EVR

Evercore Inc.
NYSEUSDEQUITY Financial Services DELAYED
Last price
291.89
▲ 4.80 (1.67%)
MARKET ·

Price

Open
287.09
Prev close
287.09
Day high
294.61
Day low
289.65
Volume
341.92K
Market cap
$11.23B
P/E (TTM)
16.44
52W range
265.87 – 388.71

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
-5.04% -3.7%
1M
-12.82% -16.5%
3M
-15.70% -18.8%
6M
-11.05% -22.1%
YTD
-14.21% -26.5%
1Y
-4.14% -24.1%
3Y
+119.35% +45.2%
5Y

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Fundamentals

TTM · reported
Market cap$11.23B
Enterprise value$11.38B
Revenue (TTM)$4.71B
Gross profit$4.42B
EBITDA
Net income$745.05M
EPS (TTM)$17.75
Free cash flow
Total cash$1.26B
Total debt$1.09B
Book value / share$48.33
Shares outstanding38.46M
Float36.42M
Short % of float3.57%
Dividend yield1.22%
Beta (5Y)1.51

Valuation & profitability ratios

Account required
Trailing P/E16.44
Forward P/E12.93
PEG ratio1.49
Price / sales
Price / book6.04
EV / revenue2.42
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
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

Annual · as reported
Last 4 fiscal years
Line item2025202420232022
Total revenue$3.88B$3.00B$2.45B$2.79B
Cost of revenue$0$0$0$0
Gross profit$0$0$0$0
R&D
SG&A
Operating income
Pre-tax income
Tax provision$0$0$0$0
Net income$591.92M$378.28M$255.48M$476.52M
EBIT$0$0$0$0

Earnings

History & consensus estimates
Reported vs expected · EPS
QuarterEst.ActualSurprise
Jun 2026 3.032.91 -3.9%
Mar 2026 5.437.53 +38.8%
Dec 2025 4.055.13 +26.8%
Sep 2025 3.303.48 +5.5%
Forward consensus
PeriodEPSAnalystsRevenueGrowth
Current quarter 3.49 10 $1.05B +0.3%
Next quarter 5.55 9 $1.37B +5.6%
Current year 19.54 10 $4.85B +25.0%
Next year 22.58 10 $5.47B +12.7%

Analyst targets & ownership

Account required
Mean target$363.90
High target$391.00
Low target$303.00
Implied upside24.67%
Analyst count10
ConsensusBUY
Strong buy / Buy1 / 5
Hold5
Sell / Strong sell0 / 0
Held by insiders2.33%
Held by institutions95.66%
Institutions holding894
Free account required

Price targets, consensus spread, insider and institutional ownership.

Insider net activity

6m · Form 4 rollup
Net shares
+91.89K
Net buying
Buy transactions
17
99.70K shares
Sell transactions
1
7.81K shares
Net transactions
+18
Buys less sells
Sell : buy shares
0.1 : 1
Mixed
Insider-held shares
897.22K
Total on file
Bought 99.70KSold 7.81K

Insider transactions

Account required
DateInsiderAction SharesValueHeld
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.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
300.00
-2.70% from price
SMA 20
309.59
-5.72% from price
SMA 50
332.76
-12.28% from price
SMA 100
335.02
-12.87% from price
SMA 200
330.75
-11.75% from price
EMA 12
302.12
-3.39% from price
EMA 26
313.06
-6.76% from price
EMA 50
322.90
-9.60% from price
RSI (14)
36.3
Neutral
MACD (12,26,9)
-10.94
Hist -1.04
ATR (14)
10.13
3.47% of price
Realised vol 30D
44.0%
Annualised
Bollinger upper
336.83
20, 2σ
Bollinger lower
282.36
20, 2σ
50 / 200 cross
Golden
332.76 vs 330.75
Trend bias
Below 200
-11.75%

Risk profile

Daily returns · 1Y window
Beta vs SPY
1.77
More volatile than market
Correlation to SPY
0.60
Loosely linked
Realised vol 30D
44.0%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-30.3%
Peak to trough
Max drawdown 5Y
-50.8%
Peak to trough
ATR 14
10.13
3.47% of price
Beta (reported)
1.51
5Y monthly, from filing

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Options analytics

Account required
Put / call volume
3.88
Put-heavy session
Put / call open interest
0.34
Positioning, not flow
Max pain
300.00
+2.8% from spot
ATM implied vol
38.7%
Nearest strike to spot
Skew (10% OTM)
+6.1%
Puts bid over calls
Call volume
51
Contracts, this expiry
Put volume
198
Contracts, this expiry
Heaviest call OI
300.00
1.33K contracts
Heaviest put OI
300.00
171 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.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Options chain

Account required
ExpirySpot 291.89
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

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.