Skip to main content

Eaton Vance Tax-Managed Diversi (ETY) Stock Analysis

Recovery setup

SellModerate Confidence

Financial Services · Asset Management

Sell if holding. Engine safety override at $14.98: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: Below-average business quality.

Eaton Vance Tax-Managed Diversified Equity 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 diversified sectors.... Read more

$14.98-1.8% A.UpsideScore 5.5/10#66 of 109 Asset Management
Stop $14.56Target $14.71(resistance)A.R:R 0.0:1

Sell if holding. Engine safety override at $14.98: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: Below-average business quality. Chart setup: Death cross but MACD improving, RSI 78. Score 5.5/10, moderate confidence.

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

Thesis

Rewards
No bull case signals
Risks
Quality below floor (3.5 < 4.0)

Key Metrics

P/E (TTM)7.7
P/E (Fwd)
Mkt Cap$2.4B
EV/EBITDA
Profit Mgn1646.5%
ROE12.6%
Rev Growth-0.5%
Beta1.00
Dividend8.03%
Rating analysts

Quality Signals

Piotroski F4/9

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

Rating Breakdown

3 floor-breakers·2 ceiling hits

Revenue shrinking — -0.5% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
2.4
Earnings Growth
3.3
Declining revenue: -0%

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Roa
0.0
Operating Margin
0.0
Current Ratio
0.7
Roe
4.2
Piotroski F
4.4
Moat
5.0
Gross Margin
10.0
No competitive moat

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
0.2
Bollinger
1.0
52w Position
9.6
GatesA.R:R UPSIDE_EXHAUSTED (upside=0.0%)Death cross (50MA < 200MA)Momentum 6.8>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
78 · Overbought
20D MA 50D MA 200D MADEATH CROSSSupport $13.55Resistance $15.01

Price Targets

$15
$15
A.Upside-1.8%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.5 < 4.0)

Earnings

We could not retrieve earnings history for ETY.
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 ETY stock a buy right now?

Sell if holding. Engine safety override at $14.98: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: Below-average business quality. Chart setup: Death cross but MACD improving, RSI 78. Prior stop was $14.56. Score 5.5/10, moderate confidence.

What is the ETY stock price target?

Take-profit target: $14.71 (-1.8% upside). Prior stop was $14.56. Stop-loss: $14.56.

What are the risks of investing in ETY?

Quality below floor (3.5 < 4.0).

Is ETY overvalued or undervalued?

Eaton Vance Tax-Managed Diversi trades at a P/E of 7.7 (forward N/A). TrendMatrix value score: 7.5/10. Verdict: Sell.

0
What does Eaton Vance Tax-Managed Diversi do?Eaton Vance Tax-Managed Diversified Equity Income Fund is a closed-ended equity mutual fund launched and managed by...

Eaton Vance Tax-Managed Diversified Equity 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 diversified sectors. The fund primarily invests in dividend paying stocks of companies. It also writes S&P 500 Index call options with respect to a portion of the value of its common stock portfolio to generate current cash flow from the options premium received. The Fund also normally invests in issuers located in at least three countries including the United States. It also invests through derivatives. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 80% S&P 500 Index and 20% FTSE Eurotop 100 Index. Eaton Vance Tax-Managed Diversified Equity Income Fund was formed on November 30, 2006 and is domiciled in the United States.

Related stocks: ETG (Eaton Vance Tax-Advantaged Glob) · AOD (Aberdeen Total Dynamic Dividend) · CET (11017) · CLM (Cornerstone Strategic Value Fd) · WT (WisdomTree, Inc.)