Evercore Inc.

Listed Company

EVRCIK 0001360901NYSELarge AcceleratedInvestment AdviceDelawareFY ends Dec 31

Period

FY 2025

Revenue

$3.88B

Net Income

$591.92M

Total Assets

$5.36B

Equity

$2.03B

Shares Out

—

Op. Cash Flow

$1.26B

EVR$341.68+14.25% · past yearDBEQ Basic

Daily closing prices

Business

Evercore Inc. is an independent investment banking and advisory firm operating globally through two business segments: Investment Banking & Equities, which provides strategic advisory, M&A, restructuring, capital markets, and equities research and trading services; and Investment Management, which offers wealth management and trust services. The firm serves financial sponsors, public and private companies, and high-net-worth individuals across a broad range of industry sectors and geographies.

Summary from 10-K filed 2026-02-20

Financials

Consolidated Statement of Income

Year Ended · In millions, except per-share amounts

Concept	FY 2025 2025-12-31	FY 2024 2024-12-31	FY 2023 2023-12-31	FY 2022 2022-12-31	FY 2021 2021-12-31
Other Revenue, Including Interest and Investments	103	105	98	−7	37
Total Revenues	3,880	2,996	2,443	2,779	3,307
Interest Expense	24	17	17	17	18
Net Revenues	3,856	2,980	2,426	2,762	3,289
Employee Compensation and Benefits	2,501	1,974	1,657	1,698	1,849
Occupancy and Equipment Rental	109	91	84	78	74
Professional Fees	103	96	74	108	96
Travel and Related Expenses	96	79	65	50	21
Technology and Information Services	146	121	107	63	58
Depreciation and Amortization	33	24	24	28	28
Execution, Clearing and Custody Fees	12	13	12	10	12
Special Charges, Including Business Realignment Costs	0	7	3	3	9
Acquisition and Transition Costs	10	0	0	0	7,000
Other Operating Expenses	56	46	41	28	41
Total Expenses	3,066	2,453	2,067	2,066	2,187
Income Before Income from Equity Method Investments and Income Taxes	790	527	359	696	1,102
Income from Equity Method Investments	4	6	7	8	14
Income Before Income Taxes	794	533	366	704	1,117
Provision for Income Taxes	153	115	81	173	248
Net Income	641	418	285	531	869
Net Income Attributable to Noncontrolling Interest	49	39	30	55	128
Net Income Attributable to Evercore Inc.	592	378	255	477	740
Net Income Attributable to Evercore Inc. Common Shareholders	592	378	255	477	740
Basic (in shares)	39	38	38	39	40
Diluted (in shares)	42	42	40	41	43
Basic (in dollars per share)	15.29	9.86	6.71	12.15	18.48
Diluted (in dollars per share)	14.05	9.08	6.37	11.61	17.08

Consolidated Balance Sheet

As of · In millions, except per-share amounts

Concept	FY 2025 2025-12-31	FY 2024 2024-12-31	FY 2023 2023-12-31	FY 2022 2022-12-31	FY 2021 2021-12-31
Cash and Cash Equivalents	1,426	873	597	663	578
Investment Securities and Certificates of Deposit (includes available-for-sale debt securities with an amortized cost of $877,606 and $813,507 at December 31, 2025 and 2024, respectively)	1,581	1,519	1,437	1,433	1,785
Accounts Receivable (net of allowances of $2,983 and $2,253 at December 31, 2025 and 2024, respectively)	556	422	372	385	352
Receivable from Employees and Related Parties	63	34	26	22	—
Other Current Assets	232	140	174	204	59
Total Current Assets	3,858	2,988	2,605	2,707	2,798
Investments	17	19	43	43	75
Deferred Tax Assets	297	285	266	257	248
Operating Lease Right-of-Use Assets	457	439	378	238	263
Furniture, Equipment and Leasehold Improvements (net of accumulated depreciation and amortization of $170,272 and $151,455 at December 31, 2025 and 2024, respectively)	190	145	138	143	149
Goodwill	231	124	125	123	128
Intangible Assets (net of accumulated amortization of $3,727 at December 31, 2025)	30	0	—	0	336,000
Other Assets	278	174	147	110	141
Total Assets	5,358	4,174	3,703	3,621	3,803
Accrued Compensation and Benefits	1,381	1,024	763	918	1,110
Accounts Payable and Accrued Expenses	45	29	26	29	32
Operating Lease Liabilities	59	55	36	38	47
Taxes Payable	16	5	5	10	21
Current Portion of Notes Payable	48	38	0	—	0
Total Current Liabilities	1,783	1,230	910	1,071	1,297
Operating Lease Liabilities	508	494	434	278	297
Notes Payable	540	336	374	372	376
Amounts Due Pursuant to Tax Receivable Agreements	60	53	53	61	70
Deferred Tax Liabilities	5	0	—	—	—
Other Long-term Liabilities	142	119	150	113	126
Total Liabilities	3,038	2,232	1,921	1,895	2,167
Commitments and Contingencies	—	—	—	—	—
Additional Paid-In Capital	4,024	3,510	3,163	2,862	2,459
Accumulated Other Comprehensive Income (Loss)	−13	−36	−27	−28	−12
Retained Earnings	2,582	2,134	1,893	1,768	1,418
Treasury Stock at Cost (49,050,030 and 46,651,572 shares at December 31, 2025 and 2024, respectively)	−4,562	−3,901	−3,453	−3,066	—
Total Evercore Inc. Stockholders' Equity	2,032	1,708	1,577	1,537	1,320
Noncontrolling Interest	288	234	206	190	315
Total Equity	2,320	1,942	1,782	1,726	1,635
Total Liabilities and Equity	5,358	4,174	3,703	3,621	3,803

Consolidated Statement of Cash Flows

Year Ended · In millions, except per-share amounts

Concept	FY 2025 2025-12-31	FY 2024 2024-12-31	FY 2023 2023-12-31	FY 2022 2022-12-31	FY 2021 2021-12-31
Net (Gains) Losses on Investments, Investment Securities and Contingent Consideration	−24	−34	−35	16	−24
Equity Method Investments, Including (Gains) Losses on Sales and Redemptions	−112,000	7	−192,000	3	1
Equity-Based and Other Deferred Compensation	675	570	515	467	422
Noncash Lease Expense	50	42	42	42	41
Depreciation, Amortization and Accretion, net	11	−387,000	2	29	29
Bad Debt Expense	6	2	6	6	−60,000
Deferred Taxes	15	8	−3	−855,000	29
Investment Securities	24	31	12	−2	−2
Accounts Receivable	−125	−55	11	−46	16
Receivable from Employees and Related Parties	−5	−8	−4	3	−2
Other Assets	−131	7	−5	−117	−5
Accrued Compensation and Benefits	177	18	−326	−353	191
Accounts Payable and Accrued Expenses	14	2	−966,000	−1	−5
Payables to Employees and Related Parties	16	5	−9	13	6
Taxes Payable	11	−643,000	−5	−11	6
Other Liabilities	−98	−24	−29	−47	−188
Net Cash Provided by Operating Activities	1,256	988	458	531	1,385
Investments Purchased	−1	−22,000	−37,000	−80,000	−7
Proceeds from Sale of Investments	0	18	0	18	21
Distributions of Private Equity Investments	2	0	105,000	238,000	827,000
Proceeds from Sales and Maturities of Investment Securities	3,248	3,066	3,279	3,160	2,670
Purchases of Investment Securities	−3,311	−3,109	−3,313	−2,851	−3,220
Maturity of Certificates of Deposit	203	172	177	281	122
Purchase of Certificates of Deposit	−177	−185	−108	−273	−264
Cash Acquired for Acquisitions, net of Cash Paid	12	0	0	—	—
Purchase of Furniture, Equipment and Leasehold Improvements	−74	−30	−20	−23	−28
Net Cash Provided by (Used in) Investing Activities	−98	−67	16	313	−706
Issuance of Noncontrolling Interests	1	85,000	733,000	300,000	2
Distributions to Noncontrolling Interests	−31	−31	−27	−46	−68
Payments Under Tax Receivable Agreement	−11	−11	−11	−11	−11
Payment of Notes Payable	−38	0	0	−67	−38
Issuance of Notes Payable	250	0	0	67	38
Debt Issuance Costs	−662,000	0	0	−2	−355,000
Purchase of Treasury Stock and Noncontrolling Interests	−662	−451	−392	−550	−730
Dividends	−144	−136	−128	−127	−119
Net Cash Provided by (Used in) Financing Activities	−636	−629	−557	−736	−925
Effect of Exchange Rate Changes on Cash	32	−16	17	−24	−5
Net Increase (Decrease) in Cash, Cash Equivalents and Restricted Cash	554	277	−67	85	−251
Payments for Interest	20	16	16	17	17
Payments for Income Taxes	117	98	75	—	—
Accrued Dividends	16	16	17	15	14
Redemption of Luminis Interest	0	7	0	0	—
Contingent Consideration Accrued	25	0	0	9	0
Shares Issued as Consideration for Acquisitions	96	0	0	—	—
Deferred Purchase Price Payable in Shares or Cash for Acquisitions	95	0	—	—	—
Assets Acquired in Acquisitions	28	0	0	—	—
Liabilities Assumed in Acquisitions	28	0	0	—	—

Filings

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Frequently asked questions

What is Evercore Inc.'s CIK number?

Evercore Inc.'s SEC CIK number is 0001360901 (1360901). The CIK (Central Index Key) is the permanent identifier the SEC assigns to every EDGAR filer — unlike a ticker symbol, it never changes.

Where can I find Evercore Inc.'s SEC filings?

All of Evercore Inc.'s EDGAR filings — 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider transactions — are listed on this page, sourced live from SEC EDGAR.

When did Evercore Inc. last report earnings?

Evercore Inc. (EVR) most recently filed an earnings 8-K with the SEC on Apr 29, 2026, furnishing its results under Item 2.02 (Results of Operations and Financial Condition). The earnings press release is attached to that filing (accession 0001628280-26-028098). This is Evercore Inc.'s most recent earnings filing of record — not a forecast of its next earnings date.

What is Evercore Inc.'s most recent earnings 8-K?

Evercore Inc.'s latest earnings 8-K (Item 2.02) was filed Apr 29, 2026 under accession 0001628280-26-028098. It carries the quarterly or annual earnings press release — the earliest official, SEC-filed version of the results.

View Evercore Inc.'s latest earnings 8-K →
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