Eaton Vance Corp Company Profile (NYSE:EV)

About Eaton Vance Corp

Eaton Vance Corp logoEaton Vance Corp. is engaged in the business of managing investment funds and providing investment management and advisory services to high-net-worth individuals and institutions. The Company operates as an investment advisor to funds and separate accounts. The Company, through its subsidiaries and other affiliates, manages active equity, income and alternative strategies across a range of investment styles and asset classes, including the United States and global equities, floating-rate bank loans, municipal bonds, global income, high-yield and investment grade bonds. Through its subsidiary, the Company also manages a range of engineered alpha strategies, including systematic equity, systematic alternatives and managed options strategies. The Company's open-end fund lineup includes tax-managed equity funds, and non-tax-managed equity and multi-asset funds. The Company's family of closed-end funds includes municipal bond, domestic and global equity, and bank loan.

Industry, Sector and Symbol:
  • Sector: Finance
  • Industry: Asset Management
  • Sub-Industry: Asset Management & Custody Banks
  • Exchange: NYSE
  • Symbol: EV
  • CUSIP: 27826510
Key Metrics:
  • Previous Close: $47.20
  • 50 Day Moving Average: $43.28
  • 200 Day Moving Average: $40.33
  • 52-Week Range: $110,266,000.00 - $28.50
  • Trailing P/E Ratio: 21.84
  • Foreward P/E Ratio: 16.59
  • P/E Growth: 1.31
  • Market Cap: $5.18B
  • Outstanding Shares: 110,266,000
  • Beta: 1.79
  • Net Margins: 17.97%
  • Return on Equity: 38.30%
  • Return on Assets: 12.87%
  • Debt-to-Equity Ratio: 0.81%
  • Current Ratio: 4.45%
  • Quick Ratio: 4.45%
Additional Links:
Companies Related to Eaton Vance Corp:

Analyst Ratings

Consensus Ratings for Eaton Vance Corp (NYSE:EV) (?)
Ratings Breakdown: 1 Sell Rating, 5 Hold Ratings
Consensus Rating:Hold (Score: 1.83)
Consensus Price Target: $37.00 (21.21% downside)

Analysts' Ratings History for Eaton Vance Corp (NYSE:EV)
DateFirmActionRatingPrice TargetDetails
2/21/2017Bank of America CorpUpgradeUnderperform -> NeutralView Rating Details
1/12/2017J P Morgan Chase & CoReiterated RatingUnderweightView Rating Details
11/23/2016Jefferies Group LLCReiterated RatingHold$37.00View Rating Details
10/23/2016Citigroup Inc.Reiterated RatingNeutralView Rating Details
9/1/2016Credit Suisse GroupReiterated RatingHold$37.00View Rating Details
8/19/2016Keefe, Bruyette & WoodsBoost Price TargetMarket Perform$38.00 -> $40.00View Rating Details
4/12/2016Sandler O'NeillBoost Price Target$29.00 -> $34.00View Rating Details
2/22/2016William BlairReiterated RatingMarket PerformView Rating Details
1/19/2016Susquehanna Bancshares IncUpgradeNegative -> Neutral$28.00View Rating Details
11/25/2015Royal Bank of CanadaLower Price TargetOutperform$46.00 -> $43.00View Rating Details
11/11/2015Piper Jaffray CompaniesReiterated RatingHold$39.00 -> $40.00View Rating Details
(Data available from 2/26/2015 forward)


Earnings History for Eaton Vance Corp (NYSE:EV)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
2/22/2017Q117$0.57$0.53$351.22 million$354.95 millionViewListenView Earnings Details
11/22/2016Q416$0.59$0.57$341.46 million$346.85 millionViewN/AView Earnings Details
8/17/2016Q316$0.55$0.56$341.20 millionViewListenView Earnings Details
5/25/2016Q216$0.48$0.48$322.37 million$323.30 millionViewListenView Earnings Details
2/24/2016Q116$0.52$0.51$340.78 million$331.60 millionViewListenView Earnings Details
11/24/2015Q415$0.59$0.53$354.51 million$341.50 millionViewListenView Earnings Details
8/19/2015Q315$0.62$0.57$365.42 million$355.50 millionViewListenView Earnings Details
5/20/2015Q215$0.60$0.58$351.95 million$351.70 millionViewListenView Earnings Details
2/25/2015Q115$0.59$0.61$369.02 million$354.90 millionViewN/AView Earnings Details
11/25/2014Q414$0.64$0.68$368.80 million$368.40 millionViewN/AView Earnings Details
8/20/2014Q314$0.62$0.63$365.83 million$367.60 millionViewN/AView Earnings Details
5/21/2014Q214$0.56$0.59$351.30 million$354.10 millionViewN/AView Earnings Details
2/19/2014Q114$0.60$0.58$367.92 million$360.26 millionViewN/AView Earnings Details
11/26/2013Q4$0.59$0.55$364.24 million$356.90 millionViewListenView Earnings Details
8/21/2013Q3 2013$0.56$0.52$352.98 million$350.30 millionViewN/AView Earnings Details
5/22/2013Q2 2013$0.52$0.52$335.30 million$331.70 millionViewN/AView Earnings Details
2/20/2013Q1 2013$0.51$0.50$316.23 million$318.50 millionViewN/AView Earnings Details
11/20/20120.53$0.53$309.89 millionViewN/AView Earnings Details
8/22/2012$0.48$0.43ViewN/AView Earnings Details
5/23/2012$0.48$0.45ViewN/AView Earnings Details
2/22/2012$0.43$0.47ViewN/AView Earnings Details
11/22/2011$0.46$0.47ViewN/AView Earnings Details
8/17/2011$0.51$0.55ViewN/AView Earnings Details
5/18/2011$0.46$0.50ViewN/AView Earnings Details
2/23/2011$0.44$0.30ViewN/AView Earnings Details
(Data available from 1/1/2011 forward)


Earnings Estimates for Eaton Vance Corp (NYSE:EV)
Current Year EPS Consensus Estimate: $2.46 EPS
Next Year EPS Consensus Estimate: $2.83 EPS
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20164$0.51$0.58$0.54
Q2 20164$0.44$0.54$0.49
Q3 20162$0.55$0.57$0.56
Q4 20162$0.60$0.61$0.61
Q1 20172$0.55$0.58$0.57
Q2 20172$0.58$0.61$0.60
Q3 20172$0.66$0.67$0.67
Q4 20172$0.68$0.68$0.68
Q1 20181$0.67$0.67$0.67
Q2 20181$0.69$0.69$0.69
Q3 20181$0.73$0.73$0.73
Q4 20181$0.75$0.75$0.75
(Data provided by Zacks Investment Research)


Current Dividend Information for Eaton Vance Corp (NYSE:EV)
Annual Dividend:$1.12
Dividend Yield:2.39%
Dividend Growth:20.10% (3 Year Average)
Payout Ratio:53.33% (Based on Trailing 12 Months of Earnings)
45.53% (Based on Current Year Consensus EPS Estimate)
39.58% (Based on Next Year Consensus EPS Estimate)
Track Record:36 Years of Consecutive Dividend Growth

Dividend History for Eaton Vance Corp (NYSE:EV)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for Eaton Vance Corp (NYSE:EV)
Institutional Ownership Percentage: 70.25%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
1/25/2017Frederick S MariusInsiderSell45,893$43.71$2,005,983.03View SEC Filing  
1/20/2017Matthew J WitkosCEOSell84,085$42.83$3,601,360.55View SEC Filing  
1/4/2017Frederick S MariusInsiderSell47,235$42.72$2,017,879.20View SEC Filing  
12/8/2016Ann E BermanDirectorSell13,188$43.05$567,743.40View SEC Filing  
12/7/2016Winthrop H Smith JrDirectorSell5,943$42.19$250,735.17View SEC Filing  
10/31/2016Laurie G HyltonCFOSell25,184$35.20$886,476.80View SEC Filing  
10/31/2016Thomas E Faust JrCEOSell25,537$35.33$902,222.21View SEC Filing  
10/28/2016Payson F SwaffieldInsiderSell94,727$35.40$3,353,335.80View SEC Filing  
10/27/2016Thomas E Faust JrCEOSell166,789$35.94$5,994,396.66View SEC Filing  
10/24/2016Leo I Higdon JrDirectorSell8,197$37.66$308,699.02View SEC Filing  
9/19/2016Dorothy E PuhyDirectorSell6,197$38.75$240,133.75View SEC Filing  
9/2/2016Matthew J WitkosCEOSell94,408$40.08$3,783,872.64View SEC Filing  
8/29/2016Brian D LangstraatDirectorSell38,012$39.79$1,512,497.48View SEC Filing  
8/22/2016Jeffrey P BealeInsiderSell53,153$39.58$2,103,795.74View SEC Filing  
6/23/2016Winthrop H Smith JrDirectorSell8,197$37.20$304,928.40View SEC Filing  
1/20/2016Winthrop H Smith JrDirectorBuy1,000$26.89$26,890.00View SEC Filing  
1/15/2016Winthrop H Smith JrDirectorBuy1,000$26.93$26,930.00View SEC Filing  
1/11/2016Winthrop H Smith JrDirectorBuy1,000$28.42$28,420.00View SEC Filing  
12/7/2015Leo I. Higdon, Jr.DirectorSell8,402$36.08$303,144.16View SEC Filing  
10/29/2015Payson F. SwaffieldinsiderSell93,540$36.35$3,400,179.00View SEC Filing  
10/29/2015Thomas E. Faust, Jr.CEOSell175,152$36.38$6,372,029.76View SEC Filing  
10/27/2015Laurie G. HyltonCFOSell21,000$35.82$752,220.00View SEC Filing  
9/18/2015Jeffrey P. BealeinsiderSell49,630$34.31$1,702,805.30View SEC Filing  
9/2/2015Brian D. LangstraatDirectorSell40,573$33.34$1,352,703.82View SEC Filing  
3/17/2015Winthrop H Smith JrDirectorSell8,402$42.76$359,269.52View SEC Filing  
12/12/2014Leo I Higdon JrDirectorSell12,295$39.79$489,218.05View SEC Filing  
12/10/2014Frederick S MariusInsiderSell42,958$41.08$1,764,714.64View SEC Filing  
10/29/2014Thomas E Faust JrCEOSell219,000$36.32$7,954,080.00View SEC Filing  
10/28/2014Laurie G HyltonCFOSell31,092$36.30$1,128,639.60View SEC Filing  
10/28/2014Payson F SwaffieldInsiderSell105,000$36.08$3,788,400.00View SEC Filing  
9/15/2014Jeffrey P BealeInsiderSell55,130$38.91$2,145,108.30View SEC Filing  
8/26/2014Winthrop H Smith JrDirectorSell12,295$39.13$481,103.35View SEC Filing  
12/16/2013Leo Higdon, Jr.DirectorSell12,295$40.89$502,742.55View SEC Filing  
11/6/2013Duncan RichardsonEVPSell44,566$5.28$235,308.48View SEC Filing  
10/17/2013Payson F SwaffieldInsiderSell93,825$39.03$3,661,989.75View SEC Filing  
10/16/2013Jeffrey P BealeInsiderSell65,827$39.06$2,571,202.62View SEC Filing  
9/20/2013Ann BermanDirectorSell5,680$40.83$231,914.40View SEC Filing  
11/26/2012Ann E BermanDirectorSell6,266$31.88$199,760.08View SEC Filing  
10/4/2012Duncan W RichardsonEVPSell232,600$28.88$6,717,488.00View SEC Filing  
(Data available from 1/1/2013 forward)


Latest Headlines for Eaton Vance Corp (NYSE:EV)
DateHeadline logoEaton Vance (EV) Stock Up Despite Q1 Earnings, Revenues Lag (NYSE:EV) - February 24 at 6:00 PM logoMoody's assigns ratings to four classes of notes issued by Eaton Vance CLO 2014-1, Ltd. (NYSE:EV) - February 24 at 6:00 PM logoEdited Transcript of EV earnings conference call or presentation 22-Feb-17 4:00pm GMT (NYSE:EV) - February 23 at 3:23 AM logoEaton Vance Corp. Reports 4% Gain In Q1 Earnings (NYSE:EV) - February 22 at 10:21 PM logoEaton Vance Corp. Report for the Three Month Period Ended January 31, 2017 (NYSE:EV) - February 22 at 5:20 PM logoEaton Vance misses 1Q profit forecasts (NYSE:EV) - February 22 at 5:20 PM logoEaton Vance (EV) Lags on Q1 Earnings, Revenue Improves (NYSE:EV) - February 22 at 5:20 PM logoEATON VANCE CORP Files SEC form 8-K, Results of Operations and Financial Condition (NYSE:EV) - February 22 at 5:20 PM logoAnalyst Upgrades – Eaton Vance Corp (NYSE:EV) Stock Gets Upgraded By Bank of America Corp from Underperform to Neutral (NYSE:EV) - February 22 at 8:46 AM logoEaton Vance upgraded by BofA/Merrill (NYSE:EV) - February 22 at 8:46 AM logoMarket Recon: Ahead of Fed Minutes, Stop and Think About the March Meeting (NYSE:EV) - February 22 at 8:46 AM logoAdvisors upbeat on equities despite political uncertainty (NYSE:EV) - February 16 at 5:02 PM logoEaton Vance Corp. First Fiscal Quarter Earnings Conference Call and Webcast Notification (NYSE:EV) - February 16 at 5:02 PM logoParametric Launches Defensive Equity Fund (NYSE:EV) - February 16 at 5:02 PM logoEaton Vance Corp. breached its 50 day moving average in a Bearish Manner : EV-US : February 1, 2017 (NYSE:EV) - February 1 at 5:39 PM logoEx-Dividend Reminder: Eaton Vance, AGNC Investment and Bank of New York Mellon (NYSE:EV) - January 25 at 11:25 AM logoBenchmarking The Eaton Vance Equity Funds (NYSE:EV) - January 24 at 5:43 PM
News IconPres & CEO EV Distributors Inc of Eaton Vance Corporation Eaton V (NYSE:ETV), Witkos Matthew J, sells 84,085 shares worth $3,601,588 (NYSE:EV) - January 24 at 5:43 PM logoEaton Vance Corp. Reports December 31, 2016 Assets Under Management (NYSE:EV) - January 17 at 5:47 PM logo2:46 pm Eaton Vance reports AUM at the end of December $354 mln (+5.3% Q/Q) (NYSE:EV) - January 17 at 5:47 PM
News IconHow Eaton Vance Corp’s (EV) 34.7% ROE Fares Against The Industry? (NYSE:EV) - January 12 at 10:33 PM logoEV Named Top 25 SAFE Dividend Stock Increasing Payments For Decades (NYSE:EV) - January 12 at 5:32 PM logoEATON VANCE CORP Files SEC form 8-K, Submission of Matters to a Vote of Security Holders (NYSE:EV) - January 12 at 5:32 PM logoEaton Vance Tax-Advantaged Dividend Income Fund January 2017 Distribution (NYSE:EV) - January 11 at 5:38 PM logoEaton Vance Declares Quarterly Dividend and Authorizes the Repurchase of Up To 8 Million Shares (NYSE:EV) - January 11 at 5:38 PM logo2:39 pm Eaton Vance authorizes repurchase of up to 8 mln shares; also declares unchanged $0.28/share quarterly dividend (NYSE:EV) - January 11 at 5:38 PM logoEaton Vance adds a little on added buyback (NYSE:EV) - January 11 at 3:59 PM logoBRIEF-Eaton Vance declares quarterly dividend, authorizes repurchase of up to 8 mln shares (NYSE:EV) - January 11 at 3:01 PM logoEaton Vance declares $0.28 dividend (NYSE:EV) - January 11 at 3:00 PM logoVanguard's 2016 Inflows Off the Charts (NYSE:EV) - January 10 at 3:53 AM logo[$$] Davis Funds' Unconventional Wisdom (NYSE:EV) - January 7 at 3:42 AM
News IconNext Weeks Broker Price Targets For Eaton Vance Corporation (NYSE:ETV) (NYSE:EV) - January 5 at 5:53 PM logoEaton Vance Advisor Institute Expands Team: David M. Gordon, CFA, CPWA Joins as Director (NYSE:EV) - January 5 at 5:53 PM
News IconInsider Filings: Frederick Marius Sold 47,235 Shares of Eaton Vance Corp (NYSE:EV) (NYSE:EV) - January 5 at 4:16 AM logoEaton Vance Advisor Institute Expands Team (NYSE:EV) - January 4 at 12:13 AM logoEaton Vance Tax Managed Global Dive Eq : Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds (NYSE:EV) - January 3 at 7:12 PM logoEaton Vance Closes Assets Acquisition of Calvert Investment (NYSE:EV) - January 3 at 12:12 PM logoEaton Vance Corp. Announces Completion of Acquisition of Assets of Calvert Investment Management, Inc. (NYSE:EV) - December 30 at 5:28 PM logoEATON VANCE CORP Financials (NYSE:EV) - December 28 at 5:01 PM logoETFs with exposure to Eaton Vance Corp. : December 27, 2016 (NYSE:EV) - December 27 at 5:14 PM logoEaton Vance Corp. :EV-US: Earnings Analysis: 2016 By the Numbers : December 26, 2016 (NYSE:EV) - December 26 at 11:17 AM logoEaton Vance Corp. :EV-US: Earnings Analysis: Q4, 2016 By the Numbers : December 26, 2016 (NYSE:EV) - December 26 at 11:17 AM logoPost Earnings Coverage as Fifth Street Senior Floating Rate's Q3 Topline Outperformed Market Expectations (NYSE:EV) - December 22 at 5:16 PM logoEaton Vance declares early monthly distribution on funds (NYSE:EV) - December 21 at 9:45 PM logoEaton Vance Corp. : EV-US: Dividend Analysis : October 31st, 2016 (record date) : By the numbers : December 21, 2016 (NYSE:EV) - December 21 at 5:53 PM logoEATON VANCE CORP Files SEC form 10-K, Annual Report (NYSE:EV) - December 21 at 5:53 PM logoMoody's assigns ratings to two classes of notes issued by Eaton Vance CLO 2013-1, Ltd. (NYSE:EV) - December 20 at 6:41 PM logoCauseway Capital Management to Introduce NextShares™ Exchange-Traded Managed Funds (NYSE:EV) - December 15 at 5:39 PM logo[$$] The 3 Best Tech Stocks Are Still Underpriced (NYSE:EV) - December 13 at 11:25 AM logoHere is What Hedge Funds Think About Eaton Vance Corp (EV) (NYSE:EV) - December 12 at 11:46 AM


What is Eaton Vance Corp's stock symbol?

Eaton Vance Corp trades on the New York Stock Exchange (NYSE) under the ticker symbol "EV."

How often does Eaton Vance Corp pay dividends? What is the dividend yield for Eaton Vance Corp?

Eaton Vance Corp declared a quarterly dividend on Wednesday, January 11th. Stockholders of record on Tuesday, January 31st will be given a dividend of $0.28 per share on Wednesday, February 15th. This represents a $1.12 dividend on an annualized basis and a dividend yield of 2.39%. The ex-dividend date is Friday, January 27th.

Where is Eaton Vance Corp's stock going? Where will Eaton Vance Corp's stock price be in 2017?

6 equities research analysts have issued 12 month price targets for Eaton Vance Corp's stock. Their predictions range from $34.00 to $40.00. On average, they anticipate Eaton Vance Corp's share price to reach $37.00 in the next year.

When will Eaton Vance Corp announce their earnings?

Eaton Vance Corp is scheduled to release their next quarterly earnings announcement on Tuesday, May, 23rd 2017.

What are analysts saying about Eaton Vance Corp stock?

Here are some recent quotes from research analysts about Eaton Vance Corp stock:

  • According to Zacks Investment Research, "Eaton Vance Corp.'s principal business is creating, marketing and managing investment funds and providing investment management and counseling services to institutions and individuals.The Company conducts its investment management and counseling business through two wholly-owned subsidiaries, Eaton Vance Management and Boston Management and Research.The Company's growth has resulted from its ability to develop, offer successfully and manage effectively new funds and to increase the assets of existing Eaton Vance Funds. " (1/24/2017)

  • Jefferies Group LLC analysts commented, "EV reported F4Q16 adjusted EPS of $0.57 (JEF $0.60 / Consensus $0.59). Operating income missed our forecast by -$4.6M as blended fee rates continued to trend lower (down ~2% q/q) and compensation was slightly above expectations (+$2.4M)." (11/23/2016)

Who owns Eaton Vance Corp stock?

Eaton Vance Corp's stock is owned by many different of retail and institutional investors. Top institutional shareholders include State Street Corp (7.85%), Janus Capital Management LLC (1.83%), Columbia Wanger Asset Management LLC (1.03%), Dimensional Fund Advisors LP (0.84%), Thrivent Financial for Lutherans (0.37%) and Handelsbanken Fonder AB (0.25%). Company insiders that own Eaton Vance Corp stock include Ann E Berman, Brian D Langstraat, Dorothy E Puhy, Frederick S Marius, Jeffrey P Beale, Laurie G Hylton, Leo I Higdon Jr, Leo I Higdon, Jr, Matthew J Witkos, Payson F Swaffield, Thomas E Faust Jr, Thomas E Faust, Jr and Winthrop H Smith Jr.

Who sold Eaton Vance Corp stock? Who is selling Eaton Vance Corp stock?

Eaton Vance Corp's stock was sold by a variety of institutional investors in the last quarter, including State Street Corp, Columbia Wanger Asset Management LLC, Rafferty Asset Management LLC, Capstone Investment Advisors LLC, Ramsey Quantitative Systems, Zebra Capital Management LLC, Wesbanco Bank Inc. and AQR Capital Management LLC. Company insiders that have sold Eaton Vance Corp stock in the last year include Ann E Berman, Brian D Langstraat, Dorothy E Puhy, Frederick S Marius, Jeffrey P Beale, Laurie G Hylton, Leo I Higdon Jr, Matthew J Witkos, Payson F Swaffield, Thomas E Faust Jr and Winthrop H Smith Jr.

Who bought Eaton Vance Corp stock? Who is buying Eaton Vance Corp stock?

Eaton Vance Corp's stock was acquired by a variety of institutional investors in the last quarter, including Thrivent Financial for Lutherans, Janus Capital Management LLC, FMR LLC, Asset Management One Co. Ltd., Russell Investments Group Ltd., Franklin Resources Inc., Dimensional Fund Advisors LP and Two Sigma Investments LP.

How do I buy Eaton Vance Corp stock?

Shares of Eaton Vance Corp can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

How much does a share of Eaton Vance Corp stock cost?

One share of Eaton Vance Corp stock can currently be purchased for approximately $46.96.

Eaton Vance Corp (NYSE:EV) Chart for Sunday, February, 26, 2017

Institutional Ownership Chart

Institutional Ownership by Quarter for Eaton Vance Corp (NYSE:EV)

Earnings History Chart

Earnings by Quarter for Eaton Vance Corp (NYSE:EV)

Dividend History Chart

Dividend Payments by Quarter for Eaton Vance Corp (NYSE:EV)

Last Updated on 2/26/2017 by Staff