Every material Form 8-K Evercore has filed with the SEC since October 25, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Evercore reported third-quarter 2026 U.S. GAAP net revenues of $1.2 billion, up 12% from a year earlier, and diluted EPS of $3.93 versus $3.41. The firm also declared a quarterly dividend of $0.89 per share, which keeps its capital return to shareholders in place.
Q3 2026 U.S. GAAP operating income was $242.6 million versus $216.2 million; net income attributable to Evercore was $160.8 million versus $144.6 million.
Q3 2026 Adjusted diluted EPS was $4.28 versus $3.48 a year earlier, per the filing's non-GAAP table.
Quarterly dividend of $0.89 per share, payable December 11, 2026 to holders of record on November 27, 2026.
Returned $1.0 billion to shareholders in the first nine months of 2026 through dividends and repurchases; cash and cash equivalents were $1.2 billion at September 30, 2026.
Evercore appointed Nigel Dawn, Global Head of Private Capital Advisory, and Naveen Nataraj, Co-Head of U.S. Investment Banking, as Co-Presidents effective January 1, 2027, reporting to Chairman and CEO John S. Weinberg, who remains in those roles. Each received a one-time award of performance restricted stock units with a target value of $20 million, which vests on the fifth anniversary of the effective date, subject to continued employment.
Co-Presidents take effect January 1, 2027; both report to John S. Weinberg, who remains Chairman and CEO.
Each co-president receives a one-time PRSU award with a $20 million target value; earned units range from 80% to 200% of target based on operating income goals and relative total shareholder return over three years.
Daniel Mendelow becomes sole Head of U.S. Investment Banking; Jason Sobol becomes Chairman of U.S. Investment Banking.
Evercore reported record second-quarter 2026 net revenues of $990.2 million, up 19% from $833.8 million a year earlier, and declared a quarterly dividend of $0.89 per share. GAAP diluted EPS slipped to $2.32 from $2.36, while adjusted diluted EPS rose to $2.91 from $2.42, and the company recorded $21.3 million of special charges for an estimated non-U.S. employment tax loss provision.
GAAP net revenues were $990.2 million versus $833.8 million in Q2 2025; adjusted net revenues were $999.5 million.
GAAP diluted EPS was $2.32 versus $2.36; adjusted diluted EPS was $2.91 versus $2.42.
Special charges of $21.3 million reflect an estimated loss provision for non-U.S. employment taxes for prior periods.
Quarterly dividend of $0.89 per share is payable September 11, 2026 to holders of record on August 28, 2026.
Evercore reported first-quarter 2026 U.S. GAAP net revenues of $1.4 billion, up 100% from $694.8 million a year earlier, and diluted EPS of $7.20 versus $3.48. The board also raised the quarterly dividend 6% to $0.89 per share, payable June 12, 2026, and the company returned $673.3 million to shareholders in the quarter.
GAAP net revenues of $1,391.6 million for Q1 2026 versus $694.8 million in Q1 2025
Diluted EPS of $7.20 (U.S. GAAP) versus $3.48 a year earlier; adjusted diluted EPS of $7.53
Quarterly dividend increased 6% to $0.89 per share, payable June 12, 2026 to holders of record May 29, 2026
$673.3 million returned to shareholders in the quarter through dividends and repurchases of 1.9 million shares
Evercore Inc. appointed Christine Varney as a director, effective March 1, 2026, with a term running to the 2026 annual meeting. She also joins the Audit and Nominating and Corporate Governance committees, and the board size rises from ten to eleven. The filing describes a one-time $50,000 RSU grant and her background as a former Assistant Attorney General and FTC Commissioner.
Board appointment effective March 1, 2026, for a term expiring at the 2026 annual meeting
Appointed to the Audit Committee and Nominating and Corporate Governance Committee
One-time RSU award valued at $50,000, vesting on the second anniversary of grant
Board size increased from ten to eleven directors effective March 1, 2026
Evercore reported record fourth-quarter 2025 net revenues of $1.3 billion, up 32% from a year earlier, with U.S. GAAP net income attributable to the firm of $204.0 million and diluted EPS of $4.76. For the full year, net revenues reached $3.9 billion, up 29%, and the board declared a quarterly dividend of $0.84 per share payable March 13, 2026.
Q4 2025 U.S. GAAP net revenues $1.3 billion vs. $975.3 million in Q4 2024; Advisory Fees rose 33%
Q4 2025 U.S. GAAP operating income $312.2 million, up 47%; operating margin 24.2% vs. 21.8%
Full year 2025 U.S. GAAP net income attributable to Evercore $591.9 million vs. $378.3 million; diluted EPS $14.05 vs. $9.08
Christine Varney appointed to the Board of Directors effective March 1, 2026; $812.4 million returned to shareholders in 2025
Evercore reported record third quarter 2025 U.S. GAAP net revenues of $1.0 billion, up 41% from a year earlier, and diluted EPS of $3.41 versus $1.86 in the prior year period. The company also declared a quarterly dividend of $0.84 per share, payable December 12, 2025, which shows profit and revenue growth flowing through to shareholder returns.
Q3 2025 U.S. GAAP net revenues $1,038.9 million vs $734.2 million in Q3 2024; net income attributable to Evercore $144.6 million vs $78.4 million
Q3 2025 U.S. GAAP operating margin 20.8% vs 16.6%; Advisory Fees rose 49% to $883.7 million
Quarterly dividend of $0.84 per share, payable December 12, 2025 to holders of record on November 28, 2025
Returned $623.8 million to shareholders in the first nine months of 2025 through dividends and repurchases
Evercore reported second quarter 2025 U.S. GAAP net revenues of $833.8 million, up 21% from a year earlier, and diluted EPS of $2.36 versus $1.81. Net income attributable to Evercore rose to $97.2 million from $73.8 million, and the company declared a $0.84 per share quarterly dividend, payable September 12, 2025. Results were strong on the headline measures, though management notes quarterly results can fluctuate significantly with transaction timing.
Q2 2025 U.S. GAAP net revenues $833.8 million vs. $689.2 million in Q2 2024; GAAP diluted EPS $2.36 vs. $1.81
Q2 2025 U.S. GAAP operating margin 18.0% vs. 15.7%; Advisory Fees up 23% year over year
Quarterly dividend of $0.84 per share, payable September 12, 2025 to holders of record August 29, 2025
Agreement announced to acquire Robey Warshaw, a UK-headquartered independent advisory firm
Evercore entered into a note purchase agreement on July 10, 2025, under which it will issue $125 million of 5.17% Series K notes due 2030 and $125 million of 5.47% Series L notes due 2032, with closing set for July 24, 2025. The company plans to use part of the proceeds to repay maturing notes issued under prior agreements within the next twelve months, with the remainder for general corporate purposes. The notes add $250 million of debt and carry leverage and tangible net worth covenants that shareholders may want to track.
Total principal of $250 million: $125 million Series K notes at 5.17% due July 24, 2030, and $125 million Series L notes at 5.47% due July 24, 2032
Notes issued in a private placement exempt from SEC registration; closing scheduled for July 24, 2025
Interest paid semi-annually on April 30 and October 30, starting October 30, 2025
Covenants include a maximum consolidated leverage ratio of 2.75 to 1.0 and a minimum consolidated tangible net worth of $325 million
Evercore reported first-quarter 2025 U.S. GAAP net revenues of $694.8 million, up 20% from a year earlier, and diluted earnings per share of $3.48 versus $2.09. The company also raised its quarterly dividend 5% to $0.84 per share, payable June 13, 2025. GAAP results include a $74.3 million tax benefit tied to the deduction for share-based award appreciation, which the company says affects quarterly comparisons.
U.S. GAAP net income attributable to Evercore was $146.2 million, versus $85.7 million in Q1 2024.
Advisory Fees rose $127.5 million, or 30%, while Other Revenue, net fell $21.4 million, or 75%.
Quarterly dividend increased to $0.84 per share, with a record date of May 30, 2025.
Board approved a repurchase authorization of up to the lesser of $1.6 billion or 8.0 million shares in April.
Evercore disclosed that Edward S. Hyman, Chairman of Evercore ISI, notified the company on February 10, 2025, that he will transition to a non-executive officer role while continuing to support the Evercore ISI business. The filing states the decision was not the result of any disagreement with the company on its operations, policies, or practices.
Edward S. Hyman, Chairman of Evercore ISI, notified the company on February 10, 2025 of his decision
He will move to a non-executive officer role and continue to support the Evercore ISI business
The filing states the change was not due to any disagreement with the company
Evercore reported fourth-quarter 2024 results on a U.S. GAAP basis, with net revenues of $975.3 million, up 24% from a year earlier, and net income attributable to the firm of $140.4 million, up from $82.7 million. The company also declared a quarterly dividend of $0.80 per share, payable March 14, 2025, which matters to shareholders because it sets the near-term cash return on their shares.
Q4 2024 U.S. GAAP net revenues were $975.3 million, up 24% from $784.2 million in Q4 2023.
Q4 2024 diluted EPS was $3.30 versus $2.03 a year earlier; full-year 2024 diluted EPS was $9.08 versus $6.37.
Full-year 2024 net revenues were $2,979.6 million, up 23%, and the company returned $590.6 million to shareholders through dividends and repurchases.
Quarterly dividend of $0.80 per share is payable March 14, 2025, to holders of record on February 28, 2025.
Evercore reported third quarter 2024 U.S. GAAP net revenues of $734.2 million, up 29% from a year earlier, and diluted EPS of $1.86 versus $1.30. The firm also declared a quarterly dividend of $0.80 per share, payable December 13, 2024. Revenue and earnings both rose, which supports the shareholder return picture, though the firm notes quarterly results can fluctuate.
Q3 2024 U.S. GAAP net revenues were $734.2 million, up 29% from $570.2 million in Q3 2023
Q3 2024 U.S. GAAP net income attributable to Evercore was $78.4 million, versus $52.1 million a year earlier
Q3 2024 U.S. GAAP operating margin was 16.6%, versus 13.5% in Q3 2023
Quarterly dividend of $0.80 per share declared October 22, 2024, payable December 13, 2024 to holders of record on November 29, 2024
Evercore reported second-quarter 2024 U.S. GAAP net revenues of $689.2 million, up 38% from a year earlier, and diluted earnings per share of $1.81, compared with $0.95. Advisory fees rose 52%, while underwriting fees fell 19%. The board also declared a quarterly dividend of $0.80 per share, and the filing includes no forward guidance.
GAAP net revenues were $689.2 million, up from $499.4 million in Q2 2023; the company called it a record second quarter by both GAAP and adjusted measures.
GAAP operating income was $108.2 million, up 88% from $57.7 million, with an operating margin of 15.7% versus 11.6%.
Diluted EPS was $1.81 versus $0.95; GAAP net income attributable to Evercore was $73.8 million versus $37.2 million.
The board declared a quarterly dividend of $0.80 per share, payable September 13, 2024, to holders of record on August 30, 2024.
Evercore reported first quarter 2024 U.S. GAAP net revenues of $580.8 million, up 2% from a year earlier, and diluted EPS of $2.09 versus $2.06. Operating income fell to $84.1 million from $106.9 million, and adjusted diluted EPS declined to $2.13 from $2.16. The board also raised the quarterly dividend 5% to $0.80 per share, and the company returned $308.5 million to shareholders in the quarter.
U.S. GAAP net revenues $580.8 million vs $572.1 million in Q1 2023, up 2%; adjusted net revenues $587.3 million, up 2%
U.S. GAAP diluted EPS $2.09 vs $2.06; adjusted diluted EPS $2.13 vs $2.16
Operating margin 14.5% vs 18.7%; compensation ratio 66.8% vs 64.1%
Quarterly dividend increased 5% to $0.80 per share, payable June 14, 2024; $308.5 million returned to shareholders in the quarter
Evercore reported fourth-quarter 2023 U.S. GAAP net revenues of $784.2 million, down from $831.3 million a year earlier, and diluted EPS of $2.03 versus $3.44. For full year 2023, net revenues fell 12% to $2.4 billion and diluted EPS was $6.37 versus $11.61, with advisory fees down 18% as revenue from large transactions declined. The board also declared a quarterly dividend of $0.76 per share, payable March 8, 2024.
Q4 2023 GAAP net revenues $784.2 million vs $831.3 million in Q4 2022; Q4 diluted EPS $2.03 vs $3.44
Full year 2023 GAAP net revenues $2.4 billion, down 12%; full year diluted EPS $6.37 vs $11.61
Advisory fees fell $44.6 million (6%) in Q4 and $429.1 million (18%) for the full year
Quarterly dividend of $0.76 per share, payable March 8, 2024 to holders of record on February 23, 2024
Evercore reported third quarter 2023 results on a U.S. GAAP basis, with net revenues of $570.2 million, down 1% from $576.9 million a year earlier. Net income attributable to Evercore fell to $52.1 million from $82.4 million, and diluted EPS dropped to $1.30 from $2.03, as advisory fees declined and compensation costs rose as a share of revenue. The company also declared a quarterly dividend of $0.76 per share, payable December 8, 2023.
Q3 2023 GAAP net revenues were $570.2 million versus $576.9 million in Q3 2022; operating income was $76.8 million versus $130.4 million.
Q3 2023 GAAP net income attributable to Evercore was $52.1 million, or $1.30 diluted EPS, versus $82.4 million, or $2.03, a year earlier.
Advisory fees fell 4% in the quarter and 23% year to date, while the compensation ratio rose to 68.7% from 61.7%.
Quarterly dividend of $0.76 per share declared October 24, 2023, payable December 8, 2023 to holders of record on November 24, 2023.
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