EVR Evercore Inc. Class A Common Stock

NYSE · Financial Services · Auf SEC EDGAR ansehen ↗
$293,60
Kurs · Aug 21, 2026
Fundamentaldaten per Aug 5, 2026

EVR Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$293.60
Marktkapitalisierung
P/E (TTM)
24.2
EPS (TTM)
$14.05
Umsatz (TTM)
$3.88B
Dividendenrendite
ROE
31.7%
Verschuldungsgrad
0.0
52W-Spanne
$266 – $389

EVR Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis $3.88B
3-point trend, +58.8%
2023-12-31 2025-12-31
EPS $14.05
3-point trend, +120.6%
2023-12-31 2025-12-31
Freier Cashflow $1.18B
3-point trend, +170.0%
2023-12-31 2025-12-31
Margen 15.3%

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
EVR
Peer-Median
P/E (TTM)
3-point trend, -9.8%
24.2
19.6

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
EVR
Peer-Median
Net Profit Margin (Nettogewinnmarge)
3-point trend, +45.9%
15.3%
14.2%
ROA
3-point trend, +68.5%
12.4%
3.0%
ROE
3-point trend, +92.9%
31.7%
20.2%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
EVR
Peer-Median
Debt / Equity (Fremdkapital / Eigenkapital)
2-point trend, +6.3%
0.0
Current Ratio (Liquiditätsgrad)
3-point trend, -24.4%
2.2
0.9
Quick Ratio
3-point trend, -24.6%
1.7

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
EVR
Peer-Median
Revenue YoY (Umsatz YoY)
3-point trend, +58.8%
29.5%
Revenue CAGR 3Y (Umsatz CAGR 3J)
3-point trend, +58.8%
11.8%
Revenue CAGR 5Y (Umsatz CAGR 5J)
3-point trend, +58.8%
11.2%
EPS YoY (EPS VjV)
3-point trend, +120.6%
54.7%
Net Income YoY (Nettogewinn YoY)
3-point trend, +131.7%
56.5%

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
EVR
Peer-Median
EPS (Diluted) (EPS (Verwässert))
3-point trend, +120.6%
$14.05

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
EVR
Peer-Median
Payout Ratio (Ausschüttungsquote)
3-point trend, -51.2%
24.4%

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

Dividendenrendite
Ausschüttungsquote
24.4%
5J Div CAGR
Ex-DatumBetrag
29. Mai 2026$0,8900
27. Februar 2026$0,8400
28. November 2025$0,8400
29. August 2025$0,8400
30. Mai 2025$0,8400
28. Februar 2025$0,8000
29. November 2024$0,8000
30. August 2024$0,8000
31. Mai 2024$0,8000
22. Februar 2024$0,7600
22. November 2023$0,7600
24. August 2023$0,7600
25. Mai 2023$0,7600
23. Februar 2023$0,7200
23. November 2022$0,7200
25. August 2022$0,7200
26. Mai 2022$0,7200
24. Februar 2022$0,6800
24. November 2021$0,6800
26. August 2021$0,6800

EVR Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

KAUF 15 Analysten
  • Starker Kauf 4 26,7%
  • Kauf 6 40,0%
  • Halten 5 33,3%
  • Verkauf 0 0,0%
  • Starker Verkauf 0 0,0%

12-Monats-Kursziel

10 Analysten · 2026-08-18
Median-Ziel $372.00 +26,7%
Mittelwert-Ziel $363.90 +23,9%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
1.0%
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2026 $2.91 $2.79 0.12%
31. März 2026 $7.53 $5.13 2.4%
31. Dezember 2025 $5.13 $4.08 1.0%
30. September 2025 $3.48 $3.29 0.19%
30. Juni 2025 $2.42 $1.80 0.62%
31. März 2025 $3.49 $1.73 1.8%

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
EVR 24.2 29.5% 15.3% 31.7%
HOOD $101.94B 55.2 51.6% 42.1% 21.9%
RJF $34.20B 16.8 6.6% 13.4% 17.7%
LPLA 32.7 37.2% 5.1% 16.6%
SF 14.2 6.7% 10.8% 11.7%
JEF 20.3 2.9% 6.3% 6.6%
FRHC $8.88B 57.7 9.3% 7.0% 11.3%
VIRT 6.5 26.2% 12.9% 58.4%
HLI 23.1 9.6% 16.3% 18.6%
SNEX $5.27B 17.1 32.5% 0.23% 14.4% 3.1%
BGC 28.8 30.0%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 11
Jährliche Gewinn- und Verlustrechnung-Daten für EVR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +316.6% $3.88B $3.00B $2.44B $2.78B $3.31B $2.29B $2.03B $2.08B $1.72B $1.46B $1.24B $931M
Operating Expenses 12-point trend, +311.6% $3.07B $2.45B $2.07B $2.07B $2.19B $1.74B $1.57B $1.52B $1.28B $1.18B $1.09B $745M
Interest Expense 12-point trend, +56.1% $24M $17M $17M $17M $18M $21M $20M $18M $20M $17M $17M $16M
Pretax Income 12-point trend, +350.7% $794M $533M $366M $704M $1.12B $541M $449M $551M $438M $268M $135M $176M
Income Tax 12-point trend, +122.7% $153M $115M $81M $173M $248M $128M $95M $109M $258M $119M $77M $69M
Net Income 12-point trend, +581.4% $592M $378M $255M $477M $740M $351M $297M $377M $125M $108M $43M $87M
EPS (Basic) 12-point trend, +531.8% $15.29 $9.86 $6.71 $12.15 $18.48 $8.64 $7.44 $9.29 $3.16 $2.74 $1.15 $2.42
EPS (Diluted) 12-point trend, +575.5% $14.05 $9.08 $6.37 $11.61 $17.08 $8.22 $6.89 $8.33 $2.80 $2.43 $0.98 $2.08
Shares (Basic) 12-point trend, +8.1% 38,712,000 38,365,000 38,101,000 39,224,000 40,054,000 40,553,000 39,994,000 40,595,000 39,641,000 39,220,000 37,161,000 35,827,000
Shares (Diluted) 12-point trend, +0.7% 42,131,000 41,646,000 40,099,000 41,037,000 43,321,000 42,623,000 43,194,000 45,279,000 44,826,000 44,193,000 43,699,000 41,843,000
EBITDA 12-point trend, +250.0% $29M $24M $24M $27M $28M $25M $23M $18M $15M $13M $10M $8M
Bilanz 25
Jährliche Bilanz-Daten für EVR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +304.9% $1.43B $873M $597M $663M $578M $830M $634M $791M $610M $559M $449M $352M
Short-term Investments 10-point trend, +2277.4% $1.58B $1.52B $1.44B $1.43B $1.78B $1.06B $624M $305M $129M $66M · ·
Other Current Assets 12-point trend, +1076.3% $232M $140M $174M $204M $59M $92M $88M $28M $30M $24M $16M $20M
Current Assets 12-point trend, +464.9% $3.86B $2.99B $2.61B $2.71B $2.80B $2.37B $1.69B $1.48B $1.00B $926M $749M $683M
PP&E (Net) 12-point trend, +346.9% $190M $145M $138M $143M $149M $149M $127M $81M $69M $52M $48M $43M
PP&E (Gross) 12-point trend, +371.0% $360M $296M $351M $330M $314M $288M $244M $171M $139M $105M $91M $77M
Accum. Depreciation 12-point trend, +401.1% $170M $151M $213M $187M $166M $140M $117M $89M $70M $54M $43M $34M
Goodwill 12-point trend, +5.8% $231M $124M $125M $123M $128M $129M $131M $131M $134M $161M $166M $218M
Intangibles 11-point trend, -56.7% $30M $0 · $0 $336.0K $698.0K $2M $10M $20M $29M $41M $70M
Other Non-current Assets 8-point trend, +210.1% $278M $174M $147M $110M $141M $103M $90M $89M · · · ·
Total Assets 12-point trend, +270.4% $5.36B $4.17B $3.70B $3.62B $3.80B $3.37B $2.60B $2.13B $1.58B $1.66B $1.48B $1.45B
Accounts Payable 12-point trend, +20.1% $45M $29M $26M $29M $32M $38M $40M $38M $34M $31M $44M $37M
Short-term Debt 6-point trend, +47981000.00 $48M $38M $0 · $0 $38M $0 · · · · ·
Current Liabilities 12-point trend, +363.1% $1.78B $1.23B $910M $1.07B $1.30B $1.06B $669M $750M $464M $463M $408M $385M
Capital Leases 8-point trend, +508191000.00 $508M $494M $434M $278M $297M $300M $217M $0 · · · ·
Deferred Tax 2-point trend, +4652000.00 $5M $0 · · · · · · · · · ·
Other Non-current Liabilities 12-point trend, +442.5% $142M $119M $150M $113M $126M $102M $126M $105M $59M $57M $36M $26M
Total Liabilities 12-point trend, +316.0% $3.04B $2.23B $1.92B $1.89B $2.17B $1.88B $1.47B $1.12B $789M $879M $772M $730M
Total Debt 4-point trend, +26.4% $48M $38M · · $0 $38M · · · · · ·
Paid-in Capital 12-point trend, +323.6% $4.02B $3.51B $3.16B $2.86B $2.46B $2.27B $2.02B $1.82B $1.60B $1.37B $1.21B $950M
Retained Earnings 12-point trend, +14593.2% $2.58B $2.13B $1.89B $1.77B $1.42B $799M $558M $365M $79M $20M $-28M $-18M
Treasury Stock 12-point trend, +1163.4% $4.56B $3.90B $3.45B $3.07B $2.55B $1.82B $1.68B $1.40B $1.11B $812M $644M $361M
AOCI 12-point trend, +35.6% $-13M $-36M $-27M $-28M $-12M $-10M $-28M $-30M $-31M $-50M $-35M $-20M
Stockholders' Equity 12-point trend, +268.5% $2.03B $1.71B $1.58B $1.54B $1.32B $1.23B $870M $758M $544M $527M $505M $551M
Liabilities + Equity 12-point trend, +270.4% $5.36B $4.17B $3.70B $3.62B $3.80B $3.37B $2.60B $2.13B $1.58B $1.66B $1.48B $1.45B
Cashflow 15
Jährliche Cashflow-Daten für EVR
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +250.0% $29M $24M $24M $27M $28M $25M $23M $18M $15M $13M $10M $8M
Stock-based Comp 12-point trend, +504.0% $675M $570M $515M $467M $422M $367M $360M $294M $230M $258M $208M $112M
Deferred Tax 12-point trend, +5.4% $15M $8M $-3M $-855.0K $29M $14M $-11M $-4M $148M $10M $-4M $14M
Amort. of Intangibles 10-point trend, -54.3% $4M · · $336.0K $362.0K $2M $8M $9M $10M $12M $17M $8M
Restructuring · · · · · · $8M · · · · ·
Other Non-cash 12-point trend, -151.2% $-55M $8M $-334M $-439M $166M $222M $-166M $165M $-3M $27M $307M $107M
Operating Cash Flow 12-point trend, +481.8% $1.26B $988M $458M $531M $1.38B $978M $505M $850M $507M $422M $368M $216M
CapEx 12-point trend, +447.3% $74M $30M $20M $23M $28M $53M $71M $33M $31M $18M $16M $14M
Investing Cash Flow 12-point trend, -492.8% $-98M $-67M $16M $313M $-706M $-484M $-373M $-213M $-55M $-46M $-26M $25M
Dividends Paid 12-point trend, +272.6% $144M $136M $128M $127M $119M $107M $97M $77M $57M $52M $46M $39M
Financing Cash Flow 12-point trend, -253.9% $-636M $-629M $-557M $-736M $-925M $-308M $-290M $-453M $-419M $-238M $-235M $-180M
Net Change in Cash 12-point trend, +931.6% $554M $277M $-67M $85M $-251M $194M $-156M $183M $42M $112M $97M $54M
Taxes Paid 3-point trend, +57.2% $117M $98M $75M · · · · · · · · ·
Free Cash Flow 12-point trend, +484.1% $1.18B $958M $438M $508M $1.36B $925M $434M $816M $485M $398M $341M $202M
Levered FCF 12-point trend, +502.6% $1.16B $945M $425M $495M $1.34B $909M $418M $802M $477M $388M $333M $193M
Rentabilität 5
Jährliche Rentabilität-Daten für EVR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +63.6% 15.3% 12.6% 10.5% 17.2% 22.4% 15.3% 14.7% 18.1% 7.3% 7.4% 3.5% 9.3%
Pretax Margin 12-point trend, +8.2% 20.5% 17.8% 15.0% 25.3% 33.8% 23.7% 22.1% 26.5% 25.4% 18.4% 10.9% 18.9%
EBITDA Margin 12-point trend, -16.9% 0.74% 0.82% 1.0% 0.99% 0.84% 1.1% 1.1% 0.86% 0.87% 0.90% 0.84% 0.89%
ROA 12-point trend, +90.8% 12.4% 9.8% 7.4% 14.1% 20.9% 11.7% 12.4% 19.7% 8.0% 6.9% 3.0% 6.5%
ROE 12-point trend, +92.0% 31.7% 23.0% 16.4% 33.4% 58.0% 33.4% 36.5% 57.9% 23.4% 20.8% 8.1% 16.5%
Liquidität & Solvenz 3
Jährliche Liquidität & Solvenz-Daten für EVR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +22.0% 2.2 2.4 2.9 2.5 2.2 2.2 2.5 2.0 2.2 2.0 1.8 1.8
Quick Ratio 12-point trend, +84.4% 1.7 1.9 2.2 2.0 1.8 1.8 1.9 1.5 1.6 1.2 1.1 0.9
Debt / Equity 4-point trend, -23.4% 0.0 0.0 · · 0.0 0.0 · · · · · ·
Effizienz 1
Jährliche Effizienz-Daten für EVR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +16.7% 0.8 0.8 0.7 0.8 0.9 0.8 0.8 1.1 1.1 0.9 0.9 0.7
Pro Aktie 5
Jährliche Pro Aktie-Daten für EVR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue / Share 12-point trend, +313.7% $92.10 $71.95 $60.92 $67.72 $76.34 $53.62 $46.97 $45.99 $38.47 $32.96 $28.38 $22.26
Cash Flow / Share 12-point trend, +477.8% $29.82 $23.73 $11.42 $12.95 $31.97 $22.95 $11.68 $18.76 $11.52 $9.42 $8.17 $5.16
Dividend / Share 12-point trend, +222.3% $3 $3 $3 $3 $3 $2 $2 $2 $1 $1 $1 $1
Dividend Paid / Share 12-point trend, +222.3% $3 $3 $3 $3 $3 $2 $2 $2 $1 $1 $1 $1
EPS (TTM) 12-point trend, +575.5% $14.05 $9.08 $6.37 $11.61 $17.08 $8.22 $6.89 $8.33 $2.80 $2.43 $0.98 $2.08
Wachstumsraten 10
Jährliche Wachstumsraten-Daten für EVR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -34.0% 29.5% 22.7% -12.1% -16.0% 44.7% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +425.4% 11.8% -3.2% 2.2% · · · · · · · · ·
Revenue CAGR 5Y 11.2% · · · · · · · · · · ·
EPS YoY 5-point trend, -49.2% 54.7% 42.5% -45.1% -32.0% 107.8% · · · · · · ·
EPS CAGR 3Y 3-point trend, +180.6% 6.6% -19.0% -8.2% · · · · · · · · ·
EPS CAGR 5Y 11.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, -49.2% 56.5% 48.1% -46.4% -35.6% 111.1% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +174.9% 7.5% -20.1% -10.0% · · · · · · · · ·
Net Income CAGR 5Y 11.0% · · · · · · · · · · ·
Dividend CAGR 5Y 6.3% · · · · · · · · · · ·
Bewertung (TTM) 6
Jährliche Bewertung (TTM)-Daten für EVR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +316.6% $3.88B $3.00B $2.44B $2.78B $3.31B $2.29B $2.03B $2.08B $1.72B $1.46B $1.24B $931M
Net Income TTM 12-point trend, +581.4% $592M $378M $255M $477M $740M $351M $297M $377M $125M $108M $43M $87M
P/E 12-point trend, -3.8% 24.2 30.5 26.9 9.4 8.0 13.3 10.9 8.6 32.1 28.3 55.2 25.2
Earnings Yield 12-point trend, +4.0% 4.1% 3.3% 3.7% 10.6% 12.6% 7.5% 9.2% 11.6% 3.1% 3.5% 1.8% 4.0%
Payout Ratio 12-point trend, -45.3% 24.4% 35.9% 50.0% 26.7% 16.1% 30.4% 32.6% 20.5% 45.1% 47.9% 107.6% 44.6%
Annual Payout 12-point trend, +272.6% $144M $136M $128M $127M $119M $107M $97M $77M $57M $52M $46M $39M

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-12-312025-06-302025-03-312024-12-312024-09-30
Umsatz $3.88B$3.00B
Nettoergebnis $592M$378M
Verwässerte EPS $14.05$9.08
Bilanz
2025-12-312025-06-302025-03-312024-12-312024-09-30
Fremdkapital / Eigenkapital 0.00.0
Liquiditätsgrad 2.22.4
Quick Ratio 1.71.9
Cashflow
2025-12-312025-06-302025-03-312024-12-312024-09-30
Freier Cashflow $1.18B$958M

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

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Institutionelle Eigentümer (13F) 756 Einreicher · $7.6B gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
103 (-23 vs. Vorquartal) 42 (-28 vs. Vorquartal) 242 (-29 vs. Vorquartal) 253 (+71 vs. Vorquartal) -844K

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
VANGUARD PORTFOLIO MANAGEMENT LLC $667.907.856 1.956.150 8,83% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $573.690.902 1.680.210 7,58% Aktien
STATE STREET CORP $411.817.271 1.206.119 5,44% Aktien
GEODE CAPITAL MANAGEMENT, LLC $323.068.191 946.009 4,27% Aktien
FMR LLC $298.871.862 875.328 3,95% Aktien
MILLENNIUM MANAGEMENT LLC $217.655.708 637.464 2,88% Aktien
TD Asset Management Inc $207.974.177 609.109 2,75% Aktien
WELLINGTON MANAGEMENT GROUP LLP $185.752.579 544.027 2,46% Aktien
DIMENSIONAL FUND ADVISORS LP $169.326.169 495.919 2,24% Aktien
Fisher Asset Management, LLC $144.728.088 423.875 1,91% Aktien
NORGES BANK $142.394.479 417.041 1,88% Aktien
PRIMECAP MANAGEMENT CO/CA/ $128.432.656 376.150 1,70% Aktien
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $118.529.872 347.147 1,57% Aktien
Point72 Asset Management, L.P. $117.633.250 344.521 1,55% Aktien
Capital International Investors $110.881.616 324.747 1,47% Aktien
Artemis Investment Management LLP $107.813.777 315.762 1,43% Aktien
FULLER & THALER ASSET MANAGEMENT, INC. $105.882.317 310.105 1,40% Aktien
Paralel Advisors LLC $102.432.000 300.000 1,35% Aktien
Stephens Investment Management Group LLC $96.570.158 282.832 1,28% Aktien
Qube Research & Technologies Ltd $85.392.437 250.095 1,13% Aktien
VANGUARD FIDUCIARY TRUST CO $83.007.137 243.109 1,10% Aktien
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $81.771.458 239.490 1,08% Aktien
JACOBS LEVY EQUITY MANAGEMENT, INC $74.163.500 217.208 0,98% Aktien
TWO SIGMA INVESTMENTS, LP $67.581.902 197.932 0,89% Aktien
VICTORY CAPITAL MANAGEMENT INC $67.481.519 197.638 0,89% Aktien
AMERICAN CENTURY COMPANIES INC $66.491.001 194.737 0,88% Aktien
Azora Capital LP $63.517.400 186.028 0,84% Aktien
Quantinno Capital Management LP $63.156.481 184.970 0,83% Aktien
RENAISSANCE TECHNOLOGIES LLC $53.326.099 156.180 0,70% Aktien
TimesSquare Capital Management, LLC $49.542.511 165.966 0,65% Aktien
ROYCE & ASSOCIATES LP $47.550.983 139.266 0,63% Aktien
MANUFACTURERS LIFE INSURANCE COMPANY, THE $45.775.154 134.065 0,61% Aktien
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $41.469.000 121.454 0,55% Aktien
Global Alpha Capital Management Ltd. $40.331.234 118.121 0,53% Aktien
JANUS HENDERSON GROUP PLC $38.171.709 127.872 0,50% Aktien
NEUBERGER BERMAN GROUP LLC $37.593.263 110.102 0,50% Aktien
GOLDMAN SACHS GROUP INC $37.366.511 109.438 0,49% Aktien
BRAUN STACEY ASSOCIATES INC $36.833.904 107.878 0,49% Aktien
WESTWOOD HOLDINGS GROUP INC $35.605.022 104.279 0,47% Aktien
Holocene Advisors, LP $35.085.692 102.758 0,46% Aktien
Alyeska Investment Group, L.P. $34.149.463 100.016 0,45% Aktien
RHUMBLINE ADVISERS $34.075.321 99.799 0,45% Aktien
WCM INVESTMENT MANAGEMENT, LLC $33.433.178 99.887 0,44% Aktien
Retirement Systems of Alabama $31.815.721 93.181 0,42% Aktien
CANADA PENSION PLAN INVESTMENT BOARD $31.275.904 91.600 0,41% Aktien
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $29.823.077 87.345 0,39% Aktien
Walleye Trading LLC $28.134.656 82.400 0,37% Kaufoption
Ceredex Value Advisors LLC $27.981.008 81.950 0,37% Aktien
MARSICO CAPITAL MANAGEMENT LLC $27.287.543 79.919 0,36% Aktien
ProShare Advisors LLC $25.884.567 75.810 0,34% Aktien
Swiss National Bank $25.785.549 75.520 0,34% Aktien
TD Waterhouse Canada Inc. $25.505.862 74.739 0,34% Aktien
BlackRock, Inc. $25.405.868 74.408 0,34% Aktien
Interval Partners, LP $25.317.435 74.149 0,33% Aktien
California Public Employees Retirement System $25.205.101 73.820 0,33% Aktien
FLPUTNAM INVESTMENT MANAGEMENT CO $25.127.252 73.592 0,33% Aktien
Boston Trust Walden Corp $24.945.265 73.059 0,33% Aktien
AMERIPRISE FINANCIAL INC $24.263.751 71.063 0,32% Aktien
Woodline Partners LP $24.042.156 70.414 0,32% Aktien
BANK OF AMERICA CORP /DE/ $23.940.749 70.117 0,32% Aktien
Longaeva Partners L.P. $23.192.312 67.925 0,31% Aktien
JANE STREET GROUP, LLC $21.510.720 63.000 0,28% Kaufoption
Driehaus Capital Management LLC $21.460.187 62.852 0,28% Aktien
FRONTIER CAPITAL MANAGEMENT CO LLC $21.275.126 62.310 0,28% Aktien
Mariner, LLC $20.760.128 60.803 0,27% Aktien
Balyasny Asset Management L.P. $20.075.648 58.797 0,27% Aktien
COOKSON PEIRCE & CO INC $19.588.755 57.371 0,26% Aktien
MACQUARIE GROUP LTD $19.393.792 56.800 0,26% Aktien
STRS OHIO $19.282.483 56.474 0,25% Aktien
MORGAN STANLEY $19.044.460 55.776 0,25% Aktien
ALLIANCEBERNSTEIN L.P. $18.111.796 60.674 0,24% Aktien
STATE OF WISCONSIN INVESTMENT BOARD $17.862.434 52.315 0,24% Aktien
PANAGORA ASSET MANAGEMENT INC $17.440.072 51.078 0,23% Aktien
RAYMOND JAMES FINANCIAL INC $16.719.315 48.967 0,22% Aktien
BNP PARIBAS FINANCIAL MARKETS $16.690.270 48.882 0,22% Aktien
ENVESTNET ASSET MANAGEMENT INC $15.842.448 46.399 0,21% Aktien
Empire Life Investments Inc. $15.510.936 45.428 0,21% Aktien
UBS Group AG $15.454.940 45.264 0,20% Aktien
Jain Global LLC $15.399.285 45.101 0,20% Aktien
Engineers Gate Manager LP $14.401.939 42.180 0,19% Aktien
Cresset Asset Management, LLC $14.078.420 41.232 0,19% Aktien
CITADEL ADVISORS LLC $13.623.456 39.900 0,18% Verkaufsoption
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $13.392.950 44.866 0,18% Aktien
Morse Asset Management, Inc $13.179.925 38.601 0,17% Aktien
Ensign Peak Advisors, Inc $13.149.537 38.512 0,17% Aktien
Corient Private Wealth LP $13.033.580 38.173 0,17% Aktien
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $12.885.604 37.739 0,17% Aktien
BARCLAYS PLC $12.570.797 36.817 0,17% Aktien
SummitTX Capital, L.P. $12.566.358 36.804 0,17% Aktien
Freestone Grove Partners LP $12.562.260 36.792 0,17% Aktien
PEREGRINE CAPITAL MANAGEMENT LLC $12.330.423 36.113 0,16% Aktien
VANGUARD ASSET MANAGEMENT, Ltd $12.283.304 35.975 0,16% Aktien
Caisse de depot et placement du Quebec $12.189.408 35.700 0,16% Aktien
VAN ECK ASSOCIATES CORP $12.178.140 35.667 0,16% Aktien
Zurich Insurance Group Ltd/FI $12.126.242 35.515 0,16% Aktien
Glenmede Investment Management, LP $12.105.402 35.887 0,16% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12.086.976 35.400 0,16% Kaufoption
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $12.042.247 35.269 0,16% Aktien
SEGALL BRYANT & HAMILL, LLC $11.992.739 35.124 0,16% Aktien
WORLDQUANT MILLENNIUM ADVISORS LLC $11.764.998 34.457 0,16% Aktien

Unternehmensinsider 34 Insider · 19 Führungskräfte · 18 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
John S Weinberg CEO/Chairman 19. Februar 2026 A 636.890 0 0 $0
Ralph Schlosstein Co-CEO/Co-Chairman 15. Februar 2022 A 239.674 0 0 $0
Ostoa Augusto Arellano CEO of EVR Mexico 12. Februar 2019 A 17.046 0 0 $0
Andrew Sibbald CEO EVR Partners International 12. Februar 2019 A 100.581 0 0 $0
Pedro Aspe CEO of EVR Mexico 11. Dezember 2015 A 340.763 0 0 $0
Austin M Beutner President, Co-CEO, CIO 3. März 2008 A 447.307 0 0 $0
Timothy Gilbert Lalonde Chief Financial Officer 11. Juni 2026 S 34.800 0 1 $-2.678.612
Celeste Mellet Chief Financial Officer 6. Juli 2022 F 33.495 0 0 $0
David E Wezdenko Chief Financial Officer 23. Mai 2007 C 5.000 0 0 $0
Matthew Lindsey-Clark Co-Head EMEA IB 19. Februar 2026 A 27.847 0 0 $0
Jason Klurfeld General Counsel 19. Februar 2026 A 57.793 0 1 $-1.800.000
Paul Pensa Contr, Prin. Acct.Officer 19. Februar 2026 A 6.889 0 1 $-507.950
Roger C Altman Founder and Senior Chairman 19. Februar 2026 A 84.152 0 0 $0
Edward S. Hyman Vice Chair EVR & Chairman EISI 10. Februar 2025 S 1.643.035 0 0 $0
Robert B Walsh Principal Financial Officer 1. Juni 2021 S 55.558 0 0 $0
Adam B Frankel General Counsel 24. November 2017 S 58.401 0 0 $0
Eduardo G Mestre Vice Chairman 13. Februar 2012 S 194.803 0 0 $0
Bernard J Taylor Co-Vice Chairman 9. Dezember 2011 A 33.269 0 0 $0
William Hiltz Senior Managing Director 11. September 2009 A 88.096 0 0 $0
Sarah K Williamson Direktor 10. Juni 2026 A 14.072 1 0 $580.860
Sir Simon Robertson Direktor 10. Juni 2026 A 9.715 0 0 $0
Pamela G Carlton Direktor 10. Juni 2026 A 3.845 0 1 $-65.877
Gail Block Harris Direktor 10. Juni 2026 A 40.151 0 0 $0
William J Wheeler Direktor 10. Juni 2026 A 12.642 0 0 $0
Wilard J Overlock JR Direktor 10. Juni 2026 A 15.279 0 0 $0
Ellen V Futter Direktor 10. Juni 2026 A 7.312 0 0 $0
Robert B Millard Direktor 10. Juni 2026 A 53.497 0 0 $0
Christine A Varney Direktor 10. Juni 2026 A 884 0 0 $0
Richard I Beattie Direktor 5. Dezember 2023 S 17.000 0 0 $0
Kendrick R Wilson III Direktor 17. Juni 2021 A 3.714 0 0 $0
Phalle Francois De Saint Direktor 15. Juni 2016 A 63.090 0 0 $0
Curtis A Hessler Direktor 15. Juni 2016 A 18.090 0 0 $0
Anthony N Pritzker Direktor 19. Juni 2013 A 9.796 0 0 $0
Thomas J Gavenda 2. März 2007 A 46.803 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

Aktivisten & 5%+-Eigentümer 1 Beteiligung

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
Edward S. Hyman ×2 Einreichungen 12. Februar 2025 4,30% Änderung SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF-Besitz Gehalten von 113 ETFs

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
XMHQ · Invesco Exchange-Traded Fund Trust 2,01% 379.360 SH 19. August 2026 Täglich
REGL · ProShares Trust 1,51% 74.553 NS 31. Mai 2026 N-PORT
GRPM · Invesco Exchange-Traded Fund Trust 0,96% 16.236 SH 19. August 2026 Täglich
CLSE · Trust for Professional Managers 0,80% 14.395 NS 31. Mai 2026 N-PORT
QGRO · AMERICAN CENTURY ETF TRUST 0,68% 44.155 NS 31. Mai 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0,57% 9.188 NS 30. April 2026 N-PORT
MIDE · DBX ETF Trust 0,53% 52 NS 29. Mai 2026 N-PORT
HFGO · Hartford Funds Exchange-Traded Trust 0,52% 2.927 NS 30. April 2026 N-PORT
SMIZ · Zacks Trust 0,50% 3.785 NS 31. Mai 2026 N-PORT
OUSM · ALPS ETF Trust 0,50% 12.847 NS 31. Mai 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,43% 23.664 SH 19. August 2026 Täglich
VUSE · ETF Series Solutions 0,41% 8.189 NS 31. Mai 2026 N-PORT
PTMC · Pacer Funds Trust 0,36% 4.437 NS 30. April 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,36% 62.492 SH 19. August 2026 Täglich
QVMM · Invesco Exchange-Traded Fund Trust … 0,35% 5.168 SH 19. August 2026 Täglich
ISCG · iShares Trust 0,33% 11.227 SH 19. August 2026 Täglich
FXO · First Trust Exchange-Traded AlphaDE… 0,32% 10.676 NS 30. April 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,32% 6.097 NS 30. April 2026 N-PORT
BFOR · ALPS ETF Trust 0,30% 1.862 NS 31. Mai 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0,29% 12.621 SH 19. August 2026 Täglich
AVMV · AMERICAN CENTURY ETF TRUST 0,29% 5.274 NS 31. Mai 2026 N-PORT
MVV · ProShares Trust 0,29% 1.336 NS 31. Mai 2026 N-PORT
GQQQ · EA Series Trust 0,25% 1.058 NS 29. Mai 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,25% 640 NS 30. April 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,24% 104.554 NS 31. Mai 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,24% 17.880 NS 30. April 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 15.140 NS 30. April 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,21% 14.057 NS 30. April 2026 N-PORT
UMDD · ProShares Trust 0,20% 187 NS 31. Mai 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,17% 243.925 SH 19. August 2026 Täglich
GINN · Goldman Sachs ETF Trust 0,17% 1.060 NS 31. Mai 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,17% 2.527 NS 30. April 2026 N-PORT
ISCB · iShares Trust 0,17% 1.602 SH 19. August 2026 Täglich
DEUS · DBX ETF Trust 0,17% 1.319 NS 29. Mai 2026 N-PORT
IYF · iShares Trust 0,16% 23.993 SH 19. August 2026 Täglich
RWK · Invesco Exchange-Traded Fund Trust … 0,16% 7.156 SH 19. August 2026 Täglich
INFO · Harbor ETF Trust 0,16% 3.827 NS 30. April 2026 N-PORT
IYG · iShares Trust 0,16% 11.658 SH 19. August 2026 Täglich
ESML · iShares Trust 0,16% 15.130 SH 19. August 2026 Täglich
AVMC · AMERICAN CENTURY ETF TRUST 0,15% 1.795 NS 31. Mai 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,15% 443.909 SH 19. August 2026 Täglich
VB · VANGUARD INDEX FUNDS 0,15% 842.956 SH 19. August 2026 Täglich
VFH · VANGUARD WORLD FUND 0,15% 61.309 SH 19. August 2026 Täglich
FNCL · FIDELITY COVINGTON TRUST 0,15% 10.190 NS 30. April 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,15% 6.082 NS 30. April 2026 N-PORT
SMMD · iShares Trust 0,15% 18.580 SH 19. August 2026 Täglich
HDUS · Lattice Strategies Trust 0,14% 809 NS 30. April 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,13% 267.497 SH 19. August 2026 Täglich
VALQ · AMERICAN CENTURY ETF TRUST 0,12% 1.269 NS 31. Mai 2026 N-PORT
SMDX · Tidal Trust III 0,12% 483 NS 30. April 2026 N-PORT