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Eaton Vance Corp
(NYSE: EV)
AdChoices
35.72
-1.23
-3.33%
After Hours :
35.72
0.00
0.00%

Open

37.00

Previous Close

36.95

Volume (Avg)

1.17M (772.13k)

Day's Range

35.67-37.17

52Wk Range

33.47-43.82

Market Cap.

4.24B

Dividend Rate (Yield )

1.00 (2.46%)

Beta

1.63

Shares Outstanding

118.32M

P/E Ratio (EPS)

15.55 (2.30)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
Industry Asset Management
Highlights
Analyst Recommendation: Outperform
    • Revenue

    • 1.36B

    • Net Income

    • 193.84M

    • Market Cap.

    • 4.24B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 19.59

    • PEG (Price/Earnings Growth) Ratio

    • 1.30

    • Beta

    • 1.63

    • Forward P/E

    • 13.53

    • Price/Sales

    • 3.05

    • Price/Book Value

    • 6.35

    • Price/Cash flow

    • 38.91

      • EBITDA

      • 437.71M

      • Return on Capital %

      • 15.05

      • Return on Equity %

      • 42.71

      • Return on Assets %

      • 15.05

      • Book Value/Share

      • 5.62

      • Shares Outstanding

      • 118.32M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.25 (10/29/2014)

      • Dividend Declaration Date

      • 10/16/2014

      Analyst Recommendation
      10/21/2014
      Outperform
        • 1 Year Price Target

        • 39.00

        • Credit Rating

        • A

        • Analysts

        • 3

        • EPS Estimate

        • 2.64

        • Cashflow Estimate

        • 3.01

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 4.90

          • 10.32

          • Net Income

            YTD/YTD (last year)

          • -4.70

          • 15.27

          • Net Income

            Q/Q (last year)

          • 235.90

          • 51.01

          • Sales (Revenue)

            5-Year Annual Average

          • 4.38

          • 12.38

          • Net Income

            5-Year Annual Average

          • -0.20

          • 9.22

          • Dividends

            5-Year Annual Average

          • 6.27

          • 36.48

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • 82.15

            • 87.52

            • Pre-Tax Margin

            • 32.92

            • 40.10

            • Net Profit Margin

            • 19.59

            • 21.62

            • Average Gross Margin

              5-Year Annual Average

            • 79.50

            • 76.36

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 28.50

            • 24.41

            • Average Net Profit Margin

              5-Year Annual Average

            • 15.70

            • 101.70B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 0.27

              • 0.55

              • Current Ratio

              • 1.48

              • 4.28

              • Quick Ratio

              • 1.48

              • 4.21

              • Interest Coverage

              • 10.04

              • 29.03

              • Leverage Ratio

              • 2.75

              • 9.25

              • Book Value/Share

              • 5.62

              • 16.94

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 15.55

                • 15.75

                • P/E Ratio 5-Year High

                • 19.41

                • 961.17

                • P/E Ratio 5-Year Low

                • 8.74

                • 133.85

                • Price/Sales Ratio

                • 3.05

                • 3.49

                • Price/Book Value

                • 6.35

                • 1.92

                • Price/Cash Flow Ratio

                • 38.91

                • 15.58

                • Key Metrics

                • Company

                • Industry

                  • Return on Equity %

                    (5-Year Average)

                  • 42.71

                    (41.60)

                  • 11.81

                    (7.89)

                  • Return on Assets %

                    (5-Year Average)

                  • 15.05

                    (12.20)

                  • 1.31

                    (1.02)

                  • Return on Capital %

                    (5-Year Average)

                  • 21.35

                    (18.20)

                  • 7.31

                    (5.20)

                  • Income/Employee

                  • 211.54k

                  • 128.38k

                  • Inventory Turnover

                  • -

                  • 11.35

                  • Asset Turnover

                  • 0.77

                  • 0.06

                  Current Historical
                  Financials
                  • Income Statement
                  • Balance Sheet
                  • Cash Flow
                  Operating Income
                  453.01M
                  Operating Margin
                  33.37
                  Total Equity
                  -
                  Retained Earnings
                  -
                  Free Cashflow
                  -
                  Price/Cashflow
                  38.91
                  Ownership

                  Institutional Ownership

                  76.97%

                  Top 10 Institutions

                  38.95%

                  Mutual Fund Ownership

                  32.13%

                  Float

                  97.55%

                  5% / Insider Ownership

                  9.61%

                  Corporate insiders or major stockholders reporting trading activity in the stock.

                  Top Mutual Fund Owners

                  Top Institutional Owners

                  Mutual Fund Name

                  Institution Name

                  • Mutual Fund Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • SPDR® S&P Dividend ETF

                  •  

                    4,156,716

                  • 0.15

                  • 3.43

                  • Columbia Acorn Fund

                  •  

                    3,052,000

                  • 0.00

                  • 2.57

                  • Vanguard Small Cap Index

                  •  

                    1,985,556

                  • -0.34

                  • 1.67

                  • Vanguard Total Stock Mkt Idx

                  •  

                    1,855,877

                  • 0.12

                  • 1.56

                  • ASTON/Fairpointe Mid Cap Fund

                  •  

                    1,650,085

                  • 6.50

                  • 1.39

                  • iShares Core S&P Mid-Cap (AU)

                  •  

                    1,621,031

                  • 0.00

                  • 1.34

                  • Vulcan Value Partners Small Cap Fund

                  •  

                    1,406,017

                  • 25.18

                  • 1.16

                  • Janus Triton Fund

                  •  

                    1,290,022

                  • 0.00

                  • 1.07

                  • Vanguard Extended Market Index Fund

                  •  

                    1,081,462

                  • -3.81

                  • 0.91

                  • SPDR® S&P MIDCAP 400 ETF

                  •  

                    1,066,207

                  • -9.27

                  • 0.90

                  • Institution Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • State Street Corp

                  •  

                    8,200,373

                  • +10.16%

                  • 6.79

                  • Vanguard Group, Inc.

                  •  

                    7,679,991

                  • +0.78%

                  • 6.36

                  • Fayez Sarofim & Company

                  •  

                    5,160,000

                  • 0.00%

                  • 4.27

                  • Wells Fargo Advisors, LLC

                  •  

                    5,095,261

                  • +2.57%

                  • 4.22

                  • London Co Of Virginia

                  •  

                    4,021,069

                  • -38.92%

                  • 3.33

                  • Herndon Capital Management, LLC

                  •  

                    3,874,936

                  • -4.08%

                  • 3.21

                  • BlackRock Fund Advisors

                  •  

                    3,585,141

                  • -2.26%

                  • 2.97

                  • Vulcan Value Partners, LLC

                  •  

                    3,307,706

                  • +73.36%

                  • 2.74

                  • Columbia Wanger Asset Management LLC

                  •  

                    3,302,800

                  • -0.52%

                  • 2.74

                  • EARNEST Partners LLC.

                  •  

                    2,797,088

                  • -2.50%

                  • 2.32

                  Company Profile

                  Sector

                  Financial Services

                  Industry

                  Asset Management

                  Type

                  Cyclical

                  Style

                  Mid Core

                  Eaton Vance Corp is incorporated in the State of Maryland. Its business is managing investment funds and providing investment management and advisory services to high-net-worth individuals and institutions. Its core strategy is to de...morevelop and sustain management expertise across investment disciplines and to offer investment products and services through multiple distribution channels. Through its subsidiaries, the Company manages active equity, income and alternative strategies across the investment styles and asset classes, including U.S. and global equities, floating-rate bank loans, municipal bonds, global income, high-yield and investment grade bonds. Its investment capabilities supports products and services offered to fund shareholders, retail managed account investors, institutional investors...more and high-net-worth clients. Its equity strategies encompass a diversity of investment objectives, risk profiles, income levels and geographic representation. Its income investment strategies cover duration and credit quality and encompass both taxable and tax-free investments. It also offers a range of alternative investment strategies, including currency and commodity-based investments and a spectrum of absolute return strategies. The Company is subject to federal securities laws, state laws regarding securities fraud, other federal and state laws and rules, and regulations of certain regulatory, self-regulatory and other organizations, including, among others, the SEC, FINRA, the FSA and the New York Stock Exchange. The Company markets and distributes shares of Eaton Vance funds domestically through EVD. EVD sells fund shares through a network of financial intermediaries, including national and regional broker/dealers, banks, registered investment advisors, insurance companies and financial planning firms. In the retail fund channel, it competes with other mutual fund management, distribution and service companies that distribute investment products through affiliated and unaffiliated sales forces, broker/dealers and direct sales to the public.lessless

                  Key People

                  Thomas E. Faust,Jr

                  President/Director/Chairman of the Board/CEO

                  Mr. Brian D. Langstraat

                  Director/CEO, Subsidiary

                  Laurie G. Hylton

                  CFO/Chief Accounting Officer/Vice President

                  Frederick S. Marius

                  Other Executive Officer/Secretary/Vice President

                  Jeffrey P. Beale

                  Chief Administrative Officer/Vice President

                  • Eaton Vance Corp

                  • Two International Place

                  • Boston, MA 02110

                  • USA.Map

                  • Phone: +1 617 482-8260

                  • Fax: +1 617 482-2396

                  • eatonvance.com

                  Incorporated

                  1979

                  Employees

                  1,330

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