Eaton Vance Corp. (EV)

Sector:
FINANCE
Industry:
CORPORATE FINANCE
SIC:
INVESTMENT ADVICE
CEO:
Thomas Ewart Faust
Employees:
1,904
TWO INTERNATIONAL PLACE, BOSTON, MA 02110
6174828260

*** This stock is shown as delisted in our database. *** If you think this isn't correct then please let us know

Eaton Vance Corp. manages investment funds and provides investment management and counseling services to high-net-worth individuals and institutions. It offers a range of engineered portfolio implementation services, including tax-managed core and specialty index strategies, futures- and options-based portfolio overlays and centralized portfolio management of multi-manager portfolios. The company was founded on April 30, 1979 and is headquartered in Boston, MA.

Data derived from most recent annual or quarterly report
Market Cap 8.344 Billion Shares Outstanding114.197 Million Avg 30-day Volume 3.377 Million
P/E Ratio46.6266 Dividend Yield2.688 EPS1.26
Price to Revenue3.7325 Debt to Equity1.475 EBITDA418.839 Million
Price to Book Value4.8792 Operating Margin0.0 Enterprise Value8.071 Billion
Current Ratio EPS Growth-0.657 Quick Ratio
1 Yr BETA 1.4116 52-week High/Low 0.0 / Profit Margin7.7055
Operating Cash Flow Growth-36.5343 Altman Z-Score Free Cash Flow to Firm 160.25 Million
View SEC Filings from EV instead.

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Funds Holding EV (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding EV

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Active Schedule 13D and 13G filings

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Recent Filings

Financial Reporting

Events (8k)

  • 8-K: filed on 2021-03-01:
    Item 1.02: Termination of a Material Definitive Agreement
    Item 2.01: Completion of Acquisition or Disposition of Assets
    Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing
    Item 3.03: Material Modifications to Rights of Security Holders
    Item 5.01: Changes in Control of Registrant
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-02-24:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-02-19:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-01-29:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-01-15:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2020-12-18:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
  • 8-K: filed on 2020-12-07:
    Item 7.01: Regulation FD Disclosure
  • 8-K: filed on 2020-11-24:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2020-11-03:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2020-10-08:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • Proxy

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    HIGDON LEO I JR

    • Director
    No longer subject to file 2021-03-01 0

    PUHY DOROTHY E

    • Director
    No longer subject to file 2021-03-01 0

    FAUST THOMAS E JR CEO

    • Officer
    • Director
    No longer subject to file 2021-03-01 0

    HYLTON LAURIE G CHIEF FINANCIAL OFFICER

    • Officer
    No longer subject to file 2021-03-01 0

    SMITH WINTHROP H JR

    • Director
    No longer subject to file 2021-03-01 0

    JOHNSON PAULA A

    • Director
    No longer subject to file 2021-03-01 0

    BERMAN ANN E

    • Director
    No longer subject to file 2021-03-01 0

    WITKOS MATTHEW J

    • PRES & CEO EV DISTRIBUTORS INC
    No longer subject to file 2021-03-01 0

    MARIUS FREDERICK S CHIEF LEGAL OFFICER

    • Officer
    No longer subject to file 2021-03-01 0

    SPILLANE RICHARD A JR.

    • Director
    No longer subject to file 2021-03-01 0

    LANGSTRAAT BRIAN D.

    • Director
    No longer subject to file 2021-03-01 0

    ROZEN JULIE E CHIEF ACCOUNTING OFFICER

    • Officer
    No longer subject to file 2021-03-01 0

    CATALDO DANIEL C. CHIEF ADMINISTRATIVE OFFICER

    • Officer
    No longer subject to file 2021-03-01 0

    PERKIN EDWARD J. CHIEF EQUITY INV. OFFICER

    • Officer
    159,975 2018-07-09 0

    BEALE JEFFREY P CHIEF ADMINISTRATIVE OFFICER

    • Officer
    No longer subject to file 2018-05-04 0

    SWAFFIELD PAYSON F

    • CHIEF INCOME OFFICER
    718,783 2017-11-03 0

    RICHARDSON DUNCAN W EXECUTIVE VICE PRESIDENT

    • Officer
    • Director
    No longer subject to file 2014-10-31 0

    WHELAN ROBERT J

    • FORMER CFO
    No longer subject to file 2012-08-06 0

    O REILLY VINCENT M

    • Director
    No longer subject to file 2009-01-07 0

    PELLETIER JOHN E CHIEF LEGAL OFFICER

    • Officer
    No longer subject to file 2008-05-01 0

    DYNNER ALAN R VOTING TRUSTEE

    • Officer
    1,027,927 2007-10-31 0

    HAWKES JAMES B CEO

    • Officer
    • Director
    3,940,105 2007-10-31 0

    STEUL WILLIAM M CHIEF FINANCIAL OFFICER

    • Officer
    669,375 2007-10-31 0

    CABOT JOHN G L

    • Director
    503,364 2007-01-08 0

    WHITAKER WHARTON P PRESIDENT, EV DISTRIBUTORS

    • Officer
    1,895,837 2006-12-06 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed
    Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
    No current insider transactions

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    EATON VANCE CORP EV 2021-02-26 22:15:02 UTC -0.7172 0.7872 350000
    EATON VANCE CORP EV 2021-02-26 21:45:03 UTC -0.7163 0.7863 350000
    EATON VANCE CORP EV 2021-02-26 21:15:02 UTC -0.7163 0.7863 350000
    EATON VANCE CORP EV 2021-02-26 20:45:03 UTC -0.7153 0.7853 350000
    EATON VANCE CORP EV 2021-02-26 20:15:03 UTC -0.7153 0.7853 350000
    EATON VANCE CORP EV 2021-02-26 19:45:03 UTC -0.7153 0.7853 350000
    EATON VANCE CORP EV 2021-02-26 19:15:03 UTC -0.7153 0.7853 350000
    EATON VANCE CORP EV 2021-02-26 18:45:03 UTC -0.7044 0.7744 350000
    EATON VANCE CORP EV 2021-02-26 18:15:02 UTC -0.7044 0.7744 350000
    EATON VANCE CORP EV 2021-02-26 17:45:02 UTC -0.7044 0.7744 350000
    EATON VANCE CORP EV 2021-02-26 17:15:03 UTC -0.7044 0.7744 350000
    EATON VANCE CORP EV 2021-02-26 16:45:03 UTC -0.6995 0.7695 350000
    EATON VANCE CORP EV 2021-02-26 16:15:02 UTC -0.6995 0.7695 350000
    EATON VANCE CORP EV 2021-02-26 15:45:03 UTC -0.6995 0.7695 350000
    EATON VANCE CORP EV 2021-02-26 15:15:03 UTC -0.6995 0.7695 350000
    EATON VANCE CORP EV 2021-02-26 14:45:03 UTC -1.2773 1.3473 350000
    EATON VANCE CORP EV 2021-02-26 13:00:03 UTC -1.2773 1.3473 350000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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