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: $38.82
  • 50 Day Moving Average: $39.23
  • 200 Day Moving Average: $36.25
  • 52-Week Range: $26.44 - $40.36
  • Trailing P/E Ratio: 18.60
  • Foreward P/E Ratio: 15.47
  • P/E Growth: 2.25
  • Market Cap: $4.22B
  • Outstanding Shares: 108,960,000
  • Beta: 1.7
Profitability:
  • Net Margins: 17.83%
  • Return on Equity: 39.06%
  • Return on Assets: 12.09%
Debt:
  • 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: 6 Hold Ratings, 1 Buy Rating
Consensus Rating:Hold (Score: 2.14)
Consensus Price Target: $37.14 (4.32% downside)

Analysts' Ratings History for Eaton Vance Corp. (NYSE:EV)
Show:
DateFirmActionRatingPrice TargetDetails
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
8/20/2015Citigroup Inc.UpgradeSell -> Neutral$36.50View 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 9/29/2014 forward)

Earnings

Earnings History for Eaton Vance Corp. (NYSE:EV)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
11/22/2016        
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)

Estimates

Earnings Estimates for Eaton Vance Corp. (NYSE:EV)
Current Year EPS Consensus Estimate: $2.15 EPS
Next Year EPS Consensus Estimate: $2.51 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)

Dividends

Current Dividend Information for Eaton Vance Corp. (NYSE:EV)
Annual Dividend:$1.06
Dividend Yield:2.73%
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)
42.23% (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
7/13/2016quarterly$0.272.87%7/27/20167/29/20168/15/2016
4/13/2016quarterly$0.272.96%4/27/20164/29/20165/13/2016
1/13/2016quarterly$0.273.82%1/27/20161/29/20162/12/2016
10/15/2015quarterly$0.273%10/28/201510/30/201511/13/2015
7/8/2015quarterly$0.252.62%7/29/20157/31/20158/12/2015
4/15/2015quarterly$0.252.31%4/28/20154/30/20155/13/2015
1/14/2015quarterly$0.252.64%1/28/20151/30/20152/10/2015
10/16/2014quarterly$0.252.47%10/29/201410/31/201411/12/2014
7/9/2014quarterly$0.222.36%7/29/20147/31/20148/12/2014
4/16/2014quarterly$0.222.38%4/28/20144/30/20145/13/2014
1/15/2014quarterly$0.222.15%1/29/20141/31/20142/12/2014
10/17/2013quarterly$0.222.19%10/29/201310/31/201311/13/2013
7/15/2013quarterly$0.202%7/29/20137/31/20138/9/2013
4/10/2013quarterly$0.201.93%4/26/20134/30/20135/15/2013
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for Eaton Vance Corp. (NYSE:EV)
Institutional Ownership Percentage: 70.88%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
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)

Headlines

Latest Headlines for Eaton Vance Corp. (NYSE:EV)
DateHeadline
streetinsider.com logoEaton Vance (EV) Taps Goldman's Shiva Iyer to Bolster Singapore Ops (NYSE:EV)
www.streetinsider.com - September 29 at 9:55 AM
finance.yahoo.com logoEaton Vance Bolsters Presence in Singapore (NYSE:EV)
finance.yahoo.com - September 29 at 9:55 AM
finance.yahoo.com logoLaunch of Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund (NYSE:EV)
finance.yahoo.com - September 28 at 4:46 PM
capitalcube.com logoEaton Vance Corp. breached its 50 day moving average in a Bearish Manner : EV-US : September 28, 2016 (NYSE:EV)
www.capitalcube.com - September 28 at 9:49 AM
finance.yahoo.com logoEaton Vance Investment Counsel Expands Team (NYSE:EV)
finance.yahoo.com - September 28 at 9:49 AM
4-traders.com logoEaton Vance Senior Income Trust : Bank Loan Closed-End Funds Announce Final Results Of Auction Preferred Shares Tender Offers (NYSE:EV)
www.4-traders.com - September 24 at 4:40 PM
News IconEaton Vance Corporation (NYSE:EV) Ratings in Focus (NYSE:EV)
www.crcconnection.com - September 23 at 9:55 AM
msn.com logoA Beginner's Guide to Building a Portfolio (NYSE:EV)
www.msn.com - September 17 at 9:37 AM
News IconA Beginner’s Guide to Building a Portfolio (NYSE:EV)
money.usnews.com - September 16 at 4:48 PM
capitalcube.com logoEaton Vance Corp. breached its 50 day moving average in a Bullish Manner : EV-US : September 16, 2016 (NYSE:EV)
www.capitalcube.com - September 16 at 8:38 AM
News IconFiduciary Trust Co buys $22,700,017 stake in Eaton Vance Corp (EV) (NYSE:EV)
www.nationaldailypress.com - September 10 at 9:28 AM
News IconBroker Price Targets: Westpac Banking Corporation (NYSE:WBK) (NYSE:EV)
myhealthbowl.com - September 6 at 4:49 PM
capitalcube.com logoEaton Vance Corp. :EV-US: Earnings Analysis: Q3, 2016 By the Numbers : August 30, 2016 (NYSE:EV)
www.capitalcube.com - August 30 at 5:00 PM
finance.yahoo.com logo5 Reasons to Buy Federated Investors (FII) Stock Right Now (NYSE:EV)
finance.yahoo.com - August 30 at 5:00 PM
wsj.com logo[$$] Most Govt Bonds Look Dangerously Expensive: Eaton Vance (NYSE:EV)
www.wsj.com - August 29 at 9:50 PM
finance.yahoo.com logoApollo Global (APO) to Pay $52.7M to Settle SEC Charges (NYSE:EV)
finance.yahoo.com - August 24 at 4:51 PM
finance.yahoo.com logoIndustry Restocking (Views from the C-Suite) (NYSE:EV)
finance.yahoo.com - August 23 at 4:59 PM
capitalcube.com logoETF’s with exposure to Eaton Vance Corp. : August 22, 2016 (NYSE:EV)
www.capitalcube.com - August 22 at 4:59 PM
investopedia.com logoEISMX: Eaton Vance's Highest Performing Fund (NYSE:EV)
www.investopedia.com - August 20 at 9:08 AM
capitalcube.com logoEaton Vance Corp. :EV-US: Earnings Analysis: Q3, 2016 By the Numbers : August 19, 2016 (NYSE:EV)
www.capitalcube.com - August 19 at 4:52 PM
finance.yahoo.com logoGrowth Investors: Pick These Finance Stocks Over Wells Fargo (NYSE:EV)
finance.yahoo.com - August 19 at 4:52 PM
publicnow.com logoEaton Vance Corp Report for the Three and Nine Month Periods Ended July 31, 2016 (NYSE:EV)
www.publicnow.com - August 18 at 4:55 PM
blogs.barrons.com logoVanguard Bucks A Trend With Transparent Active U.S. ETF (NYSE:EV)
blogs.barrons.com - August 18 at 4:55 PM
finance.yahoo.com logoEdited Transcript of EV earnings conference call or presentation 17-Aug-16 3:00pm GMT (NYSE:EV)
finance.yahoo.com - August 18 at 6:11 AM
investopedia.com logo4 Top Eaton Vance Mutual Funds (NYSE:EV)
www.investopedia.com - August 16 at 5:00 PM
fidaily.com logoLondon Co Of Virginia Sells A Little More Eaton Vance Corporation Common (EV) Stock (NYSE:EV)
www.fidaily.com - August 16 at 8:11 AM
finance.yahoo.com logoEaton Vance Corp. Third Fiscal Quarter Earnings Conference Call And Webcast Notification (NYSE:EV)
finance.yahoo.com - August 10 at 12:16 PM
tradecalls.org logoEaton Vance Corporation (EV) Shares are Up 2.22% (NYSE:EV)
www.tradecalls.org - August 9 at 9:12 PM
finance.yahoo.com logoGlobal Uncertainty Triggers Increased Anxiety about Volatility (NYSE:EV)
finance.yahoo.com - August 9 at 3:37 PM
investopedia.com logo3 Eaton Vance Mutual Funds with Long Track Records (EV) (NYSE:EV)
www.investopedia.com - July 25 at 6:34 PM
finance.yahoo.com logoErik N. Saarinen and Walter L. Lindsay, Jr. join Eaton Vance Institutional Team (NYSE:EV)
finance.yahoo.com - July 21 at 9:00 AM
moodys.com logoMoody's upgrades ratings on EUR 52.3m CLO notes of Eaton Vance CDO VII PLC (NYSE:EV)
www.moodys.com - July 18 at 10:01 AM
publicnow.com logoEaton Vance Corp Reports June 30, 2016 Assets under Management (NYSE:EV)
www.publicnow.com - July 15 at 5:48 AM
seekingalpha.com logoEaton Vance reports June AUM (NYSE:EV)
seekingalpha.com - July 14 at 8:46 PM
News IconUBS Plans to Offer NextShares™ Exchange-Traded Managed Funds (NYSE:EV)
www.bobsguide.com - July 14 at 5:01 PM
News IconUBS Plans to Offer NextShares™ Exchange-Traded Managed Funds (NYSE:EV)
www.bobsguide.com - July 14 at 5:01 PM
finance.yahoo.com logoEaton Vance Corp. Declares Quarterly Dividend (NYSE:EV)
finance.yahoo.com - July 14 at 5:01 PM
finance.yahoo.com logoEaton Vance Corp. Declares Quarterly Dividend (NYSE:EV)
finance.yahoo.com - July 14 at 5:01 PM
finance.yahoo.com logo2:13 pm Eaton Vance reports AUMs of $325.6 bln as of June 30, 2016, up 2.2% MoM (NYSE:EV)
finance.yahoo.com - July 14 at 2:13 PM
finance.yahoo.com logoEaton Vance Corp. Reports June 30, 2016 Assets Under Management (NYSE:EV)
finance.yahoo.com - July 14 at 2:10 PM
finance.yahoo.com logoEaton Vance Corp. Reports June 30, 2016 Assets Under Management (NYSE:EV)
finance.yahoo.com - July 14 at 2:10 PM
finance.yahoo.com logoEaton Vance Names Tjalling Halbertsma To Lead Global Business Development (NYSE:EV)
finance.yahoo.com - July 11 at 8:30 AM
finance.yahoo.com logoEaton Vance High Income 2021 Target Term Trust Declares Initial Monthly Distribution (NYSE:EV)
finance.yahoo.com - July 1 at 9:57 PM
finance.yahoo.com logoEaton Vance Short Duration Diversified Income Fund Announces Modification To Investment Policy (NYSE:EV)
finance.yahoo.com - June 29 at 4:20 PM
capitalcube.com logoEaton Vance Corp. breached its 50 day moving average in a Bearish Manner : EV-US : June 27, 2016 (NYSE:EV)
www.capitalcube.com - June 27 at 10:51 AM
fidaily.com logoEaton Vance Corporation Common (NYSE:EV) Trading Down – Insider Trading Activity (NYSE:EV)
www.fidaily.com - June 25 at 4:45 PM
4-traders.com logoEaton Vance : Launches Multi-Asset Credit Fund (NYSE:EV)
www.4-traders.com - June 20 at 4:47 PM
News IconEaton Vance (EV) Trading Near $34.54 Support Level (NYSE:EV)
www.marketintelligencecenter.com - June 20 at 4:47 PM
nasdaq.com logoFebruary 2017 Options Now Available For Eaton Vance (EV) (NYSE:EV)
www.nasdaq.com - June 20 at 4:47 PM
publicnow.com logoEaton Vance Launches Multi-Asset Credit Fund (NYSE:EV)
www.publicnow.com - June 20 at 4:19 PM

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Eaton Vance Corp. (NYSE:EV) Chart for Thursday, September, 29, 2016


Last Updated on 9/29/2016 by MarketBeat.com Staff