Every material Form 8-K Evercore filed with the SEC in 2026, 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
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 →