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Evercore Partners (EVR) Company Profile

Updated May 14, 2020
Evercore Partners has the following business profile:
Company's Full Name:Evercore Partners Inc
Short Name:Evercore Partners
Trading Ticker Symbol:EVR
Primary Exchange:NYSE
Headquarter City/Country:New York, NY
Primary Industry Sector:Finance
Seconday Sub-sector:Investment Managers
Main Business Areas: Finance, Investment Managers, Financial Services, Capital Markets
Dividend Payments:Dividend History
ETFs Holding:List of ETFs holding Evercore Partners stock

Market and Trading Information for Evercore Partners

The following details were available for trading and market data about the stock of Evercore Partners as of writing:
Current Share Price:$48.15
Previous Year's Closing Price:$74.76
Percentage Price Change (YTD):-35.59%
Market Cap:$1.95 billion
52-week Price Range:$33.25 - $91.59
Dividend Per Share:$2.32
EPS (TTM):6.13
Price-Earnings (Trailing):7.86
Price-Earnings (Forward):8.66

Company Profile and Business Description for Evercore Partners

Evercore Partners Inc., incorporated on July 21, 2005, is an independent investment banking advisory company. The Company operates through two segments: Investment Banking and Investment Management.

Investment Banking

The Company's Investment Banking segment includes its advisory services, through, which it provides advice to clients on mergers, acquisitions, divestitures and other strategic corporate transactions, with a focus on advising prominent multinational corporations and substantial private equity firms on large and complex transactions. The Company also provides restructuring advice to companies in financial transition, as well as to creditors, shareholders and acquirers. In addition, it provides its clients with capital markets advice relating to both debt and equity securities, it underwrites securities offerings and raise funds for financial sponsors and advise on secondary transactions for private funds interests. Its Investment Banking segment also includes Evercore ISI services through which it offers equity research and agency-only securities sales and trading for institutional investors.

As of December 31, 2016, its Investment Banking segment had 81 advisory senior managing directors with expertise and client relationships in a range of industry sectors and geographic reach, as well as 32 senior research and distribution professionals in Evercore ISI. The Company provides confidential, strategic and tactical advice to both public and private companies, with a focus on large and multinational corporations, as well as for select institutional investors and government institutions.

Investment Management

The Company's Investment Management segment focuses on Institutional Asset Management, through which it manages financial assets for institutional investors and provides independent fiduciary services to corporate employee benefit plans and wealth management, through which it provides wealth management services for high net-worth individuals. In addition, the segment includes its private equity business, which holds investments in entities that manage private equity funds. Its Investment Management segment includes Institutional Asset Management, in the United States through Evercore Trust Company, N.A. (ETC), Atalanta Sosnoff Capital, LLC (Atalanta Sosnoff) and ABS Investment Management, LLC (ABS) and, in Mexico through Evercore Casa de Bolsa, S.A. de C.V. (ECB); Wealth Management, through Evercore Wealth Management (EWM), Evercore Trust Company of Delaware (ETCDE), which provides personal trust services and G5 Holdings S.A. (G5 ?Ç Evercore), and Private Equity.

The Company's Investment Management business principally manages and invests capital on behalf of third parties, including a range of institutional investors, such as corporate and public pension funds, endowments, foundations, insurance companies, family offices and net-worth individuals. Within its Institutional Asset Management business, ETC provides investment management, independent fiduciary and trustee services and ECB primarily manages Mexican fixed income products and offers fiduciary and trust services. Atalanta Sosnoff manages the United States equity and balanced products and ABS is an institutionally focused hedge fund-of-funds manager. Atalanta Sosnoff and ABS are each investments reported under the equity method of accounting. Wealth Management provides services through EWM and G5/Evercore and personal trust services through Evercore Trust Company of Delaware. EWM offers services, such as investment policy creation, asset allocation, customized investment management, manager selection, performance reporting and financial planning. G5/Evercore is an investment reported under the equity method of accounting.

Private Equity holds interests in entities that manage middle-market private equity funds in Mexico. The Company transferred ownership of its Mexican Private Equity business and related entities to Glisco Partners Inc. (Glisco), which assumed all responsibility for the management of the existing funds Glisco Partners II, L.P. (Glisco II) and Glisco Partners III, L.P. (Glisco III). The Company maintains a limited partner's interest in the funds and general partners of the funds, as well as in Glisco Manager Holdings LP, from which it receives its portion of the management fees earned by Glisco.

The Company competes with Bank of America, Barclays, Citigroup, Credit Suisse, Deutsche Bank, Goldman Sachs, JPMorgan Chase, Morgan Stanley, UBS, Lazard, Rothschild, Centerview, Greenhill, Moelis, Perella Weinberg and PJT Partners.

55 E 52nd St Fl 38

ETFs Holding Evercore Partners Stock

As of March 2020, the following exchange-traded funds (ETF) hold the Evercore Partners stocks in their respective portfolios. Below is a random list of only 10 ETFs in no particular order that have Evercore Partners stock holding. There are a total of 97 ETFs in Fknol.com records which are holding Evercore Partners stock in their portfolio. See Full List.

TickerNameShort DescriptionExpense
Ratio
No. of
Holdings
Dividend
Frequency
DGROiShares Core Dividend Growth ETFThe iShares Core Dividend Growth ETF tracks an index of US stocks that are selected by dividends, dividend growth and payout ratio, then weighted by dividend dollars. ...Full Details0.08%449
Full List
Quarterly
DTDWisdomTree US Total Dividend ETFThe WisdomTree U.S. Total Dividend Fund tracks an index of U.S. companies selected and weighted based on the dollar amount of dividends paid. ...Full Details0.28%864
Full List
Monthly
ESGVVanguard ESG US Stock ETFThe Vanguard ESG U.S. Stock ETF tracks a market-cap-weighted index of US companies screened for environmental, social, and corporate governance (ESG) criteria. ...Full Details0.12%988
Full List
Quarterly
EXTWisdomTree US Total Earnings ETFThe WisdomTree U.S. Total Earnings Fund tracks an index selected and weighted by earnings over the past four quarters. ...Full Details0.28%1233
Full List
Quarterly
FNCLFidelity MSCI Financials Index ETFThe Fidelity MSCI Financials ETF tracks a market-cap-weighted index of stocks in the broad US financials sector. ...Full Details0.08%377
Full List
Quarterly
FNDBSchwab Fundamental US Broad Market Index ETFThe Schwab Fundamental U.S. Broad Market Index ETF tracks a fundamentally selected and weighted Russell Index based on sales, cash flow and dividends/buybacks. ...Full Details0.25%1481
Full List
Quarterly
HDViShares Core High Dividend ETFThe iShares Core High Dividend Equity Fund tracks a dividend-weighted index of 75 high-yielding US equities, screened for high earnings potential and dividend sustainability. ...Full Details0.08%76
Full List
Quarterly
IEFNiShares Evolved US Financials ETFThe iShares Evolved U.S. Financials ETF is an actively managed, market-cap-weighted fund of large-, mid-, and small-cap US stocks in the financial sector, according to an alternative classification system defined by machine learning algorithms. ...Full Details0.18%254
Full List
Annually
ITOTiShares Core S&P Total US Stock Market ETFThe iShares Core S&P Total U.S. Stock Market ETF tracks a market cap-weighted index of all common equities listed on the NYSE and the NASDAQ. ...Full Details0.03%3090
Full List
Quarterly
IUSGiShares Core S&P US Growth ETFiShares Core S&P U.S. Growth ETF aims to track an index of U.S. large-, mid- and small-cap growth stocks. The index selects from stocks ranked 1-3,000 by market cap based on fundamental growth factors. ...Full Details0.04%547
Full List
Quarterly

See Full List of ETFs holding Evercore Partners stock in their respective portfolios.

Peer / Competitor Companies of Investment Managers Sector

Along with Evercore Partners Inc, the following other peer (competitor) companies also exist within the same Investment Managers - Finance sector whose company profile and dividend history is as follows:

▶ Adams Diversified Equity Fund (ADX): Adams Diversified Equity Fund, Inc., formerly The Adams Express Company, incorporated on February 10, 1976, is a diversified closed-end equity investment company. The Company?ÇÖs holdings include Adams Natural Resources Fund, ....See Detailed Company Profile,  Dividend History

▶ Adams Natural Resources Fund (PEO): Adams Natural Resources Fund, Inc. is a self-managed investment trust. The firm invests in the public equity markets across the globe. It invests in stocks of companies of all market capitalizations o....See Detailed Company Profile,  Dividend History

▶ Affiliated Managers (AMG): Affiliated Managers Group, Inc., incorporated on December 29, 1993, is an asset management company with equity investments in boutique investment management firms (Affiliates). The Company is focused on investing around ....See Detailed Company Profile,  Dividend History

▶ Alcentra Capital (ABDC): Alcentra Capital Corporation is a specialty finance company that operates as a non-diversified, closed-end management investment company. The Company operates as a business development company and a regulated investment company. ....See Detailed Company Profile,  Dividend History

▶ AllianceBernstein Holding (AB): AllianceBernstein Holding L.P., incorporated on November 18, 1987, is engaged in providing research, investment management and related services to a range of clients through its three buy-side distribution channels: Institutions, ....See Detailed Company Profile,  Dividend History

▶ AllianzGI Convertible and Income Fund (NCV): AllianzGI Convertible & Income Fund, formerly AGIC Convertible & Income Fund, is a diversified, closed-end management investment company. The Funds investment objective is to provide total return through a combination ....See Detailed Company Profile,  Dividend History

▶ AllianzGI Convertible and Income Fund II (NCZ): AllianzGI Convertible & Income Fund II (the Fund), formerly AGIC Convertible & Income Fund II, is a diversified, closed-end management investment company. The Funds investment objective is to provide total ....See Detailed Company Profile,  Dividend History

▶ AllianzGI Diversified Income and Convertible Fund (ACV): AllianzGI Diversified Income & Convertible Fund is a closed-ended balanced mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.....See Detailed Company Profile,  Dividend History

▶ AllianzGI Equity and Convertible Income Fund (NIE): AllianzGI Equity and Convertible Income Fund, formerly AllianzGI Equity & Convertible Income Fund, is a diversified, closed-end management investment company. The Fund?ÇÖs investment objective is to seek total return consisted ....See Detailed Company Profile,  Dividend History

▶ Alpine Global Dynamic Dividend Fund (AGD): Alpine Global Dynamic Dividend Fund (the Fund) is a diversified, closed-end management investment company. The Funds primary investment objective is to seek high current dividend income. It also focuses on ....See Detailed Company Profile,  Dividend History

▶ Alpine Global Premier Properties Fund (AWP): Alpine Global Premier Properties Fund (the Fund) is a diversified, closed-end management investment company. The Fund?ÇÖs primary investment objective is capital appreciation. The Fund?ÇÖs secondary investment objective is high current ....See Detailed Company Profile,  Dividend History

▶ Alpine Total Dynamic Dividend Fund (AOD): Alpine Total Dynamic Dividend Fund (the Fund) is a diversified, closed-end management investment company. The Fund has an investment objective to invest in equity securities that provide high current dividend ....See Detailed Company Profile,  Dividend History

▶ Ameriprise Financial (AMP): Ameriprise Financial, Inc., incorporated on September 29, 1983, is a diversified financial services company that offers financial solutions to individual and institutional clients. The Company operates in five segments: Advice ....See Detailed Company Profile,  Dividend History

▶ Apollo Global Management LLC (APO): Apollo Global Management, LLC is a publicly owned investment manager. The firm primarily provides its services to endowment and sovereign wealth funds, as well as other institutional and individual in....See Detailed Company Profile,  Dividend History

▶ Apollo Investment (AINV): Apollo Investment Corporation, incorporated on February 2, 2004, is a closed-end, externally managed, non-diversified management investment company. The Companys investment objective is to generate current income and capital appreciation. It ....See Detailed Company Profile,  Dividend History

▶ Ares Capital (ARCC): Ares Capital Corporation, incorporated on April 16, 2004, is a specialty finance company. The Company operates as a closed-end, non-diversified management investment company. The Companys investment objective is to generate ....See Detailed Company Profile,  Dividend History

▶ Ares Management (ARES): Ares Management, L.P., incorporated on September 3, 1997, is an alternative asset manager. The Company offers its investors a range of investment strategies. The Company operates through three segments: Credit ....See Detailed Company Profile,  Dividend History

▶ Artisan Partners Asset Management (APAM): Artisan Partners Asset Management Inc., incorporated on October 25, 2012, is an investment management company. The Company provides a range of the United States, non-United States and global investment strategies, ....See Detailed Company Profile,  Dividend History

▶ ASA Gold and Precious Metals (ASA): ASA Limited, incorporated on April 29, 2003, is a closed-end management investment company. The Company invests in the companies engaged in the exploration, mining or processing of gold, silver, platinum, ....See Detailed Company Profile,  Dividend History

▶ Berkshire Hathaway (BRK.B): Berkshire Hathaway Inc. (Berkshire), incorporated on June 16, 1998, is a holding company owning subsidiaries engaged in various business activities. The Companys segments include Insurance, Burlington Northern Santa Fe, LLC ....See Detailed Company Profile,  Dividend History  and Recent Candlestick Patterns.

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