EVERTEC Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:EVTC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Jun 25	SellUS$80,119	Aldo Polak-Gelber	Individual	2,243	US$35.72
23 May 25	SellUS$251,124	Iván Pagán	Individual	6,852	US$36.65
14 May 25	SellUS$279,689	Daniel Brignardello	Individual	7,641	US$36.60
12 May 25	SellUS$1,457,420	Miguel Vizcarrondo Carrión	Individual	40,000	US$36.44
09 May 25	SellUS$674,466	Luis Rodríguez-González	Individual	18,898	US$35.69
07 Mar 25	SellUS$969,721	Diego Viglianco	Individual	26,193	US$37.54
07 Mar 25	SellUS$73,547	Karla Cruz-Jusino	Individual	2,000	US$36.77
07 Mar 25	SellUS$541,830	Paola Surillo	Individual	14,585	US$37.15
06 Mar 25	SellUS$2,996,376	Morgan Schuessler	Individual	80,000	US$37.45

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of EVTC?
Owner Type	Number of Shares	Ownership Percentage
State or Government	30,187	0.0467%
Individual Insiders	432,015	0.668%
Institutions	64,228,699	99.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 82.81% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15%	FMR LLC	9,596,823	US$279.2m	0.58%	0.01%
14.4%	BlackRock, Inc.	9,210,248	US$267.9m	-2.27%	no data
11.2%	The Vanguard Group, Inc.	7,167,171	US$208.5m	0.02%	no data
7.65%	American Century Investment Management Inc	4,894,013	US$142.4m	7.36%	0.06%
5.26%	Kayne Anderson Rudnick Investment Management, LLC	3,367,415	US$98.0m	-1.99%	0.23%
3.84%	State Street Global Advisors, Inc.	2,455,689	US$71.4m	0.27%	no data
2.84%	River Road Asset Management, LLC	1,816,598	US$52.8m	-1.76%	0.58%
2.41%	Geode Capital Management, LLC	1,543,659	US$44.9m	4.53%	no data
2.38%	Dimensional Fund Advisors LP	1,522,790	US$44.3m	-1.55%	0.01%
2.35%	Victory Capital Management Inc.	1,506,326	US$43.8m	-16.1%	0.02%
1.84%	Fuller & Thaler Asset Management, Inc.	1,177,788	US$34.3m	2.12%	0.11%
1.82%	Loomis Sayles & Company, L.P.	1,161,573	US$33.8m	-2.52%	0.04%
1.33%	Columbia Management Investment Advisers, LLC	850,783	US$24.7m	-0.82%	no data
1.26%	North Star Asset Management, Inc	805,116	US$23.4m	-1.03%	0.97%
1.21%	Northern Trust Global Investments	771,155	US$22.4m	-4.82%	no data
1.07%	Millennium Management LLC	686,281	US$20.0m	732%	0.01%
1.02%	Charles Schwab Investment Management, Inc.	655,381	US$19.1m	2.56%	no data
1.01%	T. Rowe Price Group, Inc.	644,627	US$18.8m	0.55%	no data
0.82%	Boston Partners Global Investors, Inc.	526,864	US$15.3m	45%	0.01%
0.78%	Wells Fargo & Company	496,327	US$14.4m	32.3%	no data
0.77%	BNY Asset Management	494,013	US$14.4m	-2.17%	no data
0.69%	D. E. Shaw & Co., L.P.	438,803	US$12.8m	1.52%	0.01%
0.68%	Lone Peak Global Investors, LLC	436,707	US$12.7m	0.29%	2.12%
0.62%	Natixis Advisors, LLC	395,726	US$11.5m	-29.1%	0.02%
0.57%	Clark Capital Management Group Inc	362,723	US$10.6m	44.3%	0.06%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/01/02 10:23
End of Day Share Price	2025/12/31 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

EVERTEC, Inc. is covered by 14 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Ridley-Lane	BofA Global Research
Christopher Svensson	Deutsche Bank
Julio Quinteros	Goldman Sachs