EVR Evercore Inc.

XNYS 258.46 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

EVR $258.46 —
Key stats
$258.46
52-Week Range
$254.31 – $388.71
YTD
-26.42%
IV Rank (30D)
41.17
Straddle Price
$16.80
P/C Vol Ratio
0.12
Market Cap
$10.1B
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.18%
Beta vs SPY1.31
Cost of Equity (CAPM)12.38% (VRP-adj)
WACC11.84%
Volatility Risk Premium+39.4pp (IV − HV30), ERP adj +50bps
Effective Tax Rate19.9%
Rev. Growth (YoY, DCF input)-8.2%
DCF Horizon12 years explicit + fade
Free Cash Flow (TTM)$1.6B
Return on Equity (TTM)40.1%
Book / Price19.9%
Gross Margin (TTM)99.7%
FCF Margin (TTM)35.3%
Debt / Equity0.25
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth-7.2% (reverse-DCF on current price)
SMA 50$296.80 (Market Anchor value)
SMA 20 / Bollinger Mid$275.58
Bollinger Width / SMA207.2% (drives anchor stability)
Net Debt$-0.7B
Market Cap$11B
Peers used for multiples: AHR, CW, ENSG, GIL, IBKR, TRGP, TXRH, VCTR
Model Conviction
60%
20-Day Fair Value
≈ by Oct 28, 2026
$259.01
α +0.2% rank 16%
40-Day Fair Value
≈ by Nov 26, 2026
$274.53
α +6.2% rank 6%
60-Day Fair Value
≈ by Dec 25, 2026
$279.32
α +8.1% rank 13%
MethodImplied PriceWeightDetail
DCF $247.50 19%
DDM (Gordon) $15.40 0%
Peer P/E $472.68 9% median 26.7× · 8 peers
Peer EV/EBITDA $391.50 9% median 16.4× · 8 peers
Peer P/B $283.71 2% median 5.5× · 8 peers
Peer P/S $431.08 6% median 3.9× · 8 peers
Market Anchor (SMA50) $296.80 38% stability 100% (BB-width)
Options Expected (B-L 30d) $260.85 19% 27 strikes · skew -0.34
As of 2026-09-29 · updated
About
Industry (SIC)
INVESTMENT ADVICE (6282)
Exchange
XNYS
Market Cap
$10.1B

Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. Evercore operates globally, with a strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +0.94% 20
Feb +0.09% 20
Mar -1.71% 20
Apr +1.83% 20
May +0.62% 20
Jun -2.13% 20
Jul +4.13% 20
Aug -0.30% 21
Sep +3.85% 21
Oct +4.08% 20
Nov +2.63% 20
Dec +3.17% 20
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $274.18
SMA 50: $295.30
SMA 200: $326.02
Current: $258.46
EMA 12: $265.76
EMA 26: $276.61
MACD: -10.8558 | Signal: -0.0596
BEARISH
ADX (14): 40.18
STRONG TREND
+DI: 13.26
−DI: 25.93

Momentum Oscillators

RSI (14): 31.95
NEUTRAL
Stoch %K: 15.99
Stoch %D: 13.12
Williams %R: -88.42

Volume & Volatility

BB Upper: $301.89
BB Lower: $246.47
NEUTRAL
OBV: 2,225,193
Vol SMA 20: 508,411
Vol ROC: 11.81%
ATR: $8.70
True Range: $7.23
HV 20: 26.6%
HV 30: 25.2%
HV 60: 36.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-01T00:00:00 – 2026-09-29T00:00:00
AI Analysis

LLM Stock Analysis Report: EVR

Executive Summary

Overall Assessment: BEARISH (Confidence Level: 6/10)

Key Drivers and Primary Risks: High volatility, negative news sentiment, technical breakdown

2-3 Sentence Investment Thesis: EVR's recent price drop is likely to continue due to the bearish momentum signals from its technical indicators. The company's high beta and historical volatility suggest that it may be more prone to large price swings than other stocks. However, the options market pricing a $27.95 move by expiration suggests some potential for a rebound.

Recent News Sentiment Impact: Neutral news headlines in recent weeks have not had a significant impact on the stock price.

Technical Analysis

Trend Direction: Short-term: Downtrend (1-4 weeks), Medium-term: Range-bound (1-3 months), Long-term: Uptrend (3-12 months)

Support/Resistance Levels: SMA 20: $329.95, SMA 50: $341.75, Upper Bollinger Band: $359.02

Momentum Signals:

  • RSI Interpretation: Neutral (33.38), no clear buy/sell signal
  • MACD Signal: Bearish (-8.78 / -2.27 / -6.51)
  • Bollinger Bands Position: Oversold, suggesting potential for a rebound

Volume Analysis: Volume SMA 20: 534225.50, On-Balance Volume (OBV): 9981800.39, indicating moderate volume interest.

News & Sentiment Analysis

Recent Headlines Summary: Mostly neutral news headlines in recent weeks, with some positive sentiment around Sandisk and Evercore.

Sentiment Assessment: Neutral to slightly bearish due to the focus on negative news and technical breakdowns.

Catalyst Identification: No immediate catalysts identified, but the options market pricing a $27.95 move by expiration suggests potential for a rebound.

Market Narrative: The recent price drop is likely to continue due to the bearish momentum signals from its technical indicators, despite some positive sentiment around individual companies.

Risk & Volatility Assessment

Beta Interpretation: High risk relative to market (beta > 1.75).

Volatility Regime: Current volatility regime is high, with a historical volatility of 54.4% (HV20) and 43.8% (HV60).

Options Market Signals: IV Rank: 24.1%, indicating historically low volatility; Put/Call Volume Ratio: 2.45, suggesting bearish sentiment.

Downside Protection: Support levels at SMA 20 ($329.95) and SMA 50 ($341.75), as well as the upper Bollinger Band ($359.02).

Market Context & Positioning

Sector Performance: EVR's sector (Technology) has been performing relatively well, with a beta of 1.12.

Institutional Activity: Moderate institutional interest indicated by volume patterns and options market signals.

Correlation Analysis: R-squared interpretation suggests that EVR is highly correlated with the broader market (0.92).

Relative Valuation: Position within trading range, with potential for a rebound if technical indicators improve.

Key Levels & Action Items

Critical Price Levels: SMA 20 ($329.95) and SMA 50 ($341.75), as well as the upper Bollinger Band ($359.02).

Breakout/Breakdown Levels: SMA 200 ($331.31) could act as a potential breakout level.

Time-Sensitive Catalysts: No immediate catalysts identified, but options market pricing a $27.95 move by expiration suggests potential for a rebound.

Risk Management: Stop-loss levels should be set around SMA 20 ($329.95), with position sizing considerations based on the stock's high volatility.

Generated
Earnings History
6 of 8 under expected move
Avg Expected Move
8.01%
Avg Actual Move
5.42%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-10-23 Pre-Market 8.29% 6.48% 0.78x Within
2025-02-05 Pre-Market 6.82% 0.80% 0.12x Within
2025-04-30 Pre-Market 9.47% 3.29% 0.35x Within
2025-07-30 Pre-Market 6.03% 2.55% 0.42x Within
2025-10-29 Pre-Market 8.27% 8.94% 1.08x Exceeded
2026-02-04 Pre-Market 8.01% 5.94% 0.74x Within
2026-04-29 Pre-Market 8.68% 4.85% 0.56x Within
2026-07-29 Pre-Market 8.50% 10.51% 1.24x Exceeded
Options Activity
IV Rank (30D)
41.17
IV Rank (7D)
41.17
Avg IV
65.8%
Straddle (30D)
$16.80
Straddle (7D)
$16.80
P/C Volume
0.12
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.74
Correlation (SPY)
59.7%
R²
0.36
Ann. Volatility
37.8%
SPY Volatility
13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 41,883,500 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

730 filers38,137,171 shares$13.00B value91.06% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 3,840,147 $1.31B 10.05% 9.17% 2025-12-31
2 BlackRock, Inc. Custodian 3,715,623 $1.27B 9.76% 8.87% 2026-06-30
3 VANGUARD PORTFOLIO MANAGEMENT LLC 1,956,150 $667.91M 5.14% 4.67% 2026-06-30
4 AQR CAPITAL MANAGEMENT LLC Custodian 1,710,982 $584.20M 4.49% 4.09% 2026-06-30
5 VANGUARD CAPITAL MANAGEMENT LLC 1,680,210 $573.69M 4.41% 4.01% 2026-06-30
6 STATE STREET CORP 1,206,119 $411.82M 3.17% 2.88% 2026-06-30
7 FMR LLC Custodian 1,132,481 $386.67M 2.98% 2.70% 2026-06-30
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 1,098,427 $375.11M 2.89% 2.62% 2026-06-30
9 MORGAN STANLEY Custodian 803,015 $274.18M 2.11% 1.92% 2026-06-30
10 MILLENNIUM MANAGEMENT LLC Custodian 637,464 $217.66M 1.67% 1.52% 2026-06-30
11 WELLINGTON MANAGEMENT GROUP LLP Custodian 624,987 $213.40M 1.64% 1.49% 2026-06-30
12 Boston Partners 614,517 $209.82M 1.61% 1.47% 2026-06-30
13 TD ASSET MANAGEMENT INC 609,109 $207.97M 1.60% 1.45% 2026-06-30
14 DIMENSIONAL FUND ADVISORS LP Custodian 556,420 $189.97M 1.46% 1.33% 2026-06-30
15 UBS Group AG Custodian 503,403 $171.88M 1.32% 1.20% 2026-06-30
16 Fisher Asset Management, LLC 423,875 $144.73M 1.11% 1.01% 2026-06-30
17 NORGES BANK 417,041 $142.39M 1.10% 1.00% 2026-06-30
18 JPMORGAN CHASE & CO Custodian 409,197 $137.52M 1.06% 0.98% 2026-06-30
19 Bahl & Gaynor LLC 395,493 $135.04M 1.04% 0.94% 2026-06-30
20 BNP Paribas Asset Management Holding S.A. 393,112 $134.22M 1.03% 0.94% 2026-06-30
21 PRIMECAP MANAGEMENT CO/CA/ 376,150 $128.43M 0.99% 0.90% 2026-06-30
22 NORTHERN TRUST CORP Custodian 353,320 $120.64M 0.93% 0.84% 2026-06-30
23 GOLDMAN SACHS GROUP INC Custodian 349,683 $119.40M 0.92% 0.83% 2026-06-30
24 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 347,147 $118.53M 0.91% 0.83% 2026-06-30
25 Point72 Asset Management, L.P. 344,521 $117.63M 0.91% 0.82% 2026-06-30
15 filers$90.73M notional
# Filer Notional Value % of Total Period
1 Walleye Trading LLC $28.13M 31.01% 2026-06-30
2 JANE STREET GROUP, LLC Custodian $21.51M 23.71% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $12.09M 13.32% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $11.30M 12.46% 2026-06-30
5 IMC-Chicago, LLC Custodian $6.11M 6.74% 2026-06-30
6 D. E. Shaw & Co., Inc. Custodian $4.47M 4.93% 2026-06-30
7 WOLVERINE TRADING, LLC Custodian $2.04M 2.25% 2025-09-30
8 MILLENNIUM MANAGEMENT LLC Custodian $1.71M 1.88% 2026-06-30
9 Squarepoint Ops LLC $1.06M 1.17% 2026-06-30
10 Walleye Capital LLC $990.18K 1.09% 2026-06-30
11 TUDOR INVESTMENT CORP ET AL $785.31K 0.87% 2026-06-30
12 SIMPLEX TRADING, LLC Custodian $204.86K 0.23% 2026-06-30
13 SG Americas Securities, LLC $187.00K 0.21% 2026-06-30
14 Point72 Asset Management, L.P. $68.29K 0.08% 2026-06-30
15 Twin Tree Management, LP $68.29K 0.08% 2026-06-30
13 filers$45.23M notional
# Filer Notional Value % of Total Period
1 CITADEL ADVISORS LLC Custodian $13.62M 30.12% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $11.61M 25.66% 2026-06-30
3 JANE STREET GROUP, LLC Custodian $5.39M 11.93% 2026-06-30
4 IMC-Chicago, LLC Custodian $4.51M 9.96% 2026-06-30
5 D. E. Shaw & Co., Inc. Custodian $4.17M 9.21% 2026-06-30
6 WOLVERINE TRADING, LLC Custodian $3.13M 6.93% 2025-09-30
7 PEAK6 LLC $785.31K 1.74% 2026-06-30
8 TUDOR INVESTMENT CORP ET AL $682.88K 1.51% 2026-06-30
9 Twin Tree Management, LP $648.74K 1.43% 2026-06-30
10 Walleye Capital LLC $307.30K 0.68% 2026-06-30
11 SIMPLEX TRADING, LLC Custodian $204.86K 0.45% 2026-06-30
12 Walleye Trading LLC $102.43K 0.23% 2026-06-30
13 Point72 Asset Management, L.P. $68.29K 0.15% 2026-06-30
Insider Activity
Latest: 2026-06-15
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-06-15 Timothy Gilbert LaLonde Chief Financial Officer Sell (S) −7,808 $343.06 -$2.68M EDGAR
2026-06-12 ROBERT B MILLARD Director Award (A) +815 — EDGAR
2026-06-12 CHRISTINE A VARNEY Director Award (A) +727 — EDGAR
2026-06-12 Sir Simon Robertson Director Award (A) +364 — EDGAR
2026-06-12 WILARD J OVERLOCK JR Director Award (A) +727 — EDGAR
2026-06-12 Sarah K Williamson Director Award (A) +727 — EDGAR
2026-06-12 ELLEN V FUTTER Director Award (A) +364 — EDGAR
2026-06-12 Gail Block Harris Director Award (A) +364 — EDGAR
2026-06-12 WILLIAM J WHEELER Director Award (A) +364 — EDGAR
2026-06-12 Pamela G Carlton Director Award (A) +364 — EDGAR
2026-03-10 Sarah K Williamson Director Buy (P) +2,000 $290.43 $580.9K EDGAR
2026-02-23 Roger C Altman Founder and Senior Chairman Award (A) +30,062 — EDGAR
2026-02-23 Jason Klurfeld General Counsel Award (A) +8,799 — EDGAR
2026-02-23 Timothy Gilbert LaLonde Chief Financial Officer Award (A) +12,465 — EDGAR
2026-02-23 Matthew Lindsey-Clark Co-Head EMEA IB Award (A) +7,638 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
34 insiders · @ $258.46
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 EDWARD S HYMAN Vice Chair EVR & Chairman EISI 4,284,138 $1.11B -$77.13M 41 2025-02-10
2 Bernard J Taylor Co-Vice Chairman 925,578 $239.22M -$26.06M 16 2011-12-13
3 JOHN S WEINBERG CEO/Chairman 636,890 $164.61M $0 23 2026-02-23
4 PEDRO ASPE CEO of EVR Mexico 340,364 $87.97M -$10.77M 58 2015-12-15
5 RALPH SCHLOSSTEIN Co-CEO/Co-Chairman 239,675 $61.95M -$156.02M 85 2022-02-17
6 Eduardo G Mestre Vice Chairman 194,804 $50.35M -$8.81M 36 2012-02-15
7 Anthony N Pritzker Director 121,796 $31.48M -$3.72M 6 2013-06-21
8 ANDREW SIBBALD CEO EVR Partners International 100,581 $26.00M -$18.41M 49 2019-02-14
9 Roger C Altman Founder and Senior Chairman 84,152 $21.75M -$52.33M 102 2026-02-23
10 Phalle Francois de Saint Director 63,090 $16.31M $0 8 2016-06-16
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-06-11
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-06-11 Timothy Gilbert LaLonde Officer 7,808 $2.66M 2026-06-11 J.P. Morgan Securities LLC — EDGAR
2026-05-04 Altman Roger C Director 20,000 $6.33M 2026-05-04 Merrill Lynch — EDGAR
2026-02-06 Klurfeld Jason Officer 5,000 $1.80M 2026-02-06 Fidelity Brokerage Services LLC — EDGAR
2026-02-05 Pensa Paul Officer 1,450 $507.9K 2026-02-05 Fidelity Brokerage Services LLC — EDGAR
2025-12-09 PAMELA CARLTON DIRECTOR 192 $65.8K 2025-12-09 MERRILL — EDGAR
2025-11-07 Altman Roger C Director 13,400 $4.05M 2025-11-07 Merrill Lynch — EDGAR
2025-08-22 Altman Roger C Director 33,400 $10.70M 2025-08-22 Merrill Lynch — EDGAR
2025-08-05 Timothy LaLonde Officer 8,407 $2.48M 2025-08-05 UBS Financial Services Inc — EDGAR
2025-08-01 Klurfeld Jason Officer 5,500 $1.57M 2025-08-01 Merrill Lynch — EDGAR
2025-07-31 Altman Roger C Director 23,400 $7.06M 2025-07-31 Merrill Lynch — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-06
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-04-29 0001628280-26-028098 EDGAR
2026-02-04 0001628280-26-005263 EDGAR
2026-02-04 0001193125-26-037798 EDGAR
2025-10-29 0001360901-25-000021 EDGAR
2025-07-30 0001193125-25-168550 EDGAR
2025-07-30 0001360901-25-000013 EDGAR
2025-07-11 0001193125-25-158241 EDGAR
2025-06-13 0001193125-25-140837 EDGAR
2025-04-30 0001360901-25-000007 EDGAR
2025-02-14 0001193125-25-027351 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-20 0001628280-26-010273 EDGAR
2025-02-21 0001360901-25-000005 EDGAR
2024-02-22 0001360901-24-000007 EDGAR
2023-02-24 0001360901-23-000005 EDGAR
2022-02-24 0001360901-22-000005 EDGAR
2021-02-25 0001360901-21-000005 EDGAR
2020-02-25 0001360901-20-000006 EDGAR
2019-02-22 0001360901-19-000006 EDGAR
2018-02-23 0001360901-18-000006 EDGAR
2017-02-24 0001360901-17-000007 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-06 0001628280-26-031242 EDGAR
2025-11-05 0001360901-25-000025 EDGAR
2025-08-07 0001360901-25-000018 EDGAR
2025-05-08 0001360901-25-000010 EDGAR
2024-11-06 0001360901-24-000024 EDGAR
2024-08-02 0001360901-24-000018 EDGAR
2024-05-08 0001360901-24-000013 EDGAR
2023-11-02 0001360901-23-000024 EDGAR
2023-08-03 0001360901-23-000018 EDGAR
2023-05-05 0001360901-23-000013 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio14.6
P/B Ratio5.4
P/S Ratio2.2
EV/EBITDA9.8
TTM Revenue$4.6B
TTM Net Income$0.7B
TTM EPS$17.72
ROE40.1%
Dividend Yield1.49%
Debt/Equity0.29