Eaton Vance Ownership

EVF Stock  USD 5.59  0.02  0.36%   
Eaton Vance holds a total of 18.08 Million outstanding shares. Roughly 84.33 percent of Eaton Vance outstanding shares are held by general public with 15.67 % by other corporate entities. Please note that no matter how many assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2012-09-30
Previous Quarter
18.1 M
Current Value
18.1 M
Avarage Shares Outstanding
32.2 M
Quarterly Volatility
9.4 M
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Senior. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.

Eaton Stock Ownership Analysis

About 16.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.91. Some equities with similar Price to Book (P/B) outperform the market in the long run. Eaton Vance Senior last dividend was issued on the 13th of June 2025. Eaton Vance Senior Income Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. Eaton Vance Senior Income Trust was formed on October 30, 1998 and is domiciled in the United States. Eaton Vance is traded on New York Stock Exchange in the United States. To learn more about Eaton Vance Senior call CFA CFA at 617 482 8260 or check out https://funds.eatonvance.com/Senior-Income-Trust-E.
Besides selling stocks to institutional investors, Eaton Vance also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Eaton Vance's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Eaton Vance's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Eaton Vance Quarterly Liabilities And Stockholders Equity

173.23 Million

Eaton Vance Senior Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Eaton Vance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Eaton Vance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Eaton Vance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Keith Quinton over two weeks ago
Insider Trading
 
Saba Capital Management, L.p. over three weeks ago
Acquisition by Saba Capital Management, L.p. of 9640 shares of Eaton Vance at 5.85 subject to Rule 16b-3
 
Marcus Smith over two months ago
Insider Trading
 
Saba Capital Management, L.p. over three months ago
Acquisition by Saba Capital Management, L.p. of 34017 shares of Eaton Vance at 5.05 subject to Rule 16b-3
 
Saba Capital Management, L.p. over three months ago
Acquisition by Saba Capital Management, L.p. of 48356 shares of Eaton Vance at 5.35 subject to Rule 16b-3
 
Redding John over three months ago
Insider Trading
 
Holt William E over three months ago
Insider Trading
 
Sveen Andrew over three months ago
Insider Trading
 
Donovan Laura over six months ago
Insider Trading
 
Morgan Stanley over a year ago
Acquisition by Morgan Stanley of tradable shares of Eaton Vance at 25000.0 subject to Rule 16b-3
 
Thomas Faust over a year ago
Insider Trading
 
Redding John over a year ago
Eaton Vance exotic insider transaction detected

Eaton Vance Outstanding Bonds

Eaton Vance issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Eaton Vance Senior uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Eaton bonds can be classified according to their maturity, which is the date when Eaton Vance Senior has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Eaton Vance Corporate Filings

F5
11th of July 2025
The annual filing required by the Securities and Exchange Commission (SEC) from company insiders or beneficial owners
ViewVerify
12th of June 2025
Other Reports
ViewVerify
28th of May 2025
Other Reports
ViewVerify
27th of February 2025
Other Reports
ViewVerify

Currently Active Assets on Macroaxis

When determining whether Eaton Vance Senior is a strong investment it is important to analyze Eaton Vance's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Eaton Vance's future performance. For an informed investment choice regarding Eaton Stock, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Senior. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Eaton Vance. If investors know Eaton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Eaton Vance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.40)
Dividend Share
0.683
Earnings Share
0.56
Revenue Per Share
0.873
Quarterly Revenue Growth
(0.08)
The market value of Eaton Vance Senior is measured differently than its book value, which is the value of Eaton that is recorded on the company's balance sheet. Investors also form their own opinion of Eaton Vance's value that differs from its market value or its book value, called intrinsic value, which is Eaton Vance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Eaton Vance's market value can be influenced by many factors that don't directly affect Eaton Vance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Eaton Vance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Eaton Vance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton Vance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.