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About Eaton Vance (NYSE:EV)
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.
Industry, Sector and Symbol
Industry Investment advice
Sub-IndustryAsset Management & Custody Banks
SectorFinance
SymbolNYSE:EV
CUSIP27826510
Phone617-482-8260
Debt
Debt-to-Equity Ratio0.60
Current Ratio9.40
Quick Ratio9.40
Price-To-Earnings
Trailing P/E Ratio23.41
Forward P/E Ratio16.88
P/E Growth0.76
Sales & Book Value
Annual Sales$1.53 billion
Price / Sales4.38
Cash Flow$2.6533 per share
Price / Cash21.00
Book Value$8.57 per share
Price / Book6.50
Profitability
EPS (Most Recent Fiscal Year)$2.48
Net Income$282.13 million
Net Margins18.77%
Return on Equity34.09%
Return on Assets14.45%
Miscellaneous
Employees1,638
Outstanding Shares120,070,000
Eaton Vance (NYSE:EV) Frequently Asked Questions
What is Eaton Vance's stock symbol?
Eaton Vance trades on the New York Stock Exchange (NYSE) under the ticker symbol "EV."
How often does Eaton Vance pay dividends? What is the dividend yield for Eaton Vance?
Eaton Vance declared a quarterly dividend on Wednesday, April 11th. Shareholders of record on Monday, April 30th will be given a dividend of $0.31 per share on Tuesday, May 15th. This represents a $1.24 annualized dividend and a yield of 2.23%. The ex-dividend date is Friday, April 27th. View Eaton Vance's Dividend History.
How will Eaton Vance's stock buyback program work?
Eaton Vance announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, April 11th 2017, which authorizes the company to buyback 8,000,000 shares, according to EventVestor. This buyback authorization authorizes the company to reacquire shares of its stock through open market purchases. Stock buyback plans are typically a sign that the company's board believes its stock is undervalued.
How were Eaton Vance's earnings last quarter?
Eaton Vance (NYSE:EV) announced its quarterly earnings results on Tuesday, May, 22nd. The asset manager reported $0.77 EPS for the quarter, meeting the Thomson Reuters' consensus estimate of $0.77. The asset manager earned $414.30 million during the quarter, compared to analyst estimates of $421.71 million. Eaton Vance had a return on equity of 34.09% and a net margin of 18.77%. Eaton Vance's revenue for the quarter was up 10.6% compared to the same quarter last year. During the same quarter last year, the firm earned $0.62 earnings per share. View Eaton Vance's Earnings History.
When is Eaton Vance's next earnings date?
What price target have analysts set for EV?
7 equities research analysts have issued 1-year price targets for Eaton Vance's stock. Their predictions range from $46.00 to $65.50. On average, they expect Eaton Vance's stock price to reach $56.2143 in the next year. View Analyst Ratings for Eaton Vance.
Who are some of Eaton Vance's key competitors?
Some companies that are related to Eaton Vance include Legal & General (LGGNY), The Blackstone Group (BX), Ameriprise Financial (AMP), Franklin Templeton Investments (BEN), Invesco (IVZ), KKR & Co. L.P. (KKR), Affiliated Managers Group (AMG), Lazard (LAZ), Henderson Group (JHG), Oaktree Capital Management (OAK), Apollo Global Management (APO), Morningstar (MORN), Evercore Partners (EVR), Man Group (MNGPY) and Noah (NOAH).
Who are Eaton Vance's key executives?
Eaton Vance's management team includes the folowing people:
- Mr. Thomas E. Faust Jr., CFA, Chairman, CEO & Pres (Age 60)
- Ms. Laurie Greenwald Hylton, VP & CFO (Age 52)
- Mr. Brian Dean Langstraat CFA, Director (Age 50)
- Mr. Payson F. Swaffield CFA, Chief Income Investment Officer & VP of Eaton Vance Mgmt
- Mr. Edward J. Perkin CFA, Chief Equity Investment Officer of Eaton Vance Mgmt and VP of Eaton Vance Mgmt (Age 46)
Has Eaton Vance been receiving favorable news coverage?
Media coverage about EV stock has trended somewhat positive recently, according to Accern Sentiment Analysis. The research group identifies positive and negative media coverage by monitoring more than 20 million news and blog sources in real time. Accern ranks coverage of publicly-traded companies on a scale of negative one to one, with scores nearest to one being the most favorable. Eaton Vance earned a coverage optimism score of 0.14 on Accern's scale. They also gave news coverage about the asset manager an impact score of 46.83 out of 100, meaning that recent media coverage is somewhat unlikely to have an effect on the stock's share price in the next several days.
Who are Eaton Vance's major shareholders?
Eaton Vance's stock is owned by a number of of institutional and retail investors. Top institutional investors include BlackRock Inc. (9.67%), Wells Fargo & Company MN (4.21%), JPMorgan Chase & Co. (1.56%), Earnest Partners LLC (1.49%), Eaton Vance Management (1.05%) and Northern Trust Corp (1.00%). Company insiders that own Eaton Vance stock 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. View Institutional Ownership Trends for Eaton Vance.
Which major investors are selling Eaton Vance stock?
EV stock was sold by a variety of institutional investors in the last quarter, including Eaton Vance Management, Millennium Management LLC, Point72 Asset Management L.P., Citigroup Inc., Wells Fargo & Company MN, Sei Investments Co., Cambria Investment Management L.P. and UBS Group AG. Company insiders that have sold Eaton Vance company 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. View Insider Buying and Selling for Eaton Vance.
Which major investors are buying Eaton Vance stock?
EV stock was acquired by a variety of institutional investors in the last quarter, including BlackRock Inc., Lord Abbett & CO. LLC, JPMorgan Chase & Co., Schwab Charles Investment Management Inc., Susquehanna Fundamental Investments LLC, Handelsbanken Fonder AB, Handelsbanken Fonder AB and Teacher Retirement System of Texas. View Insider Buying and Selling for Eaton Vance.
How do I buy shares of Eaton Vance?
Shares of EV can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
What is Eaton Vance's stock price today?
One share of EV stock can currently be purchased for approximately $55.72.
How big of a company is Eaton Vance?
Eaton Vance has a market capitalization of $6.91 billion and generates $1.53 billion in revenue each year. The asset manager earns $282.13 million in net income (profit) each year or $2.48 on an earnings per share basis. Eaton Vance employs 1,638 workers across the globe.
How can I contact Eaton Vance?
Eaton Vance's mailing address is TWO INTERNATIONAL PLACE, BOSTON MA, 02110. The asset manager can be reached via phone at 617-482-8260.
MarketBeat Community Rating for Eaton Vance (EV)
MarketBeat's community ratings are surveys of what our community members think about Eaton Vance and other stocks. Vote "Outperform" if you believe EV will outperform the S&P 500 over the long term. Vote "Underperform" if you believe EV will underperform the S&P 500 over the long term. You may vote once every thirty days.
Eaton Vance (NYSE:EV) Price Target and Consensus Rating
(How are Consensus Ratings Calculated?) MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
7 Wall Street analysts have issued ratings and price targets for Eaton Vance in the last 12 months. Their average twelve-month price target is $56.2143, suggesting that the stock has a possible upside of 0.89%. The high price target for EV is $65.50 and the low price target for EV is $46.00. There are currently 4 hold ratings and 3 buy ratings for the stock, resulting in a consensus rating of "Hold."
| Today | 30 Days Ago | 90 Days Ago | 180 Days Ago |
| Consensus Rating: | Hold | Hold | Hold | Hold |
| Consensus Rating Score: | 2.43 | 2.29 | 2.29 | 2.29 |
| Ratings Breakdown: | 0 Sell Rating(s)
4 Hold Rating(s)
3 Buy Rating(s)
0 Strong Buy Rating(s) | 0 Sell Rating(s)
5 Hold Rating(s)
2 Buy Rating(s)
0 Strong Buy Rating(s) | 0 Sell Rating(s)
5 Hold Rating(s)
2 Buy Rating(s)
0 Strong Buy Rating(s) | 0 Sell Rating(s)
5 Hold Rating(s)
2 Buy Rating(s)
0 Strong Buy Rating(s) |
| Consensus Price Target: | $56.2143 | $54.6429 | $52.7857 | $51.3571 |
| Price Target Upside: | 0.89% upside | 0.29% downside | 5.67% downside | 0.78% upside |
Eaton Vance (NYSE:EV) Consensus Price Target History
Eaton Vance (NYSE:EV) Analyst Ratings History
Show:
(Data available from 5/22/2016 forward)
Eaton Vance (NYSE:EV) Dividend Information
Eaton Vance pays an annual dividend of $1.24 per share, with a dividend yield of 2.23%. EV's most recent quarterly dividend payment was Tuesday, May 15. The company has grown its dividend for the last 37 consecutive years and is increasing its dividend by an average of 8.10% each year. Eaton Vance pays out 50.00% of its earnings out as a dividend.
| Most Recent Dividend: | 5/15/2018 |
| Annual Dividend: | $1.24 |
| Dividend Yield: | 2.23% |
| Dividend Growth: | 8.10% (3 Year Average) |
| Payout Ratio(s): | 50.00% (Trailing 12 Months of Earnings)
37.58% (Based on This Year's Estimates)
32.63% (Based on Next Year's Estimates)
46.73% (Based on Cash Flow)
|
| Track Record: | 37 Years of Consecutive Dividend Growth |
| Frequency: | Quarterly Dividend |
Eaton Vance (NYSE:EV) Dividend History by Quarter
| Announced | Period | Amount | Yield | Ex-Dividend Date | Record Date | Payable Date |
|---|
| 4/11/2018 | quarterly | $0.31 | 2.27% | 4/27/2018 | 4/30/2018 | 5/15/2018 |
| 1/10/2018 | quarterly | $0.31 | 2.07% | 1/30/2018 | 1/31/2018 | 2/15/2018 |
| 10/12/2017 | quarterly | $0.31 | 2.43% | 10/30/2017 | 10/31/2017 | 11/15/2017 |
| 7/12/2017 | quarterly | $0.28 | 2.32% | 7/27/2017 | 7/31/2017 | 8/15/2017 |
| 4/12/2017 | quarterly | $0.28 | 2.64% | 4/26/2017 | 4/28/2017 | 5/15/2017 |
| 1/11/2017 | quarterly | $0.28 | 2.6% | 1/27/2017 | 1/31/2017 | 2/15/2017 |
| 10/13/2016 | quarterly | $0.28 | 3.01% | 10/27/2016 | 10/31/2016 | 11/15/2016 |
| 7/13/2016 | quarterly | $0.2650 | 2.87% | 7/27/2016 | 7/29/2016 | 8/15/2016 |
| 4/13/2016 | quarterly | $0.2650 | 2.96% | 4/27/2016 | 4/29/2016 | 5/13/2016 |
| 1/13/2016 | quarterly | $0.2650 | 3.82% | 1/27/2016 | 1/29/2016 | 2/12/2016 |
| 10/15/2015 | quarterly | $0.2650 | 3% | 10/28/2015 | 10/30/2015 | 11/13/2015 |
| 7/8/2015 | quarterly | $0.25 | 2.62% | 7/29/2015 | 7/31/2015 | 8/12/2015 |
| 4/15/2015 | quarterly | $0.25 | 2.31% | 4/28/2015 | 4/30/2015 | 5/13/2015 |
| 1/14/2015 | quarterly | $0.25 | 2.64% | 1/28/2015 | 1/30/2015 | 2/10/2015 |
| 10/16/2014 | quarterly | $0.25 | 2.47% | 10/29/2014 | 10/31/2014 | 11/12/2014 |
| 7/9/2014 | quarterly | $0.22 | 2.36% | 7/29/2014 | 7/31/2014 | 8/12/2014 |
| 4/16/2014 | quarterly | $0.22 | 2.38% | 4/28/2014 | 4/30/2014 | 5/13/2014 |
| 1/15/2014 | quarterly | $0.22 | 2.15% | 1/29/2014 | 1/31/2014 | 2/12/2014 |
| 10/17/2013 | quarterly | $0.22 | 2.19% | 10/29/2013 | 10/31/2013 | 11/13/2013 |
| 7/15/2013 | quarterly | $0.20 | 2% | 7/29/2013 | 7/31/2013 | 8/9/2013 |
| 4/10/2013 | quarterly | $0.20 | 1.93% | 4/26/2013 | 4/30/2013 | 5/15/2013 |
(Data available from 1/1/2013 forward)
Eaton Vance (NYSE EV) Insider Trading and Institutional Ownership History
Institutional Ownership Percentage: 68.94%
Eaton Vance (NYSE EV) Insider Trading History
| Transaction Date | Insider Name | Title | Buy/Sell | Number of Shares | Average Share Price | Total Transaction | Shares Held After Transaction | Details |
|---|
| 1/16/2018 | Dorothy E Puhy | Director | Sell | 9,490 | $60.49 | $574,050.10 | |  |
| 1/12/2018 | Matthew J Witkos | CEO | Sell | 25,000 | $60.35 | $1,508,750.00 | | |
| 10/26/2017 | Dorothy E Puhy | Director | Sell | 5,953 | $51.08 | $304,079.24 | | |
| 10/24/2017 | Payson F Swaffield | Insider | Sell | 71,739 | $51.81 | $3,716,797.59 | | |
| 10/18/2017 | Jeffrey P Beale | Insider | Sell | 24,140 | $51.36 | $1,239,830.40 | | |
| 10/17/2017 | Thomas E Faust Jr | CEO | Sell | 72,314 | $51.05 | $3,691,629.70 | | |
| 10/13/2017 | Matthew J Witkos | CEO | Sell | 82,617 | $51.27 | $4,235,773.59 | | |
| 10/12/2017 | Laurie G Hylton | CFO | Sell | 21,371 | $50.60 | $1,081,372.60 | | |
| 10/3/2017 | Thomas E Faust Jr | CEO | Sell | 57,832 | $49.67 | $2,872,515.44 | | |
| 10/2/2017 | Laurie G Hylton | CFO | Sell | 17,003 | $49.60 | $843,348.80 | 207,578 | |
| 9/28/2017 | Dorothy E Puhy | Director | Sell | 6,495 | $49.38 | $320,723.10 | 18,775 | |
| 9/28/2017 | Thomas E Faust Jr | CEO | Sell | 72,678 | $49.52 | $3,599,014.56 | 2,812,924 | |
| 9/27/2017 | Ann E Berman | Director | Sell | 6,865 | $48.88 | $335,561.20 | 6,865 | |
| 9/26/2017 | Matthew J Witkos | CEO | Sell | 46,844 | $48.39 | $2,266,781.16 | 234,169 | |
| 9/22/2017 | Thomas E Faust Jr | CEO | Sell | 73,982 | $48.20 | $3,565,932.40 | 2,697,576 | |
| 9/21/2017 | Brian D Langstraat | Director | Sell | 12,850 | $48.08 | $617,828.00 | 116,029 | |
| 9/20/2017 | Frederick S Marius | Insider | Sell | 7,574 | $47.99 | $363,476.26 | 26,128 | |
| 9/20/2017 | Leo I Higdon Jr | Director | Sell | 6,865 | $48.08 | $330,069.20 | 11,626 | |
| 8/31/2017 | Frederick S Marius | Insider | Sell | 8,915 | $47.55 | $423,908.25 | 30,955 | |
| 7/13/2017 | Jeffrey P Beale | Insider | Sell | 39,343 | $48.30 | $1,900,266.90 | 343,509 | |
| 7/7/2017 | Matthew J Witkos | CEO | Sell | 24,152 | $47.65 | $1,150,842.80 | 231,477 | |
| 6/8/2017 | Winthrop H Smith Jr | Director | Sell | 21,885 | $48.03 | $1,051,136.55 | 15,420 | |
| 6/7/2017 | Matthew J Witkos | CEO | Sell | 40,000 | $48.08 | $1,923,200.00 | 243,688 | |
| 6/6/2017 | Dorothy E Puhy | Director | Sell | 2,563 | $48.46 | $124,202.98 | 14,473 | |
| 1/25/2017 | Frederick S Marius | Insider | Sell | 45,893 | $43.71 | $2,005,983.03 | 35,042 | |
| 1/20/2017 | Matthew J Witkos | CEO | Sell | 84,085 | $42.83 | $3,601,360.55 | 287,773 | |
| 1/4/2017 | Frederick S Marius | Insider | Sell | 47,235 | $42.72 | $2,017,879.20 | 64,385 | |
| 12/8/2016 | Ann E Berman | Director | Sell | 13,188 | $43.05 | $567,743.40 | 7,451 | |
| 12/7/2016 | Winthrop H Smith Jr | Director | Sell | 5,943 | $42.19 | $250,735.17 | 14,943 | |
| 10/31/2016 | Laurie G Hylton | CFO | Sell | 25,184 | $35.20 | $886,476.80 | 201,745 | |
| 10/31/2016 | Thomas E Faust Jr | CEO | Sell | 25,537 | $35.33 | $902,222.21 | 2,722,582 | |
| 10/28/2016 | Payson F Swaffield | Insider | Sell | 94,727 | $35.40 | $3,353,335.80 | 750,659 | |
| 10/27/2016 | Thomas E Faust Jr | CEO | Sell | 166,789 | $35.94 | $5,994,396.66 | 2,589,258 | |
| 10/24/2016 | Leo I Higdon Jr | Director | Sell | 8,197 | $37.66 | $308,699.02 | 13,953 | |
| 9/19/2016 | Dorothy E Puhy | Director | Sell | 6,197 | $38.75 | $240,133.75 | 15,787 | |
| 9/2/2016 | Matthew J Witkos | CEO | Sell | 94,408 | $40.08 | $3,783,872.64 | 197,077 | |
| 8/29/2016 | Brian D Langstraat | Director | Sell | 38,012 | $39.79 | $1,512,497.48 | 107,712 | |
| 8/22/2016 | Jeffrey P Beale | Insider | Sell | 53,153 | $39.58 | $2,103,795.74 | 327,591 | |
| 6/23/2016 | Winthrop H Smith Jr | Director | Sell | 8,197 | $37.20 | $304,928.40 | 17,197 | |
| 1/20/2016 | Winthrop H Smith Jr | Director | Buy | 1,000 | $26.89 | $26,890.00 | 9,000 | |
| 1/15/2016 | Winthrop H Smith Jr | Director | Buy | 1,000 | $26.93 | $26,930.00 | 8,000 | |
| 1/11/2016 | Winthrop H Smith Jr | Director | Buy | 1,000 | $28.42 | $28,420.00 | 7,000 | |
| 12/7/2015 | Leo I. Higdon, Jr. | Director | Sell | 8,402 | $36.08 | $303,144.16 | 6,321 | |
| 10/29/2015 | Payson F. Swaffield | insider | Sell | 93,540 | $36.35 | $3,400,179.00 | 18,623 | |
| 10/29/2015 | Thomas E. Faust, Jr. | CEO | Sell | 175,152 | $36.38 | $6,372,029.76 | 74,277 | |
| 10/27/2015 | Laurie G. Hylton | CFO | Sell | 21,000 | $35.82 | $752,220.00 | 18,623 | |
| 9/18/2015 | Jeffrey P. Beale | insider | Sell | 49,630 | $34.31 | $1,702,805.30 | 29,389 | |
| 9/2/2015 | Brian D. Langstraat | Director | Sell | 40,573 | $33.34 | $1,352,703.82 | 27,854 | |
| 3/17/2015 | Winthrop H Smith Jr | Director | Sell | 8,402 | $42.76 | $359,269.52 | | |
| 12/12/2014 | Leo I Higdon Jr | Director | Sell | 12,295 | $39.79 | $489,218.05 | | |
| 12/10/2014 | Frederick S Marius | Insider | Sell | 42,958 | $41.08 | $1,764,714.64 | | |
| 10/29/2014 | Thomas E Faust Jr | CEO | Sell | 219,000 | $36.32 | $7,954,080.00 | | |
| 10/28/2014 | Laurie G Hylton | CFO | Sell | 31,092 | $36.30 | $1,128,639.60 | | |
| 10/28/2014 | Payson F Swaffield | Insider | Sell | 105,000 | $36.08 | $3,788,400.00 | | |
| 9/15/2014 | Jeffrey P Beale | Insider | Sell | 55,130 | $38.91 | $2,145,108.30 | | |
| 8/26/2014 | Winthrop H Smith Jr | Director | Sell | 12,295 | $39.13 | $481,103.35 | | |
| 12/16/2013 | Leo Higdon, Jr. | Director | Sell | 12,295 | $40.89 | $502,742.55 | 6,692 | |
| 11/6/2013 | Duncan Richardson | EVP | Sell | 44,566 | $5.28 | $235,308.48 | | |
| 10/17/2013 | Payson F Swaffield | Insider | Sell | 93,825 | $39.03 | $3,661,989.75 | | |
| 10/16/2013 | Jeffrey P Beale | Insider | Sell | 65,827 | $39.06 | $2,571,202.62 | | |
| 9/20/2013 | Ann Berman | Director | Sell | 5,680 | $40.83 | $231,914.40 | | |
| 11/26/2012 | Ann E Berman | Director | Sell | 6,266 | $31.88 | $199,760.08 | | |
| 10/4/2012 | Duncan W Richardson | EVP | Sell | 232,600 | $28.88 | $6,717,488.00 | | |
(Data available from 1/1/2013 forward)
Eaton Vance (NYSE EV) News Headlines
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Eaton Vance (NYSE:EV) SEC Filings
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Eaton Vance (NYSE:EV) Income Statement, Balance Sheet and Cash Flow Statement
Eaton Vance (NYSE EV) Stock Chart for Tuesday, May, 22, 2018
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