---|---|---|
| Net income | $106.50M | $322.72M | $222.48M | $157.49M | $106.94M | -67.0% |
| Depreciation & amortisation | $6.24M | $13.71M | $6.77M | $157.00K | $1.04M | -54.5% |
| Stock-based compensation | $219.59M | $195.78M | $167.14M | $178.59M | $180.94M | +12.2% |
| Change in working capital | $208.06M | -$779.58M | $377.26M | $226.54M | $157.22M | +126.7% |
| Operating cash flow | $525.52M | -$225.86M | $807.47M | $560.91M | $437.74M | +332.7% |
| Capital expenditure | -$10.73M | -$3.10M | -$8.86M | -$19.43M | -$26.05M | -245.8% |
| Investing cash flow | -$90.45M | $524.53M | -$10.10M | -$453.84M | -$314.15M | -117.2% |
| Share buybacks | -$115.11M | -$621.35M | -$174.23M | -$37.41M | -$44.47M | +81.5% |
| Dividends paid | -$34.94M | -$49.79M | -$32.50M | -$32.82M | -$32.64M | +29.8% |
| Financing cash flow | -$158.66M | -$731.44M | -$226.41M | $132.59M | -$80.95M | +78.3% |
| Free cash flow | $514.79M | -$228.97M | $798.61M | $541.48M | $411.69M | +324.8% |
| End cash position | $1.27B | $996.09M | $1.44B | $861.59M | $627.25M | +27.2% |
Options analytics
Put / call volume
0.01
Call-heavy session
Put / call open interest
—
Positioning, not flow
Max pain
210.00
-21.7% from spot
ATM implied vol
1.6%
Nearest strike to spot
Skew (10% OTM)
0.0%
Calls bid over puts
Call volume
2.14K
Contracts, this expiry
Put volume
17
Contracts, this expiry
Heaviest call OI
260.00
0 contracts
Heaviest put OI
210.00
0 contracts
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 3.03 | 2.91 | -3.9% |
| Mar 2026 | 5.43 | 7.53 | +38.8% |
| Dec 2025 | 4.05 | 5.13 | +26.8% |
| Sep 2025 | 3.30 | 3.48 | +5.5% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 3.27 | 10 | $1.00B | -4.2% |
| Next quarter | 5.54 | 9 | $1.37B | +5.3% |
| Current year | 19.31 | 10 | $4.81B | +23.8% |
| Next year | 22.39 | 10 | $5.44B | +13.1% |
Analyst targets & ownership
Mean target$349.40
High target$391.00
Low target$285.00
Implied upside30.33%
Analyst count10
ConsensusBUY
Strong buy / Buy1 / 5
Hold5
Sell / Strong sell0 / 0
Held by insiders2.33%
Held by institutions95.30%
Institutions holding890
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
261.14
+2.66% from price
SMA 20
266.49
+0.60% from price
SMA 50
287.73
-6.83% from price
SMA 100
316.65
-15.34% from price
SMA 200
324.13
-17.29% from price
EMA 12
264.33
+1.42% from price
EMA 26
272.18
-1.51% from price
EMA 50
286.13
-6.31% from price
RSI (14)
44.8
Neutral
MACD (12,26,9)
-7.85
Hist 1.86
ATR (14)
7.43
2.77% of price
Realised vol 30D
23.1%
Annualised
Bollinger upper
284.03
20, 2σ
Bollinger lower
248.95
20, 2σ
50 / 200 cross
Death
287.73 vs 324.13
Trend bias
Below 200
-17.29%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
1.75
More volatile than market
Correlation to SPY
0.60
Loosely linked
Realised vol 30D
23.1%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-32.9%
Peak to trough
Max drawdown 5Y
-50.8%
Peak to trough
ATR 14
7.43
2.77% of price
Beta (reported)
1.51
5Y monthly, from filing
Short interest
Shares short
1.14M
Prior 1.11M
Change vs prior
+2.6%
Shorts adding
% of float
3.02%
Normal
% of shares out
2.96%
Against total outstanding
Days to cover
2.6
Liquid
Float
36.42M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 1, 26 | Goldman Sachs | MAINTAINED | Buy | Buy |
| Aug 3, 26 | BMO Capital | MAINTAINED | Market Perform | Market Perform |
| Jul 30, 26 | UBS | MAINTAINED | Neutral | Neutral |
| Jul 30, 26 | Morgan Stanley | MAINTAINED | Equal-Weight | Equal-Weight |
| Jul 30, 26 | Keefe, Bruyette & Woods | MAINTAINED | Outperform | Outperform |
| Jul 10, 26 | Keefe, Bruyette & Woods | MAINTAINED | Outperform | Outperform |
| Jul 8, 26 | UBS | MAINTAINED | Neutral | Neutral |
| Apr 30, 26 | UBS | MAINTAINED | Neutral | Neutral |
| Apr 14, 26 | Goldman Sachs | MAINTAINED | Buy | Buy |
| Apr 9, 26 | Morgan Stanley | MAINTAINED | Equal-Weight | Equal-Weight |
| Apr 1, 26 | Goldman Sachs | MAINTAINED | Buy | Buy |
| Mar 12, 26 | UBS | MAINTAINED | Neutral | Neutral |
Dividends & splits
Forward rate$3.56 / yr
Forward yield1.33%
5-year avg yield1.52%
Payout ratio19.20%
Ex-dividend dateAug 28, 2026
Next pay dateSep 11, 2026
Last split—
Split date—
SEC filings
Periodic Financial Reports
10-Q · 2026-08-05
Corporate Changes & Voting Matters
8-K · 2026-07-29
Offering Registrations
S-8 · 2026-06-18
Corporate Changes & Voting Matters
8-K · 2026-06-12
Proxy Statements
DEFA14A · 2026-05-26
Proxy Statements
DEFA14A · 2026-05-21
Proxy Statements
DEFA14A · 2026-05-19
Proxy Statements
DEFA14A · 2026-05-12
Headlines
SpaceX Is About to Spend $53 Billion on AI. Evercore Sees an $83 Billion Payoff
Insider Monkey · 16h ago
Hans Vestberg Joins Evercore as Senior Advisor
Business Wire · 2d ago
Philip von Malsen-Plessen Joins Evercore as Senior Managing Director in its Investment Banking Business
Business Wire · 2d ago
3 Reasons We Love Evercore (EVR)
StockStory · 8d ago
Market Chatter: Evercore is Hired by Saudi Aramco for Potential Gas Business Restructuring
MT Newswires · 9d ago
Evercore sees yield-curve inversion risk rising as AI bull market holds firm
Investing.com · 9d ago
GS vs. EVR: Which Investment Bank Stock Offers Greater Upside?
Zacks · 13d ago
Evercore’s New CIEN Target Implies 58% Upside — Analyst Calls Ciena An Attractive Optical Networking Play
Stocktwits · 16d ago
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.