Evertec Ownership
| EVTC Stock | USD 38.35 0.08 0.21% |
Shares in Circulation | First Issued 2012-03-31 | Previous Quarter 65.8 M | Current Value 66.3 M | Avarage Shares Outstanding 74.1 M | Quarterly Volatility 4 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Evertec |
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 9.08. The company has Price/Earnings To Growth (PEG) ratio of 2.14. Evertec last dividend was issued on the 26th of April 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 |
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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
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 | Victory Capital Management Inc. | 2023-12-31 | 1.3 M | Fuller & Thaler Asset Management Inc | 2023-12-31 | 1.2 M | Northern Trust Corp | 2023-12-31 | 932.3 K | Sunriver Management Llc | 2023-12-31 | 827.5 K | Renaissance Technologies Corp | 2023-12-31 | 794.7 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 780.7 K | Amvescap Plc. | 2023-12-31 | 773.2 K | Northstar Asset Management, Inc. | 2023-12-31 | 729 K | Charles Schwab Investment Management Inc | 2023-12-31 | 709.5 K | Blackrock Inc | 2023-12-31 | 10.2 M | Vanguard Group Inc | 2023-12-31 | 7.5 M |
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.
Cruz Karla over three weeks ago Disposition of tradable shares by Cruz Karla of Evertec subject to Rule 16b-3 | ||
D'angelo Frank G. over a month ago Disposition of 16000 shares by Dangelo Frank G. of Evertec at 37.427 subject to Rule 16b-3 | ||
Brignardello Daniel over a month ago Disposition of 1781 shares by Brignardello Daniel of Evertec at 36.92 subject to Rule 16b-3 | ||
Miguel Vizcarrondo over a month ago Sale by Miguel Vizcarrondo of 25000 shares of Evertec | ||
White Thomas M over two months ago Disposition of 50000 shares by White Thomas M of Evertec subject to Rule 16b-3 | ||
Miguel Vizcarrondo over six months ago Exercise or conversion by Miguel Vizcarrondo of 46745 shares of Evertec subject to Rule 16b-3 | ||
Diego Viglianco over six months ago Sale by Diego Viglianco of 1128 shares of Evertec | ||
Diego Viglianco over a year ago Payment of 2277 shares by Diego Viglianco of Evertec subject to Rule 16b-3 | ||
Diego Viglianco over a year ago Acquisition by Diego Viglianco of 18068 shares of Evertec subject to Rule 16b-3 |
Evertec Corporate Filings
8K | 18th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 10th of April 2024 Other Reports | ViewVerify | |
F3 | 5th of April 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F4 | 12th of March 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 |
Evertec Investors Sentiment
The influence of Evertec's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Evertec. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Evertec's public news can be used to forecast risks associated with an investment in Evertec. The trend in average sentiment can be used to explain how an investor holding Evertec can time the market purely based on public headlines and social activities around Evertec. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Evertec's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Evertec's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Evertec's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Evertec.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Evertec in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Evertec's short interest history, or implied volatility extrapolated from Evertec options trading.
Pair Trading with Evertec
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Evertec position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Evertec will appreciate offsetting losses from the drop in the long position's value.Moving against Evertec Stock
| 0.61 | SQ | Block Inc Earnings Call This Week | PairCorr |
| 0.55 | BOX | Box Inc Financial Report 4th of June 2024 | PairCorr |
| 0.51 | DTSS | Datasea | PairCorr |
| 0.42 | GB | Global Blue Group | PairCorr |
| 0.41 | NN | Nextnav Acquisition Corp Financial Report 8th of May 2024 | PairCorr |
The ability to find closely correlated positions to Evertec could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Evertec when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Evertec - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Evertec to buy it.
The correlation of Evertec is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Evertec moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Evertec moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Evertec can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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 tightly coupled 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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Complementary Tools for Evertec Stock analysis
When running Evertec's price analysis, check to measure Evertec's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Evertec is operating at the current time. Most of Evertec's value examination focuses on studying past and present price action to predict the probability of Evertec's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evertec's price. Additionally, you may evaluate how the addition of Evertec to your portfolios can decrease your overall portfolio volatility.
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Is Evertec's industry 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 (0.61) | Dividend Share 0.2 | Earnings Share 1.21 | Revenue Per Share 10.699 | Quarterly Revenue Growth 0.203 |
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.