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.
This Evercore Inc. (NYSE: EVR) filings page provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Evercore is a Delaware-incorporated global independent investment banking advisory firm whose Class A common stock is listed on the New York Stock Exchange under the symbol EVR. Its SEC filings offer detail on financial results, capital structure decisions and significant corporate transactions.
Among the key documents available are Form 8-K current reports. Evercore uses 8-K filings to furnish press releases announcing quarterly financial results, as reflected in filings that reference results for specific quarters. Other 8-Ks describe material definitive agreements and corporate actions, such as a note purchase agreement for the private placement of senior notes that includes covenants on leverage and consolidated tangible net worth, and an agreement by a subsidiary, Evercore LP, to acquire Robey Warshaw, an independent advisory firm headquartered in the United Kingdom, with consideration involving cash and shares of Evercore’s Class A common stock.
Filings also confirm Evercore’s securities registration details, including its incorporation in Delaware and the listing of its Class A common stock on the New York Stock Exchange. Through this page, users can review the text of Evercore’s 8-Ks and related exhibits, such as forms of senior notes and note purchase agreements, as they are made available via EDGAR.
Stock Titan enhances these filings with AI-powered summaries that explain the significance of each document in clear language. Users can quickly understand the context of quarterly results announcements, capital-raising transactions, acquisitions and other reported events, while still having the option to read the full original filings for complete detail.
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.
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.