Evercore Inc.
Evercore Inc. (NYSE: EVR) is a global independent investment banking firm that advises public and private companies, financial sponsors, investors and other stakeholders, and provides equity research and agency trading to institutional investors. Its Investment Banking & Equities segment offers strategic and M&A… From the company’s description.
In fiscal 2025, Evercore Inc. reported revenue of $3.88B, up 29.5% from fiscal 2024, and net income of $640.71M. Over the twelve months to Jun 30, 2026, revenue was $4.74B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Evercore Inc. does
In the company’s own words
Evercore Inc. (NYSE: EVR) is a global independent investment banking firm that advises public and private companies, financial sponsors, investors and other stakeholders, and provides equity research and agency trading to institutional investors. Its Investment Banking & Equities segment offers strategic and M&A advice, liability management and restructuring, capital markets and private capital advisory, fundraising, equity research, sales and trading; it generated 98% of revenue excluding Other Revenue, net, in 2025. The Investment Management segment provides wealth management and trust services, alongside private-equity fund investments, and generated 2% of that revenue base. Evercore Wealth Management serves high-net-worth individuals, foundations and endowments; it had $15.5 billion in assets under management at year-end 2025. The firm employed approximately 2,570 people across 33 cities as of December 31, 2025. Its businesses include Evercore ISI, its equities research and trading platform, and Evercore Wealth Management and Evercore Trust Company. Its website is www.evercore.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 1360901
- SIC
- 6282
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Evercore Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Evercore Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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