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EFR

Eaton Vance Senior Floating-Rate Trust
$10.63 +0.03 (+0.28%) At close · Jul 10
Market Cap
$313.84M
Shares
29,523,618

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.63 Open$10.63 Day$10.58–10.63 52W$10.11–11.47 Avg vol 30d105K Short int75K · 0.3% float · 1.0d Short vol26% DataJan 2020–Jul 2026
Up next
FQ3-26 quarter ends
~Jul 31, 2026 Est
Equibles Rating blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15 · calm Equity put/call 0.55
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −2%
below
Price vs 50-day avg +1%
above
RSI (14) 61
neutral
MACD trend Positive
52-week position 38%
mid-range
Momentum
relative strength
Very Weak
1-month return +1%
trailing
6-month return −4%
trailing
YTD return −3%
this year
Relative strength −13%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $11 › 200d $11 — 200d above 50d
Institutional flow Distributing
7 of 98 funds reported for Jun 30 · net -13.0K sh shares · +3 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.25% of float · ▼ -35.5% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
98 holders — near 3-yr high, broad support
Squeeze score 29
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 8%
annualized · 1-yr
Max drawdown −11%
past year
ATR 0.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−2% Neutral
Price vs 50-day avg
+1% Bullish
RSI (14)
61 Neutral
MACD trend
Positive Bullish
52-week position
38% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $11 › 200d $11 — 200d above 50d
Institutional flow Distributing
7 of 98 funds reported for Jun 30 · net -13.0K sh shares · +3 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.25% of float · ▼ -35.5% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
98 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $10 Now $11 · 38% 52-wk high $11
vs 200-day avg -2% vs 50-day avg +1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
EFR
Eaton Vance Senior Floating-Rate Trust
this stock
$313.84M -2.6% 0.3%
BLK
BlackRock, Inc.
$337.44B -2.7% +16.2% 26.1 0.6%
BN
BROOKFIELD Corp /ON/
$97.68B -4.4% 0.7%
BX
Blackstone Inc.
$91.44B -19.2% +9.2% 31.6 3.1%
KKR
KKR & Co. Inc.
$87.04B -23.8% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
100
% held
37.7%
Reported
7 of 98
Top holder
1607 Capital Partners, LLC
Held Float
View
Held by Funds
Fund positions
9
View
Short & Settlement
Short Interest Falling
Shares short
75.0K
Days to cover
1.0d
Change
-41.3K sh
View
Short Volume
Short vol %
26%
As of
Jul 10, 2026
Short Total
View
Fails to Deliver
FTD shares
9.4K
Value
$99.8K
As of
Jun 12, 2026
View
Off-Exchange
Off-exchange %
59.8%
Week of
May 4, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Jun 23, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
EFR +0.7% +0.8% -4.0% +0.3% -2.6%
SPY +1.4% +4.1% +9.1% +1.1% +10.7%
vs SPY -0.7% -3.3% -13.1% -0.8% -13.3%

Capital returns

Latest dividend
$0.066 / share · ex Jun 15, 2026
Cut 1.5%
Paid (TTM)
$0.932 / share · 12 payouts
Dividend yield (TTM, derived)
8.77%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1258623 CUSIP 27828Q105 13F (30d) 7 filings 7 filers Visit website