The Technical Analyst
Eaton Vance Enhanced [EOS]
Exchange: NYSE Sector: Financial Services Industry: Asset Management
Eaton Vance Enhanced Price, Forecast, Insider, Ratings, Fundamentals & Signals
1.03% $20.54
America/New_York / 9 mai 2024 @ 11:07
| FUNDAMENTALS | |
|---|---|
| MarketCap: | 1 056.02 mill |
| EPS: | 5.34 |
| P/E: | 3.85 |
| Earnings Date: | Feb 28, 2024 |
| SharesOutstanding: | 51.41 mill |
| Avg Daily Volume: | 0.0837 mill |
| RATING 2024-05-08 |
|---|
| B+ |
| Neutral |
| RATINGS | ||
|---|---|---|
| Rating CashFlow: | Sell | |
| Return On Equity: | Strong Buy | |
| Return On Asset: | Strong Buy | |
| DE: | Strong Sell | |
| P/E: | Sell | |
| Price To Book: | Neutral |
| QUARTER GROWTHS | ||||||
|---|---|---|---|---|---|---|
| 2/21 | 4/21 | 2/22 | 4/22 | 2/23 | 4/23 | |
| Revenue | ||||||
| Gr.Profit | ||||||
| Ebit | ||||||
| Asset | ||||||
| Debt | n/a | n/a | n/a | n/a | n/a |
| PE RATIO: COMPANY / SECTOR |
|---|
| 0.39x |
| Company: PE 3.85 | sector: PE 9.91 |
| PE RATIO: COMPANY / INDUSTRY |
|---|
| 0.19x |
| Company: PE 3.85 | industry: PE 20.04 |
| DISCOUNTED CASH FLOW VALUE |
|---|
|
$1.145 (-94.42%) $-19.39 |
| Date: 2024-05-09 |
| Expected Trading Range (DAY) |
|---|
|
$ 20.26 - 20.82 ( +/- 1.35%) |
| ATR Model: 14 days |
Insider Trading
| Date | Person | Action | Amount | type |
|---|---|---|---|---|
| 2024-01-01 | Donovan Laura | Buy | 0 | |
| 2023-08-03 | Faust Thomas E Jr | Buy | 0 | |
| 2023-04-01 | Pachnanda Anchal | Buy | 0 | |
| 2023-01-04 | Bowser Alan C. | Buy | 0 | |
| 2023-02-01 | Perkin Edward J. | Buy | 0 |
| INSIDER POWER |
|---|
| 0.00 |
| Last 18 transactions |
| Buy: 34 775 | Sell: 0 |
Forecast:
12:47 - $20.34
Live Trading Signals (every 1 min)
Forecast
1: 11:17 - $20.52
Forecast 2: 12:07 - $20.41
Forecast 3: 12:47 - $20.34
SCORE
10.00
Buy
10.00
Buy
Score Algorithm Version: 1.2C
Last version updated: Fri April 15th, 2022
Last version updated: Fri April 15th, 2022
| Indicator Signals | |
|---|---|
| RSI 21 | |
| SMA | |
| Trend | |
| Trend 2 | |
| Trend 3 | |
| MACD |
| Volume Signals | |
|---|---|
| Price | $20.54 (1.03% ) |
| Volume | 0.0125 mill |
| Avg. Vol. | 0.0837 mill |
| % of Avg. Vol | 14.92 % |
| Signal 1: | |
| Signal 2: |
Today
Last 12 Months
RSI
Last 10 Buy & Sell Signals For EOS
0 Signals | Accuracy: 0.00% | Accuracy Buy: 0.00% | Accuracy Sell: 0.00%
Avg return buy: 0.00 % | Avg return sell: 0.00 %
$1 invested is now $1.00 or 0.00% since Coming Soon
| Date | Signal | @ | Closed | % |
|---|
EOS
Eaton Vance Enhanced Equity Income Fund II is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of mid-cap and large-cap companies. It generates current earnings from option premiums by selling covered call options on a substantial portion of its portfolio. The fund benchmarks the performance of its portfolio against the Russell 1000 Growth Index, the CBOE S&P 500 BuyWrite Index, and the CBOE NASDAQ-100 BuyWrite Index. Eaton Vance Enhanced Equity Income Fund II was formed on January 31, 2005 and is domiciled in the United States.
Latest Press Releases
2024-03-01 16:30:00 - Press Release
Distribution Dates And Amounts Announced For Eaton Vance Closed-end Funds
Boston--(business wire)--the following eaton vance closed-end funds (the “funds”) announced distributions today as detailed below. declaration – 3/1/2024 ex-date – 3/8/2024 record – 3/11/2024 payable – 3/18/2024 municipal bond funds: fund ticker distribution change from prior distribution closing market price – 2/29/24 distribution rate at market price eaton vance california municipal income trust cev $0.0434 - $10.40 5.01% eaton vance municipal income trust evn $0.0461 - $10.15 5.45% taxab.
2024-01-31 16:30:00 - Press Release
Eaton Vance Closed-end Funds Release Estimated Sources Of Distributions
Boston--(business wire)--the eaton vance closed-end funds listed below released today the estimated sources of their january distributions (each a “fund”). this press release is issued as required by the funds' managed distribution plan (plan) and an exemptive order received from the u.s. securities and exchange commission. the board of trustees has approved the implementation of the plan to make monthly, as noted below, cash distributions to common shareholders, stated in terms of a fixed amou.
2024-01-02 19:30:00 - Press Release
Distribution Dates And Amounts Announced For Eaton Vance Closed-end Funds
Boston--(business wire)--the following eaton vance closed-end funds (the “funds”) announced distributions today as detailed below. declaration – 1/2/2024 ex-date – 1/11/2024 record – 1/12/2024 payable – 1/19/2024 municipal bond funds: fund ticker distribution change from prior distribution closing market price – 12/29/23 distribution rate at market price eaton vance california municipal income trust cev $0.0434 $0.0092 $10.34 5.04% eaton vance municipal income trust evn $0.0461 $0.0086 $9.82.
2023-12-01 16:30:00 - Press Release
Distribution Dates And Amounts Announced For Eaton Vance Closed-end Funds
Boston--(business wire)--the following eaton vance closed-end funds (the “funds”) announced distributions today as detailed below. declaration – 12/1/2023 ex-date – 12/8/2023 record – 12/11/2023 payable – 12/18/2023 municipal bond funds: fund ticker distribution change from prior distribution closing market price – 11/30/23 distribution rate at market price eaton vance california municipal income trust cev $0.0342 - $9.93 4.13% eaton vance municipal income trust.
2023-10-31 14:00:00 - Press Release
Eaton Vance Closed-end Funds Release Estimated Sources Of Distributions
Boston--(business wire)--the eaton vance closed-end funds listed below released today the estimated sources of their october distributions (each a “fund”). this press release is issued as required by the funds' managed distribution plan (plan) and an exemptive order received from the u.s. securities and exchange commission. the board of trustees has approved the implementation of the plan to make monthly, as noted below, cash distributions to common shareholders, stated in terms of a fixed amou.
Latest News
2024-04-08 15:59:01 - Seeking Alpha
Eaton Vance Raises Distributions On All Equity CEFs
After speculating earlier this year that Eaton Vance would raise its distributions on its equity CEFs, that was finally confirmed last week on April 1. The distribution increases range from 4.6% for ETV to 32.2% for EOS which gets most of the funds back up to their previous distribution levels from 2022.
2024-03-09 04:07:32 - Seeking Alpha
EOS: One Of The Few Undervalued Tech CEFs
Eaton Vance Enhanced Equity Income Fund II is a buy-write fund that utilizes call options to extract dividends from equities. EOS's 50/50 portfolio structure and 4% out-of-the-moneyness have helped it outperform other buy-write CEFs and ETFs. Despite its strong performance, EOS is trading at a -4.7% discount to NAV, making it an attractive option for tech exposure.
2024-02-08 13:59:42 - Seeking Alpha
Eaton Vance Option CEFs Looking Better
2024-01-26 09:00:00 - Seeking Alpha
The 8% Income Portfolio: 2023 Year-End Review
2023 year-end review of our 8% Income Portfolio. This high-income portfolio earned over $29,000 in distributions amounting to over 14% yield-on-cost basis and roughly 8.6% on average portfolio value. We will provide updates on trades during the year, dividends collected, and overall performance. As usual, we will compare the performance with a traditional 60:40 stock/bond portfolio.
2024-01-07 09:00:00 - Seeking Alpha
EOS: A Worthy Candidate For Your Income Portfolio
Eaton Vance Enhanced Equity Income Fund II is a closed-end fund that primarily invests in common stocks of high-growth companies, offering high income and reasonable growth potential. For nearly 19 years of its existence, it has offered nearly 9% of annualized total returns, managed a sensible distribution policy, and is currently paying 7.51% in distribution income. We believe it deserves a place in your income portfolio; we would rate the fund as a 'hold' for existing owners and a 'buy' for new investors. However, it may be better to dollar cost average the buys instead of lumpsum.
2024-01-02 21:31:55 - Seeking Alpha
My 9% Income Portfolio-Living Off Dividends
Total Return is the actual rate of return for an investment over a given evaluation period, typically one, three, five, or ten years. The Total NAV Return is the sum of all dividends/distributions, assuming they are reinvested, plus the change in the NAV of the fund, be it positive or negative. However, managing our portfolio is not only about applying financial rules, because it is not certain that dividends can and will always be reinvested.
2023-12-27 11:23:20 - Seeking Alpha
EOS: Solid Performance From This Covered Call Fund With An Attractive Discount
Eaton Vance Enhanced Equity Income Fund II has had a strong year of performance due to its heavy allocation to the technology sector. The fund's share price has not kept up with its underlying portfolio performance, leading to a discount in its trading price. Despite concerns about the tech sector being overvalued, there is still potential for earnings growth in these companies, making the fund a fairly attractive option.
2023-12-04 09:15:50 - Seeking Alpha
EOS: Low Yield, But Might Be Able To Increase Next Year If Bull Market Holds
The Eaton Vance Enhanced Equity Income Fund II offers a reasonably high level of current income without sacrificing potential stock appreciation. The fund has a yield of 7.47%, lower than other funds with a similar strategy, reducing the appeal of the fund for income-focused investors. The fund has heavy exposure to a few large technology companies, requiring investors to diversify their portfolios appropriately.
2023-11-15 17:51:50 - Seeking Alpha
5 Closed-End Fund Buys In The Month Of October 2023 (And 1 ETF)
October was a challenging month for the equity and fixed-income markets, with surging risk-free rates in the Treasury market putting pressure across the board. I've added to positions with utility, REIT, and municipal bond exposure, taking advantage of some extraordinary discounts in the closed-end fund space. The key theme was to continue to limit adding any significant fund-level leverage to my portfolio in the current month, as I've been doing throughout this year.
2023-09-29 12:36:18 - Seeking Alpha
EOS: Some Attractive Characteristics, Limited Diversity
Eaton Vance Enhanced Equity Income Fund II offers investors a high level of income from an equity portfolio, with an 8.07% yield. The fund's recent performance has been better than the broader market index, but investors have still lost money overall. The fund employs an options strategy to generate income, but this strategy comes with limitations and risks.