Company Dossier · Financials
Evercore
- Russell 1000
- MidCap 400
What Evercore is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $4.74 billion, up 45% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.63 billion, up 120% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.04 billion, down 43% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.25 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.70 of 1.Palanor Discourse
- Latest annual report (filed February 20, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $2.7 million on the open market.SEC Form 4
- 714 institutional managers reported a position at June 30, 2026 (+57 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 85 (38 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Evercore yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Evercore, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralThe Goldman scions atop Evercore and Perella Weinberg
FT Companies · Oct 20, 2026
- NeutralEvercore appoints co-presidents as it sets up CEO succession contest
FT Companies · Oct 18, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 20268-KDirector or officer changeItem 5.02
- Jun 12, 20268-KShareholder vote resultsItem 5.07
- Feb 20, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 4, 20268-KDirector or officer changeItem 5.02
- Jul 11, 20258-KMaterial agreement signedItem 1.01
- Jun 13, 20258-KShareholder vote resultsItem 5.07
- Feb 21, 202510-KAnnual report (10-K)0 risk factors added, 1 removed
- Feb 14, 20258-KDirector or officer changeItem 5.02
- Feb 22, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Robinhood Markets HOOD | $4.9B | — | Jun 30, 2026 |
| Stifel SF | $4.1B | $0.4B | Jun 30, 2026 |
| Interactive Brokers IBKR | $2.7B | — | Jun 30, 2026 |
| Raymond James Financial RJF | $17.0B | $1.4B | Jun 30, 2026 |
| Charles Schwab Corporation SCHW | $26.0B | $10.8B | Jun 30, 2026 |
| XP Inc. XP | — | — | — |
| CNO Financial Group CNO | $4.7B | — | Jun 30, 2026 |
| Corpay CPAY | $5.0B | $1.6B | Jun 30, 2026 |
Identity
- SEC CIK
- 1360901