Evertec Ownership

EVTC Stock  USD 32.61  0.15  0.46%   
The majority of Evertec outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Evertec to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Evertec. Please pay attention to any change in the institutional holdings of Evertec as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
2012-03-31
Previous Quarter
65.2 M
Current Value
64.7 M
Avarage Shares Outstanding
73.6 M
Quarterly Volatility
4.4 M
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Evertec in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Evertec, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Evertec. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
For information on how to trade Evertec Stock refer to our How to Trade Evertec Stock guide.

Evertec Stock Ownership Analysis

About 99.0% of the company shares are held by institutions such as insurance companies. The book value of Evertec was currently reported as 7.9. The company has Price/Earnings To Growth (PEG) ratio of 2.14. Evertec last dividend was issued on the 28th of October 2024. EVERTEC, Inc. engages in transaction processing business in Latin America and the Caribbean. EVERTEC, Inc. was founded in 1988 and is headquartered in San Juan, Puerto Rico. Evertec operates under SoftwareInfrastructure classification in the United States and is traded on New York Stock Exchange. It employs 2500 people. To learn more about Evertec call Morgan Schuessler at 787 759 9999 or check out https://www.evertecinc.com.
Besides selling stocks to institutional investors, Evertec also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Evertec's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Evertec's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Evertec Quarterly Liabilities And Stockholders Equity

1.89 Billion

Evertec Insider Trades History

Less than 1% of Evertec are currently held by insiders. Unlike Evertec's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Evertec's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Evertec's insider trades
 
Yuan Drop
 
Covid

Evertec Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Evertec is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Evertec backward and forwards among themselves. Evertec's institutional investor refers to the entity that pools money to purchase Evertec's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Fuller & Thaler Asset Management Inc2024-09-30
1.1 M
Amvescap Plc.2024-09-30
893.6 K
Northern Trust Corp2024-09-30
840.1 K
Northstar Asset Management, Inc.2024-09-30
766.3 K
Morgan Stanley - Brokerage Accounts2024-09-30
753 K
Charles Schwab Investment Management Inc2024-09-30
665.6 K
T. Rowe Price Associates, Inc.2024-09-30
628.6 K
Natixis Advisors, Llc.2024-09-30
582.6 K
Bank Of New York Mellon Corp2024-09-30
524.7 K
Blackrock Inc2024-09-30
9.5 M
Fmr Inc2024-09-30
9.1 M
Note, although Evertec's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Evertec Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Evertec insiders, such as employees or executives, is commonly permitted as long as it does not rely on Evertec's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Evertec insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Perez-surillo Paola over a week ago
Disposition of 4844 shares by Perez-surillo Paola of Evertec at 36.92 subject to Rule 16b-3
 
Gambale Virginia over two weeks ago
Disposition of tradable shares by Gambale Virginia of Evertec subject to Rule 16b-3
 
Miguel Vizcarrondo over a month ago
Disposition of 7890 shares by Miguel Vizcarrondo of Evertec at 35.0652 subject to Rule 16b-3
 
Daniel Brignardello over a month ago
Disposition of 3842 shares by Daniel Brignardello of Evertec at 36.0 subject to Rule 16b-3
 
Castrillo-salgado Joaquin A. over two months ago
Acquisition by Castrillo-salgado Joaquin A. of 18068 shares of Evertec at 36.75 subject to Rule 16b-3
 
D'angelo Frank G. over three months ago
Disposition of 2000 shares by Dangelo Frank G. of Evertec subject to Rule 16b-3
 
Rodriguez-gonzalez Luis A over three months ago
Disposition of 36000 shares by Rodriguez-gonzalez Luis A of Evertec at 35.0996 subject to Rule 16b-3
 
Diego Viglianco over three months ago
Disposition of 1997 shares by Diego Viglianco of Evertec at 33.23 subject to Rule 16b-3
 
Castrillo-salgado Joaquin A. over three months ago
Disposition of 5752 shares by Castrillo-salgado Joaquin A. of Evertec at 36.92 subject to Rule 16b-3
 
Brian Smith over six months ago
Acquisition by Brian Smith of 6704 shares of Evertec at 35.05 subject to Rule 16b-3
 
Brian Smith over six months ago
Disposition of tradable shares by Brian Smith of Evertec at 34.97 subject to Rule 16b-3
 
Gambale Virginia over six months ago
Disposition of tradable shares by Gambale Virginia of Evertec at 34.97 subject to Rule 16b-3

Evertec Outstanding Bonds

Evertec issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Evertec uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Evertec bonds can be classified according to their maturity, which is the date when Evertec has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Evertec Corporate Filings

F4
23rd of December 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13A
13th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
10Q
8th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
6th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether Evertec offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Evertec's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Evertec Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Evertec Stock:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Evertec. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
For information on how to trade Evertec Stock refer to our How to Trade Evertec Stock guide.
You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Is Transaction & Payment Processing Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Evertec. If investors know Evertec will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Evertec listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
1.533
Dividend Share
0.2
Earnings Share
1.28
Revenue Per Share
12.741
Quarterly Revenue Growth
0.223
The market value of Evertec is measured differently than its book value, which is the value of Evertec that is recorded on the company's balance sheet. Investors also form their own opinion of Evertec's value that differs from its market value or its book value, called intrinsic value, which is Evertec's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Evertec's market value can be influenced by many factors that don't directly affect Evertec's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Evertec's value and its price as these two are different measures arrived at by different means. Investors typically determine if Evertec is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Evertec's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.