Evercore (EVR) Stock Insights
EVR$298.69+6.30 +2.16%
$11.49B
Market Cap
14.80
P/E
16.62
Forward P/E
64
Score
Evercore (EVR) Stock Insights
EVR price $298.69 +6.30 +2.16%
- Ticker
- EVR
- Price
- $298.69
- Change
- +6.30 +2.16%
- Market cap ?
- $11.49B
- P/E ?
- 14.80
- Forward P/E ?
- 16.62
- Dividend yield ?
- 1.18%
- Beta ?
- 1.51
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Stocklytics score
- 64
- Value
- 67
- Quality
- 52
- Growth
- 73
Stocklytics score rationale: value 67, quality 52, growth 73.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 1456790000 | 1724345000 | 2082476000 | 2028837000 | 2285319000 | 3307085000 | 2778898000 | 2442666000 | 2996361000 | 3880084000 |
Evercore Inc. functions as an autonomous investment banking advisory firm, maintaining a substantial international presence with operations spanning the United States, Europe, and Latin America. The company is structured into two core business units: Investment Banking and Investment Management. Its Investment Banking division provides extensive strategic guidance, covering mergers and acquisitions, corporate…
Fair value
EVR fair value $376.28. Price $298.69. Price is 21% below fair value.
Below fair value, around its usual discount.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.08B. Growth 15.41%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.5). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 38.46M. Net debt -311.36M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-03 | — | 5.21 | — | 1.34B |
| 2026-10-28 | 4.28 | 2.52 | 1.18B | 878.33M |
| 2026-07-29 | 2.91 | 3.03 | 998.50M | 984.95M |
| 2026-04-29 | 7.53 | 5.43 | 1.40B | 1.17B |
| 2026-02-04 | 5.13 | 3.83 | 1.30B | 1.12B |
| 2025-10-29 | 3.48 | 3.25 | 1.05B | 950.93M |
| 2025-07-30 | 2.42 | 1.78 | 838.04M | 719.61M |
| 2025-04-30 | 3.49 | 1.54 | 699.02M | 598.87M |
| 2025-02-05 | 3.41 | 2.90 | 975.33M | 745.77M |
| 2024-10-23 | 2.04 | 1.96 | 738.42M | 708.55M |
| 2024-07-24 | 1.81 | 1.63 | 693.41M | 610.02M |
| 2024-04-24 | 2.13 | 2.09 | 585.00M | 634.45M |
| 2024-01-31 | 2.02 | 1.67 | 788.35M | 716.45M |
| 2023-10-25 | 1.30 | 1.19 | 570.22M | 550.51M |
| 2023-07-26 | 0.96 | 1.28 | 499.42M | 513.17M |
| 2023-04-26 | 2.16 | 2.12 | 572.14M | 574.08M |
| 2023-02-01 | 3.50 | 2.59 | 831.34M | 680.35M |
| 2022-10-26 | 2.20 | 1.37 | 576.94M | 482.35M |
| 2022-07-27 | 2.46 | 1.48 | 630.92M | 443.96M |
| 2022-04-27 | 3.79 | 3.10 | 2.80M | 672.66M |
| 2022-02-02 | 7.15 | 4.56 | 1.12B | 875.42M |
| 2021-10-27 | 3.96 | 3.06 | 823.55M | 637.38M |
| 2021-07-28 | 3.17 | 2.79 | 687.87M | 637.38M |
| 2021-04-28 | 3.29 | 2.56 | 662.31M | 561.11M |
| 2021-02-03 | 5.67 | 2.12 | 927.31M | 493.06M |
| 2020-10-21 | 1.11 | 0.38 | 402.51M | 139.51M |
| 2020-07-22 | 1.53 | 1.39 | 507.07M | 465.52M |
| 2020-04-22 | 1.21 | 1.03 | 427.01M | 450.94M |
| 2020-01-29 | 2.72 | 2.35 | 660.13M | 575.70M |
| 2019-10-23 | 1.26 | 1.63 | 402.20M | 527.63M |
| 2019-07-24 | 2.07 | 1.73 | 531.05M | 447.30M |
| 2019-04-24 | 1.66 | 1.56 | 415.33M | 394.15M |
| 2019-01-30 | 3.93 | 2.18 | 771.41M | 562.21M |
| 2018-10-24 | 1.23 | 0.97 | 381.26M | 304.01M |
| 2018-07-25 | 1.65 | 1.47 | 448.48M | 404.03M |
| 2018-04-25 | 2.24 | 1.57 | 463.56M | 327.95M |
| 2018-01-31 | 1.55 | 1.32 | 540.03M | 432.48M |
| 2017-10-26 | 1.22 | 1.10 | 406.60M | 371.48M |
| 2017-07-27 | 1.06 | 0.80 | 370.47M | 297.41M |
| 2017-04-26 | 1.13 | 1.06 | 387.25M | 272.70M |
Dividends
Yield 1.16%. Payout ratio 14.90%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 15% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 20 separate years. Yield is 1.2%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-08-28 | $0.89 | 2026-08-28 | 2026-09-11 | Quarterly |
| 2026-05-29 | $0.89 | 2026-05-29 | 2026-06-12 | Quarterly |
| 2026-02-27 | $0.84 | 2026-02-27 | 2026-03-13 | Quarterly |
| 2025-11-28 | $0.84 | 2025-11-28 | 2025-12-12 | Quarterly |
| 2025-08-29 | $0.84 | 2025-08-29 | 2025-09-12 | Quarterly |
| 2025-05-30 | $0.84 | 2025-05-30 | 2025-06-13 | Quarterly |
| 2025-02-28 | $0.80 | 2025-02-28 | 2025-03-14 | Quarterly |
| 2024-11-29 | $0.80 | 2024-11-29 | 2024-12-13 | Quarterly |
| 2024-08-30 | $0.80 | 2024-08-30 | 2024-09-13 | Quarterly |
| 2024-05-31 | $0.80 | 2024-05-31 | 2024-06-14 | Quarterly |
| 2024-02-22 | $0.76 | 2024-02-23 | 2024-03-08 | Quarterly |
| 2023-11-22 | $0.76 | 2023-11-24 | 2023-12-08 | Quarterly |
| 2023-08-24 | $0.76 | 2023-08-25 | 2023-09-08 | Quarterly |
| 2023-05-25 | $0.76 | 2023-05-26 | 2023-06-09 | Quarterly |
| 2023-02-23 | $0.72 | 2023-02-24 | 2023-03-10 | Quarterly |
| 2022-11-23 | $0.72 | 2022-11-25 | 2022-12-09 | Quarterly |
| 2022-08-25 | $0.72 | 2022-08-26 | 2022-09-09 | Quarterly |
| 2022-05-26 | $0.72 | 2022-05-27 | 2022-06-10 | Quarterly |
| 2022-02-24 | $0.68 | 2022-02-25 | 2022-03-11 | Quarterly |
| 2021-11-24 | $0.68 | 2021-11-26 | 2021-12-10 | Quarterly |
| 2021-08-26 | $0.68 | 2021-08-27 | 2021-09-10 | Quarterly |
| 2021-05-27 | $0.68 | 2021-05-28 | 2021-06-11 | Quarterly |
| 2021-02-25 | $0.61 | 2021-02-26 | 2021-03-12 | Quarterly |
| 2020-11-25 | $0.61 | 2020-11-27 | 2020-12-11 | Quarterly |
| 2020-08-27 | $0.58 | 2020-08-28 | 2020-09-11 | Quarterly |
| 2020-05-28 | $0.58 | 2020-05-29 | 2020-06-12 | Quarterly |
| 2020-02-27 | $0.58 | 2020-02-28 | 2020-03-13 | Quarterly |
| 2019-11-27 | $0.58 | 2019-11-29 | 2019-12-13 | Quarterly |
| 2019-08-29 | $0.58 | 2019-08-30 | 2019-09-13 | Quarterly |
| 2019-05-30 | $0.58 | 2019-05-31 | 2019-06-14 | Quarterly |
| 2019-02-21 | $0.50 | 2019-02-22 | 2019-03-08 | Quarterly |
| 2018-11-29 | $0.50 | 2018-11-30 | 2018-12-14 | Quarterly |
| 2018-08-30 | $0.50 | 2018-08-31 | 2018-09-14 | Quarterly |
| 2018-05-24 | $0.50 | 2018-05-25 | 2018-06-08 | Quarterly |
| 2018-02-22 | $0.40 | 2018-02-23 | 2018-03-09 | Quarterly |
| 2017-11-22 | $0.40 | 2017-11-24 | 2017-12-08 | Quarterly |
| 2017-08-23 | $0.34 | 2017-08-25 | 2017-09-08 | Quarterly |
| 2017-05-24 | $0.34 | 2017-05-26 | 2017-06-09 | Quarterly |
| 2017-02-22 | $0.34 | 2017-02-24 | 2017-03-10 | Quarterly |
| 2016-11-22 | $0.34 | 2016-11-25 | 2016-12-09 | Quarterly |
| 2016-08-24 | $0.31 | 2016-08-26 | 2016-09-09 | Quarterly |
| 2016-05-25 | $0.31 | 2016-05-27 | 2016-06-10 | Quarterly |
| 2016-02-24 | $0.31 | 2016-02-26 | 2016-03-11 | Quarterly |
| 2015-11-24 | $0.31 | 2015-11-27 | 2015-12-11 | Quarterly |
| 2015-08-26 | $0.28 | 2015-08-28 | 2015-09-11 | Quarterly |
| 2015-05-27 | $0.28 | 2015-05-29 | 2015-06-12 | Quarterly |
| 2015-02-25 | $0.28 | 2015-02-27 | 2015-03-13 | Quarterly |
| 2014-11-25 | $0.28 | 2014-11-28 | 2014-12-12 | Quarterly |
| 2014-08-27 | $0.25 | 2014-08-29 | 2014-09-12 | Quarterly |
| 2014-05-28 | $0.25 | 2014-05-30 | 2014-06-13 | Quarterly |
| 2014-02-26 | $0.25 | 2014-02-28 | 2014-03-14 | Quarterly |
| 2013-11-26 | $0.25 | 2013-11-29 | 2013-12-13 | Quarterly |
| 2013-08-27 | $0.22 | 2013-08-30 | 2013-09-13 | Quarterly |
| 2013-05-29 | $0.22 | 2013-05-31 | 2013-06-14 | Quarterly |
| 2013-02-20 | $0.22 | 2013-02-22 | 2013-03-08 | Quarterly |
| 2012-11-28 | $0.22 | 2012-11-30 | 2012-12-14 | Quarterly |
| 2012-08-29 | $0.20 | 2012-08-31 | 2012-09-07 | Quarterly |
| 2012-05-23 | $0.20 | 2012-05-25 | 2012-06-08 | Quarterly |
| 2012-02-22 | $0.20 | 2012-02-24 | 2012-03-09 | Quarterly |
| 2011-11-22 | $0.20 | 2011-11-25 | 2011-12-09 | Quarterly |
| 2011-08-24 | $0.18 | 2011-08-26 | 2011-09-09 | Quarterly |
| 2011-05-25 | $0.18 | 2011-05-27 | 2011-06-10 | Quarterly |
| 2011-02-23 | $0.18 | 2011-02-25 | 2011-03-11 | Quarterly |
| 2010-11-23 | $0.18 | 2010-11-26 | 2010-12-10 | Quarterly |
| 2010-08-25 | $0.15 | 2010-08-27 | 2010-09-10 | Quarterly |
| 2010-05-26 | $0.15 | 2010-05-28 | 2010-06-11 | Quarterly |
| 2010-02-24 | $0.15 | 2010-02-26 | 2010-03-12 | Quarterly |
| 2009-11-24 | $0.15 | 2009-11-27 | 2009-12-11 | Quarterly |
| 2009-08-26 | $0.12 | 2009-08-28 | 2009-09-11 | Quarterly |
| 2009-05-27 | $0.12 | 2009-05-29 | 2009-06-12 | Quarterly |
| 2009-02-25 | $0.12 | 2009-02-27 | 2009-03-13 | Quarterly |
| 2008-11-25 | $0.12 | 2008-11-28 | 2008-12-12 | Quarterly |
| 2008-08-27 | $0.12 | 2008-08-29 | 2008-09-12 | Quarterly |
| 2008-05-28 | $0.12 | 2008-05-30 | 2008-06-13 | Quarterly |
| 2008-02-27 | $0.12 | 2008-02-29 | 2008-03-14 | Quarterly |
| 2007-11-28 | $0.12 | 2007-11-30 | 2007-12-14 | Quarterly |
| 2007-08-29 | $0.12 | 2007-08-31 | 2007-09-14 | Quarterly |
| 2007-05-30 | $0.10 | 2007-06-01 | 2007-06-15 | Quarterly |
| 2007-03-08 | $0.07 | 2007-03-12 | 2007-03-26 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-06-11 | LaLonde Timothy Gilbert | Sell | 7.81K | $343.06 | 2.68M |
| 2026-06-10 | Williamson Sarah K | Buy | 727 | — | — |
| 2026-06-10 | WHEELER WILLIAM J | Buy | 364 | — | — |
| 2026-06-10 | VARNEY CHRISTINE A | Buy | 727 | — | — |
| 2026-06-10 | Robertson Sir Simon | Buy | 364 | — | — |
| 2026-06-10 | OVERLOCK WILARD J JR | Buy | 727 | — | — |
| 2026-06-10 | MILLARD ROBERT B | Buy | 815 | — | — |
| 2026-06-10 | Harris Gail Block | Buy | 364 | — | — |
| 2026-06-10 | FUTTER ELLEN V | Buy | 364 | — | — |
| 2026-06-10 | Carlton Pamela G | Buy | 364 | — | — |
| 2026-03-01 | VARNEY CHRISTINE A | Other | 0 | — | — |
| 2026-02-19 | WEINBERG JOHN S | Buy | 31.53K | — | — |
| 2026-02-19 | Pensa Paul | Buy | 1.87K | — | — |
| 2026-02-19 | Lindsey-Clark Matthew | Buy | 7.64K | — | — |
| 2026-02-19 | LaLonde Timothy Gilbert | Buy | 12.46K | — | — |
| 2026-02-19 | Klurfeld Jason | Buy | 8.80K | — | — |
| 2026-02-19 | Altman Roger C | Buy | 30.06K | — | — |
| 2026-02-13 | Klurfeld Jason | Sell | 374 | $328.56 | 122.88K |
| 2026-02-06 | Klurfeld Jason | Sell | 5.00K | $360.00 | 1.80M |
| 2026-02-05 | Pensa Paul | Sell | 1.45K | $350.31 | 507.95K |
| 2026-02-04 | Altman Roger C | Sell | 13.55K | $346.23 | 4.69M |
| 2026-02-04 | Klurfeld Jason | Sell | 5.32K | $346.23 | 1.84M |
| 2026-02-04 | Pensa Paul | Sell | 1.25K | $346.23 | 434.52K |
| 2026-02-04 | Lindsey-Clark Matthew | Sell | 3.58K | $346.23 | 1.24M |
| 2026-02-04 | WEINBERG JOHN S | Sell | 13.36K | $346.23 | 4.63M |
| 2026-02-04 | LaLonde Timothy Gilbert | Sell | 7.32K | $346.23 | 2.53M |
| 2025-12-31 | LaLonde Timothy Gilbert | Buy | 150.00K | — | — |
| 2025-12-31 | LaLonde Timothy Gilbert | Sell | 100.00K | — | — |
| 2025-12-09 | Carlton Pamela G | Sell | 192 | $343.11 | 65.88K |
| 2025-11-06 | Altman Roger C | Sell | 33.40K | — | — |
| 2025-09-05 | Harris Gail Block | Sell | 33 | — | — |
| 2025-08-22 | Altman Roger C | Sell | 33.40K | — | — |
| 2025-08-05 | LaLonde Timothy Gilbert | Sell | 8.41K | $295.44 | 2.48M |
| 2025-08-01 | Klurfeld Jason | Sell | 5.50K | $285.85 | 1.57M |
| 2025-07-31 | Altman Roger C | Sell | 23.40K | — | — |
| 2025-06-11 | FUTTER ELLEN V | Buy | 527 | — | — |
| 2025-06-11 | MILLARD ROBERT B | Buy | 1.18K | — | — |
| 2025-06-11 | Williamson Sarah K | Buy | 1.05K | — | — |
| 2025-06-11 | WHEELER WILLIAM J | Buy | 527 | — | — |
| 2025-06-11 | OVERLOCK WILARD J JR | Buy | 1.05K | — | — |
| 2025-06-11 | Harris Gail Block | Buy | 527 | — | — |
| 2025-06-11 | Robertson Sir Simon | Buy | 527 | — | — |
| 2025-06-11 | Carlton Pamela G | Buy | 527 | — | — |
| 2025-04-29 | Lindsey-Clark Matthew | Other | 0 | — | — |
| 2025-03-10 | Klurfeld Jason | Buy | 30.00K | — | — |
| 2025-02-20 | WEINBERG JOHN S | Buy | 22.64K | — | — |
| 2025-02-20 | Pensa Paul | Buy | 2.20K | — | — |
| 2025-02-20 | LaLonde Timothy Gilbert | Buy | 12.29K | — | — |
| 2025-02-20 | Klurfeld Jason | Buy | 8.32K | — | — |
| 2025-02-20 | Altman Roger C | Buy | 15.71K | — | — |
| 2025-02-13 | Klurfeld Jason | Sell | 374 | $266.58 | 99.70K |
| 2025-02-12 | Altman Roger C | Sell | 16.30K | — | — |
| 2025-02-10 | HYMAN EDWARD S | Sell | 17.50K | $271.68 | 4.75M |
| 2025-02-07 | Pensa Paul | Sell | 1.86K | $281.23 | 523.92K |
| 2025-02-07 | HYMAN EDWARD S | Sell | 21.18K | $277.20 | 5.87M |
| 2025-02-06 | HYMAN EDWARD S | Sell | 17.14K | $285.56 | 4.89M |
| 2025-02-04 | WEINBERG JOHN S | Sell | 15.00K | $285.66 | 4.29M |
| 2025-02-04 | Pensa Paul | Sell | 1.31K | $285.66 | 373.93K |
| 2025-02-04 | Altman Roger C | Sell | 15.71K | $285.66 | 4.49M |
| 2025-02-04 | LaLonde Timothy Gilbert | Sell | 6.99K | $285.66 | 2.00M |
| 2025-02-04 | HYMAN EDWARD S | Sell | 7.66K | $285.66 | 2.19M |
| 2025-02-04 | Klurfeld Jason | Sell | 5.12K | $285.66 | 1.46M |
| 2024-11-22 | HYMAN EDWARD S | Sell | 20.81K | $310.52 | 6.46M |
| 2024-11-21 | HYMAN EDWARD S | Sell | 9.89K | $309.18 | 3.06M |
| 2024-11-20 | HYMAN EDWARD S | Sell | 10.86K | $299.09 | 3.25M |
| 2024-11-19 | HYMAN EDWARD S | Sell | 8.99K | $298.87 | 2.69M |
| 2024-11-18 | HYMAN EDWARD S | Sell | 11.15K | $298.55 | 3.33M |
| 2024-11-15 | HYMAN EDWARD S | Sell | 8.55K | $298.31 | 2.55M |
| 2024-11-14 | HYMAN EDWARD S | Sell | 10.87K | $300.08 | 3.26M |
| 2024-11-13 | HYMAN EDWARD S | Sell | 12.32K | $304.75 | 3.75M |
| 2024-11-12 | HYMAN EDWARD S | Sell | 10.30K | $308.32 | 3.18M |
| 2024-11-08 | HYMAN EDWARD S | Sell | 12.16K | $306.80 | 3.73M |
| 2024-11-07 | HYMAN EDWARD S | Sell | 34.10K | $308.83 | 10.53M |
| 2024-11-06 | HYMAN EDWARD S | Sell | 50.00K | $316.38 | 15.82M |
| 2024-10-24 | Altman Roger C | Sell | 51.00K | — | — |
| 2024-08-21 | LaLonde Timothy Gilbert | Sell | 3.75K | $238.72 | 895.21K |
| 2024-07-29 | Carlton Pamela G | Sell | 534 | $247.07 | 131.94K |
| 2024-07-26 | Altman Roger C | Sell | 17.00K | — | — |
| 2024-07-25 | Altman Roger C | Sell | 17.00K | — | — |
| 2024-07-25 | Altman Roger C | Buy | 17.00K | — | — |
| 2024-06-18 | Williamson Sarah K | Buy | 1.28K | — | — |
| 2024-06-18 | WHEELER WILLIAM J | Buy | 639 | — | — |
| 2024-06-18 | Robertson Sir Simon | Buy | 639 | — | — |
| 2024-06-18 | OVERLOCK WILARD J JR | Buy | 1.28K | — | — |
| 2024-06-18 | MILLARD ROBERT B | Buy | 639 | — | — |
| 2024-06-18 | Carlton Pamela G | Buy | 639 | — | — |
| 2024-06-18 | Harris Gail Block | Buy | 639 | — | — |
| 2024-06-18 | FUTTER ELLEN V | Buy | 639 | — | — |
| 2024-06-13 | HYMAN EDWARD S | Sell | 127.07K | — | — |
| 2024-05-17 | HYMAN EDWARD S | Sell | 75 | — | — |
| 2024-05-16 | HYMAN EDWARD S | Sell | 26 | — | — |
| 2024-05-16 | Altman Roger C | Sell | 20.00K | — | — |
| 2024-05-15 | Altman Roger C | Sell | 20.00K | — | — |
| 2024-05-15 | Altman Roger C | Buy | 20.00K | — | — |
| 2024-05-10 | HYMAN EDWARD S | Sell | 52 | — | — |
| 2024-05-07 | HYMAN EDWARD S | Sell | 131 | — | — |
| 2024-05-06 | HYMAN EDWARD S | Sell | 1.15K | — | — |
| 2024-02-16 | HYMAN EDWARD S | Sell | 136 | — | — |
| 2024-02-14 | Klurfeld Jason | Buy | 10.64K | — | — |
| 2024-02-14 | HYMAN EDWARD S | Buy | 11.06K | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 737, holders +54 vs prior quarter. Ownership 93.61%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 3.72M | 66.77K | +1.83% | 1.27B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.96M | -17.99K | -0.91% | 667.91M |
| AQR CAPITAL MANAGEMENT LLC | 1.71M | 394.13K | +29.93% | 584.20M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.68M | -14.74K | -0.87% | 573.69M |
| INVESCO LTD. | 1.60M | 177.99K | +12.49% | 547.22M |
| STATE STREET CORP | 1.21M | 27.09K | +2.30% | 411.82M |
| FMR LLC | 1.13M | -537.18K | -32.17% | 386.67M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.10M | 55.09K | +5.28% | 375.11M |
| MORGAN STANLEY | 803.01K | -114.79K | -12.51% | 274.18M |
| MILLENNIUM MANAGEMENT LLC | 637.46K | 568.31K | +821.75% | 217.66M |
| WELLINGTON MANAGEMENT GROUP LLP | 624.99K | 1.73K | +0.28% | 213.40M |
| BOSTON PARTNERS | 614.52K | 34.34K | +5.92% | 209.82M |
| TD ASSET MANAGEMENT INC | 609.11K | -349.36K | -36.45% | 207.97M |
| DIMENSIONAL FUND ADVISORS LP | 556.42K | 7.89K | +1.44% | 189.97M |
| UBS GROUP AG | 503.40K | 210.80K | +72.04% | 171.88M |
| FISHER ASSET MANAGEMENT, LLC | 423.88K | -844 | -0.20% | 144.73M |
| NORGES BANK | 417.04K | 417.04K | New | 142.39M |
| JPMORGAN CHASE & CO | 409.20K | -59.69K | -12.73% | 137.52M |
| BAHL & GAYNOR LLC | 395.49K | -6.34K | -1.58% | 135.04M |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 393.11K | 74.14K | +23.25% | 134.22M |
| PRIMECAP MANAGEMENT CO/CA/ | 376.15K | 22.20K | +6.27% | 128.43M |
| NORTHERN TRUST CORP | 353.32K | -3.84K | -1.08% | 120.64M |
| GOLDMAN SACHS GROUP INC | 349.68K | -174.85K | -33.33% | 119.40M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 347.15K | 114.58K | +49.26% | 118.53M |
| POINT72 ASSET MANAGEMENT, L.P. | 344.52K | -46.06K | -11.79% | 117.63M |
Insights
- Revenue by product
- Revenue by region
| Period | Value |
|---|---|
| FY2012 | Investment Banking: 565219000.0, Investment Management: 77154000.0 |
| FY2013 | Investment Banking: 670785000.0, Investment Management: 94643000.0 |
| FY2014 | Investment Banking: 819637000.0, Investment Management: 96221000.0 |
| FY2015 | Investment Banking: 1130915000.0, Investment Management: 92358000.0 |
| FY2016 | Investment Banking: 1363859000.0, Investment Management: 76193000.0 |
| FY2017 | Investment Banking: 1634268000.0, Investment Management: 70081000.0 |
| FY2018 | Investment Banking: 2012023000.0, Investment Management: 52682000.0 |
| FY2019 | Investment Banking: 1951795000.0, Investment Management: 56903000.0 |
| FY2020 | Investment Banking: 2217386000.0, Investment Management: 46519000.0 |
| FY2021 | Investment Banking: 3223889000.0, Investment Management: 65610000.0 |
| FY2022 | Investment Banking: 2721793000.0, Investment Management: 65923000.0 |
| FY2023 | Investment Banking and Equities: 2355943000.0, Investment Management: 70006000.0 |
| FY2024 | Investment Banking and Equities: 2898489000.0, Investment Management: 81104000.0 |
| FY2025 | Investment Banking and Equities: 3767655000.0, Investment Management: 88165000.0 |
| Period | Value |
|---|---|
| FY2012 | Europe And Other: 151261000.0, Latin America: 44173000.0, U S: 452594000.0 |
| FY2013 | Europe And Other: 145267000.0, Latin America: 84683000.0, UNITED STATES: 532615000.0 |
| FY2014 | Europe And Other: 248815000.0, Latin America: 62664000.0, UNITED STATES: 608631000.0 |
| FY2015 | Europe And Other: 287884000.0, Latin America: 40433000.0, UNITED STATES: 900672000.0 |
| FY2016 | Europe And Other: 338285000.0, Latin America: 44824000.0, UNITED STATES: 1056796000.0 |
| FY2017 | Europe And Other: 422322000.0, Latin America: 15295000.0, UNITED STATES: 1199236000.0 |
| FY2018 | Europe And Other: 438602000.0, Latin America: 32940000.0, UNITED STATES: 1591883000.0 |
| FY2019 | Europe And Other: 501425000.0, Latin America: 17407000.0, UNITED STATES: 1464551000.0 |
| FY2020 | Europe And Other: 497102000.0, Latin America: 26550000.0, UNITED STATES: 1767976000.0 |
| FY2021 | Europe And Other: 710660000.0, Latin America: 5837000.0, UNITED STATES: 2553806000.0 |
| FY2022 | Europe And Other: 787658000.0, Latin America: 9231000.0, UNITED STATES: 1989387000.0 |
| FY2023 | Europe And Other: 609723000.0, Latin America: 15643000.0, UNITED STATES: 1719337000.0 |
| FY2024 | Asia Pacific: 56402000.0, Europe And Other: 503496000.0, Latin America: 2331369000.0 |
| FY2025 | Americas: 3067300000.0, Asia Pacific: 83225000.0, EMEA: 626250000.0, UNITED STATES: 2885717000.0 |
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