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The company

Evercore Inc.

EVR · NYSE

FinancialsCapital Markets & Asset ManagementNot moving yet

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 18.7% below that average now. Capital Markets & Asset Management: 30% of its 97 stocks in an uptrend (−4 points in four weeks); Financials: 53% (−0 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 14
Industry in uptrend
30% -4 in 4 wk
Insider buys, 12 months
$1.2M
Insider sales, 12 months
$10.0M
Officials’ trades on record
4

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 26 of 52 weeks.

23 Apr – 22 Oct
28%44%61%Apr 26Jun 26Jul 26Sep 26Oct 26

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 held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$59.3M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars. Not yet read: institutions.

Congress and officials

4 disclosed lines: House 2, Senate 1, executive 1; 3 people.

WhoDidAmountTraded
Arjun Mody Executive branch: Office of Government EthicsSocial Security Administrationsold$1k–$15k30 Jan 2026filed 10 Apr 2026
James B. Renacci House: U.S. House ClerkOH16sold$1k–$15k11 Mar 2015filed 18 Mar 2015
Thom Tillis Senate: U.S. Senate eFDSenatorsoldjoint$1k–$15k13 Feb 2015filed 26 Feb 2015
James B. Renacci House: U.S. House ClerkOH16sold$1k–$15k16 Jan 2014filed 6 Feb 2014

Insiders

Buy orders, 12 months1
Sale orders, 12 months4
Buyers · sellers1 · 4
WhoDidSharesTraded
Timothy Gilbert LalondeChief Financial Officersold7,808at $343.0611 Jun 2026filed 15 Jun 2026
Sarah K. WilliamsonDirectorbought2,000at $290.436 Mar 2026filed 10 Mar 2026
Jason KlurfeldGeneral Counselsold5,000at $360.006 Feb 2026filed 6 Feb 2026
Paul PensaContr, Prin. Acct.Officersold1,450at $350.315 Feb 2026filed 6 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Still reading this part; it fills in a moment.

Everyone who traded it

Timothy Gilbert LaLonde Company insiderChief Financial Officer · last 11 Jun 20260 · 6
Christine A. Varney Company insiderDirector · last 10 Jun 20260 · 0
Ellen Futter V Company insiderDirector · last 10 Jun 20260 · 1
Gail Block Harris Company insiderDirector · last 10 Jun 20260 · 0
Pamela G. Carlton Company insiderDirector · last 10 Jun 20260 · 6
Robert B. Millard Company insiderDirector · last 10 Jun 20260 · 0
Sarah K. Williamson Company insiderDirector · last 10 Jun 20261 · 0
Sir Simon Robertson Company insiderDirector · last 10 Jun 20260 · 0
Wilard J. Overlock Jr. Company insiderDirector · last 10 Jun 20260 · 0
William J. Wheeler Company insiderDirector · last 10 Jun 20260 · 0
Jason Klurfeld Company insiderGeneral Counsel · last 19 Feb 20261 · 9
John S. Weinberg Company insiderCEO/Chairman · last 19 Feb 20260 · 0

Same industry

MRX Marex GroupLeading+11%
WT WisdomTreeLeading+7%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Free cash flow marginFY 2025 · to 31 Dec 202530.5%
Cash conversionFY 2025 · to 31 Dec 2025212%
Cash and equivalentsFY 2025 · to 31 Dec 2025$1.4B
Free cash flowFY 2025 · to 31 Dec 2025$1.2B

Analyst forecasts

No analyst forecasts yet.