Evercore Inc.
EVRNYSEFinancials · Investment Advice · DE · SEC filings ↗ · Compare ⊕
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SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $3.88B | $3.00B | $2.44B | $2.78B | $3.31B | $2.29B |
| Operating income | — | — | — | — | — | — |
| Net income | $591.9M | $378.3M | $255.5M | $476.5M | $740.1M | $350.6M |
| Total assets | $5.36B | $4.17B | $3.70B | $3.62B | $3.80B | $3.37B |
| Total liabilities | $3.04B | $2.23B | $1.92B | $1.89B | $2.17B | $1.88B |
| Equity | $2.03B | $1.71B | $1.58B | $1.54B | $1.32B | $1.23B |
| EPS (diluted) | $14.05 | $9.08 | $6.37 | $11.61 | $17.08 | $8.22 |
| Shares out. | 42.1M | 41.6M | 40.1M | 41.0M | 43.3M | 42.6M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- —
- Net margin
- 15.3%
- Return on equity
- 29.1%
- Return on assets
- 11.0%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 56.7%
- Debt / equity
- 1.50×
- Book value / share
- $48.22
- Revenue growth (YoY)
- 29.5%
- Net income growth (YoY)
- 56.5%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −12.4%clean
- Piotroski F-Score
- 5/8mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 4 good- Strong return on equity (>15%)
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Vanguard Capital Management LlcPassive (13G)Apr 29, 2026
- Vanguard Group IncPassive (13G)Mar 26, 2026
- Wellington Management Group LlpPassive (13G)Feb 10, 2026
- Hyman Edward SActivist (13D)Feb 12, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Williamson Sarah KDirector | Mar 6, 2026 | Buy | 2,000 | $290.43 |
| Weinberg John SOfficer — CEO/Chairman | Feb 19, 2026 | Grant | 31,528 | $0.00 |
| Pensa PaulOfficer — Contr, Prin. Acct.Officer | Feb 19, 2026 | Grant | 1,867 | $0.00 |
| Lindsey-Clark MatthewOfficer — Co-Head EMEA IB | Feb 19, 2026 | Grant | 7,638 | $0.00 |
| Lalonde Timothy GilbertOfficer — Chief Financial Officer | Feb 19, 2026 | Grant | 12,465 | $0.00 |
| Klurfeld JasonOfficer — General Counsel | Feb 19, 2026 | Grant | 8,799 | $0.00 |
| Altman Roger COfficer — Founder and Senior Chairman | Feb 19, 2026 | Grant | 30,062 | $0.00 |
| Klurfeld JasonOfficer — General Counsel | Feb 13, 2026 | Tax withholding | 374 | $328.56 |
| Altman Roger COfficer — Founder and Senior Chairman | Feb 4, 2026 | Tax withholding | 13,554 | $346.23 |
| Klurfeld JasonOfficer — General Counsel | Feb 4, 2026 | Tax withholding | 5,319 | $346.23 |
| Pensa PaulOfficer — Contr, Prin. Acct.Officer | Feb 4, 2026 | Tax withholding | 1,255 | $346.23 |
| Lindsey-Clark MatthewOfficer — Co-Head EMEA IB | Feb 4, 2026 | Tax withholding | 3,578 | $346.23 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 1.1M | 2.0 | +1.9% |
| Apr 30, 2026 | 1.1M | 1.6 | +17.7% |
| Apr 15, 2026 | 903,040 | 1.6 | +36.8% |
| Mar 31, 2026 | 659,951 | 1.0 | +7.4% |
| Mar 13, 2026 | 614,460 | 1.0 | -16.6% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Results of operationsApr 29, 2026
- Director / officer changeFeb 4, 2026
- Results of operationsFeb 4, 2026
- Results of operationsOct 29, 2025
- Results of operationsJul 30, 2025
- Unregistered equity sale · Regulation FD disclosureJul 30, 2025
- Entered a material agreement · New financial obligationJul 11, 2025
- Shareholder voteJun 13, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Event-driven situations (1)
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