Vanguard disaggregates holdings; EVR shows 0% ownership (NYSE: EVR)
Vanguard Group has filed an amended Schedule 13G/A for Evercore Inc. (EVR), indicating 0% ownership as of March 13, 2026. This change reflects an internal realignment on January 12, 2026, causing certain Vanguard subsidiaries to report their beneficial ownership separately, as permitted by SEC Release No. 34-39538. The filing clarifies that this is an administrative reporting change and not an open-market sale of Evercore shares.
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Evercore Inc. director Christine A. Varney filed an initial statement of beneficial ownership (Form 3) with the SEC, disclosing her direct ownership of 157 shares of Evercore’s Class A common stock. This filing establishes her baseline equity position as a new insider and does not represent a buy or sell transaction. The Form 3 details her address, her relationship to the issuer as a director, and the amount of non-derivative securities beneficially owned.
Does Evercore’s Biotech ECM Expansion Subtly Recast Its Sector Focus And Competitive Edge (EVR)?
Evercore recently expanded its healthcare and biotechnology advisory platform by hiring David Ke and featuring Bennett Blau. These strategic moves aim to deepen Evercore's expertise and client reach in the life sciences sector, reinforcing its people-driven advisory model. The expansion is set against a backdrop of strong Q4 2025 results and projected revenue growth, though potential risks from rising costs and slowing deal momentum are noted.
MA (Mastercard Incorporated) March 2026: Evercore Maintained Negative
On March 17, 2026, three prominent firms issued maintained analyst ratings for Mastercard (MA), with Evercore ISI keeping a "Negative" stance, while Cowen & Co. and Wolfe Research maintained "Buy" and "Outperform" ratings, respectively. The analysts' views diverged on the impact of Mastercard's BVNK acquisition, with Cowen and Wolfe seeing it as strategically positive for stablecoin involvement, and Evercore expressing caution regarding integration risks. These maintained ratings suggest analysts are processing new information without altering their fundamental views, leading to a split but informative outlook for investors, with no new price targets issued in the reported summaries.
Evercore Expands Biotech ECM And Private Credit Advisory Fee Pools
Evercore (NYSE:EVR) has strengthened its investment banking capabilities by hiring David Ke from J.P. Morgan to lead its biotechnology equity capital markets and securing a mandate to advise on a $1 billion private credit secondary transaction for the Cliffwater Corporate Lending Fund. These strategic moves highlight Evercore's focus on thriving fee pools outside traditional M&A, specifically in biotechnology financing and private credit secondaries. Investors should monitor how these initiatives translate into new mandates and impact the firm's revenue mix and compensation ratios.
Evercore ISI Remains a Buy on Alphabet Class A (GOOGL)
Evercore ISI analyst Mark Mahaney has reiterated a Buy rating on Alphabet Class A (GOOGL) with a $400 price target. This comes despite a recent downgrade to Hold by TipRanks – xAI, while Needham also issued a Buy rating. Alphabet reported strong quarterly revenue of $113.9 billion and a net profit of $34.46 billion for the quarter ending December 31, representing significant growth year-over-year.
Evercore ISI Keeps Their Buy Rating on Uber Technologies (UBER)
Evercore ISI has maintained its Buy rating on Uber Technologies (UBER) with a price target of $150.00. This follows Uber's Q4 earnings report showing $14.37 billion in revenue and $296 million in net profit. Analyst sentiment and corporate insider activity remain positive on the stock.
Biotech banker David Ke, ex-J.P. Morgan, joins Evercore in New York
Evercore announced that David Ke, formerly of J.P. Morgan, has joined the firm as a senior managing director in its equity capital markets group, specializing in biotechnology. Based in New York, Ke brings nearly 20 years of investment banking experience in both public and private capital formation. His appointment is expected to bolster Evercore's capabilities in the dynamic biotech sector and enhance its underwriting platform.
David Ke Joins Evercore as Senior Managing Director in the Equity Capital Markets Group
Evercore announced that David Ke has joined the firm as a Senior Managing Director in the equity capital markets group, focusing on biotechnology. Based in New York, Mr. Ke brings nearly 20 years of investment banking experience, most recently from J.P. Morgan, to bolster Evercore's capabilities in the dynamic biotech sector. His appointment is expected to strengthen the firm's underwriting platform and client service in healthcare.
Evercore Director Sarah K Williamson Acquires 2,000 Shares
Evercore Director Sarah K Williamson purchased 2,000 shares of Class A common stock on March 6, 2026, for a total of $580,860. The shares were bought at an average price of $290.43 per share. Following this transaction, Williamson directly owns 13,345 shares of Evercore's Class A common stock.
Evercore (EVR) director adds 2,000 shares in $290 open‑market buy
Evercore Inc. director Sarah K. Williamson purchased 2,000 shares of Class A common stock through an open-market transaction. The shares were acquired at a weighted average price of approximately $290.43, totaling a transaction valued at about $580,860. Following this acquisition, Williamson directly holds 13,345 Evercore Class A shares.
EVR SEC Filings - Evercore 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to Evercore's (EVR) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider trading forms. Stock Titan enhances these documents with AI-powered summaries to help investors understand the significance of each filing quickly. Recent filings include a proposed sale of Class A shares and various insider trading activities, alongside material event reports.
Is Evercore (EVR) Quietly Recasting Its Moat Through Targeted Leadership Moves in Key Advisory Niches?
Evercore (EVR) has strategically expanded its senior leadership, appointing Ben Hart to lead Asia Private Capital Advisory, hiring Ben Carpenter for healthcare investment banking, and promoting Sean Brady in wealth management. These moves aim to strengthen Evercore's presence in private capital, biopharma, and high-net-worth wealth planning, potentially diversifying its revenue and supporting growth amidst competitive private markets. While analysts project revenue growth and a fair value upside, concerns linger regarding rising costs impacting margins if deal activity softens.
A Look At Evercore’s (EVR) Valuation As New Leadership Targets Healthcare And Asia Growth
Evercore (EVR) has appointed new leadership to bolster its healthcare and biopharma investment banking and private capital advisory in Asia, signaling strategic growth. Despite a recent share price decline of 12.88% over 30 days, the company shows strong long-term momentum with a 41.83% return over one year. The article suggests Evercore is undervalued, trading at a 47% discount to one intrinsic value estimate and 28% below analyst targets, with a fair value pegged around $354 per share.
BREAKINGVIEWS-Boutique bank deal champions long-term greed
Australian investment bank Barrenjoey Capital Partners has been valued at A$1.6 billion ($1.1 billion) in a merger deal with Magellan Financial, which owned 36% of Barrenjoey. Despite being less than six years old, Barrenjoey boasts a rapid growth trajectory, with its net income nearly doubling in the last six months of 2025. This deal highlights a "long-term greedy" approach, ensuring Barrenjoey's leadership maintains control and has significant incentives for continued growth through locked-up equity stakes.
Restricted stock grant boosts Evercore (NYSE: EVR) executive holdings
Evercore Inc.'s Co-Head of EMEA Investment Banking, Matthew Lindsey-Clark, received a grant of 7,638 restricted stock units of Class A common stock. These units will vest in four equal annual installments starting on February 4, 2027, serving as long-term compensation. Following this grant, Lindsey-Clark directly holds a total of 27,847 Evercore Class A shares.
Evercore Adds Asia Private Capital Leader As Shares Trade Below Targets
Evercore (NYSE:EVR) has appointed Ben Hart as Senior Managing Director and Head of Asia Private Capital Advisory, aiming to expand its private capital advisory presence across the Asia Pacific region. This strategic hire comes as Evercore's shares trade significantly below analyst targets and Simply Wall St's fair value estimate, despite strong long-term returns. Investors are advised to monitor the impact of this appointment on the company's Asian mandates, fee mix, and overall performance, especially in light of recent insider selling.
Ex-Dividend Reminder: StepStone Group, Evercore and Interactive Brokers Group
This article serves as an ex-dividend reminder for StepStone Group (STEP), Evercore (EVR), and Interactive Brokers Group (IBKR), all of which will trade ex-dividend on February 27, 2026. It details their upcoming quarterly dividend payments and their approximate impact on stock prices. The article also highlights Evercore Inc Class A as a "future dividend aristocrats contender" with 18+ years of dividend increases, providing historical dividend charts for each company.
Equity grant gives Evercore (NYSE: EVR) officer 1,867 RSUs
Evercore (NYSE: EVR) officer Paul Pensa, the Controller and Principal Accounting Officer, received an equity award of 1,867 Restricted Stock Units (RSUs) on February 19, 2026. These RSUs, granted at $0.00 per share as compensation, will vest in four equal annual installments starting February 4, 2027. Following this grant, Pensa directly owns 6,889 shares of Evercore Class A common stock.
Evercore (EVR) CEO John Weinberg granted 31,528 restricted stock units
Evercore Inc. CEO and Chairman John S. Weinberg was granted 31,528 restricted stock units (RSUs) as part of his compensation. These RSUs will vest in four equal annual installments starting on February 4, 2027, and increase his direct ownership to 636,890 Class A shares. This transaction, detailed in a Form 4 SEC filing, represents an equity award rather than an open-market purchase.
Evercore (EVR) grants 8,799 RSUs to its General Counsel
Evercore Inc. (EVR) General Counsel, Jason Klurfeld, received an equity grant of 8,799 restricted stock units (RSUs) on February 19, 2026. These RSUs, valued at $0.00 per share, represent non-cash compensation and will vest in four equal annual installments starting February 4, 2027. Following this grant, Klurfeld's direct ownership of Evercore Class A common stock increased to 57,793 shares.
Neptune Insurance Holdings, Inc. Class A (NP) Gets a Buy from Raymond James
Raymond James analyst Gregory Peters maintained a Buy rating for Neptune Insurance Holdings, Inc. Class A (NP) with a price target of $24.00. Another analyst, David Motemaden of Evercore ISI, also issued a Buy rating, while Bank of America Securities upgraded the stock to a Hold. The company recently reported a quarterly net profit of $11.51 million for the quarter ending September 30.
Trading the Move, Not the Narrative: (EVR) Edition
This article analyzes Evercore Inc. Class A (EVR) with weak near and mid-term sentiment but a strong long-term outlook. It provides specific institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis. The piece highlights key support and resistance levels generated by AI models for different time horizons.
Evercore ISI Peeks Behind The Curtain at CoreWeave (CRWV) Ahead of Earnings
Evercore ISI analyst Amit Daryanani has maintained an Outperform rating and a $160.00 price target for CoreWeave (CRWV). The article implies that the details of the analysis are reserved for premium subscribers, but indicates a positive outlook on the company ahead of its earnings report.
Roger C. Altman (EVR) granted 30,062 restricted Evercore shares as equity
Roger C. Altman, Founder and Senior Chairman of Evercore Inc. (EVR), was granted 30,062 shares of Class A common stock as an equity award on February 19, 2026. These restricted stock units, reported at no purchase price, will vest in four equal annual installments starting February 4, 2027. Following this award, Altman's direct holdings in Evercore now total 84,152 shares.
Jeffrey Haller Joins Evercore as Senior Managing Director in the Financial Institutions Group
Jeffrey Haller has joined Evercore as a Senior Managing Director in the financial institutions group in New York, where he will focus on wealth and asset management firms. With over 20 years of experience, Haller previously held significant roles at Goldman Sachs, RBC Capital Markets, Citigroup, and Lehman Brothers. His appointment is expected to enhance Evercore's capabilities in the financial institutions sector.
Evercore Inc. SEC 10-K Report
Evercore Inc. has released its 2025 10-K report, detailing robust financial growth with significant increases in revenue, net income, and diluted net income per share, driven primarily by its Investment Banking & Equities segment. The report also highlights strategic initiatives, including key acquisitions and expansions into new markets, aimed at enhancing market position and operational efficiency. Despite strong performance, Evercore acknowledges challenges such as intense competition, market volatility, operational risks, and cybersecurity threats.
Does Evercore’s (EVR) Strong 2025 Results And New Director Hint At A Shifting Risk Profile?
Evercore (EVR) reported strong fourth-quarter and full-year 2025 results, with significant revenue and net income, alongside a declared dividend and share repurchases. The appointment of Christine Varney to its Board, with her extensive antitrust and regulatory background, suggests an increased focus on governance and risk oversight as the company's financial profile evolves. This article explores how these results and the new director's appointment influence Evercore's investment narrative, particularly concerning deal activity, expenses, and long-term growth prospects.
Evercore Notes AbbVie Inc.'s (ABBV) Tremfya Gains Market Share, But Future Earnings Growth May Be Limited
Evercore ISI lowered its price target on AbbVie (ABBV) to $228 from $232, maintaining an Outperform rating, despite Tremfya gaining market share. The firm noted that while AbbVie's 2026 guidance and current consensus estimates are achievable, future earnings growth might be limited as buy-side projections have exceeded consensus. Concerns are also rising about AbbVie's growth trajectory post-2028 due to anticipated rival treatments, even though the company reported strong 2025 performance and expects significant revenue growth in 2026 from Skyrizi and Rinvoq.
Evercore ISI Raises its Price Target on Cousins Properties Incorporated (CUZ) to $32 and Keeps an Outperform Rating
Evercore ISI has raised its price target for Cousins Properties Incorporated (CUZ) to $32 from $30, maintaining an Outperform rating. This decision follows CUZ's strong fourth-quarter performance, which saw revenue exceed estimates and significant leasing momentum, particularly in its Sun Belt markets. The company's recent acquisition of 300 South Tryon and its strategy of investing in Class A office properties are expected to contribute to future earnings.
Assessing Evercore (EVR) Valuation After Recent Share Pullback And Mixed Earnings Multiples
Evercore (EVR) has experienced a recent share pullback, losing roughly 9% year-to-date, despite a 21% gain over the past year. Simply Wall St's analysis suggests EVR is undervalued with a fair value of $354, above its current $319.17 price, driven by growth in cross-border M&A and international expansion. However, its P/E ratio of 20.9x is higher than its estimated fair ratio and peer average, suggesting the market might already be pricing in its quality.
Evercore ISI Raises its Price Target on Cousins Properties Incorporated (CUZ) to $32 and Keeps an Outperform Rating
Evercore ISI has increased its price target for Cousins Properties Incorporated (CUZ) to $32, maintaining an Outperform rating. This upgrade follows strong fourth-quarter results, with revenue exceeding estimates and significant leasing momentum. The company's recent acquisitions of Class A office buildings in Sun Belt markets are also contributing positively to its earnings outlook.
Senior MD Of Evercore Sold 54% Of Their Shares
A Senior MD at Evercore Inc. (EVR), Jason Klurfeld, recently sold US$1.8m worth of shares, reducing their holding by 54%. This sale, along with another significant sale by the Senior MD & CFO in the last year, indicates a cautious stance from insiders, despite high insider ownership of 5.0% and growing earnings at Evercore. The article highlights that while insider ownership is positive, the lack of insider buying and recent selling suggest potential concerns.
Analysts Are Bullish on These Financial Stocks: AFLAC (AFL), TPG (TPG)
This article highlights bullish analyst sentiments on three financial stocks: AFLAC (AFL), TPG (TPG), and Evercore Partners (EVR). Analysts from Bank of America Securities and other firms have maintained or initiated "Buy" ratings for these companies, citing potential upsides based on their current stock prices and performance. The article provides details on the specific analysts, their ratings, price targets, and success rates according to TipRanks.
Did Record 2025 Results, Capital Returns, and EMEA Hire Just Shift Evercore's (EVR) Investment Narrative?
Evercore Inc. (EVR) reported record fourth-quarter and full-year 2025 results, including robust revenue and net income, alongside continued capital returns through dividends and share repurchases. The company also strengthened its EMEA franchise with a key senior hire. While these actions reinforce Evercore's investment narrative focused on its advisory franchise and disciplined capital returns, the core risks of a cyclical deal environment and a premium valuation persist, necessitating a thorough evaluation by investors.
Evercore general counsel Klurfeld sells $1.8m in shares By Investing.com
Evercore General Counsel Jason Klurfeld sold 5,000 shares of the company's Class A common stock for $1.8 million and surrendered an additional 5,319 shares for tax payment related to restricted stock unit awards. Following these transactions, Klurfeld directly holds 49,368 shares. This news comes as Evercore reported strong Q4 2025 results, and Morgan Stanley raised its price target for the company.
Evercore general counsel Klurfeld sells $1.8m in shares
Evercore's General Counsel, Jason Klurfeld, sold 5,000 shares of the company's Class A common stock for $1.8 million and disposed of 5,319 shares for tax payments related to restricted stock unit awards. Despite these insider transactions, Evercore Inc. reported strong Q4 2025 financial results, surpassing Wall Street expectations in both EPS and revenue. Morgan Stanley raised its price target for Evercore, reiterating an Equalweight rating and reflecting an optimistic outlook for the company.
Evercore general counsel Klurfeld sells $1.8m in shares By Investing.com
Evercore Inc.'s General Counsel, Jason Klurfeld, recently sold 5,000 shares of Class A common stock for $1.8 million and surrendered an additional 5,319 shares for tax payments related to restricted stock unit awards. This comes after Evercore reported strong Q4 2025 financial results, exceeding Wall Street expectations, and received an increased price target from Morgan Stanley. Klurfeld now directly owns 49,368 shares in the company.
Evercore Inc.: Pensa Paul sells $507,949 in EVR stock
Pensa Paul, Contr, Prin. Acct.Officer at Evercore Inc., sold 1,450 shares of the company’s Class A common stock for $507,949 on February 5, 2026. This transaction follows the disposal of 1,255 shares on February 4, 2026, for tax payments related to restricted stock unit vesting. The article also notes strong Q4 2025 financial results for Evercore and an increased price target from Morgan Stanley, reflecting a positive outlook for the company.
New Buy Rating for Uber Technologies (UBER), the Technology Giant
Evercore ISI analyst Mark Mahaney has issued a Buy rating for Uber Technologies (UBER) with a $150.00 price target, highlighting a 9.8% average return and 52.02% success rate in his coverage. This positive outlook is supported by Uber's latest quarterly revenue of $14.37 billion, despite a decrease in net profit compared to the previous year. However, corporate insider sentiment for UBER is currently negative, with increased selling of shares by insiders in recent months.
Evercore Inc.: Pensa Paul sells $507,949 in EVR stock By Investing.com
Pensa Paul, a principal accounting officer at Evercore Inc. (NYSE:EVR), recently sold shares totaling over $507,000, including some surrendered for tax payments related to restricted stock. This comes as Evercore reported strong Q4 2025 financial results, exceeding analyst expectations for both EPS and revenue. Morgan Stanley also raised its price target for Evercore, maintaining an Equalweight rating, reflecting a positive outlook for the company.
Evercore general counsel Klurfeld sells $1.8m in shares By Investing.com
Evercore General Counsel Jason Klurfeld sold 5,000 shares of the company's Class A common stock for $1.8 million and disposed of an additional 5,319 shares for tax payments related to restricted stock unit awards. Meanwhile, Evercore Partners reported strong Q4 2025 financial results, surpassing Wall Street expectations, and Morgan Stanley raised its price target for the company. These events highlight Evercore's positive trajectory and analyst confidence.
Evercore Inc. Appoints Jonathan Dale as Senior Managing Director in the Consumer Group
Evercore Inc. announced the appointment of Jonathan Dale as a senior managing director in its consumer group, based in London. Mr. Dale will enhance Evercore’s consumer franchise in EMEA and collaborate with global senior managing directors to serve the firm's clients. He brings extensive investment banking experience, joining from Rothschild & Co where he co-headed European consumer.
Evercore Inc.: Pensa Paul sells $507,949 in EVR stock By Investing.com
Pensa Paul, a Principal Accounting Officer at Evercore Inc., sold 1,450 shares of EVR stock worth $507,949 on February 5, 2026, and surrendered 1,255 shares worth $434,521 for tax payments on February 4, 2026. Following these transactions, Paul directly owns 5,022 shares. This insider transaction comes amidst positive financial news for Evercore, including strong Q4 2025 earnings and an increased price target from Morgan Stanley.
Evercore Inc.: Pensa Paul sells $507,949 in EVR stock
Evercore Inc.'s Contr, Prin. Acct.Officer, Pensa Paul, sold 1,450 shares of Class A common stock totaling $507,949 on February 5, 2026. Additionally, Paul surrendered 1,255 shares for tax payments related to restricted stock unit awards on February 4, 2026. Following these transactions, Pensa Paul directly owns 5,022 shares of Evercore Inc.
Evercore Inc.: Pensa Paul sells $507,949 in EVR stock
Pensa Paul, Contr, Prin. Acct.Officer at Evercore Inc., sold 1,450 shares of Class A common stock for $507,949 and surrendered an additional 1,255 shares to cover taxes on restricted stock unit awards. Following these transactions, Pensa Paul directly owns 5,022 Evercore Inc. shares. This comes amidst strong Q4 2025 financial results for Evercore, which surpassed Wall Street expectations, and an increased price target from Morgan Stanley.
Evercore Looks Uniquely Well Positioned to Capitalize on M&A Activity Boom
Evercore, a specialist bank with a strong reputation over 30 years, is uniquely positioned to benefit from a strengthening M&A environment. The firm operates primarily as an advisory pure-play, with over 80% of its net sales coming from advisory revenue. Despite the promising outlook, Morningstar's analyst notes suggest that the company's shares may still be pricey, with previous strong results not overcoming exuberant market expectations.
Price-Driven Insight from (EVR) for Rule-Based Strategy
This article provides a price-driven analysis of Evercore Inc. Class A (EVR) for rule-based trading strategies. It highlights weak near-term sentiment challenging long-term strength, identifies a significant risk-reward short setup, and offers three distinct AI-generated trading strategies for different risk profiles: position trading, momentum breakout, and risk hedging. The analysis also includes multi-timeframe signal strengths, support, and resistance levels for EVR.
Evercore Survey Underscores Rising Private Credit Secondaries And Fee Potential
Evercore's 2025 Credit Secondary Market Survey reveals record activity in private credit secondaries, particularly in GP-led deals, indicating a shift in capital recycling within the private credit market. This signifies a growing fee pool for Evercore (NYSE: EVR), highlighting a new revenue stream beyond traditional advisory services. While the stock has seen substantial gains, continued development in this niche market could drive future performance and investor interest.
Evercore’s New Sponsors Hire and Secondary Market Focus Might Change The Case For Investing In EVR
Evercore recently hired Kaan Kesedar as a Senior Managing Director in its London Financial Sponsors Group, signaling a strategic push towards private equity relationships and the secondary market amidst high activity. While this move supports Evercore's premium valuation despite cyclical capital markets, investors should carefully consider the potential impact if deal volumes decrease. The article explores Evercore's investment narrative, highlighting its dependence on deal activity and the importance of various fair value estimates for assessing investment risks.
