Kovitz Core Equity ETF
Kovitz Core Equity ETF
Your view on EQTY
Overview
What the company does, where it operates, and who runs it.
About Kovitz Core Equity ETF
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- US
The fund invests primarily in equity securities of U.S. and foreign companies.
Equity securities in which the fund may invest include common stocks and common stock equivalents (such as rights or warrants, which give the fund the ability to purchase the common stock, and convertible securities, which are securities that are convertible into the common stock).
The fund may invest in companies of any market capitalization, including small- and mid-capitalization companies.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Kovitz Core Equity ETF, and the rating behind it. EQTY last traded at $29.09, 28.4× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Kovitz Core Equity ETF. Starting points for Kovitz Core Equity ETF: P/E 28.4, EPS $1.05, beta 0.93 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Kovitz Core Equity ETF. Kovitz Core Equity ETF paid $0.0061 per share over the last year — a 0.0% yield at the current $29.09 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Kovitz Core Equity ETF. Trailing twelve-month EPS for Kovitz Core Equity ETF stands at $1.05. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Kovitz Core Equity ETF. Kovitz Core Equity ETF has reported as a listed company since 2022. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Kovitz Core Equity ETF valued side by side against its closest peers. Kovitz Core Equity ETF is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Kovitz Core Equity ETF, and how their positions are changing. At a $1.39B market value, institutional positions materially move Kovitz Core Equity ETF's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Kovitz Core Equity ETF executives and directors. Shares of Kovitz Core Equity ETF have traded between $20.39 and $28.17 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Kovitz Core Equity ETF. Kovitz Core Equity ETF is a $1.39B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Kovitz Core Equity ETF. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Kovitz Core Equity ETF. Coverage tracks Kovitz Core Equity ETF within Asset Management (Financial Services). Press releases and market coverage, newest first.