EVTC Smart Money
EVERTEC, Inc.
1W: -3.2%
1M: +11.7%
3M: -3.5%
YTD: +7.3%
1Y: -0.8%
3Y: -11.3%
5Y: -34.7%
$30.72
-0.22 (-0.71%)
Weekly Expected Move ±5.1%
$29
$31
$32
$34
$36
Credit Risk of going bust: higher than 59% of companies Debt: 41.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.55 (down 95%), EVERTEC, Inc. would be worth roughly what it owes.
Total debt $1.32B against a stock market value of $1.89B.
Distance to default 4.30 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $675.8M (short-term plus half of long-term), stock volatility 41.2%; Altman Z'' 2.45. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.55 (down 95%), EVERTEC, Inc. would be worth roughly what it owes.
Total debt $1.32B against a stock market value of $1.89B.
Distance to default 4.30 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $675.8M (short-term plus half of long-term), stock volatility 41.2%; Altman Z'' 2.45. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q2 2026293
Institutions Holding
-7 vs prior
88.1%
Ownership
-2.70%
37
New
95
Increased
129
Reduced
38
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-03 | Polak Aldo J. | director | S-Sale | 1,094 | $30.37 | $33K | Filing |
| 2026-08-28 | Polak Aldo J. | director | S-Sale | 1,000 | $30.09 | $30K | Filing |
| 2026-08-21 | Polak Aldo J. | director | S-Sale | 1,000 | $29.80 | $30K | Filing |
| 2026-08-14 | Perez-Surillo Paola | officer: executive vice president | S-Sale | 17,486 | $31.56 | $552K | Filing |
| 2026-08-12 | Viglianco Diego | officer: evp & cio | S-Sale | 27,570 | $30.32 | $836K | Filing |
| 2026-08-11 | Polak Aldo J. | director | S-Sale | 1,000 | $29.50 | $30K | Filing |
| 2026-06-12 | SMITH BRIAN JOHN | director | P-Purchase | 16,202 | $26.42 | $428K | Filing |
| 2026-06-03 | Pagan Ivan | director | F-Tax Withholding | 822 | $25.11 | $21K | Filing |
| 2026-05-21 | D'ANGELO FRANK G. | director | A-Grant/Award | 9,026 | $24.65 | $222K | Filing |
| 2026-05-21 | Gambale Virginia | director | A-Grant/Award | 6,997 | $24.65 | $172K | Filing |
| 2026-05-21 | SCHUMACHER ALAN H | director | A-Grant/Award | 6,997 | $24.65 | $172K | Filing |
| 2026-05-21 | JUNQUERA JORGE A | director | A-Grant/Award | 10,344 | $24.65 | $255K | Filing |
| 2026-05-21 | BARRETT KELLY HEFNER | director | A-Grant/Award | 6,997 | $24.65 | $172K | Filing |
| 2026-05-21 | SMITH BRIAN JOHN | director | A-Grant/Award | 10,344 | $24.65 | $255K | Filing |
| 2026-05-21 | Botero Olga Margarita | director | A-Grant/Award | 6,997 | $24.65 | $172K | Filing |
| 2026-05-21 | Pagan Ivan | director | A-Grant/Award | 6,997 | $24.65 | $172K | Filing |
| 2026-05-21 | Polak Aldo J. | director | A-Grant/Award | 6,997 | $24.65 | $172K | Filing |
| 2026-05-11 | Vizcarrondo Miguel | officer: executive vice president | P-Purchase | 21,000 | $23.37 | $491K | Filing |
| 2026-05-08 | D'ANGELO FRANK G. | director | P-Purchase | 20,000 | $23.40 | $468K | Filing |
| 2026-05-08 | Castrillo-Salgado Joaquin A. | officer: senior evp & coo | P-Purchase | 12,862 | $22.03 | $283K | Filing |
| 2026-05-08 | Castrillo-Salgado Joaquin A. | officer: senior evp & coo | P-Purchase | 1,675 | $22.95 | $38K | Filing |
| 2026-05-08 | Castrillo-Salgado Joaquin A. | officer: senior evp & coo | P-Purchase | 5,463 | $24.33 | $133K | Filing |
| 2026-05-07 | Rodriguez-Gonzalez Luis A | officer: general counsel & evp | P-Purchase | 17,000 | $24.10 | $410K | Filing |
| 2026-03-05 | Brignardello Daniel | officer: executive vice president | F-Tax Withholding | 6,087 | $28.35 | $173K | Filing |
| 2026-03-05 | Almeida Prado Claudio | officer: executive vice president | F-Tax Withholding | 2,756 | $28.35 | $78K | Filing |
🏛️ Congressional Trades
4 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-06-17 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-16 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-11 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-10 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,161,745 | $255M | -137,822 | 2026-06-30 | Filing |
| FMR LLC | 8,798,971 | $244M | -458,175 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 5,189,201 | $144M | +139,688 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,961,258 | $110M | +5,639 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,765,581 | $77M | -90,497 | 2026-06-30 | Filing |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGE | 2,713,930 | $75M | -346,815 | 2026-06-30 | Filing |
| STATE STREET CORP | 2,604,668 | $72M | +102,313 | 2026-06-30 | Filing |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,059,589 | $57M | +224,644 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,569,390 | $44M | +30,824 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,426,463 | $40M | -139,555 | 2026-06-30 | Filing |
| HEARTLAND ADVISORS INC | 840,400 | $23M | +590,400 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 830,620 | $23M | +251,637 | 2026-06-30 | Filing |
| NORTH STAR ASSET MANAGEMENT INC | 809,545 | $22M | +3,758 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 793,795 | $22M | +10,296 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 758,026 | $21M | -23,023 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 758,026 | $21M | +758,026 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 708,230 | $20M | +546,642 | 2026-06-30 | Filing |
| LONE PEAK GLOBAL INVESTORS LLC | 584,685 | $16M | +32,764 | 2026-06-30 | Filing |
| Clark Capital Management Group, Inc. | 562,394 | $16M | -33,952 | 2026-06-30 | Filing |
| PANAGORA ASSET MANAGEMENT INC | 472,642 | $13M | +124,620 | 2026-06-30 | Filing |