EV Mirror Merger Sub 2 Dashboard

Eaton Vance Corp. (Eaton Vance or the Company) provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through principal investment affiliates Eaton Vance Management, Parametric Portfolio Associates, Atlanta Capital Management Company, Calvert Research and Management and Hexavest, the Company offers a diversity of investment approaches, encompassing bottom-up and top-down fundamental active management, responsible investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of Eaton Vance since 1924.

Company profile

Ticker

Exchange

NYSE

Website

www.eatonvance.com/

CEO

Thomas Faust

Incorporated

Maryland

Location

Massachusetts

Fiscal year end

Oct 31

Sector

Finance and Insurance > Securities and Commodity Exchanges

Industry (SIC)

Investment Advice

Ameriprise Financial • Oaktree Capital • Carlyle Group Inc • Ares Management • Blackstone Group Inc • Invesco • Franklin Resources • Legg Mason • BrightSphere Investment • Affiliated Managers ...

Former names

EATON VANCE CORP

SEC CIK

0000350797

Corporate docs

Articles of Incorporation & Bylaws

IRS number

42718215

EV stock data

S&P 500

1M 1Y 2Y 5Y

Press releases

Pro users get this 30m faster

Adjournment of Special Meeting of Shareholders of Eaton Vance New York Municipal Income Trust

14 Jul 21

BOSTON, July 14, 2021 /PRNewswire/ -- Eaton Vance New York Municipal Income Trust (NYSE:EVY) (the "Fund") held a special meeting of shareholders earlier today (the "Special Meeting"). At the Special

Certain Eaton Vance Closed-End Funds Announce Telephonic Annual Meeting Of Shareholders On July 15, 2021

30 Jun 21

BOSTON, June 30, 2021 /PRNewswire/ -- The following notice relates to the combined Annual Meeting of Shareholders of Eaton Vance California Municipal Bond Fund (NYSE:EVM), Eaton Vance Municipal Bond Fund (NYSE:EIM),

Eaton Vance Closed-End Funds Release Estimated Sources Of Distributions

30 Jun 21

BOSTON, June 30, 2021 /PRNewswire/ -- The Eaton Vance closed-end funds listed below released today the estimated sources of their June distributions (each a "Fund"). This press release is issued as

Certain Eaton Vance Closed-End Funds Commence Tender Offers

29 Jun 21

Eaton Vance Announces Upcoming Retirement of Michael A. Allison

13 May 21

Calendar

22 Dec 20

30 Jul 21

31 Oct 21

Financial summary

Financial statements Chart EV financial data

Quarter (USD)	Jul 20	Apr 20	Jan 20	Jul 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Oct 20	Oct 19	Oct 18	Oct 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Cash burn rate (estimated)	Burn method: Change in cash		Burn method: Operating income/loss		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	976.25M	976.25M	976.25M	976.25M	976.25M	976.25M
Cash burn (monthly)	20.66M	(positive/no burn)	(positive/no burn)	(positive/no burn)	47.42M	(positive/no burn)
Cash used (since last report)	247.91M	n/a	n/a	n/a	569.07M	n/a
Cash remaining	728.34M	n/a	n/a	n/a	407.18M	n/a
Runway (months of cash)	35.3	n/a	n/a	n/a	8.6	n/a

Beta Read what these cash burn values mean

Recent insider trades

EV insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value
1 Mar 21	Langstraat Brian D.	Eaton Vance Corp. Common Stock (Voting)	Sale back to company	Dispose D	Yes	No	0	27,854	0
1 Mar 21	Langstraat Brian D.	Voting Trust Receipt	Sale back to company	Dispose D	No	No	0	27,854	0
1 Mar 21	Langstraat Brian D.	Eaton Vance Corp. Non-voting Common Stock	Sale back to company	Dispose D	No	No	0	192,339	0
1 Mar 21	Langstraat Brian D.	RSU Eaton Vance Corp. Non-voting Common Stock	Sale back to company	Dispose D	No	No	0	24,016	0
1 Mar 21	Langstraat Brian D.	RSU Eaton Vance Corp. Non-voting Common Stock	Sale back to company	Dispose D	No	No	0	86,817.32	0
1 Mar 21	Langstraat Brian D.	Option Eaton Vance Corp. Non-voting Common Stock	Sale back to company	Dispose D	No	No	36.29	54,500	1.98M
1 Mar 21	Langstraat Brian D.	Option Eaton Vance Corp. Non-voting Common Stock	Sale back to company	Dispose D	No	No	36.24	149,020	5.4M
1 Mar 21	Langstraat Brian D.	Option Eaton Vance Corp. Non-voting Common Stock	Sale back to company	Dispose D	No	No	26.85	308,465	8.28M
1 Mar 21	Langstraat Brian D.	Option Eaton Vance Corp. Non-voting Common Stock	Sale back to company	Dispose D	No	No	27.5	171,759	4.72M
1 Mar 21	Langstraat Brian D.	Option Eaton Vance Corp. Non-voting Common Stock	Sale back to company	Dispose D	No	No	22.33	131,320	2.93M

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q1 2021

EV institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

0.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	3	372	-99.2%
Opened positions	0	117	EXIT
Closed positions	369	63	+485.7%
Increased positions	0	75	EXIT
Reduced positions	0	129	EXIT

13F shares	Current	Prev Q	Change
Total value	52K	5.83B	-100.0%
Total shares	761	85.89M	-100.0%
Total puts	0	20.6K	EXIT
Total calls	0	100	EXIT
Total put/call ratio	–	206.0	–

Largest owners	Shares	Value	Change
Clearview Wealth Advisors	690	$47K	0.0%
International Assets Investment Management	62	$4K	0.0%
Aua Capital Management	9	$1K	0.0%
IFP Advisors	0	$0	EXIT

Largest transactions	Shares	Bought/sold	Change
Vanguard	0	-10.17M	EXIT
BLK Blackrock	0	-9.71M	EXIT
STT State Street	0	-5.91M	EXIT
Fayez Sarofim & Co	0	-5.16M	EXIT
GS Goldman Sachs	0	-4.15M	EXIT
WFC Wells Fargo & Co.	0	-3.23M	EXIT
Westchester Capital Management	0	-1.97M	EXIT
Alpine Associates Management	0	-1.77M	EXIT
Charles Schwab Investment Management	0	-1.69M	EXIT
Norges Bank	0	-1.56M	EXIT

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. sophomore Avg

New words: absence, accuracy, Activist, aforementioned, alongside, Andrew, Antitrust, assembled, attempt, Beach, Bouchey, comfort, complementary, composed, concept, contemplate, contemplated, contrarian, CRS, customary, Delaware, depressing, difficult, difficulty, disciplinary, drop, Dynamic, Epidemiology, EVM, exacerbated, Florida, governmental, home, HSR, illegal, implied, imputed, jurisdiction, Lee, lieu, literature, Maryland, merge, Mirror, Moody, Morgan, NaN, onset, orientation, Palm, pandemic, paragraph, Park, Paul, payroll, pendency, Polk, preservation, Presidential, procedure, proceed, proceeding, produce, produced, promptly, proration, quickly, rationale, reassigned, receipt, remote, remotely, rescinded, restrain, ROU, safely, School, selloff, Seto, sharp, simulation, skip, small, sought, Stanley, Streur, suitability, surviving, Sveen, thought, thrive, thriving, trademark, tradename, unfavorable, unreasonably, unsure, vii, viii, waiting, waiver, wake, WaterOak, WilmerHale, Winter, withdrew, workforce, write, writing

Removed: affiliation, attestation, attribute, budget, clean, commercialization, comparability, complied, Concurrent, concurrently, conducive, confirmation, constructive, culture, directed, disposal, eligibility, eventual, EVIC, exclusive, extinguished, February, Indenture, instrument, leasing, licensing, lock, LP, match, maturing, notable, notifying, organic, original, reached, reclassify, reconciling, recruiting, retrospectively, returning, Scott, selective, sensitivity, stable, unamortized, unknown, vetted, Weilheimer

From filing 10-K 2020 FY