{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-03T17:09:35.626875+00:00","company":{"ticker":"EVR","cik":1360901,"company_name":"Evercore Inc."},"pagination":{"limit":100,"returned":4,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"eaae5de2665760e65541b44eaf8e0d6f2e2ba3b4","cik":1360901,"ticker":"EVR","company_name":"Evercore Inc.","filed_at":"2026-04-29T23:59:59+00:00","payload":{"eps_text":"$ 7.20","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$ 301.2","period_text":"first quarter ended March 31, 2026","report_date":"2026-04-29","result_type":"reported_results","revenue_text":"$ 1,391.6"},"claim":"Evercore Inc. reported first quarter ended March 31, 2026 results: revenue $ 1,391.6, net income $ 301.2, EPS $ 7.20.","evidence_excerpt":"RECORD FIRST QUARTER 2026 REVENUES; INCREASES QUARTERLY DIVIDEND TO $0.89 PER SHARE First Quarter Results U.S. GAAP Adjusted Q1 2026 Q1 2025 Q1 2026 Q1 2025 Net Revenues ($ mm) $ 1,391.6 $ 694.8 $ 1,401.5 $ 699.9 Operating Income ($ mm) $ 330.7 $ 111.2 $ 354.5 $ 116.3 Net Income Attributable to Evercore Inc. ($ mm) $ 301.2 $ 146.2 $ 334.7 $ 154.8 Diluted Earnings","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001628280-26-028098","anchor_url":"https://secwatch.observer/filing/0001628280-26-028098#claim-eaae5de2665760e65541b44eaf8e0d6f2e2ba3b4","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1360901/000162828026028098/0001628280-26-028098-index.htm"},{"fact_type":"debt_financing","fact_key":"d7502938362d07933aa4b742e89b3b30f1b26da8","cik":1360901,"ticker":"EVR","company_name":"Evercore Inc.","filed_at":"2025-07-11T23:59:59+00:00","payload":{"counterparty":null,"effective_date":"2025-07-10","event":"incurrence","instrument_type":"senior_notes","interest_rate_text":"5.17% for Series K Notes and 5.47% for Series L Notes","item_codes_triggered":["2.03"],"maturity_text":"July 24, 2030 for Series K Notes and July 24, 2032 for Series L Notes","principal_text":"$125,000,000 aggregate principal amount of 5.17% Series K senior notes due 2030 and $125,000,000 of 5.47% Series L senio"},"claim":"Evercore Inc. incurred senior notes of $125,000,000 aggregate principal amount of 5.17% Series K senior notes due 2030 and $125,000,000 of 5.47% Series L senio at 5.17% for Series K Notes and 5.47% for Series L Notes maturing July 24, 2030 for Series K Notes and July 24, 2032 for Series L Notes.","evidence_excerpt":"On July 10, 2025, Evercore Inc. (the “Issuer”) entered into a note purchase agreement (the “Note Purchase Agreement”) among the Issuer and the purchasers party thereto, pursuant to which the Issuer will issue $125,000,000 aggregate principal amount of 5.17% Series K senior notes due 2030 (the “Series K Notes”) and $125,000,000 of 5.47% Series L senior notes due 2032 (the “Series L Notes” and together with the Series K Notes, the “Notes”) on July 24, 2025 in a private placement exempt from registration under the Securities Act.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-25-158241","anchor_url":"https://secwatch.observer/filing/0001193125-25-158241#claim-d7502938362d07933aa4b742e89b3b30f1b26da8","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525158241/0001193125-25-158241-index.htm"},{"fact_type":"executive_change","fact_key":"c22ccd61b9","cik":1360901,"ticker":"EVR","company_name":"Evercore Inc.","filed_at":"2025-02-14T23:59:59+00:00","payload":{"action":"transitioned to non-executive officer role","action_category":"role_change","departure_tone":"routine","effective_date":null,"interim":false,"role":"Chairman of Evercore ISI","role_category":"chair","successor_name":null,"successor_named":false},"claim":"Edward S. Hyman changed role as Chairman of Evercore ISI at Evercore Inc..","evidence_excerpt":"On February 10, 2025, Edward S. Hyman, Chairman of Evercore ISI, notified the Company of his decision to transition to a non-executive officer role within the Company, where he will continue to support the Evercore ISI business.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001193125-25-027351","anchor_url":"https://secwatch.observer/filing/0001193125-25-027351#claim-c22ccd61b9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1360901/000119312525027351/0001193125-25-027351-index.htm"},{"fact_type":"earnings_release","fact_key":"31628506dbb6e717526bfed9ab6fbc281121391c","cik":1360901,"ticker":"EVR","company_name":"Evercore Inc.","filed_at":"2024-04-24T23:59:59+00:00","payload":{"eps_text":"$2.09","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$85.7 million","period_text":"the first quarter ended March 31, 2024","report_date":"2024-04-24","result_type":"reported_results","revenue_text":"$580.8 million"},"claim":"Evercore Inc. reported the first quarter ended March 31, 2024 results: revenue $580.8 million, net income $85.7 million, EPS $2.09.","evidence_excerpt":"% 66.0 % 63.5 % Operating Margin 14.5 % 18.7 % 15.4 % 20.0 % Effective Tax Rate (7.7 %) 14.9 % (9.3 %) 15.2 % Business and Financial Highlights g First Quarter Net Revenues of $580.8 million on a U.S. GAAP basis and $587.3 million on an Adjusted basis increased 2% on both a U.S. GAAP and an Adjusted basis versus First Quarter 2023 g In the first quarter, we advised","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001360901-24-000009","anchor_url":"https://secwatch.observer/filing/0001360901-24-000009#claim-31628506dbb6e717526bfed9ab6fbc281121391c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1360901/000136090124000009/0001360901-24-000009-index.htm"}]}