Eaton Vance Company Insiders
EFR Stock | USD 12.25 0.05 0.41% |
Slightly above 60% of all Eaton Vance's insiders are taking a long position. The analysis of insiders' sentiment of trading Eaton Vance Senior stock suggests that some insiders are bullish at this time. Eaton Vance employs about 24 people. The company is managed by 24 executives with a total tenure of roughly 180 years, averaging almost 7.0 years of service per executive, having 1.0 employees per reported executive.
William Park Chairman Independent Chairman of the Board of Trustees |
George Gorman Chairman Independent Chairman of the Board Of Trustee |
Insider Sentiment 60
Mostly Buying
Selling | Buying |
Latest Trades
2024-10-15 | Of America Corp /De/ Bank | Acquired 1800 @ 12.71 | View | ||
2024-10-10 | Of America Corp /De/ Bank | Disposed 1800 @ 12.81 | View | ||
2024-08-15 | Of America Corp /De/ Bank | Acquired 39 @ 12.78 | View | ||
2024-08-05 | Of America Corp /De/ Bank | Acquired 116 @ 12.36 | View | ||
2024-08-01 | Of America Corp /De/ Bank | Disposed 39 @ 13.12 | View |
Monitoring Eaton Vance's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Eaton |
Eaton Vance Management Team Effectiveness
The company has Return on Asset of 0.0378 % which means that on every $100 spent on assets, it made $0.0378 of profit. This is way below average. Eaton Vance's management efficiency ratios could be used to measure how well Eaton Vance manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Eaton Vance's Return On Tangible Assets are relatively stable compared to the past year. As of 03/21/2025, Return On Assets is likely to grow to 0.08, while Return On Capital Employed is likely to drop 0.01. At this time, Eaton Vance's Return On Assets are relatively stable compared to the past year. As of 03/21/2025, Asset Turnover is likely to grow to 0.09, though Other Current Assets are likely to grow to (8 M).As of 03/21/2025, Common Stock Shares Outstanding is likely to drop to about 21.4 M. In addition to that, Net Loss is likely to grow to about (33.6 M)
Eaton Vance Workforce Comparison
Eaton Vance Senior is currently under evaluation in number of employees category among its peers. The total workforce of Financials industry is currently estimated at about 215. Eaton Vance adds roughly 0.0 in number of employees claiming only tiny portion of equities under Financials industry.
Eaton Vance Profit Margins
The company has Net Profit Margin of (0.02) %, which means that it does not effectively control expenditures or properly executes on its pricing strategies. This is way below average. In the same way, it shows Net Operating Margin of 0.8 %, which entails that for every 100 dollars of revenue, it generated $0.8 of operating income.Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Operating Profit Margin | 0.0884 | 0.093 |
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Eaton Vance Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Eaton Vance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Eaton Vance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Eaton Vance insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
---|---|---|---|---|---|
2024-09-01 | 0.25 | 1 | 4 | 116.00 | 116.00 |
2020-03-01 | 0.8333 | 5 | 6 | 1,057,746 | 1,414,559 |
2019-03-01 | 2.0 | 4 | 2 | 341,848 | 100.00 |
2018-12-01 | 3.0 | 3 | 1 | 7,500 | 0.00 |
2017-12-01 | 1.0 | 1 | 1 | 4,000 | 0.00 |
2014-06-01 | 2.0 | 2 | 1 | 602.00 | 600.00 |
2011-12-01 | 2.0 | 2 | 1 | 1,400 | 1,400 |
2011-09-01 | 1.0 | 1 | 1 | 1,414 | 1,414 |
2011-06-01 | 1.0 | 2 | 2 | 2,100 | 2,100 |
2011-03-01 | 0.5 | 1 | 2 | 100.00 | 100.00 |
2010-03-01 | 1.0 | 1 | 1 | 100.00 | 100.00 |
Eaton Vance Notable Stakeholders
An Eaton Vance stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Eaton Vance often face trade-offs trying to please all of them. Eaton Vance's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Eaton Vance's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
William Park | Independent Chairman of the Board of Trustees | Profile | |
George Gorman | Independent Chairman of the Board Of Trustee | Profile | |
Maureen Gemma | Vice President, Secretary, Chief Legal Officer | Profile | |
Susan Sutherland | Independent Director | Profile | |
James Kirchner | Principal Financial and Accounting and Treasurer | Profile | |
Mark Fetting | Independent Trustee | Profile | |
Scott CFA | Portfolio Mang | Profile | |
Richard Froio | Chief Compliance Officer | Profile | |
CFA Faust | Chairman Trustee | Profile | |
Valerie Mosley | Independent Trustee | Profile | |
Payson CFA | Chief VP | Profile | |
Payson Swaffield | President | Profile | |
Craig Russ | Portfolio Manager | Profile | |
Thomas Faust | Trustee | Profile | |
Edward Perkin | President of ETG, ETY, EVT and EXG | Profile | |
Helen Peters | Independent Trustee | Profile | |
Marcus Smith | Independent Trustee | Profile | |
Peter CFA | Portfolio Mang | Profile | |
Cynthia Frost | Independent Trustee | Profile | |
Deidre Walsh | Vice President Chief Legal Officer | Profile | |
Keith Quinton | Independent Trustee | Profile | |
Kimberly Roessiger | Company Secretary | Profile | |
Scott Wennerholm | Independent Trustee | Profile | |
Eric Stein | President | Profile |
About Eaton Vance Management Performance
The success or failure of an entity such as Eaton Vance Senior often depends on how effective the management is. Eaton Vance management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Eaton management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Eaton management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.08 | 0.08 | |
Return On Capital Employed | 0.01 | 0.01 | |
Return On Assets | 0.08 | 0.08 | |
Return On Equity | 0.10 | 0.11 |
Eaton Vance Workforce Analysis
Traditionally, organizations such as Eaton Vance use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Eaton Vance within its industry.Eaton Vance Manpower Efficiency
Return on Eaton Vance Manpower
Revenue Per Employee | 2.2M | |
Revenue Per Executive | 2.2M | |
Net Income Per Employee | 2.2M | |
Net Income Per Executive | 2.2M |
Additional Tools for Eaton Stock Analysis
When running Eaton Vance's price analysis, check to measure Eaton Vance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Eaton Vance is operating at the current time. Most of Eaton Vance's value examination focuses on studying past and present price action to predict the probability of Eaton Vance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Eaton Vance's price. Additionally, you may evaluate how the addition of Eaton Vance to your portfolios can decrease your overall portfolio volatility.