Welcome to our dedicated page for Evercore SEC filings (Ticker: EVR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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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.
Evercore Inc. reported that officer Paul Pensa, its Controller and Principal Accounting Officer, acquired an equity award of 1,867 shares of Class A common stock on a grant basis. The filing shows these are Restricted Stock Units that vest in four equal annual installments beginning on February 4, 2027.
After this grant, Pensa directly owns 6,889 shares of Evercore Class A common stock. The award was recorded at a price of $0.00 per share, reflecting that this is a compensation grant rather than an open-market purchase.
Lindsey-Clark Matthew reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. Co-Head of EMEA Investment Banking Matthew Lindsey-Clark received a grant of 7,638 shares of Class A common stock in the form of restricted stock units. These units vest in four equal annual installments beginning on February 4, 2027, meaning the shares are delivered over time as long-term compensation.
After this award, Lindsey-Clark directly holds a total of 27,847 Evercore Class A shares. Because the grant price is listed as $0.00 per share, this reflects an equity incentive award rather than an open-market purchase.
LaLonde Timothy Gilbert reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc.'s Chief Financial Officer, Timothy Gilbert LaLonde, received an equity award of 12,465 shares of Class A common stock on February 19, 2026. The award represents restricted stock units that will vest in four equal annual installments beginning on February 4, 2027. After this grant, he directly owns 42,608 shares.
Klurfeld Jason reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. reported that its General Counsel, Jason Klurfeld, received an equity award tied to its Class A common stock. On the reported date, he was granted 8,799 restricted stock units (RSUs) at a price of $0.00 per share, reflecting non-cash compensation. These RSUs vest in four equal annual installments beginning on February 4, 2027, so the value will be realized over time as they vest. Following this grant, Klurfeld’s direct ownership increased to 57,793 shares of Evercore Class A common stock.
Altman Roger C reported acquisition or exercise transactions in this Form 4 filing.
Evercore Inc. director and Founder and Senior Chairman Roger C. Altman reported an equity award of 30,062 shares of Class A common stock on February 19, 2026, recorded at no purchase price. A footnote explains these are restricted stock units that vest in four equal annual installments beginning on February 4, 2027. Following this grant, Altman’s directly held share balance is 84,152 shares.