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Evercore Inc. reported net revenues of 998,497 (thousands of dollars) for the quarter ended June 30, 2026, up from 833,830 (thousands) a year earlier, driven by higher advisory fees and a sharp increase in underwriting revenues. Quarterly net income attributable to Evercore Inc. common shareholders was 95,277 (thousands), slightly below 97,201 (thousands) in 2025, with diluted EPS of $2.32.
For the first half of 2026, net revenues rose to 2,381,777 (thousands) from 1,528,659 (thousands), and net income attributable to Evercore Inc. reached 396,512 (thousands) versus 243,385 (thousands), with diluted EPS of $9.56. Employee compensation, technology and travel costs all increased, and results included 21,315 (thousands) of special charges tied to business realignment and acquisition-related items.
Total assets were 4,700,795 (thousands) and equity 2,178,303 (thousands) at June 30, 2026, after a reduction in investment securities and repayment of the 48,000 (thousands) Series C senior notes. Operating cash flow improved to 299,655 (thousands), while financing cash outflows reflected 733,911 (thousands) of treasury stock purchases and an ongoing quarterly dividend of $0.89 per Class A share. The Robey Warshaw acquisition added deferred and contingent consideration obligations, and new accounting guidance on credit losses (ASU 2025-05) was adopted without a material impact.
Vanguard Portfolio Management, together with certain affiliates, reports beneficial ownership of 1,960,312 shares of Evercore Inc common stock, representing 5.06% of the class as of June 30, 2026. The position reflects securities held by Vanguard funds and other client accounts over which these entities exercise authority.
Vanguard has sole voting power over 4,162 shares and sole dispositive power over 1,960,312 shares, with no shared voting or dispositive power. Vanguard Portfolio Management and related investment companies and managed accounts have the right to receive dividends and sale proceeds from these securities, but no single other person has an interest in more than 5% of the class through this holding.
Evercore Inc. reported record second-quarter and first-half 2026 net revenues, with U.S. GAAP net revenues of $990.2 million for Q2, up 19% year-over-year, and $2,381.8 million year-to-date, up 56%. Growth reflected higher advisory and underwriting activity, increased trading commissions, Wealth Management fees and stronger investment fund performance.
Net income attributable to Evercore for Q2 was $95.3 million, with diluted EPS of $2.32, while adjusted diluted EPS was $2.91. First-half net income reached $396.5 million and diluted EPS $9.56. The compensation ratio improved modestly to 64.8% in Q2, but non-compensation costs rose 34%, and special charges of $21.3 million reflected an estimated loss provision for non-U.S. employment taxes.
The company declared a quarterly dividend of $0.89 per share and returned $822.9 million to shareholders in the first six months of 2026 through dividends and 2.3 million share repurchases at an average price of $324.60. Cash and cash equivalents were $1.3 billion, investment securities $1.1 billion, and current assets exceeded current liabilities by $1.9 billion as of June 30, 2026.
Evercore Inc. Chief Financial Officer Timothy Gilbert LaLonde sold 7,808 shares of Class A common stock in an open-market transaction. The shares were sold on June 11, 2026 at a weighted average price of about $343.06 per share, with individual sale prices ranging from approximately $340.88 to $344.56 per share. Following this sale, he holds 34,800 shares of Evercore Class A common stock directly.
Williamson Sarah K reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Sarah K. Williamson received an equity award in the form of 727 shares of Class A common stock, granted at no cash cost to her. These shares are structured as restricted stock units that are scheduled to be delivered on June 10, 2027, subject to accelerated vesting in certain circumstances. Following this compensation-related grant, her direct holdings increased to 14,072 shares of Evercore Class A common stock.
WHEELER WILLIAM J reported acquisition or exercise transactions in this Form 4 filing.
Evercore director William J. Wheeler reported receiving an award of 364 shares of Class A common stock in the form of restricted stock units at $0.00 per share. These units are scheduled to be delivered on June 10, 2027, with potential accelerated vesting in certain circumstances. Following this grant, Wheeler directly holds 12,642 Class A shares.
Evercore Inc. director Christine A. Varney reported an equity compensation grant on Form 4. She acquired 727 shares of Class A common stock at a stated price of $0.00 per share as a grant or award, increasing her directly held position to 884 shares after the transaction.
According to the footnote, these are restricted stock units that are scheduled to be delivered on June 10, 2027, with the possibility of accelerated vesting in certain circumstances. This reflects routine, compensation-related equity rather than an open-market purchase.
Robertson Sir Simon reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Sir Simon Robertson reported a compensation-related equity award. On June 10, 2026, he received 364 shares of Evercore Class A common stock at a price of $0.00 per share, classified as a grant or award rather than an open-market purchase.
These shares are in the form of restricted stock units that are scheduled to be delivered on June 10, 2027, with provisions for accelerated vesting in certain circumstances. Following this award, Robertson directly holds 9,715 shares of Evercore Class A common stock.
OVERLOCK WILARD J JR reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Willard J. Overlock Jr. received an equity compensation grant of 727 restricted stock units representing shares of Class A common stock. The units were awarded at no cash cost and are scheduled to be delivered on June 10, 2027, with potential accelerated vesting in certain circumstances. Following this grant, Overlock directly holds 15,279 shares of Evercore Class A common stock. This reflects routine stock-based compensation rather than an open-market share purchase or sale.
MILLARD ROBERT B reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director Robert B. Millard received an equity award of 815 shares of Class A common stock in the form of restricted stock units at no cost. These units are scheduled to be delivered on June 10, 2027, and his direct holdings after the award total 53,497 shares.