Eaton Vance Corp (EV)

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40.89 -0.45  -1.09% NYSE Jun 17, 20:00 Delayed 2m USD
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Events

Date Type Description
08/29/2019 Earnings Eaton Vance Corp Third Quarter Earnings in 2019 Release
08/29/2019 Misc Eaton Vance Corp Third Quarter Earnings Conference Call in 2019
05/21/2019 09:00 EDT Misc Eaton Vance Corp Second Quarter Earnings Conference Call in 2019
05/21/2019 Earnings Eaton Vance Corp Second Quarter Earnings in 2019 Release
04/29/2019 Dividends Amount: 0.35, Declared Date: Apr 10 2019, Pay Date: May 15 2019
02/26/2019 11:00 EST Misc Eaton Vance Corp First Quarter Earnings Conference Call in 2019
02/26/2019 Earnings Eaton Vance Corp First Quarter Earnings in 2019 Release
01/30/2019 Dividends Amount: 0.35, Declared Date: Jan 10 2019, Pay Date: Feb 15 2019
12/21/2018 Misc Eaton Vance Corp Annual Report in 2018
11/27/2018 11:00 EST Misc Eaton Vance Corp Fourth Quarter Earnings Conference Call in 2018
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Profile

  • URL: http://www.eatonvance.com
  • Investor Relations URL: https://corporate.eatonvance.com/Overview.php
  • HQ State/Province: Massachusetts
  • Sector: Financial Services
  • Industry: Asset Management
  • Equity Style: Mid Cap/Value
  • Next Earnings Release: Aug. 29, 2019
  • Last Earnings Release: May. 21, 2019
  • Next Ex-Dividend Date: N/A
  • Last Ex-Dividend Date: Apr. 29, 2019
  • Description: Eaton Vance provides asset-management and investment advisory services to institutional and individual investors. The firm specializes in tax-managed equity and fixed-income investments and is the third- largest issuer of closed-end funds. Investment advisory services are primarily provided to high-net-worth clients, institutional separate accounts, and retail managed accounts, with most products distributed through financial intermediaries in the advisory channel. The company had $469.9 billion in assets under management at the end of April 2019, composed of equity (27% of AUM), fixed-income (18%), floating-rate bank loan (8%), alternative asset (2%), and money market funds, as well as assets managed under its implementation services (27%) and exposure management (18%) platforms.

Top Fund Holders

Symbol Name Weighting
F000011R9C FT Nasdaq Dividend Achievers 25 14 F RE 3.98%
F000013E3O FT Nasdaq Dividend Achievers 25 15 CA 3.97%
BQMIX Bright Rock Mid Cap Growth Investor 2.29%
OUSM O'Shares FTSE Russell Sm Cp Qual Div 2.19%
KCE SPDR® S&P Capital Markets ETF 2.08%
TSFCX Touchstone Small Cap C 1.91%
BOSOX Boston Trust Small Cap 1.49%
WASOX Walden Small Cap 1.49%
CUD.TO iShares US Dividend Grwrs ETF CADH Comm 1.33%
SDY SPDR® S&P Dividend ETF 1.31%
SIZE iShares Edge MSCI USA Size Factor ETF 0.18%

Comparables

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Excel Add-In Codes

  • Name: =YCI("EV","name")
  • Description: =YCI("EV","description")
  • Sector: =YCI("EV","sector")
  • Industry: =YCI("EV","industry")
  • Est. Current Fiscal Year End: =YCI("EV","fye")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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