EVR (Evercore) Insider Ownership: 8.34 % (As of Aug. 16, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

EVR Evercore Inc EVR
83 GF Score
Price $307.38
GF Value $382.88
Valuation Modestly Undervalued
! 1 Warning Sign
View Full Analysis

What is Evercore Insider Ownership?

Evercore EVR -1.62% 83 Insider Ownership is 8.34 % as of Aug. 16, 2026. GuruFocus rates EVR with a GF Score™ of 83/100 and a GF Value™ of $382.88 (Modestly Undervalued). The stock has 1 warning sign investors should review.

Insider ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Evercore's insider ownership is 8.34%.

Institutional Ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Evercore's Institutional Ownership is 91.44%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Evercore's Float Percentage Of Total Shares Outstanding is 98.00%.


Evercore Insider Ownership Historical Data

* Premium members only.

The historical data trend for Evercore's Insider Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Evercore Insider Ownership Chart

Evercore Historical Data

The historical data trend for Evercore can be seen below:

2025-07-31 2025-08-31 2025-09-30 2025-10-31 2025-11-30 2026-01-31 2026-02-28 2026-05-31 2026-06-30 2026-07-31
Insider Ownership 8.28 8.26 8.26 8.26 8.26 8.26 8.15 8.35 8.34 8.34
EVR
83GF Score
Evercore Inc EVR
Insider Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Evercore Insider Ownership Calculation

The percentage of shares that are owned by company insiders relative to the total shares outstanding.

Frequently Asked Questions Learn more about Insider Ownership →
What does a Insider Ownership of 8.34 % mean?
Evercore (EVR) has a Insider Ownership of 8.34 % as of Aug. 16, 2026. Insider ownership equals the percent of shares owned by company insiders relative to total shares. View historical data on Evercore and its competitors.
Is Evercore's Insider Ownership too high?
Evercore's current Insider Ownership is 8.34 %. Overall, Evercore has a GF Score™ of 83/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Evercore's Insider Ownership compare to IREN and JEF?
Evercore's Insider Ownership of 8.34 % can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Insider Ownership for a Capital Markets company?
A good Insider Ownership depends on the Capital Markets industry context. However, Insider Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Insider Ownership mean?
A high Insider Ownership can signal that a stock is expensive relative to its fundamentals. Insider ownership equals the percent of shares owned by company insiders relative to total shares. View historical data on Evercore and its competitors. Evercore's current Insider Ownership is 8.34 %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Evercore stock overvalued right now?
Based on GuruFocus' analysis, Evercore (EVR) is currently considered Modestly Undervalued. The stock's GF Value™ is $382.88, compared to a current price of $307.38 — trading 19.7% below its estimated fair value. The current Insider Ownership is 8.34 %. Evercore's overall GF Score™ is 83/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Insider Ownership calculated?
Insider Ownership is calculated from a company's financial statements. For Evercore (EVR), the current Insider Ownership is 8.34 % as of Aug. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Evercore (EVR) Overvalued in 2026?

Based on GuruFocus' analysis, Evercore stock appears to be undervalued. The current stock price of $307.38 is trading 19.7% below its estimated GF Value™ of $382.88. GuruFocus considers Evercore to be Modestly Undervalued.

Key valuation signals for EVR:

  • Insider Ownership: 8.34 %
  • GF Value™: $382.88 vs. price of $307.38 (19.7% below fair value)
  • GF Score™: 83/100 with 1 warning sign

No single metric tells the full story. See the EVR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Evercore Business Description

Other Exchanges EVR:MexicoQGJ:Germany
Address 55 East 52nd Street, New York, NY, USA, 10055
Evercore is a leading independent investment banking advisory firm that generates most of its revenue through merger and acquisition and restructuring advisory services, with much smaller capital raising, equities trading, and investment management businesses. Founded in 1995, it has built a reputation for advising on some of the world's largest and most complex transactions. Evercore operates globally, with a strong presence in the US and Europe, serving corporations, financial sponsors, and government clients. Its business model emphasizes high-touch, conflict-free advice rather than balance sheet lending, allowing it to compete with larger bulge-bracket banks.
83GF Score

Get the complete analysis for EVR

Insider Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$307.38
Price
$382.88
GF Value