Evercore Inc. (EVR)
- Sector
- Financial Services
- Last price
- $254.45
- As of
Kresmion compiles this page from EVR's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Evercore Inc. (EVR): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-05.
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Preview the EVR dossierActive signals for EVR
- highCONSENSUS_BUY
4 tracked funds increased EVR this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +196% to EVR (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +145% to EVR (2026Q2)
- highINSTITUTIONAL_EXIT
Point72 Asset Management, L.P. cut 100% of EVR (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +14388% to EVR (2026Q2)
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Every signal on EVR, as it fires
You are seeing 5 of 20 signals recorded on EVR since 2026-05-24.
The five above landed across 2 days. The other 15 were recorded on 2 other days. 14 of the 20 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in EVR (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLCCUSIP 29977A105 · 2026Q2 | $217.7M | 0.08% | , |
| Point72 Asset Management, L.P.CUSIP 29977A105 · 2026Q2 | $117.6M | 0.13% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 29977A105 · 2026Q2 | $67.6M | 0.05% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 29977A105 · 2026Q2 | $53.3M | 0.07% | , |
| Bridgewater Associates, LPCUSIP 29977A105 · 2026Q2 | $11.3M | 0.05% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, EVR
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
EVR against its peers
EVR's net margin of 15.3% ranks in the 35th percentile of 23 Financial Services sub-industry peers, fiscal periods ending between 2025-11-30 and 2026-03-31.
| Metric | EVR | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 3.9B USD | 2.3B USD | 80 | 22 |
| Gross margin | n/a | 88.0% | n/a | 5 |
| Operating margin | n/a | 23.2% | n/a | 11 |
| Net margin | 15.3% | 18.1% | 35 | 23 |
| Return on equity | 29.1% | 14.5% | 90 | 23 |
| P / E | 18.1x | 20.6x | 43 | 19 |
| 1 year | -20.5% | 5.4% | 17 | 20 |
Peers (24): SF, JEF, AMG, CHYM, ALLY, FCFS, HLI, JXN, SEIC, VOYA, MORN, EQH, FUTU, OWL, OMF, FIGR, ACT, TOST, WEX, MKTX, CACC, SOFI, BGC, KLAR. Left out: CRBG (no annual filing). Fiscal periods ending between 2025-11-30 and 2026-03-31. Every figure is one full fiscal year read from one annual filing (EVR: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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