Counterpoint Mutual Funds LLC Invests $570,000 in Evertec, Inc. $EVTC

Posted by Brian Himes on Jul 5th, 2026

Counterpoint Mutual Funds LLC bought a new position in Evertec, Inc. (NYSE:EVTC – Free Report) during the first quarter, Holdings Channel.com reports. The fund bought 20,207 shares of the business services provider’s stock, valued at approximately $570,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Dana Investment Advisors Inc. grew its position in Evertec by 53.4% in the fourth quarter. Dana Investment Advisors Inc. now owns 126,297 shares of the business services provider’s stock worth $3,674,000 after buying an additional 43,952 shares during the last quarter. SG Americas Securities LLC lifted its position in shares of Evertec by 443.9% during the 4th quarter. SG Americas Securities LLC now owns 42,505 shares of the business services provider’s stock valued at $1,236,000 after acquiring an additional 34,690 shares during the last quarter. Invenomic Capital Management LP lifted its position in shares of Evertec by 114.4% during the 3rd quarter. Invenomic Capital Management LP now owns 247,541 shares of the business services provider’s stock valued at $8,362,000 after acquiring an additional 132,063 shares during the last quarter. UBS Group AG boosted its stake in shares of Evertec by 61.4% during the 4th quarter. UBS Group AG now owns 106,509 shares of the business services provider’s stock worth $3,098,000 after acquiring an additional 40,529 shares in the last quarter. Finally, Lombard Odier Asset Management Europe Ltd bought a new stake in shares of Evertec during the 4th quarter worth $2,240,000. 96.80% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Evertec

In related news, EVP Luis A. Rodriguez-Gonzalez bought 17,000 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was bought at an average price of $24.10 per share, for a total transaction of $409,700.00. Following the transaction, the executive vice president directly owned 80,907 shares in the company, valued at $1,949,858.70. This represents a 26.60% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Joaquin A. Castrillo-Salgado acquired 20,000 shares of Evertec stock in a transaction that occurred on Friday, May 8th. The shares were purchased at an average cost of $22.74 per share, with a total value of $454,800.00. Following the transaction, the chief operating officer owned 143,987 shares of the company’s stock, valued at approximately $3,274,264.38. The trade was a 16.13% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased 53,202 shares of company stock valued at $1,292,557 over the last three months. 1.13% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on EVTC shares. Wall Street Zen lowered Evertec from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Raymond James Financial reiterated an “outperform” rating and issued a $34.00 price target on shares of Evertec in a research report on Thursday, May 7th. Morgan Stanley dropped their price target on Evertec from $29.00 to $25.00 and set an “equal weight” rating on the stock in a research note on Tuesday, May 19th. Finally, Weiss Ratings downgraded Evertec from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, May 22nd. Two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $33.20.

View Our Latest Stock Analysis on EVTC

Evertec Stock Down 0.0%

Shares of NYSE:EVTC opened at $29.62 on Friday. The firm has a 50 day simple moving average of $25.80 and a 200 day simple moving average of $27.66. Evertec, Inc. has a 52 week low of $21.81 and a 52 week high of $37.78. The company has a debt-to-equity ratio of 1.56, a quick ratio of 1.97 and a current ratio of 1.97. The company has a market cap of $1.83 billion, a PE ratio of 14.31, a price-to-earnings-growth ratio of 1.01 and a beta of 0.71.

Evertec (NYSE:EVTC – Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The business services provider reported $0.90 earnings per share for the quarter, missing the consensus estimate of $0.91 by ($0.01). Evertec had a return on equity of 31.40% and a net margin of 13.95%.The firm had revenue of $247.92 million for the quarter, compared to analysts’ expectations of $248.99 million. During the same quarter in the previous year, the firm posted $0.87 earnings per share. The company’s revenue for the quarter was up 8.4% on a year-over-year basis. Evertec has set its FY 2026 guidance at 3.860-3.980 EPS. As a group, research analysts expect that Evertec, Inc. will post 3.34 earnings per share for the current year.

Evertec Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, June 5th. Stockholders of record on Monday, May 11th were given a $0.05 dividend. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Monday, May 11th. Evertec’s dividend payout ratio is 9.66%.

About Evertec

(Free Report)

Evertec, Inc (NYSE: EVTC) is a leading full‐service transaction processor in Puerto Rico, Latin America and the Caribbean. The company delivers integrated technology solutions for electronic payments, providing financial institutions, merchants and governments with secure and scalable platforms to accept, process and settle transactions across card, ATM, debit and digital channels. Headquartered in San Juan, Puerto Rico, Evertec supports both domestic and cross‐border payment flows, enabling clients to streamline operations and expand their digital commerce capabilities.

Evertec’s suite of services includes merchant acquiring, payment gateway connectivity, ATM and point‐of‐sale network management, and fraud prevention solutions.