# Evercore Inc.: overview

EVR · NYSE · CIK 1360901 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/evr.md) · [Financials](/companies/evr/financials.md) · [Filings](/companies/evr/filings.md) · [Insiders](/companies/evr/insiders.md)

Latest reported revenue: [$998.5m](/filings/0001628280-26-053320.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 5, 2026 (XBRL us-gaap:Revenues, accession 0001628280-26-053320).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [738](/filings/0001360901-25-000025.md) | [980 d](/filings/0001628280-26-010273.md) | [699](/filings/0001628280-26-031242.md) | [838](/filings/0001628280-26-053320.md) | [1,046](/filings/0001360901-25-000025.md) | [1,297 d](/filings/0001628280-26-010273.md) | [1,400](/filings/0001628280-26-031242.md) | [998](/filings/0001628280-26-053320.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [10.6%](/filings/0001360901-25-000025.md) | [14.3% d](/filings/0001628280-26-010273.md) | [20.9%](/filings/0001628280-26-031242.md) | [11.6%](/filings/0001628280-26-053320.md) | [13.8%](/filings/0001360901-25-000025.md) | [15.7% d](/filings/0001628280-26-010273.md) | [21.5%](/filings/0001628280-26-031242.md) | [9.5%](/filings/0001628280-26-053320.md) |
| Diluted EPS | $ per share | [1.86](/filings/0001360901-25-000025.md) | not reported | [3.48](/filings/0001628280-26-031242.md) | [2.36](/filings/0001628280-26-053320.md) | [3.41](/filings/0001360901-25-000025.md) | not reported | [7.20](/filings/0001628280-26-031242.md) | [2.32](/filings/0001628280-26-053320.md) |
| Free cash flow | $m | [227 d](/filings/0001360901-25-000025.md) | [673 d](/filings/0001628280-26-010273.md) | [(569)](/filings/0001628280-26-031242.md) | [412 d](/filings/0001628280-26-053320.md) | [541 d](/filings/0001360901-25-000025.md) | [799 d](/filings/0001628280-26-010273.md) | [(229)](/filings/0001628280-26-031242.md) | [515 d](/filings/0001628280-26-053320.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [3,307](/filings/0001360901-24-000007.md) | [2,779](/filings/0001360901-25-000005.md) | [2,443](/filings/0001628280-26-010273.md) | [2,996](/filings/0001628280-26-010273.md) | [3,880](/filings/0001628280-26-010273.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [22.4%](/filings/0001360901-24-000007.md) | [17.1%](/filings/0001360901-25-000005.md) | [10.5%](/filings/0001628280-26-010273.md) | [12.6%](/filings/0001628280-26-010273.md) | [15.3%](/filings/0001628280-26-010273.md) |
| Diluted EPS | $ per share | [17.08](/filings/0001360901-24-000007.md) | [11.61](/filings/0001360901-25-000005.md) | [6.37](/filings/0001628280-26-010273.md) | [9.08](/filings/0001628280-26-010273.md) | [14.05](/filings/0001628280-26-010273.md) |
| Free cash flow | $m | [1,357](/filings/0001360901-24-000007.md) | [508](/filings/0001360901-25-000005.md) | [438](/filings/0001628280-26-010273.md) | [958](/filings/0001628280-26-010273.md) | [1,182](/filings/0001628280-26-010273.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/evr/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.27bn | 3,715,623 |  | Added +66,765 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $667.9m | 1,956,150 |  | Reduced −17,994 |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $584.2m | 1,710,982 |  | Added +394,130 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $573.7m | 1,680,210 |  | Reduced −14,739 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $547.2m | 1,602,673 |  | Added +177,987 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $411.8m | 1,206,119 |  | Added +27,095 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $386.7m | 1,132,481 |  | Reduced −537,181 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $375.1m | 1,098,427 |  | Added +55,089 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $274.2m | 803,015 |  | Reduced −114,786 |
| [MILLENNIUM MANAGEMENT LLC](/funds/1273087.md) | 2026-06-30 | $217.7m | 637,464 |  | Added +568,306 |

## Recent filings

[All 1,385 filings](/companies/evr/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-28 | 06:45 ET | [8-K](/filings/0001628280-26-067716.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-067716 |
| 2026-10-21 | 16:30 ET | [8-K](/filings/0001193125-26-427894.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001193125-26-427894 |
| 2026-08-05 | 16:07 ET | [10-Q](/filings/0001628280-26-053320.md) | Quarterly report, period 2026-06-30 | 0001628280-26-053320 |
| 2026-07-29 | 06:45 ET | [8-K](/filings/0001628280-26-050373.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-050373 |
| 2026-06-12 | 17:00 ET | [8-K](/filings/0001193125-26-269645.md) | 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001193125-26-269645 |
| 2026-05-06 | 16:07 ET | [10-Q](/filings/0001628280-26-031242.md) | Quarterly report, period 2026-03-31 | 0001628280-26-031242 |
| 2026-04-29 | 16:30 ET | [DEF 14A](/filings/0001193125-26-191911.md) | Proxy statement, period 2026-06-10 | 0001193125-26-191911 |
| 2026-04-29 | 06:45 ET | [8-K](/filings/0001628280-26-028098.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-028098 |
| 2026-02-20 | 16:51 ET | [10-K](/filings/0001628280-26-010273.md) | Annual report, period 2025-12-31 | 0001628280-26-010273 |
| 2026-02-04 | 17:00 ET | [8-K](/filings/0001193125-26-037798.md) | 5.02 Departure or appointment of officers or directors | 0001193125-26-037798 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-010273.md), filed Feb 20, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, locked when the 8-K was accepted. It is scored when the 10-Q or 10-K is ingested. [See the target](/leagues/2026q3/targets/fcfd5999-fa6b-4ea5-ab1c-1a2e07a914ed)

## About the filer

- CIK: 1360901
- Tickers: EVR
- Exchange: NYSE
- SIC code: 6282 Investment Advice
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 28, 2026, 06:46 ET. No prices; not investment advice.