Evercore Inc. Class A (EVR)

Sector:
FINANCE
Industry:
CORPORATE FINANCE
SIC:
INVESTMENT ADVICE
CEO:
Ralph L. Schlosstein
Employees:
1,700
55 EAST 52ND STREET, 38TH FLOOR, NEW YORK, NY 10055
212-857-3100

Evercore Partners, Inc. is an independent investment banking advisory company. It operates through the Investment Banking and Investment Management segments. The Investment Banking segment includes its Advisory services, through which it provides advice to clients on mergers, acquisitions, divestitures and other strategic corporate transactions, with a particular focus on advising multinational corporations and substantial private equity firms on large, complex transactions. The Investment Management segment focuses on Institutional Asset Management, through which it manages financial assets for sophisticated institutional investors and provides independent fiduciary services to corporate employee benefit plans; Wealth Management, through which it provides wealth management services for high net-worth individuals; and Private Equity, through which it manages private equity funds. The company was founded by Roger C. Altman in 1996 and is headquartered in New York, NY.

Data derived from most recent annual or quarterly report
Market Cap 5.5 Billion Shares Outstanding39.657 Million Avg 30-day Volume 387.537 Thousand
P/E Ratio7.1963 Dividend Yield5.2194 EPS6.56
Price to Revenue0.7462 Debt to Equity0.0 EBITDA1.437 Billion
Price to Book Value0.0 Operating Margin0.0 Enterprise Value1.881 Billion
Current Ratio EPS Growth-0.212 Quick Ratio
1 Yr BETA 1.2057 52-week High/Low 163.88 / 90.55 Profit Margin12.4699
Operating Cash Flow Growth55.6276 Altman Z-Score Free Cash Flow to Firm 1.591 Billion
View SEC Filings from EVR instead.

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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)

221.3 Thousand total shares from 6 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
226,248 2021-11-22 8

BROWN CELESTE M CHIEF FINANCIAL OFFICER

  • Officer
19,636 2021-09-01 1

CARLTON PAMELA G

  • Director
2,029 2021-07-29 2

WILSON KENDRICK R III

  • Director
3,714 2021-06-17 1

MILLARD ROBERT B

  • Director
48,609 2021-06-17 1

FUTTER ELLEN V

  • Director
3,529 2021-06-17 1

OVERLOCK WILARD J JR

  • Director
8,900 2021-06-17 1

BEATTIE RICHARD I

  • Director
28,075 2021-06-17 1

WHEELER WILLIAM J

  • Director
8,859 2021-06-17 1

HARRIS GAIL BLOCK

  • Director
40,845 2021-06-17 1

ROBERTSON SIR SIMON

  • Director
5,932 2021-06-17 1

WILLIAMSON SARAH K

  • Director
4,510 2021-06-17 1

WALSH ROBERT B PRINCIPAL FINANCIAL OFFICER

  • Officer
55,559 2021-06-01 4

HYMAN EDWARD S VICE CHAIR EVR & CHAIRMAN EISI

  • Officer
2,546,408 2021-05-13 3

WEINBERG JOHN S CO-CEO/CO-CHAIRMAN

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

ALTMAN ROGER C FOUNDER AND SENIOR CHAIRMAN

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

PENSA PAUL CONTR., PRINCIPAL ACCT.OFFICER

  • Officer
7,437 2021-02-17 3

KLURFELD JASON GENERAL COUNSEL

  • Officer
22,895 2021-02-17 4

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

HESSLER CURTIS A

  • Director
18,090 2016-06-15 0

DE SAINT PHALLE FRANCOIS

  • Director
63,090 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

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

2021-11-24 17:10:47 -0500 2021-11-23 S 62,625 $150.03 d 226,248 direct 1.2839 1.2839 2 0.0 1

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

2021-11-24 17:10:47 -0500 2021-11-22 S 57,001 $150.92 d 288,873 direct 1.2839 1.2839 2 0.0 1

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

2021-11-18 17:10:30 -0500 2021-11-17 S 15,129 $153.52 d 345,874 direct -0.327 -2.7014 0.0134 3 -3.9348 5

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

2021-11-18 17:10:30 -0500 2021-11-16 S 67,915 $154.51 d 361,003 direct -0.327 -2.7014 0.0134 3 -3.9348 5

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

2021-11-03 17:08:35 -0400 2021-11-02 S 1,730 $155.00 d 428,918 direct 0.0993 2.1707 2.1707 6 -0.2449 5

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

2021-11-03 17:08:35 -0400 2021-11-01 S 16,882 $154.88 d 430,648 direct 0.0993 2.1707 2.1707 6 -0.2449 5

* -

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 2021-12-01 21:45:03 UTC -0.18 0.25 1700000
EVERCORE INC - A EVR 2021-12-01 21:15:03 UTC -0.18 0.25 1700000
EVERCORE INC - A EVR 2021-12-01 20:45:03 UTC -0.1863 0.2563 1700000
EVERCORE INC - A EVR 2021-12-01 20:15:03 UTC -0.1863 0.2563 1700000
EVERCORE INC - A EVR 2021-12-01 19:45:04 UTC -0.1863 0.2563 1700000
EVERCORE INC - A EVR 2021-12-01 19:15:03 UTC -0.1863 0.2563 1700000
EVERCORE INC - A EVR 2021-12-01 18:45:04 UTC -0.1838 0.2538 1700000
EVERCORE INC - A EVR 2021-12-01 18:15:03 UTC -0.1838 0.2538 1700000
EVERCORE INC - A EVR 2021-12-01 17:45:02 UTC -0.1838 0.2538 1700000
EVERCORE INC - A EVR 2021-12-01 17:15:03 UTC -0.1838 0.2538 1700000
EVERCORE INC - A EVR 2021-12-01 16:45:03 UTC -0.1877 0.2577 1700000
EVERCORE INC - A EVR 2021-12-01 16:15:03 UTC -0.1877 0.2577 1700000
EVERCORE INC - A EVR 2021-12-01 15:45:03 UTC -0.1877 0.2577 1700000
EVERCORE INC - A EVR 2021-12-01 15:15:03 UTC -0.1877 0.2577 1700000
EVERCORE INC - A EVR 2021-12-01 14:45:03 UTC -0.1966 0.2666 1700000
EVERCORE INC - A EVR 2021-12-01 14:15:03 UTC -0.1966 0.2666 1700000
EVERCORE INC - A EVR 2021-12-01 13:45:03 UTC -0.1966 0.2666 1700000
EVERCORE INC - A EVR 2021-12-01 13:15:04 UTC -0.1966 0.2666 1700000
EVERCORE INC - A EVR 2021-12-01 12:45:03 UTC -0.1966 0.2666 1700000
EVERCORE INC - A EVR 2021-11-30 22:15:03 UTC -0.1959 0.2659 1700000

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

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