Eaton Vance (EV) Stock Price, News & Analysis

Company Overview

Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. As of October 31, 2004, the company provided investment advisory or administration services to approximately 150 funds; approximately 1,300 separately managed individual and institutional accounts; and participated in approximately 40 retail-managed account broker/dealer programs. It markets and distributes shares of funds through a retail network of national and regional broker/dealers, banks, insurance companies, and financial planning firms. Eaton Vance Corp. was incorporated on January 29, 1981 and is headquartered in Boston, Massachusetts.

Key Stats

• Today's Range: $25.13 to $25.15
• 50-Day Range: $70.70 to $74.76
• 52-Week Range: $23.59 to $75.61
• Volume: 149 shs
• Average Volume: 2.28 million shs
• Market Capitalization: $2.87 billion
• P/E Ratio: 20.28
• Dividend Yield: 5.96%
• Price Target: N/A
• Consensus Rating: N/A

Eaton Vance Stock Analysis - MarketRank™

Eaton Vance scored higher than 62% of companies evaluated by MarketBeat, and ranked 499th out of 922 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: N/A
• Analyst Rating: N/A

Consensus Rating

There is not enough analysis data for Eaton Vance.

Earnings and Valuation

• Score: 3.1 / 5
• Proj. Earnings Growth: 16.44%

Earnings Growth

Earnings for Eaton Vance are expected to grow by 16.44% in the coming year, from $3.65 to $4.25 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Eaton Vance is 20.28, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 125.99.

Price to Earnings Ratio vs. Sector

The P/E ratio of Eaton Vance is 20.28, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 45.77.

Price to Earnings Growth Ratio

Eaton Vance has a PEG Ratio of 1.45. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Eaton Vance has a P/B Ratio of 2.17. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

0.00% of the outstanding shares of Eaton Vance have been sold short.

Short Interest Ratio / Days to Cover

Eaton Vance has a short interest ratio ("days to cover") of 0.4, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Eaton Vance has recently increased by 66.67%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Eaton Vance pays a meaningful dividend of 2.05%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Eaton Vance does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Eaton Vance is 45.59%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Eaton Vance will have a dividend payout ratio of 35.29% next year. This indicates that Eaton Vance will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

0.00% of the outstanding shares of Eaton Vance have been sold short.

Short Interest Ratio / Days to Cover

Eaton Vance has a short interest ratio ("days to cover") of 0.4, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Eaton Vance has recently increased by 66.67%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 0.6 / 5
• News Sentiment: N/A

News Coverage This Week

MarketBeat has tracked 1 news article for Eaton Vance this week, compared to 2 articles on an average week.

Search Interest

4 people have searched for EV on MarketBeat in the last 30 days. This is an increase of 300% compared to the previous 30 days.

Company Ownership

• Score: 1.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Eaton Vance insiders have not sold or bought any company stock.

Percentage Held by Institutions

67.43% of the stock of Eaton Vance is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

EV Stock Analysis - Frequently Asked Questions

How were Eaton Vance's earnings last quarter?

Eaton Vance Corp. (NYSE:EV) posted its quarterly earnings results on Tuesday, February, 23rd. The asset manager reported $0.94 EPS for the quarter, beating analysts' consensus estimates of $0.84 by $0.10. The asset manager had revenue of $488.95 million for the quarter, compared to analysts' expectations of $458.13 million. Eaton Vance had a trailing twelve-month return on equity of 29.84% and a net margin of 8.01%.

What other stocks do shareholders of Eaton Vance own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Eaton Vance investors own include PepsiCo (PEP), Pfizer (PFE), AT&T (T), AbbVie (ABBV), Cisco Systems (CSCO), Exxon Mobil (XOM) and Intel (INTC).

Company Calendar

• Last Earnings: 2/23/2021
• Today: 11/22/2024

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Investment Advice
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NYSE:EV
• CUSIP: 27826510
• CIK: 350797
• Web: www.eatonvance.com
• Phone: 617-482-8260
• Fax: N/A
• Employees: 1,983
• Year Founded: N/A

Profitability

• EPS (Most Recent Fiscal Year): $3.29
• Trailing P/E Ratio: 20.28
• Forward P/E Ratio: 6.89
• P/E Growth: 1.45
• Net Income: $138.52 million
• Net Margins: 8.01%
• Pretax Margin: N/A
• Return on Equity: 29.84%
• Return on Assets: 8.98%

Debt

• Debt-to-Equity Ratio: 0.03
• Current Ratio: 2.88
• Quick Ratio: 2.88

Sales & Book Value

• Annual Sales: $1.73 billion
• Price / Sales: 1.66
• Cash Flow: $1.31 per share
• Price / Cash Flow: 19.16
• Book Value: $11.59 per share
• Price / Book: 2.17

Miscellaneous

• Outstanding Shares: 114,197,000
• Free Float: N/A
• Market Cap: $2.87 billion
• Optionable: No Data
• Beta: 1.23