Skip to main content
EVTEaton Vance Tax Advantaged DiviSell5.4·$26.72+0.30%
Open full analysis

Eaton Vance Tax Advantaged Divi (EVT) Stock Analysis

Range Bound setup

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Sell if holding. Momentum 4.1/10 is below the 5.0 floor at $26.72 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Near 52-week high (2.7% away).

Eaton Vance Tax-Advantaged Dividend Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across the diversified sectors.... Read more

$26.72+0.7% A.UpsideScore 5.4/10#69 of 109 Asset Management
QualityF-score6 / 9FCF yield0.98%
IncomeYield7.39%(5y avg 7.75%)Payout79.01%
Stop $25.72Target $26.91(resistance)A.R:R 0.0:1

Sell if holding. Momentum 4.1/10 is below the 5.0 floor at $26.72 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Near 52-week high (2.7% away). Chart setup: RSI 52 mid-range, Bollinger mid-band. Score 5.4/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.

Thesis

Rewards
Attractive valuation
Risks
Near 52-week high (2.7% away)

Key Metrics

P/E (TTM)10.7
P/E (Fwd)
Mkt Cap$2.0B
EV/EBITDA
Profit Mgn276.4%
ROE9.4%
Rev Growth-8.5%
Beta1.03
Dividend7.39%
Rating analysts8

Quality Signals

Piotroski F6/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
2.0
Value Rank
3.8
Quality Rank
7.0
Best-in-class margins
GatesMomentum 4.1<4.5A.R:R UPSIDE_EXHAUSTED (upside=0.0%)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
52 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $25.85Resistance $27.46

Price Targets

$26
$27
A.Upside+0.7%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 4.1 (below the engine's 4.5 threshold)

Earnings

We could not retrieve earnings history for EVT.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is EVT stock a buy right now?

Sell if holding. Momentum 4.1/10 is below the 5.0 floor at $26.72 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Near 52-week high (2.7% away). Chart setup: RSI 52 mid-range, Bollinger mid-band. Prior stop was $25.72. Score 5.4/10, moderate confidence.

What is the EVT stock price target?

Take-profit target: $26.91 (+0.7% upside). Prior stop was $25.72. Stop-loss: $25.72.

What are the risks of investing in EVT?

Near 52-week high (2.7% away).

Is EVT overvalued or undervalued?

Eaton Vance Tax Advantaged Divi trades at a P/E of 10.7 (forward N/A). TrendMatrix value score: 7.8/10. Verdict: Sell.

What do analysts say about EVT?

8 analysts cover EVT with a consensus score of 2.3/5.

What does Eaton Vance Tax Advantaged Divi do?Eaton Vance Tax-Advantaged Dividend Income Fund is a closed-ended equity mutual fund launched and managed by Eaton...

Eaton Vance Tax-Advantaged Dividend Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across the diversified sectors. The fund primarily invests in dividend paying value stocks of companies that qualify for favorable federal income tax treatment. It benchmarks the performance of its portfolio against the Russell 1000 Value Index. Eaton Vance Tax-Advantaged Dividend Income Fund was formed on September 30, 2003 and is domiciled in the United States.

Related stocks: ETG (Eaton Vance Tax-Advantaged Glob) · AOD (Aberdeen Total Dynamic Dividend) · RVT (Royce Value Trust, Inc.) · CLM (Cornerstone Strategic Value Fd) · VCTR (Victory Capital Holdings, Inc. )
Home Stocks EVT

Latest news

No recent news