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Kovitz Core Equity ETF Stock AnalysisComprehensive stock analysis for Kovitz Core Equity ETF (EQTY) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisEQTY
EQTY
Kovitz Core Equity ETF
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
EQTY
Home🔹Stocks🔹Kovitz Core Equity ETF

Kovitz Core Equity ETF

🇺🇸EQTY•AMEX

Kovitz Core Equity ETF

🇺🇸EQTY•AMEX
Market cap
$1.39B
Sentiment

Your view on EQTY

Mkt Cap
$1.39B
Sentiment
Your view
EQTY
Kovitz Core Equity ETF
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
EQTY
Company Overview

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
Description

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.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

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.

Peer Comparison

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.

Ownership & News

Institutional Ownership

Premium

Which 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

Premium

Recent 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

Premium

U.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

Premium

U.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.

Peer companies

  • EPS — WisdomTree U.S. Earnings 500 Fund
  • EWL — iShares MSCI Switzerland ETF
  • FTC — First Trust Large Cap Growth AlphaDEX Fund
  • FTGS — First Trust Growth Strength ETF
  • GSUS — Goldman Sachs MarketBeta U.S. Equity ETF
  • NTSX — WisdomTree U.S. Efficient Core Fund
  • QDPL — Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
  • QQQE — Direxion NASDAQ-100 Equal Weighted Index Shares

More Asset Management companies

  • PXI.CN — Planet Ventures Inc.
  • QAL.AX — Qualitas Limited
  • QCA.CN — Quinsam Capital Corporation
  • QCAAF — Quinsam Capital Corporation
  • QRC.TO — Queen's Road Capital Investment Ltd.
  • QUCT — Queen City Investments, Inc.
  • QUILF — Quilter plc
  • RAFI — Regency Affiliates, Inc.
  • RAND — Rand Capital Corporation
  • RBOHF — Humanoid Global Holdings Corp.
  • RHCO — Readen Holding Corp.
  • RJF — Raymond James Financial, Inc.

News

Latest Market News