Every material Form 8-K Evercore filed with the SEC in 2025, 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 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Evercore filing is on SEC EDGAR ↗. 8-K briefs of other companies →