
Congress trades
Evercore Inc. (EVR)
NYSE · Financial Services · 7 congress trades · last filed 3 months ago
About Evercore Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Chief executive
- John S. Weinberg
- Employees
- 2,715
- Listed since
- Aug 14, 2006
- Market value
- $11.1B
- Price to earnings
- 15.0
- Earnings per share
- $19.29
- Dividend yield
- 1.20%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $2.91 | $3.03 | $998.5M | $985.0M | EPS missRevenue in line |
| Q1 FY2026reported Apr 29, 2026 | $7.53 | $5.43 | $1.4B | $1.2B | EPS beatRevenue beat |
| Feb 4, 2026 | $5.13 | $3.83 | $1.3B | $1.1B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 29, 2025 | $3.48 | $3.25 | $1.0B | $950.9M | EPS beatRevenue beat |
| Q2 FY2025reported Jul 30, 2025 | $2.42 | $1.78 | $838.0M | $719.6M | EPS beatRevenue beat |
| Q1 FY2025reported Apr 30, 2025 | $3.49 | $1.54 | $699.0M | $598.9M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $1.3B | 3,715,623 | +1.8% | 9.62% |
| Vanguard Portfolio Management LLC | $667.9M | 1,956,150 | -0.9% | 5.06% |
| AQR Capital Management LLC | $584.2M | 1,710,982 | +29.9% | 4.43% |
| Vanguard Capital Management LLC | $573.7M | 1,680,210 | -0.9% | 4.35% |
| Invesco Ltd. | $547.2M | 1,602,673 | +12.5% | 4.15% |
| State Street Corp | $411.8M | 1,206,119 | +2.3% | 3.12% |
| FMR LLC | $386.7M | 1,132,481 | -32.2% | 2.93% |
| Geode Capital Management, LLC | $375.1M | 1,098,427 | +5.3% | 2.84% |
| Morgan Stanley | $274.2M | 803,015 | -12.5% | 2.08% |
| Millennium Management LLC | $217.7M | 637,464 | +821.8% | 1.65% |
| Wellington Management Group LLP | $213.4M | 624,987 | +0.3% | 1.62% |
| Boston Partners | $209.8M | 614,517 | +5.9% | 1.59% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Congress trades in EVR
7 disclosures of 7 on record · median 30d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | -14.1%S&P +3.3% · vs S&P 500 -17.4% | May 11, 2026 | Jun 10, 2026 | 30d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | -17.1%S&P +6.8% · vs S&P 500 -23.9% | Apr 27, 2026 | May 4, 2026 | 7d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +444.2%S&P +188.1% · vs S&P 500 +256.1% | Apr 7, 2020 | May 13, 2020 | 36d |
| Thom TillisJoint | Stock | Sale (Full) | $1,001 - $15,000 | +452.2%S&P +264.3% · vs S&P 500 +187.9% | Feb 13, 2015 | Feb 26, 2015 | 13d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +503.3%S&P +307.9% · vs S&P 500 +195.4% | Oct 14, 2014 | Nov 14, 2014 | 31d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +429.5%S&P +325.6% · vs S&P 500 +103.9% | Feb 10, 2014 | Mar 13, 2014 | 31d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +361.6%S&P +319.2% · vs S&P 500 +42.5% | Jan 23, 2014 | Feb 12, 2014 | 20d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded EVR?
Michael T. McCaul, Ro Khanna, Thom Tillis disclosed EVR transactions in the filings shown here.
How quickly are EVR trades disclosed?
Congressional disclosures took a median of 30 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
