Equities

Eaton Vance Corp

Eaton Vance Corp

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FinancialsFinancial Services
  • Price (USD)37.95
  • Today's Change0.08 / 0.21%
  • Shares traded396.66k
  • 1 Year change-11.83%
  • Beta1.4620
Data delayed at least 15 minutes, as of Jul 02 2020 21:10 BST.
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Profile data is unavailable for this security.

About the company

Eaton Vance Corp. is engaged in the business of managing investment funds and providing investment management and advisory services to high-net-worth individuals and institutions. The Company operates as an investment advisor to funds and separate accounts. The Company, through its subsidiaries and other affiliates, manages active equity, income and alternative strategies across a range of investment styles and asset classes, including the United States and global equities, floating-rate bank loans, municipal bonds, global income, high-yield and investment grade bonds. Through its subsidiary, the Company also manages a range of engineered alpha strategies, including systematic equity, systematic alternatives and managed options strategies. The Company's open-end fund lineup includes tax-managed equity funds, and non-tax-managed equity and multi-asset funds. The Company's family of closed-end funds includes municipal bond, domestic and global equity, and bank loan.

  • Revenue in USD (TTM)1.72bn
  • Net income in USD387.47m
  • Incorporated1981
  • Employees1.87k
  • Location
    Eaton Vance Corp2 International PlBOSTON 02110-4104United StatesUSA
  • Phone+1 (617) 482-8260
  • Fax+1 (617) 482-2396
  • Websitehttps://www.eatonvance.com/
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Evercore Inc2.04bn261.38m2.68bn1.90k9.382.847.741.316.116.1147.7920.141.00--6.421,074,982.0015.4614.9421.5326.0498.9298.9315.3915.54----0.274934.02-2.5816.85-21.2427.9139.2616.81
Lazard Ltd2.56bn252.47m3.01bn3.04k13.016.2010.111.182.222.2222.414.650.4839--5.22849,382.704.9012.368.4618.8292.4494.3510.1322.22----0.751555.30-7.552.45-45.65-7.6814.0214.39
Stifel Financial Corp3.63bn415.96m3.14bn8.30k8.590.99356.650.86415.335.3346.6150.650.1451--2.36437,648.701.751.302.031.5198.6898.5312.038.42--4.770.3657--10.029.3412.9719.2042.76--
Cohen & Steers, Inc.422.43m122.65m3.23bn328.0026.7316.5127.017.642.532.538.714.091.14--6.831,287,909.0031.1226.5250.8438.3886.5586.6027.2426.83--19.390.00122.567.805.5318.3212.26-14.1910.35
Futu Holdings Ltd169.77m32.58m3.34bn847.00103.169.58--19.700.25840.25841.352.780.055--0.9168200,438.901.15--10.75--74.29--20.90----394.650.3255--30.84--287.57------
Affiliated Managers Group, Inc.2.20bn200.90m3.44bn4.00k18.411.435.421.563.963.9644.4550.940.2908--4.53550,950.006.317.778.1910.76----21.6927.54--4.610.333310.04-5.84-2.26-93.56-48.87-12.94--
Hamilton Lane Inc274.05m60.83m3.56bn400.0031.8222.7227.3813.002.132.139.632.980.6571--9.80685,120.0030.4033.7556.4750.76----46.2642.65----0.238949.328.6712.0281.17-2.569.68--
Janus Henderson Group PLC2.23bn77.20m3.81bn2.30k54.770.855330.961.710.37660.376611.9424.120.326--9.46968,695.600.88686.961.048.60----2.7219.77--13.180.061168.55-4.9415.10-18.1514.7732.14-2.64
Houlihan Lokey Inc1.16bn183.79m3.87bn1.49k20.223.7719.223.332.802.8017.6415.020.7473--8.80777,577.4011.8510.1218.8314.75----15.8514.33----0.004736.916.9111.2314.5718.1334.71--
Jefferies Financial Group Inc5.86bn1.02bn4.19bn4.80k4.780.46153.560.71483.253.2818.7233.740.1163--0.80981,219,981.002.030.75693.171.0766.5251.7117.435.92----0.685836.237.64-15.94227.1234.44-17.3114.87
Eaton Vance Corp1.72bn387.47m4.34bn1.87k11.133.4011.332.523.413.4115.1911.160.4608--7.57921,133.109.6312.5512.0915.7083.3682.0920.9021.04--12.050.534644.30-0.54183.02-1.466.1635.719.73
Legg Mason Inc2.92bn243.27m4.42bn3.06k17.871.1511.891.512.782.7833.4143.210.3699--7.01955,255.003.851.764.952.1785.8683.5610.424.76--6.090.3031118.010.64980.7204895.811.06-8.3526.04
Virtu Financial Inc2.17bn162.38m4.62bn1.01k17.924.1510.412.131.341.3418.565.770.2164--0.98392,145,443.002.973.484.204.6669.6262.1713.7316.54----0.711497.34-18.5616.17-121.31--9.84--
Owl Rock Capital Corp771.28m70.92m4.71bn--39.640.8715--6.110.30980.30982.1214.090.0941--315.77--0.865--0.9274--58.67--9.20----1.150.3978--84.65--146.24------
Invesco Ltd.6.50bn468.50m4.84bn8.76k10.340.51027.180.74461.021.0214.3129.420.1879--6.54737,070.601.933.143.185.3368.6269.8910.2616.98--27.910.382956.2815.123.45-36.97-10.65-1.374.76
Voya Financial Inc7.02bn574.00m5.77bn6.00k11.350.7771--0.82284.03-4.2249.5558.880.0442----1,169,167.000.41740.2054--------9.455.23--4.180.26915.094.85-7.3194.07-21.43--51.57
Data as of Jul 02 2020. Currency figures normalised to Eaton Vance Corp's reporting currency: US Dollar USD

Institutional shareholders

42.82%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 31 Mar 202010.57m9.28%
BlackRock Fund Advisorsas of 31 Mar 202010.45m9.17%
SSgA Funds Management, Inc.as of 31 Mar 20209.64m8.46%
Fayez Sarofim & Co.as of 31 Mar 20205.16m4.53%
Wells Fargo Clearing Services LLCas of 31 Mar 20204.42m3.88%
EARNEST Partners LLCas of 31 Mar 20202.24m1.97%
JPMorgan Investment Management, Inc.as of 31 Mar 20201.78m1.56%
Geode Capital Management LLCas of 31 Mar 20201.64m1.44%
Janus Capital Management LLCas of 31 Mar 20201.59m1.39%
Charles Schwab Investment Management, Inc.as of 31 Mar 20201.29m1.13%
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Data from 31 Mar 2020 - 31 Mar 2020Source: FactSet Research Systems Inc.
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