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
Website
CEO
Thomas Faust
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
EATON VANCE CORP
SEC CIK
Corporate docs
Subsidiaries
Eaton Vance Distributors, Inc. • Atlanta Capital Management Company, LLC • Parametric Portfolio Associates LLC • Boston Management and Research • Eaton Vance Management Canada Ltd • Eaton Vance Management (International) Limited • Calvert Research and ...
IRS number
42718215
Latest filings (excl ownership)
EFFECT
Notice of effectiveness
10 Mar 21
EFFECT
Notice of effectiveness
10 Mar 21
15-12B
Securities registration termination
2 Mar 21
S-8 POS
Registration of securities for employees (post-effective amendment)
2 Mar 21
S-8 POS
Registration of securities for employees (post-effective amendment)
2 Mar 21
S-8 POS
Registration of securities for employees (post-effective amendment)
2 Mar 21
S-8 POS
Registration of securities for employees (post-effective amendment)
2 Mar 21
S-8 POS
Registration of securities for employees (post-effective amendment)
2 Mar 21
S-8 POS
Registration of securities for employees (post-effective amendment)
2 Mar 21
S-8 POS
Registration of securities for employees (post-effective amendment)
2 Mar 21
Transcripts
Earnings call transcript
2020 Q3
26 Aug 20
Earnings call transcript
2020 Q2
20 May 20
Earnings call transcript
2020 Q1
26 Feb 20
Earnings call transcript
2019 Q4
26 Nov 19
Earnings call transcript
2019 Q3
27 Aug 19
Earnings call transcript
2019 Q2
21 May 19
Earnings call transcript
2019 Q1
26 Feb 19
Earnings call transcript
2018 Q4
27 Nov 18
Earnings call transcript
2018 Q3
29 Aug 18
Earnings call transcript
2018 Q2
22 May 18
Latest ownership filings
Financial summary
Quarter (USD) | Jul 20 | Apr 20 | Jan 20 | Jul 19 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Oct 20 | Oct 19 | Oct 18 | Oct 17 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 976.25 mm | 976.25 mm | 976.25 mm | 976.25 mm | 976.25 mm | 976.25 mm |
Cash burn (monthly) | 20.66 mm | (no burn) | (no burn) | (no burn) | 47.42 mm | (no burn) |
Cash used (since last report) | 926.09 mm | n/a | n/a | n/a | 2.13 bn | n/a |
Cash remaining | 50.16 mm | n/a | n/a | n/a | -1.15 bn | n/a |
Runway (months of cash) | 2.4 | n/a | n/a | n/a | -24.2 | n/a |
Institutional ownership, Q1 2023
13F holders | Current |
---|---|
Total holders | 0 |
Opened positions | 0 |
Closed positions | 0 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 0.00 |
Total shares | 0.00 |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
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