---
schema_version: "secwatch.filing_event.v1"
accession: "0001360901-23-000020"
form_type: "8-K"
ticker: "EVR"
cik: "0001360901"
company_name: "Evercore Inc."
filed_at: "2023-10-25T23:59:59+00:00"
generated_at: "2026-06-09T10:00:19.164706+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Evercore Q3 net income $52.1M ($1.30/sh) down 37% YoY; revenue $570M; dividend $0.76

## Summary
- Net revenue $570M (-1% YoY); GAAP net income $52.1M ($1.30 EPS) vs $82.4M ($2.03) last year.
- Compensation ratio rose to 68.7% from 61.7% as revenue fell while expenses increased.
- Advisory fees down 4% to $467M; underwriting fees up 7% to $30.8M; key deals include Chevron/Hess and WestRock/Smurfit Kappa.
- Declared quarterly dividend $0.76/share, payable Dec 8 to holders of record Nov 24.
- Year-to-date returned $490M to shareholders; repurchased 3M shares at average $128.97.

## SEC filing metadata
- accession: 0001360901-23-000020
- form_type: 8-K
- ticker: EVR
- cik: 0001360901
- company_name: Evercore Inc.
- filed_at: 2023-10-25T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1360901/000136090123000020/0001360901-23-000020-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1360901/000136090123000020/evr-20231025.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001360901-23-000020
- JSON: https://secwatch.observer/filing/0001360901-23-000020.json
- Plain text: https://secwatch.observer/filing/0001360901-23-000020.txt

## Key facts
- Earnings Releases
  Evercore Inc. reported third quarter ended September 30, 2023 results: revenue $570.2 million, net income $52.1 million, EPS $1.30.
  - Period: third quarter ended September 30, 2023
  - Revenue: $570.2 million
  - Net income: $52.1 million
  - EPS: $1.30
  - Result: reported results
  source text: % 15.8 % 25.9 % Effective Tax Rate 25.1 % 30.8 % 27.6 % 27.4 % 21.5 % 23.2 % 22.5 % 22.8 % Business and Financial Highlights g Third Quarter and Year-to-Date Net Revenues were $570.2 million and $1.6 billion, respectively, on a U.S. GAAP basis and $576.1 million and $1.7 billion, respectively, on an Adjusted basis. Year-to-Date 2023 Net Revenues decreased 15% on both
  evidence_url: https://www.sec.gov/Archives/edgar/data/1360901/000136090123000020/0001360901-23-000020-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.