Lone Peak Global Investors LLC Grows Position in Evertec, Inc. $EVTC

Posted by Brenda Bartman on Sep 2nd, 2026

Lone Peak Global Investors LLC raised its stake in shares of Evertec, Inc. (NYSE:EVTC – Free Report) by 5.9% during the second quarter, HoldingsChannel reports. The firm owned 584,685 shares of the business services provider’s stock after purchasing an additional 32,764 shares during the quarter. Evertec makes up about 2.2% of Lone Peak Global Investors LLC’s investment portfolio, making the stock its 29th largest position. Lone Peak Global Investors LLC’s holdings in Evertec were worth $16,243,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Hantz Financial Services Inc. lifted its stake in shares of Evertec by 189.7% during the fourth quarter. Hantz Financial Services Inc. now owns 1,072 shares of the business services provider’s stock worth $31,000 after buying an additional 702 shares during the period. Kestra Advisory Services LLC purchased a new stake in shares of Evertec during the fourth quarter valued at $31,000. Clearstead Advisors LLC increased its position in shares of Evertec by 194.5% in the 4th quarter. Clearstead Advisors LLC now owns 1,240 shares of the business services provider’s stock valued at $36,000 after acquiring an additional 819 shares during the period. Public Employees Retirement System of Ohio acquired a new position in shares of Evertec in the 2nd quarter valued at $37,000. Finally, Allworth Financial LP purchased a new position in Evertec in the 2nd quarter worth $38,000. Hedge funds and other institutional investors own 96.80% of the company’s stock.

Insider Activity

In other news, Director Aldo J. Polak sold 1,000 shares of the company’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $30.09, for a total value of $30,090.00. Following the sale, the director owned 15,943 shares in the company, valued at $479,724.87. This represents a 5.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Brian John Smith bought 16,202 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The shares were bought at an average cost of $26.42 per share, for a total transaction of $428,056.84. Following the completion of the acquisition, the director owned 88,222 shares of the company’s stock, valued at $2,330,825.24. This trade represents a 22.50% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 19,486 shares of company stock valued at $611,448 in the last quarter. 1.13% of the stock is currently owned by company insiders.

Evertec Stock Down 1.9%

NYSE:EVTC opened at $29.07 on Wednesday. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.70 and a quick ratio of 1.70. The company’s fifty day moving average price is $29.78 and its 200-day moving average price is $27.93. Evertec, Inc. has a 1-year low of $21.81 and a 1-year high of $35.41. The firm has a market capitalization of $1.74 billion, a P/E ratio of 18.88, a PEG ratio of 0.84 and a beta of 0.69.

Evertec (NYSE:EVTC – Get Free Report) last posted its earnings results on Tuesday, August 4th. The business services provider reported $1.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.10. Evertec had a net margin of 9.80% and a return on equity of 32.07%. The company had revenue of $274.82 million during the quarter, compared to the consensus estimate of $262.24 million. During the same period in the previous year, the firm posted $0.89 earnings per share. The firm’s quarterly revenue was up 19.7% on a year-over-year basis. Evertec has set its FY 2026 guidance at 3.940-4.040 EPS. As a group, equities research analysts anticipate that Evertec, Inc. will post 3.53 EPS for the current year.

Evertec Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Monday, August 3rd will be issued a $0.05 dividend. This represents a $0.20 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, August 3rd. Evertec’s payout ratio is 12.99%.

Wall Street Analyst Weigh In

A number of analysts have commented on EVTC shares. Morgan Stanley set a $34.00 price target on Evertec in a research report on Thursday, August 6th. Weiss Ratings raised Evertec from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, August 25th. Wall Street Zen upgraded Evertec from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $34.00 target price on shares of Evertec in a report on Thursday, May 7th. Two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, Evertec presently has a consensus rating of “Hold” and a consensus target price of $35.00.

Read Our Latest Research Report on EVTC

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.