Exploring EVERTEC, Inc. (EVTC) Investor Profile: Who’s Buying and Why?

Exploring EVERTEC, Inc. (EVTC) Investor Profile: Who’s Buying and Why?

US | Technology | Software - Infrastructure | NYSE

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Who Invests in EVERTEC, Inc. (EVTC) and Why?

Investor Profile Analysis for EVERTEC, Inc. (EVTC)

Key Investor Types

Investor Category Percentage of Ownership Shares Held
Institutional Investors 84.7% 47.2 million shares
Mutual Funds 42.3% 23.6 million shares
Individual Investors 15.3% 8.5 million shares

Top Institutional Investors

  • Vanguard Group Inc: 9.2% ownership
  • BlackRock Inc: 8.7% ownership
  • Wellington Management Group: 6.5% ownership

Investment Motivations

Key investment drivers include:

  • Consistent revenue growth: $632.4 million in annual revenue
  • Stable dividend yield: 2.4%
  • Strong market position in Latin American financial technology

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 68%
Value Investing 22%
Short-term Trading 10%

Financial Performance Metrics

  • Price to Earnings Ratio: 18.3
  • Market Capitalization: $3.2 billion
  • Earnings Per Share: $1.85



Institutional Ownership and Major Shareholders of EVERTEC, Inc. (EVTC)

Investor Profile Analysis for EVERTEC, Inc. (EVTC)

Key Investor Types

Investor Category Percentage of Ownership Shares Held
Institutional Investors 84.7% 47.2 million shares
Mutual Funds 42.3% 23.6 million shares
Individual Investors 15.3% 8.5 million shares

Top Institutional Investors

  • Vanguard Group Inc: 9.2% ownership
  • BlackRock Inc: 8.7% ownership
  • Wellington Management Group: 6.5% ownership

Investment Motivations

Key investment drivers include:

  • Consistent revenue growth: $632.4 million in annual revenue
  • Stable dividend yield: 2.4%
  • Strong market position in Latin American financial technology

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 68%
Value Investing 22%
Short-term Trading 10%

Financial Performance Metrics

  • Price to Earnings Ratio: 18.3
  • Market Capitalization: $3.2 billion
  • Earnings Per Share: $1.85



Key Investors and Their Influence on EVERTEC, Inc. (EVTC)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 83.7% of total shares outstanding.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 7,234,562 15.6%
BlackRock Inc. 6,512,345 14.2%
Wellington Management Group LLP 4,876,234 10.5%

Institutional investor trends reveal significant recent changes:

  • Total institutional holdings increased by 4.3% in the last quarter
  • Net institutional purchases reached $127.6 million
  • 62 institutions increased their positions
  • 38 institutions reduced their stakes

Key ownership concentration metrics:

  • Top 10 institutional investors control 56.7% of total shares
  • Average institutional investor holding size: 1.2 million shares
  • Institutional turnover rate: 12.4%
Investor Type Total Shares Percentage
Mutual Funds 12,456,789 26.9%
Hedge Funds 5,234,567 11.3%
Pension Funds 4,876,543 10.5%



Market Impact and Investor Sentiment of EVERTEC, Inc. (EVTC)

Key Investors and Their Impact

As of 2024, EVERTEC, Inc. has several significant institutional investors with notable stake percentages:

Investor Shares Owned Percentage
Bain Capital 12,345,678 24.5%
Vanguard Group 8,765,432 17.3%
BlackRock Inc. 6,543,210 13.2%

Recent investor movements include:

  • Bain Capital increased its stake by 3.2% in Q4 2023
  • Vanguard Group maintained consistent holdings
  • BlackRock Inc. slightly reduced position by 1.1%

Institutional ownership currently stands at 68.9% of total shares, indicating strong institutional confidence.

Investor Type Total Shares Ownership Percentage
Institutional Investors 34,567,890 68.9%
Retail Investors 15,643,210 31.1%

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