Last 7 days
-3.7%
Last 30 days
5.8%
Last 90 days
18.3%
Trailing 12 Months
57.2%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-08-21 | HYMAN EDWARD S | gifted | - | - | -75,296 | vice chair evr & chairman eisi |
2023-08-15 | HYMAN EDWARD S | gifted | - | - | -7,453 | vice chair evr & chairman eisi |
2023-08-14 | Carlton Pamela G | sold | -80,920 | 136 | -592 | - |
2023-06-15 | Williamson Sarah K | acquired | - | - | 2,137 | - |
2023-06-15 | Robertson Sir Simon | acquired | - | - | 1,069 | - |
2023-06-15 | WHEELER WILLIAM J | acquired | - | - | 1,069 | - |
2023-06-15 | FUTTER ELLEN V | acquired | - | - | 1,069 | - |
2023-06-15 | OVERLOCK WILARD J JR | acquired | - | - | 2,137 | - |
2023-06-15 | Carlton Pamela G | acquired | - | - | 1,069 | - |
2023-06-15 | Harris Gail Block | acquired | - | - | 1,069 | - |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-12 | Farther Finance Advisors, LLC | unchanged | - | 846 | 12,730 | -% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | unchanged | - | 41.00 | 618 | -% |
2023-08-24 | Alberta Investment Management Corp | new | - | 1,064,480 | 1,064,480 | 0.01% |
2023-08-22 | VIRGINIA RETIREMENT SYSTEMS ET AL | sold off | -100 | -380,754 | - | -% |
2023-08-21 | OSAIC HOLDINGS, INC. | added | 1.17 | 193,376 | 2,504,500 | -% |
2023-08-21 | CCM INVESTMENT ADVISERS LLC | added | 0.08 | 722,245 | 10,748,500 | 1.44% |
2023-08-21 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -3.94 | 154,980 | 5,509,770 | 0.01% |
2023-08-21 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | added | 10.24 | 121,000 | 787,000 | 0.01% |
2023-08-21 | BOKF, NA | new | - | 508,696 | 508,696 | 0.01% |
2023-08-18 | Legato Capital Management LLC | added | 37.85 | 809,075 | 2,506,780 | 0.34% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Jul 10, 2023 | vanguard group inc | 10.80% | 4,140,950 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 9.69% | 3,764,858 | SC 13G/A | |
Jan 25, 2023 | blackrock inc. | 8.9% | 3,453,083 | SC 13G | |
Mar 09, 2022 | vanguard group inc | 10.09% | 3,874,144 | SC 13G/A | |
Feb 25, 2022 | hyman edward s | 5.20% | 2,105,693 | SC 13D | |
Feb 03, 2022 | blackrock inc. | 8.8% | 3,434,997 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 8.47% | 3,442,432 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 9.7% | 3,960,319 | SC 13G/A | |
Feb 12, 2020 | vanguard group inc | 8.98% | 3,511,975 | SC 13G/A | |
Feb 04, 2020 | blackrock inc. | 10.3% | 4,022,947 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Aug 22, 2023 | 4 | Insider Trading | |
Aug 17, 2023 | 4 | Insider Trading | |
Aug 16, 2023 | 4 | Insider Trading | |
Aug 14, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 03, 2023 | 10-Q | Quarterly Report | |
Jul 26, 2023 | 8-K | Current Report | |
Jul 10, 2023 | SC 13G/A | Major Ownership Report | |
Jun 20, 2023 | 8-K | Current Report | |
Jun 16, 2023 | 4 | Insider Trading | |
Jun 16, 2023 | 4 | Insider Trading |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
AMP | - | 15.0B | 2.61% | 25.47% | - | - | 9.38% | -23.22% |
BX | 79.3B | 7.0B | 13.10% | 27.57% | 63.58 | 11.4 | -60.78% | -68.72% |
KKR | 52.7B | 11.1B | 3.96% | 33.87% | 42.89 | 4.73 | 13.00% | 26.39% |
BEN | 12.6B | 7.8B | -0.79% | 5.16% | 15.32 | 1.61 | -8.39% | -52.46% |
MID-CAP | ||||||||
AMG | 4.8B | 2.1B | 2.32% | 10.47% | 4.16 | 2.23 | -13.32% | 104.61% |
AMK | 1.9B | 678.6M | -6.27% | 33.16% | 18.33 | 2.86 | 16.44% | 46.62% |
IVZ | 7.8B | 5.8B | -2.14% | -7.57% | 11.43 | 1.29 | -13.83% | -40.28% |
HLI | 6.8B | 1.8B | 7.09% | 34.49% | 27.96 | 3.79 | 48.44% | -13.75% |
EVR | 5.3B | 2.5B | 5.78% | 57.20% | 15.36 | 2.11 | -24.58% | -51.56% |
JHG | 4.4B | 2.0B | 1.72% | 19.03% | 11.85 | 2.17 | -20.30% | -29.01% |
LAZ | 2.8B | 2.7B | -0.88% | -10.10% | 1.4K | 1.04 | -13.59% | -99.63% |
SMALL-CAP | ||||||||
DHIL | 483.3M | 140.6M | -3.51% | 0.74% | 9.86 | 3.44 | -21.64% | -14.24% |
VALU | 461.6M | 39.5M | -13.83% | -15.61% | 25.55 | 11.63 | -2.01% | -17.48% |
SCU | 293.6M | 391.0M | -0.60% | 29.41% | -18.4 | 0.75 | -32.74% | -176.48% |
13.3%
17.2%
8.5%
31.1%
82.7%
56.1%
40.8%
Y-axis is the maximum loss one would have experienced if Evercore was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | -5.0% | 2,497 | 2,628 | 2,779 | 3,063 | 3,310 | 3,367 | 3,307 | 3,119 | 2,699 | 2,519 | 2,285 | 2,019 | 2,020 | 2,042 | 2,029 | 2,138 | 2,116 | 2,034 | 2,082 | 1,852 | 1,879 |
Operating Expenses | -2.1% | 1,975 | 2,018 | 2,066 | 2,104 | 2,236 | 2,232 | 2,187 | 2,128 | 1,888 | 1,828 | 1,737 | 1,640 | 1,633 | 1,617 | 1,571 | 1,589 | 1,564 | 1,503 | 1,523 | 1,357 | 1,370 |
EBITDA | -100.0% | - | 644 | 749 | 998 | 1,115 | 1,177 | 1,162 | 1,034 | 852 | 735 | 592 | 426 | 435 | 474 | 505 | 589 | 590 | 568 | 596 | 531 | 544 |
EBITDA Margin | -100.0% | - | 0.25* | 0.27* | 0.33* | 0.34* | 0.35* | 0.35* | 0.33* | 0.32* | 0.29* | 0.26* | 0.21* | 0.22* | 0.23* | 0.25* | 0.28* | 0.28* | 0.28* | 0.29* | 0.29* | 0.29* |
Interest Expenses | -0.5% | 17.00 | 17.00 | 17.00 | 17.00 | 17.00 | 17.00 | 18.00 | 18.00 | 19.00 | 20.00 | 21.00 | 23.00 | 23.00 | 22.00 | 20.00 | 18.00 | 17.00 | 18.00 | 18.00 | 19.00 | 20.00 |
Earnings Before Taxes | -14.9% | 511 | 601 | 704 | 953 | 1,069 | 1,131 | 1,117 | 989 | 807 | 686 | 541 | 369 | 375 | 415 | 449 | 541 | 545 | 523 | 551 | 486 | 498 |
EBT Margin | -100.0% | - | 0.23* | 0.25* | 0.31* | 0.32* | 0.34* | 0.34* | 0.32* | 0.30* | 0.27* | 0.24* | 0.18* | 0.19* | 0.20* | 0.22* | 0.25* | 0.26* | 0.26* | 0.26* | 0.26* | 0.27* |
Net Income | -14.5% | 343 | 402 | 477 | 632 | 709 | 754 | 740 | 665 | 548 | 464 | 351 | 235 | 236 | 261 | 297 | 356 | 362 | 349 | 377 | 195 | 191 |
Net Income Margin | -100.0% | - | 0.15* | 0.17* | 0.21* | 0.21* | 0.22* | 0.22* | 0.21* | 0.20* | 0.18* | 0.15* | 0.12* | 0.12* | 0.13* | 0.15* | 0.17* | 0.17* | 0.17* | 0.18* | 0.11* | 0.10* |
Free Cashflow | -100.0% | - | 633 | 531 | 1,012 | 1,102 | 1,229 | 1,385 | 1,225 | 974 | 823 | 978 | 697 | 759 | 743 | 505 | 630 | 540 | 478 | 850 | 501 | 535 |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 10.9% | 3,051 | 2,750 | 3,621 | 3,151 | 3,011 | 2,938 | 3,803 | 3,272 | 2,947 | 2,726 | 3,371 | 2,645 | 2,500 | 2,222 | 2,599 | 2,211 | 1,940 | 1,845 | 2,126 | 1,706 | 1,613 |
Current Assets | 9.0% | 1,979 | 1,815 | 2,707 | 2,222 | 2,076 | 1,980 | 2,798 | 2,300 | 1,961 | 1,742 | 2,375 | 1,642 | 1,516 | 1,226 | 1,690 | 1,327 | 1,064 | 988 | 1,482 | 1,087 | 997 |
Cash Equivalents | -10.1% | 521 | 579 | 663 | 473 | 444 | 455 | 587 | 479 | 442 | 411 | 830 | 1,149 | 1,016 | 585 | 644 | 305 | 374 | 338 | 800 | 425 | 404 |
Net PPE | 1.1% | 143 | 142 | 143 | 146 | 147 | 148 | 149 | 151 | 151 | 151 | 149 | 150 | 139 | 132 | 127 | 113 | 104 | 93.00 | 81.00 | 69.00 | 67.00 |
Goodwill | 1.0% | 125 | 124 | 123 | 120 | 123 | 127 | 128 | 128 | 129 | 129 | 129 | 126 | 124 | 124 | 131 | 130 | 132 | 133 | 131 | 133 | 133 |
Liabilities | 22.5% | 1,447 | 1,181 | 1,895 | 1,563 | 1,491 | 1,351 | 2,167 | 1,760 | 1,522 | 1,292 | 1,882 | 1,438 | 1,367 | 1,184 | 1,472 | 1,208 | 965 | 839 | 1,118 | 806 | 762 |
Current Liabilities | 34.6% | 462 | 343 | 1,071 | 749 | 671 | 599 | 1,297 | 934 | 711 | 492 | 1,064 | 618 | 565 | 390 | 669 | 433 | 412 | 298 | 750 | 463 | 429 |
Shareholder's Equity | -10.4% | 1,406 | 1,569 | 1,537 | 1,412 | 1,521 | 1,588 | 1,635 | 1,512 | 1,425 | 1,434 | 1,489 | 1,207 | 1,132 | 1,038 | 1,126 | 1,003 | 975 | 1,006 | 1,008 | 899 | 851 |
Retained Earnings | 0.2% | 1,823 | 1,820 | 1,768 | 1,659 | 1,608 | 1,545 | 1,418 | 1,153 | 1,023 | 914 | 799 | 607 | 591 | 561 | 558 | 480 | 463 | 408 | 365 | 225 | 199 |
Additional Paid-In Capital | 2.7% | 3,012 | 2,932 | 2,862 | 2,809 | 2,746 | 2,680 | 2,459 | 2,437 | 2,384 | 2,322 | 2,266 | 2,217 | 2,167 | 2,112 | 2,017 | 1,968 | 1,917 | 1,890 | 1,818 | 1,765 | 1,722 |
Accumulated Depreciation | 3.7% | 202 | 194 | 187 | 178 | 176 | 172 | 166 | 159 | 153 | 146 | 140 | 137 | 130 | 123 | 117 | 108 | 102 | 96.00 | 89.00 | 84.00 | 79.00 |
Shares Outstanding | -0.8% | 38.00 | 39.00 | - | 39.00 | 40.00 | 39.00 | - | 39.00 | 41.00 | 41.00 | - | 41.00 | 41.00 | 40.00 | - | 40.00 | 41.00 | 40.00 | - | 41.00 | 41.00 |
Minority Interest | 2.9% | 199 | 193 | 190 | 176 | 170 | 178 | 315 | 291 | 274 | 265 | 258 | 236 | 232 | 221 | 257 | 239 | 237 | 238 | 250 | 231 | 227 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | -21.9% | 494 | 633 | 531 | 1,012 | 1,102 | 1,229 | 1,385 | 1,225 | 974 | 823 | 978 | 697 | 759 | 743 | 505 | 630 | 540 | 478 | 850 | 492 | 526 |
Share Based Compensation | 4.4% | 501 | 480 | 467 | 470 | 459 | 446 | 422 | 405 | 393 | 384 | 367 | 353 | 345 | 341 | 360 | 363 | 345 | 323 | 294 | 276 | 272 |
Cashflow From Investing | -29.1% | 178 | 251 | 313 | -79.15 | -102 | -202 | -705 | -1,173 | -955 | -618 | -483 | 462 | 42.00 | -129 | -373 | -377 | -17.93 | -160 | -212 | -171 | -173 |
Cashflow From Financing | 18.3% | -607 | -743 | -735 | -887 | -969 | -974 | -925 | -729 | -610 | -402 | -307 | -319 | -156 | -352 | -290 | -365 | -551 | -384 | -452 | -347 | -372 |
Dividend Payments | -0.1% | 127 | 127 | 127 | 126 | 124 | 123 | 119 | 117 | 114 | 110 | 107 | 104 | 104 | 103 | 97.00 | 94.00 | 91.00 | 88.00 | 77.00 | 73.00 | 64.00 |
Condensed Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Investment Banking & Equities: | ||||
Other Revenue, Including Interest and Investments | $ 24,221 | $ (23,039) | $ 51,067 | $ (24,818) |
Total Revenues | 503,600 | 635,175 | 1,079,914 | 1,362,279 |
Interest Expense | 4,181 | 4,258 | 8,352 | 8,508 |
Net Revenues | 499,419 | 630,917 | 1,071,562 | 1,353,771 |
Expenses | ||||
Employee Compensation and Benefits | 338,374 | 388,971 | 705,246 | 818,706 |
Occupancy and Equipment Rental | 21,521 | 19,608 | 41,900 | 38,785 |
Professional Fees | 27,465 | 27,767 | 51,602 | 51,913 |
Travel and Related Expenses | 17,422 | 14,786 | 32,625 | 22,612 |
Communications and Information Services | 17,836 | 14,384 | 33,571 | 30,412 |
Depreciation and Amortization | 5,952 | 6,597 | 12,525 | 13,707 |
Execution, Clearing and Custody Fees | 2,965 | 2,631 | 5,730 | 5,428 |
Special Charges, Including Business Realignment Costs | 0 | 532 | 2,921 | 532 |
Other Operating Expenses | 10,168 | 9,459 | 20,822 | 16,130 |
Total Expenses | 441,703 | 484,735 | 906,942 | 998,225 |
Income Before Income from Equity Method Investments and Income Taxes | 57,716 | 146,182 | 164,620 | 355,546 |
Income from Equity Method Investments | 1,542 | 2,274 | 3,010 | 4,786 |
Income Before Income Taxes | 59,258 | 148,456 | 167,630 | 360,332 |
Provision for Income Taxes | 17,097 | 38,562 | 33,228 | 73,344 |
Net Income | 42,161 | 109,894 | 134,402 | 286,988 |
Net Income Attributable to Noncontrolling Interest | 4,956 | 14,267 | 13,819 | 33,345 |
Net Income Attributable to Evercore Inc. | 37,205 | 95,627 | 120,583 | 253,643 |
Net Income Attributable to Evercore Inc. Common Shareholders | $ 37,205 | $ 95,627 | $ 120,583 | $ 253,643 |
Weighted Average Shares of Class A Common Stock Outstanding | ||||
Basic (in shares) | 38,211 | 39,834 | 38,360 | 39,507 |
Diluted (in shares) | 39,288 | 41,108 | 39,863 | 41,395 |
Net Income Per Share Attributable to Evercore Inc. Common Shareholders: | ||||
Basic (in dollars per share) | $ 0.97 | $ 2.40 | $ 3.14 | $ 6.42 |
Diluted (in dollars per share) | $ 0.95 | $ 2.33 | $ 3.02 | $ 6.13 |
Investment Banking and Equities [Member] | ||||
Investment Banking & Equities: | ||||
Revenue from Contract with Customer | $ 462,804 | $ 642,246 | $ 996,314 | $ 1,354,014 |
Net Revenues | 482,246 | 615,250 | 1,037,057 | 1,319,551 |
Expenses | ||||
Income Before Income from Equity Method Investments and Income Taxes | 53,902 | 144,178 | 156,712 | 347,907 |
Income from Equity Method Investments | 143 | 164 | 214 | 538 |
Income Before Income Taxes | 54,045 | 144,342 | 156,926 | 348,445 |
Investment Banking and Equities [Member] | Advisory Fees [Member] | ||||
Investment Banking & Equities: | ||||
Revenue from Contract with Customer | 374,556 | 576,245 | 837,118 | 1,200,809 |
Investment Banking and Equities [Member] | Underwriting Fees [Member] | ||||
Investment Banking & Equities: | ||||
Revenue from Contract with Customer | 38,200 | 13,516 | 61,083 | 49,822 |
Investment Banking and Equities [Member] | Commissions and Related Revenue [Member] | ||||
Investment Banking & Equities: | ||||
Revenue from Contract with Customer | 50,048 | 52,485 | 98,113 | 103,383 |
Investment Management [Member] | ||||
Investment Banking & Equities: | ||||
Revenue from Contract with Customer | 16,575 | 15,968 | 32,533 | 33,083 |
Net Revenues | 17,173 | 15,667 | 34,505 | 34,220 |
Expenses | ||||
Income Before Income from Equity Method Investments and Income Taxes | 3,814 | 2,004 | 7,908 | 7,639 |
Income from Equity Method Investments | 1,399 | 2,110 | 2,796 | 4,248 |
Income Before Income Taxes | 5,213 | 4,114 | 10,704 | 11,887 |
Investment Management [Member] | Asset Management [Member] | ||||
Investment Banking & Equities: | ||||
Revenue from Contract with Customer | $ 16,575 | $ 15,968 | $ 32,533 | $ 33,083 |