Evercore Inc. filings document the regulatory record for a Delaware operating company with Class A common stock listed on the New York Stock Exchange under EVR. Current reports furnish operating and financial results, dividend-related announcements, material-event disclosures, governance changes and capital-structure matters for the firm’s advisory, equities and investment management businesses.
Proxy materials describe board composition, committee assignments, director compensation and annual-meeting governance matters. Other disclosures address material agreements, securities registered under Section 12(b), Inline XBRL exhibits and the formal presentation of segment results for Investment Banking & Equities and Investment Management.
Evercore Inc. reported a very strong quarter, with total revenues rising to $1.40 billion for the three months ended March 31, 2026 from $699.0 million a year earlier. Growth was driven mainly by Investment Banking & Equities advisory fees, which more than doubled to $1,244.7 million, while underwriting, commissions and wealth management fees also increased.
Net income climbed to $322.7 million from $153.8 million, and diluted earnings per share rose to $7.20 from $3.48, reflecting strong operating leverage despite higher compensation expense of $904.1 million. The company used significant cash for share repurchases, buying 1,929,641 Class A shares for $621.3 million, repaid $48.0 million of notes, and paid a quarterly dividend of $0.84 per share, while its board later declared a higher dividend of $0.89 per share.
Evercore Inc. submitted a Form 144 notice indicating 20,000 shares of Class A Common Stock are to be sold by an affiliate. The filing lists an aggregate amount of $6,325,986.04 and records 39,605,448 shares outstanding as of 05/04/2026. The shares were issued on 11/06/2025 upon conversion of limited partnership units and were granted under an issuer equity compensation plan.
Evercore Inc ownership reported: 1,989,795 shares of Common Stock were beneficially owned by Vanguard Capital Management, representing 5.02% of the class. The filer reports sole dispositive power over 1,989,795 shares and sole voting power over 294,846 shares. The filing is signed by Ashley Grim on 04/29/2026.
Evercore has called a virtual 2026 annual meeting for June 10, 2026, where shareholders will vote on electing 11 directors, an advisory say-on-pay proposal, ratifying Deloitte & Touche as auditor, and approving an amended stock incentive plan.
The company highlights a record 2025, with U.S. GAAP net revenues of $3.86 billion and adjusted net revenues of $3.88 billion, net income of $591.9 million and adjusted net income of $646.3 million. EPS reached $14.05 on a GAAP basis and $14.56 on an adjusted basis, with operating margins of 20.5% GAAP and 21.6% adjusted. Evercore returned $812.4 million to shareholders through dividends and repurchases and proposes adding 5,000,000 shares to its 2016 Stock Incentive Plan to support equity-based compensation and talent retention.
Evercore Inc. reported record first quarter 2026 results with net revenues of $1.39 billion under U.S. GAAP, up 100% from the prior year. Adjusted net revenues were $1.40 billion, also doubling year-over-year, driven mainly by a 123% increase in advisory fees to $1.24 billion as large transactions closed.
U.S. GAAP net income attributable to Evercore Inc. rose to $301.2 million, with diluted EPS of $7.20 versus $3.48 a year earlier. Adjusted net income attributable to Evercore Inc. was $334.7 million, or $7.53 per diluted share. Operating margin improved to 23.8% on a GAAP basis and 25.3% on an adjusted basis, reflecting strong operating leverage.
The firm’s first quarter effective tax rate was 2.7% on a GAAP basis and 3.0% on an adjusted basis, helped by $88.5 million and $94.0 million of tax benefits linked to appreciation of share-based awards. The Board increased the quarterly dividend 6% to $0.89 per share, and Evercore returned $673.3 million to shareholders through dividends and repurchases of 1.9 million shares at an average price of $322.00 during the quarter.
Evercore Inc reported a Schedule 13G/A amendment showing 0% ownership by The Vanguard Group as of 03/13/2026. The filing states The Vanguard Group has 0 shares and discloses an internal realignment on 01/12/2026 that caused certain subsidiaries to report separately under SEC Release No. 34-39538, with Vanguard stating it no longer has beneficial ownership over those subsidiary-held securities.
The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Evercore Inc. director Christine A. Varney filed an initial ownership report on Form 3. The filing shows she directly holds 157 shares of Evercore’s Class A common stock. This is a baseline disclosure of her equity position as a newly reported insider, not a buy or sell transaction.
Evercore Inc. director Sarah K. Williamson bought 2,000 shares of Class A common stock in an open-market purchase. The shares were acquired at a weighted average price of about $290.43 per share, with individual trade prices ranging from approximately $290.07 to $290.46. Following this transaction, she directly holds 13,345 Evercore Class A shares.
WEINBERG JOHN S reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. reported that CEO and Chairman John S. Weinberg received an award of 31,528 shares of Class A common stock in the form of restricted stock units. These RSUs vest in four equal annual installments beginning on February 4, 2027. Following this grant, Weinberg directly owns 636,890 Evercore Class A shares. This is a compensation-related equity award rather than an open-market purchase.