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EFR

Eaton Vance Senior Floating-Rate Trust
$10.61 +0.02 (+0.19%) At close · Jul 8
Market Cap
$313.25M
Shares
29,523,618

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.61 Open$10.60 Day$10.55–10.61 52W$10.11–11.47 Avg vol 30d108K Short int116K · 0.4% float · 1.0d Short vol38% DataJan 2020–Jul 2026
Equibles Rating blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 16.9 · calm Equity put/call 0.86
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −3%
below
Price vs 50-day avg +1%
above
RSI (14) 59
neutral
MACD trend Positive
52-week position 37%
mid-range
Momentum
relative strength
Very Weak
1-month return +1%
trailing
6-month return −5%
trailing
YTD return −3%
this year
Relative strength −12%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $11 › 200d $11 — 200d above 50d
Institutional flow Distributing
4 of 98 funds reported for Jun 30 · net -11.5K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.39% of float · ▲ +2916.2% 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 46
elevated · 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.

Up next
FQ3-26 quarter ends
~Jul 31, 2026 Est

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−3% Neutral
Price vs 50-day avg
+1% Bullish
RSI (14)
59 Neutral
MACD trend
Positive Bullish
52-week position
37% Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $11 › 200d $11 — 200d above 50d
Institutional flow Distributing
4 of 98 funds reported for Jun 30 · net -11.5K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.39% of float · ▲ +2916.2% 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 · 37% 52-wk high $11
vs 200-day avg -3% 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
$313.25M -2.8% 0.4%
BLK
BlackRock, Inc.
$328.75B -5.2% +16.2% 25.4 0.6%
BN
BROOKFIELD Corp /ON/
$95.89B -6.1% 0.6%
BX
Blackstone Inc.
$88.12B -22.1% +9.2% 30.4 2.7%
KKR
KKR & Co. Inc.
$83.77B -26.7% -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
99
% held
37.7%
Reported
4 of 98
Top holder
1607 Capital Partners, LLC
Held Float
View
Held by Funds
Fund positions
9
View
Short & Settlement
Short Interest Rising
Shares short
116.3K
Days to cover
1.0d
Change
+112.5K sh
View
Short Volume
Short vol %
38%
As of
Jul 8, 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 +0.1% +0.7% -4.5% +0.1% -2.8%
SPY -0.2% +0.8% +7.4% -0.2% +9.3%
vs SPY +0.3% -0.2% -11.9% +0.3% -12.1%

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)
8.78%

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) 5 filings 5 filers Visit website