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 2020-09-12
Market Cap2.491 Billion Shares Outstanding40.591 Million Avg 30-day Volume403.663 Thousand
P/E Ratio11.0 Dividend Yield3.78 EPS5.56
Price/Sales1.242 Price cash flow ratio3.4 Price free cash flow ratio4.3
Book Value22.19 Price to Tangible Book3.2 Alpha-0.01
Short Interest Ratio2.75 % Short Interest to Float3.1 R-squared0.581576
BETA1.84844 52-week High/Low85.42 / 33.25 Stddev0.103564
View SEC Filings from EVR instead.
Q2 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 1 0 1 (0.07%) 0 (0.0%)
Funds Holding: 297 286 3.85% 88 (5.74%) 78 (4.99%) 12.82%
13F shares: 35.487 Million 35.484 Million 0.01% 11.626 Million 13.086 Million -11.16%
% Ownership 87.4255 87.5385 -0.13% 28.641 32.2834 -11.28%
New Positions: 57 35 62.86% 27 16 68.75%
Increased Positions 98 103 -4.85% 24 29 -17.24%
Closed Positions 45 70 -35.71% 17 27 -37.04%
Reduced Positions 108 113 -4.42% 34 30 13.33%
Total Calls 50.332 Thousand 18.719 Thousand 168.88% 17.6 Thousand 7.1 Thousand 147.89%
Total Puts 36.731 Thousand 21.507 Thousand 70.79% 11.4 Thousand 5.6 Thousand 103.57%
PUT/CALL Ratio 0.73 1.15 -36.52% 0.65 0.79 -17.72%
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)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

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

HARRIS GAIL BLOCK

  • Director
40,201 2020-06-16 2

BEATTIE RICHARD I

  • Director
27,431 2020-06-16 2

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

FUTTER ELLEN V

  • 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 3

WALSH ROBERT B PRINCIPAL FINANCIAL OFFICER

  • Officer
105,543 2020-04-23 5

SCHLOSSTEIN RALPH PRESIDENT AND CEO

  • Officer
  • Director
687,915 2020-03-09 4

WEINBERG JOHN S EXECUTIVE CHAIRMAN

  • Officer
  • Director
736,807 2020-03-01 3

KLURFELD JASON GENERAL COUNSEL

  • Officer
19,840 2020-02-19 5

HYMAN EDWARD S VICE CHAIR EPI & CHAIRMAN EISI

  • Officer
0 2020-02-15 3

PENSA PAUL CONTR., PRINCIPAL ACCT.OFFICER

  • Officer
4,666 2020-02-11 3

ALTMAN ROGER C FOUNDER AND SENIOR CHAIRMAN

  • Officer
  • Director
170,692 2020-02-11 3

SIBBALD ANDREW CEO EVR PARTNERS INTERNATIONAL

  • Officer
96,881 2019-12-31 1

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
No current insider transactions

* -

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

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