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EVTEaton Vance Tax Advantaged DiviSell4.7·$27.51-0.83%
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Eaton Vance Tax Advantaged Divi (EVT) Stock Analysis

Breakout setup

SellVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Sell if holding. Multiple concerning factors at $27.51: Near 52-week high (1.6% away); Weak overall score: 4.7/10.

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

$27.51-0.4% A.UpsideScore 4.7/10#206 of 240 Asset Management
QualityF-score6 / 9FCF yield0.61%
IncomeYield7.12%(5y avg 7.75%)Payout30.91%sustainable
Stop $26.51Target $27.40(resistance)A.R:R 0.0:1

Sell if holding. Multiple concerning factors at $27.51: Near 52-week high (1.6% away); Weak overall score: 4.7/10. Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Score 4.7/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.

Thesis

Rewards
Positive momentum
Margin of safety: 71%
Risks
Near 52-week high (1.6% away)
Weak overall score: 4.7/10
Weak growth

Key Metrics

P/E (TTM)4.3
P/E (Fwd)
Mkt Cap$2.1B
EV/EBITDA
Profit Mgn754.8%
ROE24.2%
Rev Growth-12.7%
Beta1.03
Dividend7.12%
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.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Revenue shrinking — -12.7% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
0.0
Declining revenue: -13%
Low model confidence on this dimension (33%).
GatesA.R:R UPSIDE_EXHAUSTED (upside=0.0%)Momentum 7.2>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
66 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $26.01Resistance $27.96

Price Targets

$27
$27
A.Upside-0.4%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Analyst Consensus

Analysts8
Consensus2.3/5
Avg Target

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. Multiple concerning factors at $27.51: Near 52-week high (1.6% away); Weak overall score: 4.7/10. Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Prior stop was $26.51. Score 4.7/10, moderate confidence.

What is the EVT stock price target?

Take-profit target: $27.40 (-0.4% upside). Prior stop was $26.51. Stop-loss: $26.51.

What are the risks of investing in EVT?

Near 52-week high (1.6% away); Weak overall score: 4.7/10; Weak growth.

Is EVT overvalued or undervalued?

Eaton Vance Tax Advantaged Divi trades at a P/E of 4.3 (forward N/A). TrendMatrix value score: 5.0/10. 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.

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