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Eaton Vance Corporation Eaton V

ETW

Last
$9.67
Day
+1.4%
1y
+5.0%
5y
-10.9%
52w
-4.1%
SPY YTD
+13.3%
XLF
-1.3%
Earnings
—
EMA 21
9.57
EMA 50
9.61
EMA 200
9.40
20d high
-2.2%
5y high
-15.6%
5y range
60th
Website · United States

Positions held

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Score
-10
Hold
avoid
Signal
Sell
Target
$9.73
Stop
$9.38
Stop distance
3.0%
Target vs last
+0.6%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • Eaton Vance Corporation operates in the asset management industry, which can benefit from rising interest rates as it may lead to increased investment activity and higher fees.
  • The company's trailing P/E ratio is 4.63, indicating it may be undervalued compared to its peers.
  • Earnings growth has been strong at 59.6%, suggesting improving profitability.
Bear case
  • The asset management sector is facing increased competition, which can pressure margins and market share.
  • Eaton Vance's revenue growth is currently at -1.4%, indicating a decline in sales.
  • The company's score is a 'Strong Sell' with a score of -31.00, reflecting negative market sentiment and technical indicators.

Fundamentals

Market cap$1.04BEnterprise value$1.04BTrailing P/E4.63Forward P/E—
PEG—Price / book0.89Beta0.86Dividend yield8.35%
Revenue growth-1.4%Earnings growth59.6%Gross margin100.0%Operating margin51.6%
Profit margin11.3%ROE20.4%ROA0.4%Debt / equity—
Current ratio0.33Free cash flow—Analyst recommendationnoneMean target—
52w high$9.9552w low$8.46

Quarterly

No data yet.

Yearly (6y)

2025202420232022
Revenue$187M$112M$151M-$184M
Op margin————
Net income$186M$111M$150M-$186M
Gross margin————
Gross profit————
Operating income————
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

No headlines.

ETW · daily-1.5% over 13 sessions
Close EMA21 EMA50 EMA200
9.399.489.589.679.772026-092026-092026-092026-092026-102026-102026-10