No insider purchase over the last 90 days. The latest was filed 10 Mar 2026.
This page follows insider dealings at Evercore Inc. as filed with SEC (Form 4), a company from the Finance & Banking sector based in New York City, United States. The group dates from 1995. 9 insiders have disclosed 18 filings since 18 October 2025.
Open-market activity splits into 1 purchase totalling €500k and 2 sales totalling €57k; 1 insider sit on the buying side and 2 insiders on the selling side. The totals do not cover 1 filing with an undisclosed amount. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. Biggest ticket of the year: €500k, bought by Williamson Sarah K and made public on 10 March 2026. The buyers include 1 senior executive.
Across the 5,458 companies tracked on its exchange, the median is 22 filings; at 18 filings, this issuer sits below that mark. Looking back to 2016, when coverage begins, insiders filed 1 purchase and 31 sales. The 10-K for the year ended 31 December 2025 shows 3.88 bn USD of revenue and 591.9 m USD of net income and a dividend of 3.32 USD per share.
The last insider purchase was made public on 10 March 2026, 222 days ago. The median gap between a trade and its publication by SEC (Form 4) is 3 days. The legal deadline for a Form 4 is two business days after the transaction. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Elsewhere in the same sector, our signals recently picked up insider purchases at First Guaranty Bancshares, Inc. and BCB Bancorp Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
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Evercore Inc. (NYSE: EVR) is a U.S.-based financial services firm focused on independent strategic advisory, mergers and acquisitions, capital raising, and selected market-facing activities. Founded in 1995 and headquartered in New York, United States, the company was built as a pure advisory platform rather than a traditional universal bank. It maintains offices and affiliate offices across major financial centers in North America, Europe, the Middle East, and Asia, which gives it a global reach while preserving a boutique, high-touch client model.
Evercore’s core franchise is Investment Banking Advisory. The firm advises corporations, financial sponsors, and financial institutions on M&A, divestitures, restructurings, spin-offs, recapitalizations, and other complex strategic transactions. In addition, Evercore provides public and private capital raising services, equity research, equity sales, and agency trading execution. It also operates a wealth and investment management platform through Evercore Wealth Management and Evercore Trust Company, serving high-net-worth families, foundations, and endowments in the United States. This mix provides some diversification, but the company remains primarily a premium independent advisory business.
From a competitive standpoint, Evercore is widely viewed as one of the leading independent advisory firms. Its positioning is supported by deep client relationships, a strong reputation in large-cap and cross-border M&A, and a sector-specialist approach that helps it compete against both global bulge-bracket banks and other elite boutiques. The firm is particularly active in areas such as healthcare, energy transition, technology, financial institutions, and broader industrial and consumer transaction flows. For investors, that means Evercore tends to benefit when large, strategic deals are being pursued and when boards seek conflict-free advice.
Recent developments highlight the firm’s continued expansion and momentum. In 2025, Evercore announced the acquisition of Robey Warshaw, a prominent U.K.-based independent advisory firm, strengthening its European footprint and capabilities in the London market. The firm also opened a Riyadh office after receiving an arranging license in Saudi Arabia, expanding its presence in the Middle East. More recently, Evercore reported record first-quarter 2026 revenues, driven by a sharp increase in advisory fees, and raised its quarterly dividend to $0.89 per share. Overall, Evercore combines a high-quality advisory franchise, global reach, and a disciplined growth strategy tied to transaction activity in the United States and internationally.
Purchases our model currently ranks for the recommendations list.
All recommendationsHeadquarters: New York City, United States · Founded: 1995 · Wikipedia article
Source: Wikidata (CC0).
| Fiscal year end | Revenue | Net income | Diluted EPS | Dividend per share | Filing |
|---|---|---|---|---|---|
| Dec 2025 | 3.88 bn USD | 591.9 m USD | 14.05 USD | 3.32 USD | 10-K |
| Dec 2024 | 3.00 bn USD | 378.3 m USD | 9.08 USD | 3.16 USD | 10-K |
| Dec 2023 | 2.44 bn USD | 255.5 m USD | 6.37 USD | 3.00 USD | 10-K |
| Dec 2022 | 2.78 bn USD | 476.5 m USD | 11.61 USD | 2.84 USD | 10-K |
| Dec 2021 | 3.31 bn USD | 740.1 m USD | 17.08 USD | 2.65 USD | 10-K |
Amounts in USD, as filed (forms 10-K, 20-F or 40-F). Source: SEC EDGAR.