EVTC Evertec (EVTC) Insider Trading, Ownership & Congress Trades
Software & IT · Services-computer processing & data preparation · CIK 0001559865
Cluster · 5 insidersC-suite buying · 3Form 144 · 3
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
130
13F, latest reported quarter
What the filings say about EVTC
Insiders, 180 days
+$740.8K net bought
5 buyers · 3 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-06-17
Planned sales (Form 144), 90 days
$1.5M
3 notices
Evertec insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, EVERTEC, Inc. insiders bought a net $740.8K of stock across 66 Form 4 purchases and sales, with 5 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Aug 28, 2026.
- The trade is 7.4% of the 14,849 shares held after it.
- 2 other insiders sold within 30 days.
- 130 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Polak Aldo J. sold about $33.2K of EVTC on Sep 3, 2026; 2 other insiders sold within 30 days and 130 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Aug 21, 2026.
- The trade is 6.3% of the 15,943 shares held after it.
- 2 other insiders sold within 30 days.
- 130 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Polak Aldo J. sold about $30.1K of EVTC on Aug 28, 2026; 2 other insiders sold within 30 days and 130 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Aug 11, 2026.
- The trade is 5.9% of the 16,943 shares held after it.
- 2 other insiders sold within 30 days.
- 130 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Polak Aldo J. sold about $29.8K of EVTC on Aug 21, 2026; 2 other insiders sold within 30 days and 130 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Mar 7, 2025.
- The trade is 37.7% of the 46,421 shares held after it.
- 2 other insiders sold within 30 days.
- 130 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Vice President Perez-Surillo Paola sold about $551.9K of EVTC on Aug 14, 2026; 2 other insiders sold within 30 days and 130 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Mar 7, 2025.
- The trade is 51.9% of the 53,102 shares held after it.
- 2 other insiders sold within 30 days.
- 130 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & CIO Viglianco Diego sold about $836.0K of EVTC on Aug 12, 2026, the largest insider sale at the company since 2025; 2 other insiders sold within 30 days and 130 funds added in the latest 13F quarter.66 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$740.8K over 180 days
-$1.5M over 90 days
more than 93% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
130 funds bought in last quarter
more than 60% of Software & IT
Revenue
+10.2% year over year
more than 51% of Software & IT
Margin
15.2% net margin
more than 79% of Software & IT
Buybacks
$67.0M repurchased, FY to 2026-06-30
below 55% of Software & IT
Short interest
4.3% of the float short (float per yahoo 2026-10-26) · 4.9 days to cover · settled 2026-09-30
more than 59% of Software & IT
The situation: each line is one rule over one dataset
5 insiders bought a net $740.8K, but 3 Form 144 notices ($1.5M) are queued to sell.
What changed in the last 30 days
Oct 28Insider buying stopped: no purchases in 90 days after 7 in the prior 90
Why it matters
The absence is the signal: 7 purchases in one 90-day window and none in the next is a change of behaviour, not a filing.
Watch EVTC
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+0.2%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns EVTC: institutional holders (13F)
13F holdings, latest reported quarter
9,161,745 sh
$254.5M
8,798,971 sh
$244.4M
5,189,201 sh
$144.2M
3,961,258 sh
$110.0M
2,765,581 sh
$76.8M
Congress trades in EVTC
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-06-17 · disclosed 57 days later
$1,001 - $15,000
Bought 2025-06-11 · disclosed 63 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
EVTC planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Paola Perez Surillo
Filed 2026-08-14
$551.9K
Diego G. Viglianco
Filed 2026-08-12
$836.0K
Aldo J. Polak-Gelber
Filed 2026-08-10
$120.7K
EVTC mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Small Cap Dividend Fund
$3.1M position · as of 2026-06-30
2.8%
Virtus KAR Small-Cap Value Fund
$16.0M position · as of 2026-06-30
2.7%
Virtus KAR Small-Cap Value Series
$1.3M position · as of 2026-06-30
2.5%
Small Cap Value Fund
$74.2M position · as of 2026-06-30
2.4%
MML VIP American Century Small Company Value Fund
$1.4M position · as of 2026-06-30
2.4%
LONE PEAK VALUE FUND
$3.8M position · as of 2026-06-30
2.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Schuessler
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$9.2M
$3.7M
$2.2M
-26%
+78%
2024
$9.0M
$4.9M
$2.4M
-12%
+55%
2023
$14.4M
$22.8M
$2.4M
+4%
+26%
2022
$8.3M
-$1.2M
$2.4M
-18%
+2%
2021
$7.5M
$17.2M
$1.9M
+27%
+27%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
5 insiders reported buying shares.
The record shows a net $740.8K bought by insiders over 180 days, 130 funds added last quarter, $1.5M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
EVTC financials
Revenue growth
+10.2%
XBRL, annual
Net margin
15.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$996.2M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM EVTC
| FY Dec 2025 | $931.8M |
| FY Dec 2024 | $845.5M |
| FY Dec 2023 | $694.7M |
| FY Dec 2022 | $618.4M |
| FY Dec 2021 | $589.8M |
| Jun 2026 | $274.8M |
| Mar 2026 | $247.9M |
| Dec 2025 | $244.8M |
| Sep 2025 | $228.6M |
| Jun 2025 | $229.6M |
| Mar 2025 | $228.8M |
| Dec 2024 | $216.4M |
| Sep 2024 | $211.8M |
At each fiscal year end
Single quarter
Net margin, TTM
+10.1%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM EVTC
| FY Dec 2025 | +15.6% |
| FY Dec 2024 | +13.6% |
| FY Dec 2023 | +11.5% |
| FY Dec 2022 | +38.6% |
| FY Dec 2021 | +27.3% |
| Jun 2026 | +2.0% |
| Mar 2026 | +9.6% |
| Dec 2025 | +15.9% |
| Sep 2025 | +14.4% |
| Jun 2025 | +17.6% |
| Mar 2025 | +14.3% |
| Dec 2024 | +19.6% |
| Sep 2024 | +11.7% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$208.4M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM EVTC
| FY Dec 2025 | $203.7M |
| FY Dec 2024 | $234.7M |
| FY Dec 2023 | $189.8M |
| FY Dec 2022 | $192.8M |
| FY Dec 2021 | $203.3M |
| Jun 2026 | $54.6M |
| Mar 2026 | $24.9M |
| Dec 2025 | $63.7M |
| Sep 2025 | $65.3M |
| Jun 2025 | $43.5M |
| Mar 2025 | $31.2M |
| Dec 2024 | $70.8M |
| Sep 2024 | $49.7M |
At each fiscal year end
Single quarter
Debt to equity
1.95x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity EVTC
| FY Dec 2025 | 1.73x |
| FY Dec 2024 | 2.01x |
| FY Dec 2023 | 1.63x |
| FY Dec 2022 | 0.87x |
| FY Dec 2021 | 1.00x |
| Jun 2026 | 1.95x |
| Mar 2026 | 1.60x |
| Dec 2025 | 1.73x |
| Sep 2025 | 1.63x |
| Jun 2025 | 1.53x |
| Mar 2025 | 1.74x |
| Dec 2024 | 2.01x |
| Sep 2024 | 1.90x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.19x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt EVTC
| FY Dec 2025 | 0.21x |
| FY Dec 2024 | 0.27x |
| FY Dec 2023 | 0.22x |
| FY Dec 2022 | 0.54x |
| FY Dec 2021 | 0.49x |
| Jun 2026 | 0.19x |
| Mar 2026 | 0.21x |
| Dec 2025 | 0.21x |
| Sep 2025 | 0.21x |
| Jun 2025 | 0.23x |
| Mar 2025 | 0.27x |
| Dec 2024 | 0.27x |
| Sep 2024 | 0.25x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+16.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity EVTC
| FY Dec 2025 | +26.5% |
| FY Dec 2024 | +21.6% |
| FY Dec 2023 | +15.0% |
| FY Dec 2022 | +51.0% |
| FY Dec 2021 | +40.1% |
| Jun 2026 | +16.1% |
| Mar 2026 | +22.5% |
| Dec 2025 | +26.5% |
| Sep 2025 | +25.5% |
| Jun 2025 | +25.6% |
| Mar 2025 | +25.1% |
| Dec 2024 | +21.6% |
| Sep 2024 | +16.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+4.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets EVTC
| FY Dec 2025 | +7.1% |
| FY Dec 2024 | +5.9% |
| FY Dec 2023 | +5.0% |
| FY Dec 2022 | +21.0% |
| FY Dec 2021 | +14.5% |
| Jun 2026 | +4.5% |
| Mar 2026 | +6.5% |
| Dec 2025 | +7.1% |
| Sep 2025 | +7.3% |
| Jun 2025 | +7.3% |
| Mar 2025 | +6.7% |
| Dec 2024 | +5.9% |
| Sep 2024 | +5.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+8.9%
operating income after a 20.4% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital EVTC
| FY Dec 2025 | +13.1% |
| FY Dec 2024 | +13.3% |
| FY Dec 2023 | +10.1% |
| FY Dec 2022 | +21.3% |
| FY Dec 2021 | +27.4% |
| Jun 2026 | +8.9% |
| Mar 2026 | +12.1% |
| Dec 2025 | +13.1% |
| Sep 2025 | +13.9% |
| Jun 2025 | +14.9% |
| Mar 2025 | +14.4% |
| Dec 2024 | +13.3% |
| Sep 2024 | +10.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+9.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed EVTC
| FY Dec 2025 | +10.5% |
| FY Dec 2024 | +9.9% |
| FY Dec 2023 | +10.1% |
| FY Dec 2022 | +16.4% |
| FY Dec 2021 | +20.6% |
| Jun 2026 | +9.3% |
| Mar 2026 | +10.0% |
| Dec 2025 | +10.5% |
| Sep 2025 | +10.9% |
| Jun 2025 | +11.8% |
| Mar 2025 | +11.1% |
| Dec 2024 | +9.9% |
| Sep 2024 | +10.7% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
20.09x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing EVTC
| FY Dec 2025 | 13.28x |
| FY Dec 2024 | 19.96x |
| FY Dec 2023 | 33.83x |
| FY Dec 2022 | 9.17x |
| FY Dec 2021 | 22.62x |
| Jun 2026 | 18.04x |
| Mar 2026 | 13.63x |
| Dec 2025 | 13.28x |
| Sep 2025 | 15.01x |
| Jun 2025 | 17.00x |
| Mar 2025 | 18.48x |
| Dec 2024 | 19.96x |
| Sep 2024 | 26.48x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$2.8B
market value at close 2026-10-26 on 2026-07-30 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value EVTC
| FY Dec 2025 | $2.6B |
| FY Dec 2024 | $2.9B |
| FY Dec 2023 | $3.3B |
| FY Dec 2022 | $2.3B |
| FY Dec 2021 | $3.8B |
| Jun 2026 | $2.7B |
| Mar 2026 | $2.5B |
| Dec 2025 | $2.6B |
| Sep 2025 | $2.8B |
| Jun 2025 | $2.9B |
| Mar 2025 | $3.0B |
| Dec 2024 | $2.9B |
| Sep 2024 | $2.8B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+11.3%
TTM free cash flow over market value at close 2026-10-26
FCF yield EVTC
| FY Dec 2025 | +10.9% |
| FY Dec 2024 | +10.7% |
| FY Dec 2023 | +7.2% |
| FY Dec 2022 | +9.1% |
| FY Dec 2021 | +5.7% |
| Jun 2026 | +12.2% |
| Mar 2026 | +11.3% |
| Dec 2025 | +10.9% |
| Sep 2025 | +9.8% |
| Jun 2025 | +8.5% |
| Mar 2025 | +9.9% |
| Dec 2024 | +10.7% |
| Sep 2024 | +9.8% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -27%, PEG needs growth
PEG, trailing EVTC
| FY Dec 2025 | 0.50x |
| FY Dec 2024 | 0.46x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.15x |
| FY Dec 2021 | 0.41x |
| Jun 2026 | n/a |
| Mar 2026 | 3.39x |
| Dec 2025 | 0.50x |
| Sep 2025 | 0.20x |
| Jun 2025 | 0.17x |
| Mar 2025 | 0.18x |
| Dec 2024 | 0.46x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $931.8M | $845.5M | $694.7M | $618.4M |
| Operating income | $186.4M | $165.7M | $136.2M | $157.4M |
| Net income | $145.0M | $115.0M | $80.0M | $239.0M |
| EPS (diluted) | 2.20 | 1.73 | 1.21 | 3.45 |
| Operating cash flow | $227.0M | $260.1M | $211.2M | $219.9M |
| Cash | $306.0M | $273.6M | $295.6M | $185.3M |
| Long-term debt | $1.1B | $925.1M | $946.8M | $389.5M |
| Buybacks | $69.3M | $82.3M | $36.1M | $96.6M |
| Dividends paid | $12.8M | $12.9M | $13.0M | $13.8M |
SEC XBRL, fiscal years, as known on 2026-10-28
EVTC Stock Sonar score 6/7 axes
Find similar shapesCompareEVTC ranks highest on insider conviction (95th percentile) and risk and compliance (65th), and lowest on financial health (25th), among Software & IT peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
EVTC filings, in plain words
Are Evertec insiders buying or selling EVTC?
In the 180 days to 2026-10-28, Evertec insiders were net buyers, a net $740.8K: $2.3M of purchases and $1.5M of sales reported on Form 4, by 5 buyers and 3 sellers.
Have members of Congress traded EVTC?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Lisa McClain dated 2025-06-17.
Are there planned insider sales of EVTC?
Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $1.5M of stock; the latest, by Paola Perez Surillo, was filed 2026-08-14.
Read the full summary
In the 180 days to 2026-10-28, Evertec insiders were net buyers of EVTC, a net $740.8K across purchases and sales reported on Form 4 by 5 buyers and 3 sellers. 5 insiders reported purchases in that window. None of the 6 insider sales was flagged as made under a Rule 10b5-1 plan. Members of Congress have disclosed trades in EVTC, none in the last year; the latest on record is a sale by Lisa McClain dated 2025-06-17. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $1.5M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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