Evercore Inc. Class A (EVR)

FINANCE: CORPORATE FINANCE
SIC: INVESTMENT ADVICE

55 EAST 52ND STREET NEW YORK, NY 10055

Evercore Inc. operates as an investment banking company. The Company provides advisory services to multinational corporations on mergers, acquisitions, divestiture, restructuring, and other corporate transactions. Evercore also offers investment management, independent fiduciary, and trustee services to institutional investors, financial sponsors, and individuals worldwide.

Data as of 2021-04-17 09:53:35 -0400
Market Cap5.768 Billion Shares Outstanding42.023 Million Avg 30-day Volume558.733 Thousand
P/E Ratio16.45211 Dividend Yield1.276 EPS8.22
Price/Sales2.42 Debt to Equity2.74 EBITDA614.283 Million
Price to Book Value4.49 Forward PE12.86 Enterprise Value5.909 Billion
Total Cash Current Debt1.064 Billion Gross Profit2.285 Billion
BETA1.28697 52-week High/Low144.13 / 43.08 Next Earnings Date2021-04-21 Price to Cash FLow (P/CF) 20.4579
Data provided by IEX Cloud
View SEC Filings from EVR instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 3 3 0.0% 1 (0.06%) 2 (0.12%) -50.0%
Funds Holding: 343 295 16.27% 88 (5.29%) 88 (5.48%) 0.0%
13F shares: 35.792 Million 35.956 Million -0.46% 10.753 Million 11.531 Million -6.75%
% Ownership 88.0885 88.4931 -0.46% 26.4656 28.38 -6.75%
New Positions: 82 42 95.24% 18 18 0.0%
Increased Positions 110 94 17.02% 31 29 6.9%
Closed Positions 31 43 -27.91% 17 21 -19.05%
Reduced Positions 111 113 -1.77% 32 32 0.0%
Total Calls 113.366 Thousand 62.556 Thousand 81.22% 50.9 Thousand 25.3 Thousand 101.19%
Total Puts 92.506 Thousand 42.603 Thousand 117.13% 67.1 Thousand 13.4 Thousand 400.75%
PUT/CALL Ratio 0.82 0.68 20.59% 1.32 0.53 149.06%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding EVR (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding EVR BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

150 Thousand total shares from 1 transactions

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

SCHLOSSTEIN RALPH CO-CEO/CO-CHAIRMAN

  • Officer
  • Director
555,276 2021-03-01 3

WEINBERG JOHN S CO-CEO/CO-CHAIRMAN

  • Officer
  • Director
698,754 2021-03-01 3

PENSA PAUL CONTR., PRINCIPAL ACCT.OFFICER

  • Officer
7,437 2021-02-17 3

WALSH ROBERT B PRINCIPAL FINANCIAL OFFICER

  • Officer
96,461 2021-02-17 4

ALTMAN ROGER C FOUNDER AND SENIOR CHAIRMAN

  • Officer
  • Director
157,462 2021-02-17 3

HYMAN EDWARD S VICE CHAIR EVR & CHAIRMAN EISI

  • Officer
48,319 2021-02-17 2

KLURFELD JASON GENERAL COUNSEL

  • Officer
22,895 2021-02-17 4

FUTTER ELLEN V

  • Director
2,885 2020-10-22 2

HARRIS GAIL BLOCK

  • Director
40,201 2020-06-16 1

BEATTIE RICHARD I

  • Director
27,431 2020-06-16 1

MILLARD ROBERT B

  • Director
47,965 2020-06-16 1

OVERLOCK WILARD J JR

  • Director
8,256 2020-06-16 1

WHEELER WILLIAM J

  • Director
8,215 2020-06-16 1

ROBERTSON SIR SIMON

  • Director
5,288 2020-06-16 1

WILLIAMSON SARAH K

  • Director
3,866 2020-06-16 1

WILSON KENDRICK R III

  • Director
3,070 2020-06-16 1

CARLTON PAMELA G

  • Director
2,117 2020-06-16 1

SIBBALD ANDREW CEO EVR PARTNERS INTERNATIONAL

  • Officer
96,881 2019-12-31 0

ARELLANO OSTOA AUGUSTO CEO OF EVR MEXICO

  • Officer
17,046 2019-02-12 0

FRANKEL ADAM B GENERAL COUNSEL

  • Officer
No longer subject to file 2017-12-31 0

DE SAINT PHALLE FRANCOIS

  • Director
63,090 2016-06-15 0

HESSLER CURTIS A

  • Director
18,090 2016-06-15 0

ASPE PEDRO CEO OF EVR MEXICO

  • Officer
340,764 2015-12-11 0

PRITZKER ANTHONY N

  • Director
121,796 2013-06-19 0

MESTRE EDUARDO G VICE CHAIRMAN

  • Officer
194,804 2012-02-13 0

TAYLOR BERNARD J CO-VICE CHAIRMAN

  • Officer
925,578 2011-12-09 0

PRITZKER ANTHONY N

NEW WORLD OPPORTUNITY PARTNERS II, LLC

  • Director
116,447 2010-03-09 0

HILTZ WILLIAM SENIOR MANAGING DIRECTOR

  • Officer
88,098 2009-09-11 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

WEINBERG JOHN S - Director - Officer CO-CEO/CO-CHAIRMAN

2021-03-03 17:16:59 -0500 2021-03-01 F 61,703 $124.61 d 698,753 direct 2.1067 12.217 13.8343 18.114 8 0.0 1

SCHLOSSTEIN RALPH - Director - Officer CO-CEO/CO-CHAIRMAN

2021-03-03 17:17:37 -0500 2021-03-01 S 150,000 $125.40 d 455,275 direct 2.1067 12.217 13.8343 18.114 8 0.0 1

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
EVERCORE INC - A EVR 2021-04-19 16:15:03 UTC -0.19 0.25 1600000
EVERCORE INC - A EVR 2021-04-19 15:45:03 UTC -0.19 0.25 1600000
EVERCORE INC - A EVR 2021-04-19 15:15:03 UTC -0.19 0.25 1600000
EVERCORE INC - A EVR 2021-04-19 14:45:03 UTC -0.19 0.25 1600000
EVERCORE INC - A EVR 2021-04-19 14:15:03 UTC -0.19 0.25 1600000
EVERCORE INC - A EVR 2021-04-19 13:45:02 UTC -0.19 0.25 1600000
EVERCORE INC - A EVR 2021-04-19 13:15:02 UTC -0.19 0.25 1600000
EVERCORE INC - A EVR 2021-04-19 12:45:03 UTC -0.19 0.25 1600000
EVERCORE INC - A EVR 2021-04-16 22:15:03 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 21:45:03 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 21:15:02 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 20:45:03 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 20:15:04 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 19:45:03 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 19:15:03 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 18:45:03 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 18:15:03 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 17:45:03 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 17:15:03 UTC -0.19 0.25 2000000
EVERCORE INC - A EVR 2021-04-16 16:45:02 UTC -0.19 0.25 2000000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
AGF Investments Trust- AGFIQ U.S. Market Neutral Value Fund EVR -48.0 shares, $-3142.08 2020-09-30 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund EVR -200.0 shares, $-21928.0 2020-12-31 N-PORT

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