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Eaton Vance Tax Advantaged Divi

EVT

Last
$28.12
Day
+1.4%
1y
+12.6%
5y
+0.6%
52w
-6.5%
SPY YTD
+13.3%
XLF
-1.3%
Earnings
—
EMA 21
28.02
EMA 50
28.14
EMA 200
26.90
20d high
-3.4%
5y high
-8.4%
5y range
78th
Website · United States

Positions held

Your positions

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Add it to see shares, cost, and P&L here.

Score
-28
Hold
avoid
Signal
Strong Sell
Target
$28.47
Stop
$27.09
Stop distance
3.7%
Target vs last
+1.2%

Bull / bear case

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

Bull case
  • Eaton Vance Tax Advantaged Dividend operates in the asset management industry, which can benefit from increasing interest in tax-advantaged investment strategies among investors.
  • The company has a trailing P/E ratio of 4.42, indicating it may be undervalued compared to its peers.
  • Eaton Vance has a dividend yield of 7.11%, providing attractive income potential for investors.
Bear case
  • The asset management industry is facing significant competition, which may pressure margins and growth.
  • Eaton Vance reported a revenue decline of 32.08 million in 2023, indicating challenges in maintaining profitability.
  • The company's score is a 'Strong Sell' with a score of -21.00, reflecting negative market sentiment and technical indicators.

Fundamentals

Market cap$2.07BEnterprise value$2.51BTrailing P/E4.34Forward P/E—
PEG—Price / book0.97Beta1.04Dividend yield7.13%
Revenue growth-12.7%Earnings growth—Gross margin100.0%Operating margin62.4%
Profit margin7.5%ROE24.2%ROA1.1%Debt / equity0.21
Current ratio1.75Free cash flow$12.67MAnalyst recommendationnoneMean target—
52w high$29.6552w low$23.00

Quarterly

No data yet.

Yearly (6y)

2025202420232022
Revenue$187M$495M-$32.1M-$209M
Op margin————
Net income$186M$494M-$33.4M-$211M
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

EVT · daily-2.4% over 13 sessions
Close EMA21 EMA50 EMA200
27.2427.5827.9228.2628.602026-092026-092026-092026-092026-102026-102026-10