Evercore Partners Ownership
| EVR Stock | USD 204.35 0.00 0.00% |
Shares in Circulation | First Issued 2005-06-30 | Previous Quarter 42 M | Current Value 41.6 M | Avarage Shares Outstanding 33 M | Quarterly Volatility 13.6 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Evercore |
Evercore Stock Ownership Analysis
About 89.0% of the company shares are held by institutions such as insurance companies. The book value of Evercore Partners was currently reported as 44.8. The company has Price/Earnings To Growth (PEG) ratio of 1.13. Evercore Partners recorded earning per share (EPS) of 9.08. The entity last dividend was issued on the 28th of February 2025. Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. Evercore Inc. was founded in 1995 and is headquartered in New York, New York. Evercore Partners operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 2160 people. To learn more about Evercore Partners call John Weinberg at (212) 857-3100 or check out https://www.evercore.com.Besides selling stocks to institutional investors, Evercore Partners also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Evercore Partners' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Evercore Partners' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Evercore Partners Quarterly Liabilities And Stockholders Equity |
|
Evercore Partners Insider Trades History
About 7.0% of Evercore Partners are currently held by insiders. Unlike Evercore Partners' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Evercore Partners' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Evercore Partners' insider trades
Evercore Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Evercore Partners is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Evercore Partners backward and forwards among themselves. Evercore Partners' institutional investor refers to the entity that pools money to purchase Evercore Partners' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Fuller & Thaler Asset Management Inc | 2024-12-31 | 692.5 K | Jpmorgan Chase & Co | 2024-12-31 | 619.6 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 518.8 K | Norges Bank | 2024-12-31 | 480.7 K | Dimensional Fund Advisors, Inc. | 2024-12-31 | 476 K | Bahl & Gaynor Inc. | 2024-12-31 | 448.7 K | Bank Of New York Mellon Corp | 2024-12-31 | 369.2 K | Charles Schwab Investment Management Inc | 2024-12-31 | 358.5 K | T. Rowe Price Associates, Inc. | 2024-12-31 | 323.3 K | Vanguard Group Inc | 2024-12-31 | 3.8 M | Blackrock Inc | 2024-12-31 | 3.6 M |
Evercore Partners Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Evercore Partners insiders, such as employees or executives, is commonly permitted as long as it does not rely on Evercore Partners' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Evercore Partners insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Kendrick Wilson over a year ago Acquisition by Kendrick Wilson of 644 shares of Evercore Partners subject to Rule 16b-3 |
Evercore Partners Outstanding Bonds
Evercore Partners issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Evercore Partners uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Evercore bonds can be classified according to their maturity, which is the date when Evercore Partners has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US29977LAA98 Corp BondUS29977LAA98 | View | |
| US29977GAA04 Corp BondUS29977GAA04 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Evercore Partners Corporate Filings
F4 | 12th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 21st of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 12th of February 2025 Other Reports | ViewVerify | |
8K | 5th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Pair Trading with Evercore Partners
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Evercore Partners position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Evercore Partners will appreciate offsetting losses from the drop in the long position's value.Moving together with Evercore Stock
Moving against Evercore Stock
| 0.37 | ARR | ARMOUR Residential REIT | PairCorr |
| 0.36 | V | Visa Class A Sell-off Trend | PairCorr |
| 0.32 | PT | Pintec Technology | PairCorr |
The ability to find closely correlated positions to Evercore Partners could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Evercore Partners when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Evercore Partners - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Evercore Partners to buy it.
The correlation of Evercore Partners is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Evercore Partners moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Evercore Partners moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Evercore Partners can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Evercore Stock Analysis
When running Evercore Partners' price analysis, check to measure Evercore Partners' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Evercore Partners is operating at the current time. Most of Evercore Partners' value examination focuses on studying past and present price action to predict the probability of Evercore Partners' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evercore Partners' price. Additionally, you may evaluate how the addition of Evercore Partners to your portfolios can decrease your overall portfolio volatility.