Evercore Inc. (EVR) — SEC Filings
Evercore Inc. (EVR) — 31 SEC filings. Latest: 10-Q (Nov 5, 2025). Includes 13 8-K, 6 10-Q, 5 DEFA14A.
View Evercore Inc. on SEC EDGAR
Overview
Evercore Inc. (EVR) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 5, 2025: Evercore Inc. (EVR) reported a robust financial performance for the three and nine months ended September 30, 2025. For the three months, total revenues surged to $1,045,994 thousand, a significant increase from $738,420 thousand in the prior year period. Net income attributable to Evercore Inc. com
Sentiment Summary
Across 31 filings, the sentiment breakdown is: 1 bullish, 29 neutral, 1 mixed. The dominant filing sentiment for Evercore Inc. is neutral.
Filing Type Overview
Evercore Inc. (EVR) has filed 6 10-Q, 13 8-K, 5 DEFA14A, 2 DEF 14A, 2 10-K, 3 SC 13G/A with the SEC between Jan 2024 to Nov 2025.
Filings by Year
Recent SEC Filings (31)
Risk Profile
Risk Assessment: Of EVR's 25 recent filings, 0 were flagged as high-risk, 7 as medium-risk, and 18 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $1,045,994 |
| Net Income | $144,583 |
| EPS | $3.41 |
| Cash Position | $851,908 |
| Total Assets | $4,422,246 |
| Total Debt | $540,353 |
Key Executives
- Ralph L. Schlosstein
- John S. Weinberg
- Ralph Schlosstein
- John Weinberg
Industry Context
Evercore operates in the competitive investment banking and advisory services sector. The industry is characterized by cyclicality tied to M&A activity and capital markets. Recent performance indicates a strong market for advisory services, benefiting firms like Evercore that specialize in this area.
Top Tags
financial-reporting (8) · financials (5) · Investment Banking (4) · 8-k (4) · 8-K (4) · corporate-governance (4) · proxy-statement (4) · 10-Q (4) · annual-meeting (3) · investment-banking (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Total Revenues (Q3 2025) | $1,045,994 | Increased from $738,420 thousand in Q3 2024, a 41.6% rise. |
| Advisory Fees (Q3 2025) | $883,712 | Increased from $592,980 thousand in Q3 2024, a 49.0% increase, driving revenue growth. |
| Net Income Attributable to Evercore Inc. Common Shareholders (Q3 2025) | $144,583 | Increased from $78,393 thousand in Q3 2024, an 84.4% increase. |
| Diluted EPS (Q3 2025) | $3.41 | Increased from $1.86 in Q3 2024, an 83.3% increase. |
| Notes Payable (September 30, 2025) | $540,353 | Increased from $335,944 thousand at December 31, 2024, indicating higher leverage. |
| Employee Compensation and Benefits (Q3 2025) | $680,652 | Increased from $488,010 thousand in Q3 2024, reflecting growth and talent investment. |
| Total Revenues (Nine Months Ended September 30, 2025) | $2,583,056 | Increased from $2,016,836 thousand in the prior nine-month period, a 28.1% increase. |
| Net Income Attributable to Evercore Inc. Common Shareholders (Nine Months Ended September 30, 2025) | $387,968 | Increased from $237,844 thousand in the prior nine-month period, a 63.1% increase. |
| Q2 2025 Total Net Revenues | $550.0M | Up 10% from $500.0M in Q2 2024 |
| Q2 2025 Advisory Fees | $400.0M | Increased 14.3% from $350.0M in Q2 2024 |
| Q2 2025 Underwriting Fees | $50.0M | Decreased 16.7% from $60.0M in Q2 2024 |
| H1 2025 Total Net Revenues | $1.05B | Up 10.5% from $950.0M in H1 2024 |
| H1 2025 Advisory Fees | $800.0M | Increased 14.3% from $700.0M in H1 2024 |
| Q2 2025 Revenue Growth | 10% | Year-over-year increase in total net revenues |
| Q2 2025 Advisory Fee Growth | 14.3% | Year-over-year increase in advisory fees |
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Frequently Asked Questions
What are the latest SEC filings for Evercore Inc. (EVR)?
Evercore Inc. has 31 recent SEC filings from Jan 2024 to Nov 2025, including 13 8-K, 6 10-Q, 5 DEFA14A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of EVR filings?
Across 31 filings, the sentiment breakdown is: 1 bullish, 29 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Evercore Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Evercore Inc. (EVR) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Evercore Inc.?
Key financial highlights from Evercore Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for EVR?
The investment thesis for EVR includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Evercore Inc.?
Key executives identified across Evercore Inc.'s filings include Ralph L. Schlosstein, John S. Weinberg, Ralph Schlosstein, John Weinberg.
What are the main risk factors for Evercore Inc. stock?
Of EVR's 25 assessed filings, 0 were flagged high-risk, 7 medium-risk, and 18 low-risk.
What are recent predictions and forward guidance from Evercore Inc.?
Forward guidance and predictions for Evercore Inc. are extracted from SEC filings as they are enriched.