EVTCNYSEServices-Computer Processing & Data PreparationFiscal year ends December 31
EVERTEC, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$30.85−0.34 (-1.09%)
Close on Oct 19, 2026
- Market cap
- $1.90B
- P/E (TTM)
- 20.0
- Dividend yield
- 0.65%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
61M of 60M shares
Institutional holders
252
35 new, 38 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
7 buys · 6 sales
Net bought $740.84K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,345,187 | 14.70% | 13G (passive) amendment | Mar 31, 2025 |
| Abigail P. Johnson | 9,114,244 | 14.24% | 13G (passive) amendment | Nov 12, 2024 |
| American Century Companies, Inc. | 5,059,897 | 7.91% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Portfolio Management | 4,011,554 | 6.49% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 3,343,502 | 5.41% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EVTC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,161,745 | 15.33% | $254.51M | −137,822 | 0.00% |
| FMR LLC | 8,798,971 | 14.73% | $244.44M | −458,175 | 0.01% |
| American Century Companies Inc | 5,189,201 | 8.68% | $144.16M | +139,688 | 0.06% |
| Vanguard Portfolio Management LLC | 3,961,258 | 6.63% | $110.04M | +5,639 | 0.00% |
| Vanguard Capital Management LLC | 2,765,581 | 4.63% | $76.83M | −90,497 | 0.00% |
| Kayne Anderson Rudnick Investment Management LLC | 2,713,930 | 4.54% | $75.39M | −346,815 | 0.23% |
| State Street Corp | 2,604,668 | 4.36% | $72.35M | +102,313 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 2,059,589 | 3.45% | $57.22M | +224,644 | 0.16% |
| Geode Capital Management, LLC | 1,569,390 | 2.63% | $43.61M | +30,824 | 0.00% |
| Dimensional Fund Advisors LP | 1,426,463 | 2.39% | $39.63M | −139,555 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 949,585 | 1.59% | $26.38K | +286,918 | 0.00% |
| Heartland Advisors Inc | 840,400 | 1.41% | $23.35M | +590,400 | 1.04% |
| Ameriprise Financial Inc | 830,620 | 1.39% | $23.07M | +251,637 | 0.00% |
| North Star Asset Management Inc | 809,545 | 1.35% | $22.49M | +3,758 | 0.88% |
| Northern Trust Corp | 793,795 | 1.33% | $22.05M | +10,296 | 0.00% |
| Charles Schwab Investment Management Inc | 758,026 | 1.27% | $21.06M | −23,023 | 0.00% |
| Aqr Capital Management LLC | 708,230 | 1.19% | $19.67M | +546,642 | 0.01% |
| Clifford Capital Partners LLC | 584,685 | 0.98% | $16.24M | +32,764 | 2.24% |
| Clark Capital Management Group, Inc. | 562,394 | 0.94% | $15.62M | −33,952 | 0.09% |
| Panagora Asset Management Inc | 472,642 | 0.79% | $13.13M | +124,620 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 252 | 61M | 100.0% | 35 / 94 | 90 / 38 | 5M | 6M |
| Q1 2026 | 261 | 62M | 100.0% | 38 / 108 | 82 / 39 | 11M | 4M |
| Q4 2025 | 267 | 63M | 100.0% | 42 / 96 | 98 / 38 | 4M | 5M |
| Q3 2025 | 270 | 64M | 100.0% | 46 / 82 | 107 / 39 | 3M | 4M |
| Q2 2025 | 266 | 64M | 100.0% | 39 / 92 | 100 / 24 | 3M | 3M |
| Q1 2025 | 253 | 64M | 100.0% | 37 / 83 | 97 / 27 | 2M | 3M |
| Q4 2024 | 246 | 65M | 100.0% | 25 / 80 | 93 / 26 | 3M | 3M |
| Q3 2024 | 248 | 65M | 100.0% | 32 / 66 | 105 / 25 | 15M | 5M |
| Q2 2024 | 245 | 65M | 100.0% | 32 / 74 | 97 / 43 | 7M | 9M |
| Q1 2024 | 259 | 68M | 100.0% | 29 / 76 | 111 / 32 | 4M | 3M |
| Q4 2023 | 264 | 66M | 100.0% | 31 / 79 | 108 / 16 | 6M | 3M |
| Q3 2023 | 253 | 64M | 100.0% | 36 / 80 | 99 / 16 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EVTC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,713,246 | 6.21% | $103.15M | 0.09% | Jun 30, 2026 |
| Small Cap Value Fund | 2,670,000 | 4.47% | $74.17M | 2.44% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 2,440,956 | 4.09% | $74.30M | 0.30% | Jul 31, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 1,975,154 | 3.31% | $54.87M | 0.43% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,946,973 | 3.26% | $54.09M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,603,807 | 2.68% | $44.55M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,412,021 | 2.36% | $39.23M | 0.02% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,058,478 | 1.77% | $25.90M | 0.01% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 895,204 | 1.50% | $24.87M | 0.04% | Jun 30, 2026 |
| Heartland Value Fund | 750,000 | 1.26% | $20.84M | 1.78% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 708,150 | 1.19% | $19.67M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 682,674 | 1.14% | $20.78M | 0.06% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 646,978 | 1.08% | $17.97M | 0.17% | Jun 30, 2026 |
| Virtus KAR Small-Cap Value Fund | 576,827 | 0.97% | $16.02M | 2.68% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 576,656 | 0.97% | $16.02M | 0.10% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Morgan M. Schuessler | President & CEO, Director | 450,054 | 0.75% | Mar 9, 2026 |
| Paola Perez-Surillo | Executive Vice President | 46,421 | 0.08% | Aug 14, 2026 |
| Diego Viglianco | EVP & CIO | 53,102 | 0.09% | Aug 13, 2026 |
| Miguel Vizcarrondo | Executive Vice President | 142,214 | 0.24% | May 12, 2026 |
| Luis A. Rodriguez-Gonzalez | General Counsel & EVP | 80,907 | 0.14% | May 11, 2026 |
| Joaquin A. Castrillo-Salgado | Senior EVP & COO | 138,524 | 0.23% | May 11, 2026 |
| Prado Claudio Almeida | Executive Vice President | 73,561 | 0.12% | Mar 9, 2026 |
| Daniel Brignardello | Executive Vice President | 39,127 | 0.07% | Mar 9, 2026 |
| Gaffney Alberto Lopez | Executive Vice President | 48,433 | 0.08% | Mar 9, 2026 |
| Karla Cruz-Jusino | EVP & CFO | 44,571 | 0.07% | Mar 9, 2026 |
| Aldo J. Polak | Director | 14,849 | 0.02% | Sep 8, 2026 |
| Brian John Smith | Director | 88,222 | 0.15% | Jun 12, 2026 |
| Ivan Pagan | Director | 21,891 | 0.04% | Jun 3, 2026 |
| Frank G. D'Angelo | Director | 50,164 | 0.08% | May 26, 2026 |
| Jorge A. Junquera | Director | 52,875 | 0.09% | May 26, 2026 |
| Alan H. Schumacher | Director | 54,253 | 0.09% | May 26, 2026 |
| Kelly Hefner Barrett | Director | 25,559 | 0.04% | May 26, 2026 |
| Virginia Gambale | Director | 19,154 | 0.03% | May 26, 2026 |
| Olga Margarita Botero | Director | 50,229 | 0.08% | May 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Aldo J. Polak Director | Sep 3, 2026 | Sale | −1,094 | $30.37 | $33.22K | 14,849 |
| Aldo J. Polak Director | Aug 28, 2026 | Sale | −1,000 | $30.09 | $30.09K | 15,943 |
| Aldo J. Polak Director | Aug 21, 2026 | Sale | −1,000 | $29.80 | $29.80K | 16,943 |
| Paola Perez-Surillo Executive Vice President | Aug 14, 2026 | Sale | −17,486 | $31.56 | $551.86K | 46,421 |
| Diego Viglianco EVP & CIO | Aug 12, 2026 | Sale | −27,570 | $30.32 | $835.92K | 53,102 |
| Aldo J. Polak Director | Aug 11, 2026 | Sale | −1,000 | $29.50 | $29.50K | 17,943 |
| Brian John Smith Director | Jun 12, 2026 | Buy | +16,202 | $26.42 | $428.06K | 88,222 |
| Ivan Pagan Director | Jun 3, 2026 | Tax withholding | −822 | $25.11 | $20.64K | 21,891 |
| Kelly Hefner Barrett Director | May 21, 2026 | Award | +6,997 | $24.65 | $172.48K | 25,559 |
| Olga Margarita Botero Director | May 21, 2026 | Award | +6,997 | $24.65 | $172.48K | 50,229 |
| Ivan Pagan Director | May 21, 2026 | Award | +6,997 | $24.65 | $172.48K | 22,713 |
| Frank G. D'Angelo Director | May 21, 2026 | Award | +9,026 | $24.65 | $222.49K | 50,164 |
| Aldo J. Polak Director | May 21, 2026 | Award | +6,997 | $24.65 | $172.48K | 18,943 |
| Virginia Gambale Director | May 21, 2026 | Award | +6,997 | $24.65 | $172.48K | 19,154 |
| Alan H. Schumacher Director | May 21, 2026 | Award | +6,997 | $24.65 | $172.48K | 54,253 |
| Brian John Smith Director | May 21, 2026 | Award | +10,344 | $24.65 | $254.98K | 72,020 |
| Jorge A. Junquera Director | May 21, 2026 | Award | +10,344 | $24.65 | $254.98K | 52,875 |
| Miguel Vizcarrondo Executive Vice President | May 11, 2026 | Buy | +21,000 | $23.37 | $490.77K | 142,214 |
| Frank G. D'Angelo Director | May 8, 2026 | Buy | +20,000 | $23.40 | $468.00K | 41,138 |
| Joaquin A. Castrillo-Salgado Senior EVP & COO | May 8, 2026 | Buy | +1,675 | $22.95 | $38.44K | 138,524 |
| Joaquin A. Castrillo-Salgado Senior EVP & COO | May 8, 2026 | Buy | +5,463 | $24.33 | $132.91K | 143,987 |
| Joaquin A. Castrillo-Salgado Senior EVP & COO | May 8, 2026 | Buy | +12,862 | $22.03 | $283.35K | 136,849 |
| Luis A. Rodriguez-Gonzalez General Counsel & EVP | May 7, 2026 | Buy | +17,000 | $24.10 | $409.70K | 80,907 |
| Gaffney Alberto Lopez Executive Vice President | Mar 5, 2026 | Award | +13,937 | $28.70 | $399.99K | 48,433 |
| Daniel Brignardello Executive Vice President | Mar 5, 2026 | Award | +13,937 | $28.70 | $399.99K | 39,127 |
| Joaquin A. Castrillo-Salgado Senior EVP & COO | Mar 5, 2026 | Award | +29,547 | $28.70 | $848.00K | 123,987 |
| Karla Cruz-Jusino EVP & CFO | Mar 5, 2026 | Award | +29,588 | $28.70 | $849.18K | 44,571 |
| Paola Perez-Surillo Executive Vice President | Mar 5, 2026 | Award | +18,118 | $28.70 | $519.99K | 63,907 |
| Luis A. Rodriguez-Gonzalez General Counsel & EVP | Mar 5, 2026 | Award | +18,118 | $28.70 | $519.99K | 63,907 |
| Diego Viglianco EVP & CIO | Mar 5, 2026 | Award | +27,177 | $28.70 | $779.98K | 80,672 |
| Morgan M. Schuessler President & CEO, Director | Mar 5, 2026 | Award | +85,975 | $28.70 | $2.47M | 450,054 |
| Prado Claudio Almeida Executive Vice President | Mar 5, 2026 | Award | +13,937 | $28.70 | $399.99K | 73,561 |
| Miguel Vizcarrondo Executive Vice President | Mar 5, 2026 | Award | +18,118 | $28.70 | $519.99K | 121,214 |
| Daniel Brignardello Executive Vice President | Mar 5, 2026 | Tax withholding | −6,087 | $28.35 | $172.57K | 25,190 |
| Prado Claudio Almeida Executive Vice President | Mar 5, 2026 | Tax withholding | −2,756 | $28.35 | $78.13K | 59,624 |
| Paola Perez-Surillo Executive Vice President | Mar 3, 2026 | Award | +24,404 | $28.35 | $691.85K | 59,607 |
| Paola Perez-Surillo Executive Vice President | Mar 3, 2026 | Tax withholding | −13,818 | $28.35 | $391.74K | 45,789 |
| Miguel Vizcarrondo Executive Vice President | Mar 3, 2026 | Award | +24,404 | $28.35 | $691.85K | 116,913 |
| Miguel Vizcarrondo Executive Vice President | Mar 3, 2026 | Tax withholding | −13,817 | $28.35 | $391.71K | 103,096 |
| Diego Viglianco EVP & Chief Operating Officer | Mar 3, 2026 | Tax withholding | −17,937 | $28.35 | $508.51K | 53,495 |
| Diego Viglianco EVP & Chief Operating Officer | Mar 3, 2026 | Award | +31,163 | $28.35 | $883.47K | 71,432 |
| Morgan M. Schuessler President & CEO, Director | Mar 3, 2026 | Award | +123,531 | $28.35 | $3.50M | 405,703 |
| Morgan M. Schuessler President & CEO, Director | Mar 3, 2026 | Tax withholding | −41,624 | $28.35 | $1.18M | 364,079 |
| Karla Cruz-Jusino Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −3,082 | $28.35 | $87.37K | 14,983 |
| Joaquin A. Castrillo-Salgado Senior EVP & COO | Mar 3, 2026 | Award | +31,163 | $28.35 | $883.47K | 112,371 |
| Joaquin A. Castrillo-Salgado Senior EVP & COO | Mar 3, 2026 | Tax withholding | −17,931 | $28.35 | $508.34K | 94,440 |
| Diego Viglianco EVP & CIO | Mar 3, 2026 | Award | +31,163 | $28.35 | $883.47K | 71,432 |
| Diego Viglianco EVP & CIO | Mar 3, 2026 | Tax withholding | −17,937 | $28.35 | $508.51K | 53,495 |
| Karla Cruz-Jusino EVP & CFO | Mar 3, 2026 | Tax withholding | −3,082 | $28.35 | $87.37K | 14,983 |
| Joaquin A. Castrillo-Salgado EVP & CFO | Mar 3, 2026 | Award | +31,163 | $28.35 | $883.47K | 112,371 |
| Joaquin A. Castrillo-Salgado EVP & CFO | Mar 3, 2026 | Tax withholding | −17,931 | $28.35 | $508.34K | 94,440 |
| Luis A. Rodriguez-Gonzalez General Counsel & EVP | Mar 3, 2026 | Tax withholding | −13,818 | $28.35 | $391.74K | 45,789 |
| Luis A. Rodriguez-Gonzalez General Counsel & EVP | Mar 3, 2026 | Award | +24,404 | $28.35 | $691.85K | 59,607 |
| Aldo J. Polak Director | Jun 20, 2025 | Sale | −2,243 | $35.72 | $80.12K | 11,946 |
| Ivan Pagan Director | Jun 4, 2025 | Tax withholding | −870 | $35.96 | $31.29K | 15,716 |
| Ivan Pagan Director | May 23, 2025 | Sale | −6,852 | $36.65 | $251.13K | 12,473 |
| Aldo J. Polak Director | May 22, 2025 | Award | +4,113 | $37.07 | $152.47K | 14,189 |
| Brian John Smith Director | May 22, 2025 | Award | +6,339 | $37.07 | $234.99K | 61,676 |
| Virginia Gambale Director | May 22, 2025 | Award | +4,113 | $37.07 | $152.47K | 12,157 |
| Frank G. D'Angelo Director | May 22, 2025 | Award | +5,327 | $37.07 | $197.47K | 21,138 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Perez Surillo Paola Officer | Aug 14, 2026 | 17,486 | $551.89K | Aug 14, 2026 | Restricted Stock |
| G. Viglianco Diego Officer | Aug 12, 2026 | 27,570 | $835.97K | Aug 12, 2026 | Restricted Stock |
| J. Polak-Gelber Aldo Director | Aug 10, 2026 | 4,094 | $120.73K | Aug 10, 2026 | RSU Vesting |
| J. Polak-Gelber Aldo Director | Jun 20, 2025 | 2,243 | $80.70K | Jun 20, 2025 | RSU Vesting |
| Ivan Pagan Director | May 22, 2025 | 6,852 | $258.73K | May 23, 2025 | Restricted Stock Units |
| Brignardello Daniel Officer | May 14, 2025 | 7,641 | $279.69K | May 14, 2025 | Restricted Stock |
| Vizcarrondo Miguel Officer | May 12, 2025 | 40,000 | $1.46M | May 12, 2025 | Restricted Stock |
| Rodriguez-Gonzalez Luis Officer | May 9, 2025 | 18,898 | $674.47K | May 9, 2025 | Restricted Stock |
| Perez-Surillo Paola Officer | Mar 7, 2025 | 14,585 | $541.83K | Mar 7, 2025 | Restricted Stock |
| Cruz Jusino Karla Officer | Mar 7, 2025 | 2,000 | $73.55K | Mar 7, 2025 | Restricted Stock |
| G. Viglianco Diego Officer | Mar 7, 2025 | 23,996 | $887.25K | Mar 7, 2025 | Restricted Stock |
| Schuessler Morgan Officer, Director | Mar 6, 2025 | 80,000 | $3.00M | Mar 6, 2025 | Restricted Stock |
| G. Viglianco Diego Officer | Mar 6, 2025 | 2,197 | $82.47K | Mar 6, 2025 | Restricted Stock |
| Vizcarrondo Miguel Officer | Dec 20, 2024 | 8,123 | $276.95K | Dec 20, 2024 | Restricted Stock |
| Vizcarrondo Miguel Officer | Dec 18, 2024 | 7,890 | $276.66K | Dec 18, 2024 | Restricted Stock |