Eaton Vance Corp. Company Profile (NYSE:EV)

About Eaton Vance Corp.

Eaton Vance Corp. logoEaton Vance Corp. is engaged in business of managing investment funds and providing investment management and advisory services to individuals and institutions. The Company seeks to develop and sustain management expertise across a range of investment disciplines, and offer investment products and services through various distribution channels. It operates in the investment adviser segment managing funds and separate accounts. The Company, through its subsidiaries, Eaton Vance Management and Atlanta Capital Management, LLC, 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 and investment grade bonds. Through its subsidiary, Parametric Portfolio Associates LLC (Parametric), it manages a range of engineered alpha strategies, including systematic equity, systematic alternatives and managed options strategies.

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: $36.62
  • 50 Day Moving Average: $38.24
  • 200 Day Moving Average: $36.96
  • 52-Week Range: $26.44 - $40.36
  • Trailing P/E Ratio: 17.16
  • Foreward P/E Ratio: 14.29
  • P/E Growth: 2.04
  • Market Cap: $3.89B
  • Outstanding Shares: 108,960,000
  • Beta: 1.76
  • Net Margins: 17.83%
  • Return on Equity: 39.06%
  • Return on Assets: 12.09%
  • Debt-to-Equity Ratio: 1.58%
  • Current Ratio: 6.74%
  • Quick Ratio: 6.74%
Additional Links:
Companies Related to Eaton Vance Corp.:

Analyst Ratings

Consensus Ratings for Eaton Vance Corp. (NYSE:EV) (?)
Ratings Breakdown: 7 Hold Ratings, 1 Buy Rating
Consensus Rating:Hold (Score: 2.13)
Consensus Price Target: $37.14 (3.95% upside)

Analysts' Ratings History for Eaton Vance Corp. (NYSE:EV)
DateFirmActionRatingPrice TargetDetails
10/23/2016Citigroup Inc.Reiterated RatingNeutralView Rating Details
9/1/2016Credit Suisse Group AGReiterated RatingHold$37.00View Rating Details
8/19/2016Keefe, Bruyette & WoodsBoost Price TargetMarket Perform$38.00 -> $40.00View Rating Details
8/16/2016Jefferies GroupBoost Price TargetHold$34.00 -> $38.00View Rating Details
4/12/2016Sandler O'NeillBoost Price Target$29.00 -> $34.00View Rating Details
2/22/2016William BlairReiterated RatingMarket PerformView Rating Details
1/19/2016SusquehannaUpgradeNegative -> Neutral$28.00View Rating Details
11/25/2015Royal Bank Of CanadaLower Price TargetOutperform$46.00 -> $43.00View Rating Details
11/11/2015Piper Jaffray Cos.Reiterated RatingHold$39.00 -> $40.00View Rating Details
5/21/2015JPMorgan Chase & Co.Boost Price TargetUnderweight$40.00 -> $41.00View Rating Details
12/16/2014Robert W. BairdDowngradeOutperform -> Neutral$36.00 -> $23.00View Rating Details
11/27/2014S&P Equity ResearchReiterated RatingBuyView Rating Details
11/26/2014Bank of America Corp.Boost Price TargetUnderperform$40.00 -> $41.00View Rating Details
11/10/2014Sterne Agee CRTDowngradeBuy -> Neutral$45.00View Rating Details
(Data available from 10/28/2014 forward)


Earnings History for Eaton Vance Corp. (NYSE:EV)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
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: $2.15 EPS
Next Year EPS Consensus Estimate: $2.5 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 20171$0.58$0.58$0.58
Q2 20171$0.55$0.55$0.55
Q3 20171$0.62$0.62$0.62
Q4 20171$0.66$0.66$0.66
(Data provided by Zacks Investment Research)


Current Dividend Information for Eaton Vance Corp. (NYSE:EV)
Annual Dividend:$1.06
Dividend Yield:2.97%
Dividend Growth:1.50% (3 Year Average)
Payout Ratio:51.46% (Based on Trailing 12 Months of Earnings)
49.30% (Based on Current Year Consensus EPS Estimate)
42.40% (Based on Next Year Consensus EPS Estimate)
Track Record:35 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: 70.86%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
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 Corp Enters Oversold Territory (NYSE:EV) - October 28 at 8:01 AM logoEaton Vance Corp. to Host Teleconference to Discuss Agreement to Acquire the Assets of Calvert Investment Management, Inc. (NYSE:EV) - October 22 at 9:06 AM
News IconEaton Vance to acquire Calvert (NYSE:EV) - October 22 at 9:06 AM logoEaton Vance (EV) to Acquire Ameritas Holding's Calvert Investment Management (NYSE:EV) - October 22 at 9:06 AM logoInvestors applaud Eaton Vance acquisition; Citi cautiously optimistic (NYSE:EV) - October 22 at 9:06 AM logoUPDATE 1-Eaton Vance taking over responsible-investment manager Calvert (NYSE:EV) - October 21 at 7:31 PM logoCiti Is Cautiously Positive On Eaton Vance-Calvert Deal (NYSE:EV) - October 21 at 4:57 PM logoEaton Vance Corp. Announces Agreement to Acquire Assets of Calvert Investment Management, Inc. (NYSE:EV) - October 21 at 4:57 PM logoEaton Vance taking over responsible-investment manager Calvert (NYSE:EV) - October 21 at 4:57 PM logoEaton Vance to acquire assets of Calvert Investment Management (NYSE:EV) - October 21 at 9:20 AM logoElection and Policy Aftermath Weigh on Financial Advisors (NYSE:EV) - October 21 at 5:19 AM logoEV Crosses Above Average Analyst Target (NYSE:EV) - October 20 at 10:25 AM logoIvy Investments gets in front of new trend: hybrid ETF-mutual funds (NYSE:EV) - October 19 at 5:19 PM logoTwo Dividend Growth Stocks Showering Investors With More Cash (NYSE:EV) - October 17 at 4:52 PM
News IconUpdate on Eaton Vance Corp. (NYSE:EV) for the day (NYSE:EV) - October 15 at 9:44 AM logoEaton Vance (EV) AUM Rose to $343B Through Sept. 2016 (NYSE:EV) - October 14 at 4:48 PM logoEaton Vance Corp. Increases Quarterly Dividend (NYSE:EV) - October 13 at 4:54 PM logoEaton Vance raises quarterly dividend by 6% to 28 cents a share (NYSE:EV) - October 13 at 4:54 PM logoEaton Vance Corp Reports September 30, 2016 Assets under Management (NYSE:EV) - October 13 at 4:54 PM logoEaton Vance Corp. : EV-US: Dividend Analysis : July 29th, 2016 (record date) : By the numbers : October 11, 2016 (NYSE:EV) - October 11 at 5:02 PM logoEaton Vance (EV) Taps Goldman's Shiva Iyer to Bolster Singapore Ops (NYSE:EV) - September 29 at 9:55 AM logoEaton Vance Bolsters Presence in Singapore (NYSE:EV) - September 29 at 9:55 AM logoLaunch of Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund (NYSE:EV) - September 28 at 4:46 PM logoEaton Vance Corp. breached its 50 day moving average in a Bearish Manner : EV-US : September 28, 2016 (NYSE:EV) - September 28 at 9:49 AM logoEaton Vance Investment Counsel Expands Team (NYSE:EV) - September 28 at 9:49 AM logoEaton Vance Senior Income Trust : Bank Loan Closed-End Funds Announce Final Results Of Auction Preferred Shares Tender Offers (NYSE:EV) - September 24 at 4:40 PM
News IconEaton Vance Corporation (NYSE:EV) Ratings in Focus (NYSE:EV) - September 23 at 9:55 AM logoA Beginner's Guide to Building a Portfolio (NYSE:EV) - September 17 at 9:37 AM
News IconA Beginner’s Guide to Building a Portfolio (NYSE:EV) - September 16 at 4:48 PM logoEaton Vance Corp. breached its 50 day moving average in a Bullish Manner : EV-US : September 16, 2016 (NYSE:EV) - September 16 at 8:38 AM
News IconFiduciary Trust Co buys $22,700,017 stake in Eaton Vance Corp (EV) (NYSE:EV) - September 10 at 9:28 AM
News IconBroker Price Targets: Westpac Banking Corporation (NYSE:WBK) (NYSE:EV) - September 6 at 4:49 PM logoEaton Vance Corp. :EV-US: Earnings Analysis: Q3, 2016 By the Numbers : August 30, 2016 (NYSE:EV) - August 30 at 5:00 PM logo5 Reasons to Buy Federated Investors (FII) Stock Right Now (NYSE:EV) - August 30 at 5:00 PM logo[$$] Most Govt Bonds Look Dangerously Expensive: Eaton Vance (NYSE:EV) - August 29 at 9:50 PM logoApollo Global (APO) to Pay $52.7M to Settle SEC Charges (NYSE:EV) - August 24 at 4:51 PM logoIndustry Restocking (Views from the C-Suite) (NYSE:EV) - August 23 at 4:59 PM logoETF’s with exposure to Eaton Vance Corp. : August 22, 2016 (NYSE:EV) - August 22 at 4:59 PM logoEISMX: Eaton Vance's Highest Performing Fund (NYSE:EV) - August 20 at 9:08 AM logoEaton Vance Corp. :EV-US: Earnings Analysis: Q3, 2016 By the Numbers : August 19, 2016 (NYSE:EV) - August 19 at 4:52 PM logoGrowth Investors: Pick These Finance Stocks Over Wells Fargo (NYSE:EV) - August 19 at 4:52 PM logoEaton Vance Corp Report for the Three and Nine Month Periods Ended July 31, 2016 (NYSE:EV) - August 18 at 4:55 PM logoVanguard Bucks A Trend With Transparent Active U.S. ETF (NYSE:EV) - August 18 at 4:55 PM logoEdited Transcript of EV earnings conference call or presentation 17-Aug-16 3:00pm GMT (NYSE:EV) - August 18 at 6:11 AM logo4 Top Eaton Vance Mutual Funds (NYSE:EV) - August 16 at 5:00 PM logoLondon Co Of Virginia Sells A Little More Eaton Vance Corporation Common (EV) Stock (NYSE:EV) - August 16 at 8:11 AM logoEaton Vance Corp. Third Fiscal Quarter Earnings Conference Call And Webcast Notification (NYSE:EV) - August 10 at 12:16 PM logoEaton Vance Corporation (EV) Shares are Up 2.22% (NYSE:EV) - August 9 at 9:12 PM logoGlobal Uncertainty Triggers Increased Anxiety about Volatility (NYSE:EV) - August 9 at 3:37 PM logo3 Eaton Vance Mutual Funds with Long Track Records (EV) (NYSE:EV) - July 25 at 6:34 PM


Eaton Vance Corp. (NYSE:EV) Chart for Friday, October, 28, 2016

Last Updated on 10/28/2016 by Staff