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Type
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Public |
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| Traded as | NYSE: EV S&P 400 Component |
| Industry | Investment management |
| Founded | Boston, Massachusetts (1924) |
| Headquarters | Two International Place Boston, Massachusetts |
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Key people
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Thomas E. Faust Jr., CEO & Chief Executive |
| Products | Mutual funds, tax-managed funds, closed-end funds, variable trust funds, managed accounts, wealth management |
| Revenue |  US$1.3 billion (2016) |
| AUM |  $405.6 billion as of 7/31/17 |
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Number of employees
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1,024 |
| Website | www.eatonvance.com |
Eaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating back to 1924.
Eaton Vance and its affiliates offer individuals and institutions investment products and wealth management services and creation, marketing, and management of investment funds. It provides investment products to individuals, institutions and financial professionals in the US, including wealth management solutions, defined contribution investment only and sub-advisory services.
Eaton Vance was formed by the 1979 merger of two Boston-based investment management firms: Eaton & Howard, Inc., founded in 1924, and Vance, Sanders & Company, organized in 1934.
Landon T. Clay, founder of the Clay Institute was its former chairman.
In 2011, Eaton Vance and Richard Bernstein Advisors launched the Eaton Vance Richard Bernstein All Asset Strategy.
| Period | Date | Adjusted Actuals EPS | GAAP EPS |
|---|---|---|---|
| Q2 2021 | 2021-05-21 | Future report Set alerts | |
| Q1 2021 | 2021-02-24 | 0.94 | 0.94 |
| Q4 2020 | 2020-11-24 | 0.00 | 0.00 |
| Q3 2020 | 2020-08-26 | 0.82 | -0.01 |
| Q2 2020 | 2020-05-20 | 0.80 | 0.65 |
| Q1 2020 | 2020-02-26 | 0.86 | 0.91 |
| Q4 2019 | 2019-11-26 | 0.95 | 0.96 |
| Q3 2019 | 2019-08-27 | 0.90 | 0.90 |
| Q2 2019 | 2019-05-21 | 0.89 | 0.89 |
| Q1 2019 | 2019-02-26 | 0.73 | 0.75 |
| 2016-05-29 | Reiterated Rating | Keefe, Bruyette & Woods | Hold | |
| 2016-05-27 | Boost Price Target | Keefe, Bruyette & Woods | Market Perform | $36.00 to $38.00 |
| 2016-05-19 | Reiterated Rating | Jefferies Group | Hold | $30.00 to $34.00 |
| 2016-04-12 | Boost Price Target | Sandler O'Neill | $29.00 to $34.00 | |
| 2016-02-22 | Lower Price Target | Jefferies Group | Hold | $35.00 to $30.00 |
| 2016-02-22 | Reiterated Rating | William Blair | Market Perform | |
| 2016-02-16 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $35.00 to $31.00 |
| 2016-01-19 | Upgrade | Susquehanna | Negative to Neutral | $28.00 |
| 2016-01-11 | Reiterated Rating | Keefe, Bruyette & Woods | Hold | $37.00 to $35.00 |
| 2015-11-25 | Lower Price Target | RBC Capital | Outperform | $46.00 to $43.00 |
| 2015-11-25 | Reiterated Rating | William Blair | Hold | |
| 2015-11-25 | Lower Price Target | Royal Bank Of Canada | Outperform | $46.00 to $43.00 |
| 2015-11-11 | Reiterated Rating | Piper Jaffray | Hold | $39.00 to $40.00 |
| 2015-11-11 | Reiterated Rating | Piper Jaffray Cos. | Hold | $39.00 to $40.00 |
| 2015-10-08 | Lower Price Target | Credit Suisse | $33.00 | |
| 2015-10-08 | Lower Price Target | Credit Suisse Group AG | $33.00 | |
| 2015-10-07 | Boost Price Target | Jefferies Group | Hold | $39.00 to $50.00 |
| 2015-09-09 | Lower Price Target | RBC Capital | Outperform | $49.00 to $46.00 |
| 2015-09-03 | Lower Price Target | Susquehanna | Neutral | $34.00 to $32.00 |
| 2015-09-03 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $40.00 to $37.00 |
| 2015-08-25 | Reiterated Rating | Keefe, Bruyette & Woods | Hold | $44.00 to $40.00 |
| 2015-08-24 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $44.00 to $40.00 |
| 2015-08-21 | Reiterated Rating | Piper Jaffray | Neutral | $45.00 to $47.00 |
| 2015-08-20 | Reiterated Rating | William Blair | Market Perform | |
| 2015-08-20 | Lower Price Target | Jefferies Group | Hold | $43.00 to $39.00 |
| 2015-08-20 | Lower Price Target | Susquehanna | Neutral | $35.00 to $34.00 |
| 2015-08-20 | Upgrade | Citigroup Inc. | Sell to Neutral | $36.50 |
| 2015-08-12 | Lower Price Target | Susquehanna | Neutral | $36.00 to $35.00 |
| 2015-07-21 | Downgrade | Credit Suisse | Outperform to Neutral | $50.00 to $44.00 |
| 2015-07-15 | Reiterated Rating | Citigroup Inc. | Sell | $36.50 to $36.00 |
| 2015-06-10 | Upgrade | Susquehanna | Negative to Neutral | $35.00 to $36.00 |
| 2015-06-02 | Initiated Coverage | Piper Jaffray | Neutral | $47.00 |
| 2015-05-21 | Boost Price Target | JPMorgan Chase & Co. | Underweight | $40.00 to $41.00 |
| 2015-05-18 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $45.00 to $44.00 |
| 2015-04-27 | Downgrade | Citigroup Inc. | Neutral to Sell | $36.60 |
| 2015-02-27 | Reiterated Rating | Keefe, Bruyette & Woods | Hold | $45.00 to $43.00 |
| 2015-01-16 | Upgrade | Citigroup Inc. | Sell to Neutral | $38.00 |
| 2014-12-16 | Downgrade | Robert W. Baird | Outperform to Neutral | $36.00 to $23.00 |
| 2014-12-09 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $46.00 to $43.00 |
| 2014-11-27 | Reiterated Rating | S&P Equity Research | Buy | |
| 2014-11-26 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $47.00 to $46.00 |
| 2014-11-26 | Boost Price Target | Bank of America | Underperform | $40.00 to $41.00 |
| 2014-11-26 | Boost Price Target | RBC Capital | Outperform | $46.00 to $50.00 |
| 2014-11-26 | Boost Price Target | Bank of America Corp. | Underperform | $40.00 to $41.00 |
| 2014-11-11 | Downgrade | Citigroup Inc. | Neutral to Sell | $35.00 to $38.00 |
| 2014-11-10 | Downgrade | JPMorgan Chase & Co. | Neutral to Underweight | $38.00 to $41.00 |
| 2014-11-10 | Downgrade | Sterne Agee CRT | Buy to Neutral | $45.00 |
| 2014-10-23 | Reiterated Rating | Citigroup Inc. | Neutral | $37.00 to $35.00 |
| 2014-10-08 | Reiterated Rating | Citigroup Inc. | Neutral | $36.00 to $37.00 |
| 2014-08-22 | Reiterated Rating | Keefe, Bruyette & Woods | In-Line | |
| 2014-08-14 | Reiterated Rating | Citigroup Inc. | Neutral | $37.00 to $36.00 |
| 2014-08-08 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $41.00 to $39.00 |
| 2014-07-31 | Lower Price Target | Susquehanna | $31.00 to $30.00 | |
| 2014-05-30 | Initiated Coverage | Evercore ISI | Equal Weight | $39.00 |
| 2014-05-23 | Reiterated Rating | Keefe, Bruyette & Woods | Hold | $38.00 to $41.00 |
| 2014-05-22 | Boost Price Target | Credit Suisse | $43.00 to $44.00 | |
| 2014-05-22 | Boost Price Target | Citigroup Inc. | Hold | $35.00 to $37.00 |
| 2014-05-22 | Lower Price Target | RBC Capital | Outperform | $48.00 to $46.00 |
| 2014-04-28 | Upgrade | Ned Davis Research | Neutral to Buy | |
| 2014-04-15 | Reiterated Rating | JPMorgan Chase & Co. | Neutral | $40.00 |
| 2014-04-14 | Upgrade | Citigroup Inc. | Sell to Neutral | |
| 2014-03-26 | Boost Price Target | Credit Suisse | Outperform | $42.00 to $43.00 |
| 2014-03-19 | Lower Price Target | Credit Suisse | $46.00 to $42.00 | |
| 2014-02-28 | Upgrade | Sterne Agee CRT | Neutral to Buy | |
| 2014-02-21 | Lower Price Target | Bank of America | Underperform | $40.00 |
| 2014-02-20 | Lower Price Target | RBC Capital | $52.00 to $48.00 | |
| 2014-02-18 | Lower Price Target | Keefe, Bruyette & Woods | $43.00 to $38.00 | |
| 2014-02-18 | Lower Price Target | Jefferies Group | Hold | $42.00 to $39.00 |
| 2014-02-03 | Downgrade | Goldman Sachs | Neutral to Sell | $45.00 to $33.00 |
| 2014-01-22 | Boost Price Target | RBC Capital | Outperform | $49.00 to $52.00 |
| 2014-01-16 | Downgrade | Citigroup Inc. | Neutral to Sell | $40.00 to $37.00 |
| 2013-12-04 | Initiated Coverage | William Blair | Market Perform | |
| 2013-10-23 | Upgrade | Credit Suisse | Underperform to Outperform | $40.00 to $46.00 |
| 2011-09-02 | Downgrade | Ticonderoga | Neutral to Sell | $20 |
| 2011-02-07 | Upgrade | Ticonderoga | Sell to Neutral | |
| 2010-11-16 | Downgrade | Ticonderoga | Neutral to Sell | $25 |
| 2010-03-26 | Initiated | Sterne Agee | Buy | $41 |
| 2009-07-06 | Downgrade | JP Morgan | Neutral to Underweight | |
| 2009-05-28 | Initiated | Wachovia | Mkt Perform | |
| 2009-05-22 | Reiterated | Jefferies & Co | Hold | $17 to $25 |
| 2016-05-29 | Reiterated Rating | Keefe, Bruyette & Woods | Hold | |
| 2016-05-27 | Boost Price Target | Keefe, Bruyette & Woods | Market Perform | $36.00 to $38.00 |
| 2016-05-19 | Reiterated Rating | Jefferies Group | Hold | $30.00 to $34.00 |
| 2016-04-12 | Boost Price Target | Sandler O'Neill | $29.00 to $34.00 | |
| 2016-02-22 | Lower Price Target | Jefferies Group | Hold | $35.00 to $30.00 |
There is presents forecasts of rating agencies and recommendations for investors about this ticker
In EV 47 funds of 2213 total. Show all
| Fund name | Ticker shares |
|---|---|
| BlackRock Fund Advisors | 4.73M |
| BlackRock Institutional Trust Company, N.A. | 3.78M |
| JANUS CAPITAL MANAGEMENT LLC | 1.81M |
| COLUMBIA WANGER ASSET MANAGEMENT LLC | 1.29M |
| MANAGED ACCOUNT ADVISORS LLC | 1.01M |
| BlackRock Group LTD | 0.50M |
| BlackRock Investment Management, LLC | 0.44M |
| Three Corner Global Investors LP | 0.37M |
| HERNDON CAPITAL MANAGEMENT LLC | 0.37M |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 0.32M |
| BLACKROCK ADVISORS LLC | 0.25M |
| BlackRock Japan Co. Ltd | 0.15M |
| TEACHERS ADVISORS INC | 0.14M |
| Aperio Group, LLC | 71628 |
| BOSTON PRIVATE BANK & TRUST CO | 51343 |
| Name Relationship | Total Shares | Holding stocks |
|---|---|---|
| FAUST THOMAS E JR CEO | 2.35% (2790542) | EV / |
| SWAFFIELD PAYSON F Chief Income Officer | 0.57% (681537) | EV / EVV / |
| RICHARDSON DUNCAN W Executive Vice President | 0.54% (640903) | EV / EVV / |
| BEALE JEFFREY P Chief Administrative Officer | 0.30% (350457) | EV / EVV / |
| HYLTON LAURIE G Chief Financial Officer | 0.18% (215770) | EV / |
| Witkos Matthew J Pres & CEO EV Distributors Inc | 0.16% (192490) | EV / EVV / |
| Langstraat Brian D. | 0.11% (130971) | EV / |
| Perkin Edward J. Chief Equity Inv. Officer | 0.11% (126343) | EV / |
| PUHY DOROTHY E | 0.02% (29426) | EV / |
| Marius Frederick S Chief Legal Officer | 0.02% (28065) | EV / |
| SMITH WINTHROP H JR | 0.01% (10587) | EV / |
UM