The company
Evercore Inc.
EVR · NYSE
EVR stood above a rising 150-day average in 26 of the last 52 weekly readings, and has been out of that trend for the last 14 weeks. It is 19.8% below that average now. Capital Markets & Asset Management: 30% of its 97 stocks in an uptrend (−5 points in four weeks); Financials: 49% (−4 points in four weeks).
Statistics
- Rotation
- Not moving yet
- Weeks in an uptrend
- out for 14
- Industry in uptrend
- 30% -5 in 4 wk
- Insider buys, 12 months
- $1.2M
- Insider sales, 12 months
- $10.0M
- Officials’ trades on record
- 4
- Institutions holding
- 670 (+60)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 26 of 52 weeks.
Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has been slipping.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
4 disclosed lines: House 2, Senate 1, executive 1; 3 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Arjun Mody Executive branch: Office of Government EthicsSocial Security Administration | sold | $1k–$15k | 30 Jan 2026filed 10 Apr 2026 |
| James B. Renacci House: U.S. House ClerkOH16 | sold | $1k–$15k | 11 Mar 2015filed 18 Mar 2015 |
| Thom Tillis Senate: U.S. Senate eFDSenator | soldjoint | $1k–$15k | 13 Feb 2015filed 26 Feb 2015 |
| James B. Renacci House: U.S. House ClerkOH16 | sold | $1k–$15k | 16 Jan 2014filed 6 Feb 2014 |
Insiders
| Who | Did | Shares | Traded |
|---|---|---|---|
| Timothy Gilbert LalondeChief Financial Officer | sold | 7,808at $343.06 | 11 Jun 2026filed 15 Jun 2026 |
| Sarah K. WilliamsonDirector | bought | 2,000at $290.43 | 6 Mar 2026filed 10 Mar 2026 |
| Jason KlurfeldGeneral Counsel | sold | 5,000at $360.00 | 6 Feb 2026filed 6 Feb 2026 |
| Paul PensaContr, Prin. Acct.Officer | sold | 1,450at $350.31 | 5 Feb 2026filed 6 Feb 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc.added · filed 7 Aug 2026 | 3,715,623$1.3B | +66,765+1.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 2026 | 1,956,150$667.9M | -17,994−0.9% |
| AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 2026 | 1,710,982$584.2M | +394,130+29.9% |
| VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026 | 1,680,210$573.7M | -14,739−0.9% |
| Invesco Ltd.added · filed 14 Aug 2026 | 1,602,673$547.2M | +177,987+12.5% |
| STATE STREET CORPadded · filed 7 Aug 2026 | 1,206,119$411.8M | +27,095+2.3% |
| FMR LLCreduced · filed 13 Aug 2026 | 1,132,481$386.7M | -537,181−32.2% |
| GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026 | 1,098,427$375.1M | +55,089+5.3% |
| MORGAN STANLEYreduced · filed 13 Aug 2026 | 803,015$274.2M | -114,786−12.5% |
| MILLENNIUM MANAGEMENT LLCadded · filed 14 Aug 2026 | 637,464$217.7M | +568,306+821.8% |
Everyone who traded it
Same industry
Government contracts
No federal award is tied to it.
From its SEC filings
Analyst forecasts
No analyst forecasts yet.