NYSE · Finance

EVERCORE INC EVR

Evercore Inc., together with its subsidiaries, operates as an independent investment banking firm in the Americas, Europe, Middle East, Africa, and Asia-Pacific. The company operates through two segments, Investment Banking & Equities, and Investment Management.

Investment Managers

Company profile

Business mix

  • The company operates through two segments, Investment Banking & Equities, and Investment Management.
  • The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments.
  • The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017.
  • Evercore Inc. was founded in 1995 and is headquartered in New York, New York.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in capital markets?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 19.12 FCF 10.84% Buyback -0.45%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Bridgewater Associates Ray Dalio 0.1% $27.0M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $126.1M Estimated from net reduced shares
Net share change / base shares -83.7% -465,035 / 555,473
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -16.6% 13F value change -$9.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 108,425 Last 1 periods -17,987 (-16.6%) Total shares 90,438 Value $27.0M
Eminence Capital Ricky Sandler 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$120.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 447,048 Last 1 periods -447,048 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.