EVR (Evercore) Institutional Ownership: 101.05% (As of Jul. 07, 2026)


EVR Evercore Inc EVR
84 GF Score
Price $355.48
GF Value $369.39
Valuation Fairly Valued
! 4 Warning Signs
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What is Evercore Institutional Ownership?

Evercore EVR +3.75% 84 Institutional Ownership is 101.05% as of Jul. 07, 2026. GuruFocus rates EVR with a GF Score™ of 84/100 and a GF Value™ of $369.39 (Fairly Valued). The stock has 4 warning signs investors should review.

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 101.05%.

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%.

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 98.02%.

Evercore Institutional Ownership Historical Data

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The historical data trend for Evercore's Institutional 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 Institutional Ownership Chart

Evercore Historical Data

The historical data trend for Evercore can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 70.59 70.98 70.18 69.50 69.86 68.17 66.71 66.37 65.56 66.04
EVR
84GF Score
Evercore Inc EVR
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Evercore Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 101.05% mean?
Evercore (EVR) has a Institutional Ownership of 101.05% as of Jul. 07, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Evercore and its competitors.
Is Evercore's Institutional Ownership too high?
Evercore's current Institutional Ownership is 101.05%. Overall, Evercore has a GF Score™ of 84/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Evercore's Institutional Ownership compare to FUTU and WULF?
Evercore's Institutional Ownership of 101.05% 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 Institutional Ownership for a Capital Markets company?
A good Institutional Ownership depends on the Capital Markets industry context. However, Institutional 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 Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Evercore and its competitors. Evercore's current Institutional Ownership is 101.05%. 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 Fairly Valued. The stock's GF Value™ is $369.39, compared to a current price of $355.48 — trading 3.8% below its estimated fair value. The current Institutional Ownership is 101.05%. Evercore's overall GF Score™ is 84/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Evercore (EVR), the current Institutional Ownership is 101.05% as of Jul. 07, 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 $355.48 is trading 3.8% below its estimated GF Value™ of $369.39. GuruFocus considers Evercore to be Fairly Valued.

Key valuation signals for EVR:

  • Institutional Ownership: 101.05%
  • GF Value™: $369.39 vs. price of $355.48 (3.8% below fair value)
  • GF Score™: 84/100 with 4 warning signs

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.
84GF Score

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

$355.48
Price
$369.39
GF Value