EPE Capital Partners (JSE:EPE) Institutional Ownership: 27.18% (As of Aug. 09, 2026)

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JSE:EPE EPE Capital Partners Ltd JSE:EPE
61 GF Score
Price R5.10
GF Value R6.20
Valuation Modestly Undervalued
! 2 Warning Signs
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What is EPE Capital Partners Institutional Ownership?

EPE Capital Partners JSE:EPE 61 Institutional Ownership is 27.18% as of Aug. 09, 2026. GuruFocus rates JSE:EPE with a GF Score™ of 61/100 and a GF Value™ of R6.20 (Modestly Undervalued). The stock has 2 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, EPE Capital Partners's institutional ownership is 27.18%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, EPE Capital Partners's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, EPE Capital Partners's Float Percentage Of Total Shares Outstanding is 0.00%.

EPE Capital Partners Institutional Ownership Historical Data

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The historical data trend for EPE Capital Partners's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

EPE Capital Partners Institutional Ownership Chart

EPE Capital Partners Historical Data

The historical data trend for EPE Capital Partners can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 22.95 22.57 24.43 24.60 24.56 28.87 25.45 25.47 27.38 27.18
JSE:EPE
61GF Score
EPE Capital Partners Ltd JSE:EPE
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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EPE Capital Partners Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 27.18% mean?
EPE Capital Partners (JSE:EPE) has a Institutional Ownership of 27.18% as of Aug. 09, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on EPE Capital Partners and its competitors.
Is EPE Capital Partners' Institutional Ownership too high?
EPE Capital Partners' current Institutional Ownership is 27.18%. Overall, EPE Capital Partners has a GF Score™ of 61/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does EPE Capital Partners' Institutional Ownership compare to BLK and BX?
EPE Capital Partners' Institutional Ownership of 27.18% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on EPE Capital Partners and its competitors. EPE Capital Partners's current Institutional Ownership is 27.18%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EPE Capital Partners stock overvalued right now?
Based on GuruFocus' analysis, EPE Capital Partners (JSE:EPE) is currently considered Modestly Undervalued. The stock's GF Value™ is R6.20, compared to a current price of R5.10 — trading 17.7% below its estimated fair value. The current Institutional Ownership is 27.18%. EPE Capital Partners' overall GF Score™ is 61/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For EPE Capital Partners (JSE:EPE), the current Institutional Ownership is 27.18% as of Aug. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is EPE Capital Partners (JSE:EPE) Overvalued in 2026?

Based on GuruFocus' analysis, EPE Capital Partners stock appears to be undervalued. The current stock price of R5.10 is trading 17.7% below its estimated GF Value™ of R6.20. GuruFocus considers EPE Capital Partners to be Modestly Undervalued.

Key valuation signals for JSE:EPE:

  • Institutional Ownership: 27.18%
  • GF Value™: R6.20 vs. price of R5.10 (17.7% below fair value)
  • GF Score™: 61/100 with 2 warning signs

No single metric tells the full story. See the JSE:EPE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

EPE Capital Partners Business Description

Address C/o Ocorian Corporate Services (Mauritius) Limited, Wall Street, Level 6, Tower A, 1 Exchange Square, Ebene, MUS
EPE Capital Partners Ltd is an investment holding company that provides shareholders with long-term capital appreciation through investments in a diversified portfolio of unlisted private equity-type assets. The company invests predominantly in South Africa and the broader Sub-Saharan Africa region by participating in funds or co-investments managed by Ethos Private Equity. Its portfolio spans various sectors with a focus on private equity investments. EPE generates revenue through returns on these investments, relying on asset value growth and income from its portfolio companies.
61GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R5.10
Price
R6.20
GF Value