EVR Logo

Evercore Inc. (EVR) 

NYSE
Market Cap
$7.5B
Sector
Financial Services
Industry
Financial—Capital Markets
Rank in Sector
344 of 541
Rank in Industry
13 of 35

Largest Insider Buys in Sector

EVR Stock Price History Chart

EVR Stock Performance

About Evercore Inc.

Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. 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.

Insider Activity of Evercore Inc.

Over the last 12 months, insiders at Evercore Inc. have bought $0 and sold $3.38M worth of Evercore Inc. stock.

On average, over the past 5 years, insiders at Evercore Inc. have bought $764,260 and sold $13.78M worth of stock each year.

There was no buying activity among insiders over the last 12 months.

The last purchase of 2,000 shares for transaction amount of $100,280 was made by Walsh Robert B (Principal Financial Officer) on 2020‑04‑23.

List of Insider Buy and Sell Transactions, Evercore Inc.

2024-02-13SaleLaLonde Timothy GilbertChief Financial Officer
3,337
0.0086%
$178.74$596,460+6.94%
2024-02-08SaleKlurfeld JasonGeneral Counsel
5,877
0.0153%
$173.21$1.02M+9.53%
2024-02-07SalePensa PaulContr, Prin. Acct.Officer
1,540
0.0039%
$170.38$262,380+11.81%
2024-02-01SaleLaLonde Timothy GilbertChief Financial Officer
2,500
0.0065%
$173.51$433,770+9.89%
2023-12-05SaleBEATTIE RICHARD Idirector
6,522
0.0173%
$151.31$986,844+22.95%
2023-08-14SaleCarlton Pamela Gdirector
592
0.0015%
$136.69$80,920+25.67%
2023-05-31SaleLaLonde Timothy GilbertChief Financial Officer
2,500
0.0065%
$108.88$272,200+36.66%
2023-03-01SaleBEATTIE RICHARD Idirector
5,000
0.013%
$130.90$654,482+3.61%
2023-02-15SaleKlurfeld JasonGeneral Counsel
357
0.0009%
$135.12$48,238+1.11%
2023-02-13SaleKlurfeld JasonGeneral Counsel
5,231
0.0133%
$133.00$695,723-0.35%
2023-02-07SalePensa PaulContr, Prin. Acct.Officer, CFO
2,225
0.0057%
$131.05$291,594+1.26%
2023-02-06SaleKlurfeld JasonGeneral Counsel
4,512
0.0118%
$135.00$609,120+0.51%
2022-07-28SaleCarlton Pamela G
322
0.0008%
$96.25$30,993+15.58%
2022-03-01SaleCarlton Pamela Gdirector
327
0.0008%
$125.15$40,924-12.24%
2022-02-08SalePensa PaulContr., Principal Acct.Officer
1,197
0.0031%
$129.25$154,711-14.37%
2021-11-23SaleSCHLOSSTEIN RALPHCo-CEO/Co-Chairman
62,625
0.1617%
$150.03$9.4M-26.19%
2021-11-22SaleSCHLOSSTEIN RALPHCo-CEO/Co-Chairman
57,001
0.1486%
$150.92$8.6M-25.94%
2021-11-17SaleSCHLOSSTEIN RALPHCo-CEO/Co-Chairman
15,129
0.0392%
$153.52$2.32M-27.56%
2021-11-16SaleSCHLOSSTEIN RALPHCo-CEO/Co-Chairman
67,915
0.1758%
$154.51$10.49M-28.16%
2021-11-02SaleSCHLOSSTEIN RALPHCo-CEO/Co-Chairman
1,730
0.0045%
$155.00$268,150-26.96%

Insider Historical Profitability

11.51%
LaLonde Timothy GilbertChief Financial Officer
27291
0.0987%
$194.6403
Klurfeld JasonGeneral Counsel
22099
0.0587%
$194.6417
BEATTIE RICHARD Idirector
17000
0.0451%
$194.6402
Pensa PaulContr, Prin. Acct.Officer
4447
0.0118%
$194.64019
Carlton Pamela Gdirector
3041
0.0081%
$194.6404
Taylor Bernard JCo-Vice Chairman
892309
2.3686%
$194.6417<0.0001%
SCHLOSSTEIN RALPHCo-CEO/Co-Chairman
226248
0.6006%
$194.64042
Mestre Eduardo GVice Chairman
194803
0.5171%
$194.64010
Altman Roger CFounder and Senior Chairman
183279
0.4865%
$194.6409
Pritzker Anthony Ndirector
112000
0.2973%
$194.6401
SIBBALD ANDREWCEO EVR Partners International
104794
0.2782%
$194.64012
ASPE PEDROCo-Chairman of the Board
66071
0.1754%
$194.6405
FRANKEL ADAM BGeneral Counsel
58401
0.155%
$194.64016
Walsh Robert BPrincipal Financial Officer
55558
0.1475%
$194.6447+21.81%
Arellano Ostoa AugustoCEO of EVR Mexico
14455
0.0384%
$194.6402
Wezdenko David EChief Financial Officer
5000
0.0133%
$194.6401
FUTTER ELLEN Vdirector
2885
0.0077%
$194.6401
BEUTNER AUSTIN MPresident, Co-CEO, CIO
0
0%
$194.6401

Institutional Investor Ownership

Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
The Vanguard Group$702.14M9.473.65M-1.33%-$9.46M0.01
BlackRock$667.27M8.993.46M+8.57%+$52.65M0.02
Boston Partners$328.64M4.441.71M+3.08%+$9.81M0.39
State Street$210.34M2.841.09M+3.4%+$6.92M0.01
JPMorgan Chase$203.69M2.751.06M-18.11%-$45.06M0.02
Massachusetts Financial Services Co Ma$202.48M2.731.05M-0.68%-$1.38M0.06
Invesco$178.1M2.4924,774+17.72%+$26.81M0.04
Dimensional Fund Advisors$160.36M2.16832,632-3.05%-$5.05M0.04
Td Asset Management Inc$155.44M2.1807,098+705.61%+$136.14M0.14
Fuller & Thaler Asset Management, Inc.$143.64M1.94745,816+3.77%+$5.23M0.63
Millennium Management LLC$143.52M1.94745,212-43.85%-$112.09M0.1
Geode Capital Management$122.43M1.65635,568+5.93%+$6.86M0.01
PRIMECAP Management Co$114.87M1.55596,450-9.2%-$11.64M0.09
Morgan Stanley$114.07M1.54592,294-10.21%-$12.97M0.01
Wellington Management Company$88.98M1.2462,000+177.9%+$56.96M0.02
Channing Capital Management$83.67M1.13434,429+4.04%+$3.25M2.24
Bahl & Gaynor Investment Counsel$81.82M1.1424,864-3.72%-$3.17M0.46
BNY Mellon$81.54M1.1423,397-11.73%-$10.83M0.02
Lord Abbett$71.72M0.97372,416+5,671.21%+$70.48M0.25
Jacobs Levy Equity Management$69M0.93358,295+4.4%+$2.91M0.31
Fisher Asset Management Llc$59.27M0.8307,749+0.71%+$420,809.410.03
American Century Investments$57.96M0.78300,928-44.51%-$46.48M0.04
Paralel Advisors Llc$57.78M0.78300,0000%+$02.65
Boston Trust Walden Corp$57.78M0.78299,998-0.74%-$431,016.420.41
Schroder Investment Management Group$56.24M0.76291,999-7.66%-$4.67M0.07
Vaughan Nelson Investment Management$56.25M0.76292,070New+$56.25M0.49
T. Rowe Price$55.98M0.76290,691+1,604.53%+$52.7M0.01
Scout Investments$51.98M0.71274,645-11.87%-$7M1.31
Nuveen$52.57M0.71272,963-0.1%-$54,501.600.02
Charles Schwab$50.82M0.69263,901+2.6%+$1.29M0.01
Epoch Investment Partners Inc$48.81M0.66253,428-28.5%-$19.46M0.22
Northern Trust$46.76M0.63242,806-11.37%-$6M0.01
Franklin Templeton Investments$44.1M0.6229,000-5.39%-$2.52M0.01
Bank of America$42.41M0.57220,201+30.07%+$9.8M<0.01
Driehaus Capital Management LLC$39.35M0.53204,312-18.05%-$8.67M0.39
Macquarie Group$36.42M0.49189,097-4.71%-$1.8M0.03
ProShares$32.88M0.44170,703-24.34%-$10.57M0.09
Azora Capital LP$32.79M0.44170,278New+$32.79M2.39
Neuberger Berman$31M0.42160,961+85.75%+$14.31M0.03
Clark Capital Management Group$30.52M0.41158,445-34.58%-$16.13M0.23
Frontier Capital Management Co$28.77M0.39149,388-25.29%-$9.74M0.27
Hotchkis & Wiley Capital Management$27.64M0.37143,525-61.37%-$43.9M0.09
New York State Common Retirement Fund$26.94M0.36139,872-1.54%-$420,809.960.04
Glenmede$26.8M0.36139,167+3.9%+$1.01M0.14
Goldman Sachs$26.09M0.35135,492-7.67%-$2.17M0.01
Ubs Asset Management Americas Inc$24.71M0.33128,322+0.45%+$110,354.070.01
Ariel Investments$24.31M0.33126,243-22.43%-$7.03M0.24
Envestnet Asset Management Inc$24.16M0.33125,435+11.64%+$2.52M0.01
Great Lakes Advisors®$23.48M0.32121,912+0.66%+$152,724.080.21
Global Alpha Capital Management Ltd.$23.34M0.32121,200+82.81%+$10.57M1.74