Congress trades

Evercore Inc. (EVR)

NYSE · Financial Services · 7 congress trades · last filed 3 months ago

7
Congress disclosures shown
30d
Median delay on the congress disclosures
of the 45 day limit
5/2
Purchases and sales in the disclosures shown

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%

www.evercore.com

Earnings

6 reported quarters · next on Oct 28, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 29, 2026$2.91$3.03$998.5M$985.0MEPS missRevenue in line
Q1 FY2026reported Apr 29, 2026$7.53$5.43$1.4B$1.2BEPS beatRevenue beat
Feb 4, 2026$5.13$3.83$1.3B$1.1BEPS beatRevenue beat
Q3 FY2025reported Oct 29, 2025$3.48$3.25$1.0B$950.9MEPS beatRevenue beat
Q2 FY2025reported Jul 30, 2025$2.42$1.78$838.0M$719.6MEPS beatRevenue beat
Q1 FY2025reported Apr 30, 2025$3.49$1.54$699.0M$598.9MEPS 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
HolderValueSharesChangeOf company
Blackrock, Inc.$1.3B3,715,623+1.8%9.62%
Vanguard Portfolio Management LLC$667.9M1,956,150-0.9%5.06%
AQR Capital Management LLC$584.2M1,710,982+29.9%4.43%
Vanguard Capital Management LLC$573.7M1,680,210-0.9%4.35%
Invesco Ltd.$547.2M1,602,673+12.5%4.15%
State Street Corp$411.8M1,206,119+2.3%3.12%
FMR LLC$386.7M1,132,481-32.2%2.93%
Geode Capital Management, LLC$375.1M1,098,427+5.3%2.84%
Morgan Stanley$274.2M803,015-12.5%2.08%
Millennium Management LLC$217.7M637,464+821.8%1.65%
Wellington Management Group LLP$213.4M624,987+0.3%1.62%
Boston Partners$209.8M614,517+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.

Know the moment the next EVR filing lands.

GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.

Congress trades in EVR

7 disclosures of 7 on record · median 30d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Michael T. McCaulStockPurchase$15,001 - $50,000-14.1%S&P +3.3% · vs S&P 500 -17.4%May 11, 2026Jun 10, 202630d
Michael T. McCaulStockPurchase$1,001 - $15,000-17.1%S&P +6.8% · vs S&P 500 -23.9%Apr 27, 2026May 4, 20267d
Ro KhannaStockSale$1,001 - $15,000+444.2%S&P +188.1% · vs S&P 500 +256.1%Apr 7, 2020May 13, 202036d
Thom TillisJointStockSale (Full)$1,001 - $15,000+452.2%S&P +264.3% · vs S&P 500 +187.9%Feb 13, 2015Feb 26, 201513d
Michael T. McCaulStockPurchase$15,001 - $50,000+503.3%S&P +307.9% · vs S&P 500 +195.4%Oct 14, 2014Nov 14, 201431d
Michael T. McCaulStockPurchase$15,001 - $50,000+429.5%S&P +325.6% · vs S&P 500 +103.9%Feb 10, 2014Mar 13, 201431d
Michael T. McCaulStockPurchase$15,001 - $50,000+361.6%S&P +319.2% · vs S&P 500 +42.5%Jan 23, 2014Feb 12, 201420d

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

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

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.

Related companies

traded by the same members

See every company we track