Evercore Inc.
At today's price, Evercore Inc. (EVR) is priced for today's economics sustained for ~7.4 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Evercore is a capital-light advisory firm whose Investment Banking & Equities segment ⟦"earns fees from its clients for providing advice on mergers, acquisitions, divestitures, capital raising, leveraged buyouts, liability management"⟧, so its value is the fee earnings it throws off rather than any balance sheet of assets. • The biggest specific risk is the cycle: advisory revenue is ⟦"related to the number and value of the transactions in which we are involved"⟧, and the filing warns that ⟦"U
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636 institutional managers reported holding EVR in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 40%. 90 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 1.1M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EVR has cut its share count 4.2% over the past five years, spending $2.93B on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting), raised 15 years straight; the current rate is $3.32 a share annually. Cash returned over the past three years: $387.62M in dividends and $1.77B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at EVR over the trailing three years: 2026: 1 buy totaling $581k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EVR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -4.8% | -3.6% |
| 2023-11-03 | -2.7% | +17.8% |
| 2024-02-23 | -0.7% | +0.7% |
| 2024-05-09 | -6.3% | +15.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EVR's latest 8-K filings: 2026-06-12 (items 5.07, 9.01); 2026-04-29 (items 2.02, 9.01); 2026-02-04 (items 5.02); 2026-02-04 (items 2.02, 9.01); 2025-10-29 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.