Eaton Vance Corp (EV)

48.02 -0.13  -0.27% NYSE Nov 21, 16:59 Delayed 2m USD
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Events

Date Type Description
02/26/2020 11:00 EST Misc Eaton Vance Corp First Quarter Earnings Conference Call in 2020
02/26/2020 Earnings Eaton Vance Corp First Quarter Earnings in 2020 Release
11/26/2019 09:00 EST Misc Eaton Vance Corp Fourth Quarter Earnings Conference Call for 2019
11/26/2019 Earnings Eaton Vance Corp Fourth Quarter Earnings in 2019 Release
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
08/27/2019 Earnings Eaton Vance Corp Third Quarter Earnings in 2019 Release
07/30/2019 Dividends Amount: 0.35, Declared Date: Jul 10 2019, Pay Date: Aug 15 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
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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: Nov. 26, 2019
  • Last Earnings Release: Aug. 27, 2019
  • Next Ex-Dividend Date: N/A
  • Last Ex-Dividend Date: Oct. 30, 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 $482.8 billion in assets under management at the end of July 2019, composed of equity (27% of AUM), fixed-income (19%), floating-rate bank loan (8%), alternative asset (2%), and money market funds, as well as assets managed under its implementation services (26%) and exposure management (18%) platforms.

Top Fund Holders

Symbol Name Weighting
TSFCX Touchstone Small Cap C 2.55%
BQMGX Bright Rock Mid Cap Growth Instl 2.24%
CCOR Cambria Core Equity ETF 2.20%
OUSM O'Shares FTSE Russell Sm Cp Qual Div 2.19%
REGL ProShares S&P MidCap 400 Dividend Arst 1.99%
WASOX Walden Small Cap 1.57%
BOSOX Boston Trust Small Cap 1.56%
BTSMX Boston Trust SMID Cap 1.34%
WASMX Walden SMID Cap 1.32%
CUD.TO iShares US Dividend Grwrs ETF CADH Comm 1.25%
SDY SPDR® S&P Dividend ETF 1.24%
FNDA Schwab Fundamental US Small Company ETF 0.26%

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