Eaton Vance Corp (EV)

48.12 -2.26  -4.49% NYSE Feb 24, 16:59 Delayed 2m USD
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Events

Date Type Description
05/21/2020 09:00 EDT Misc Eaton Vance Corp Second Quarter Earnings Conference Call in 2020
05/21/2020 Earnings Eaton Vance Corp Second Quarter Earnings in 2020 Release
02/26/2020 Earnings Eaton Vance Corp First Quarter Earnings in 2020 Release
02/26/2020 09:00 EST Misc Eaton Vance Corp First Quarter Earnings Conference Call for 2020
01/30/2020 Dividends Amount: 0.375, Declared Date: Jan 09 2020, Pay Date: Feb 14 2020
12/20/2019 Misc Eaton Vance Corp Annual Report for 2019
11/26/2019 11:00 EST Misc Eaton Vance Corp Fourth Quarter Earnings Conference Call for 2019
11/26/2019 09:00 EST Earnings Eaton Vance Corp Fourth Quarter Earnings Results for 2019
10/30/2019 Dividends Amount: 0.375, Declared Date: Oct 10 2019, Pay Date: Nov 15 2019
08/27/2019 09:00 EDT Misc Eaton Vance Corp Third Quarter Earnings Conference Call in 2019
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Profile

  • URL: https://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: Feb. 26, 2020
  • Last Earnings Release: Nov. 26, 2019
  • Next Ex-Dividend Date: N/A
  • Last Ex-Dividend Date: Jan. 30, 2020
  • 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 $518.6 billion in assets under management at the end of December 2019, composed of equity (27% of AUM), fixed-income (18%), floating-rate bank loan (7%), alternative asset (2%), and money market funds, as well as assets managed under its implementation services (27%) and exposure management (19%) platforms.

Top Fund Holders

Symbol Name Weighting
F000013RWI FT Nasdaq Dividend Achievers 25 16 F CA 4.62%
MEGAX US Global Investors Holmes Macro Trends 3.94%
TSFCX Touchstone Small Cap C 2.52%
BQMGX Bright Rock Mid Cap Growth Instl 2.36%
OUSM O'Shares FTSE Russell Sm Cp Qual Div 2.19%
CCOR Core Alternative ETF 2.15%
WASOX Walden Small Cap 1.52%
BOSOX Boston Trust Walden Small Cap 1.51%
CUD.TO iShares US Dividend Grwrs ETF CADH Comm 1.29%
SDY SPDR® S&P Dividend ETF 1.26%
JKJ iShares Morningstar Small-Cap ETF 0.79%
FNDA Schwab Fundamental US Small Company ETF 0.26%

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