EFR · Eaton Vance Senior Floating-Rate Trust
Market Cap
$305.57M
Shares
29.52M
Volume · Oct 9
94.73K
Avg daily vol (3M)
118.6K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$10.31
Open$10.27
Day$10.27–10.37
52W close$10.13–11.44
Avg vol 30d107K
Short int48K · 0.2% float · 1.0d
Short vol26%
DataJan 2020–Oct 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
8.5%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-10.4%
Trailing year
Short interest
0.2%
Latest settlement · 1.0 days to cover
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Limited
Quant / Vol
Very Low
Market backdrop
VIX 14.8 · calm
Equity put/call 0.56
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−3%
below
Price vs 50-day avg
−2%
below
RSI (14)
46
neutral
MACD trend
Positive
52-week position
14%
near low
Momentum
relative strength
1-month return
−1%
trailing
6-month return
−3%
trailing
YTD return
−7%
this year
Relative strength
−13%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $10 › 200d $11 — 200d above 50d
Institutional flow
Accumulating
5 of 100 funds reported for Sep 30 · net +30.0K sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.16% of float · ▲ +22.9% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
100 holders — near 3-yr high, broad support
Squeeze score
39
low risk · 0–100
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
9%
annualized · 1-yr
Max drawdown
−11%
past year
ATR
1.1%
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 Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−3%
Neutral
Price vs 50-day avg
−2%
Neutral
RSI (14)
46
Neutral
MACD trend
Positive
Bullish
52-week position
14%
Bearish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $10 › 200d $11 — 200d above 50d
Institutional flow
Accumulating
5 of 100 funds reported for Sep 30 · net +30.0K sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.16% of float · ▲ +22.9% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
100 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $10
Now $10 · 14%
Range high $11
vs 200-day avg -3%
vs 50-day avg -2%
Illustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EFR
this stock
Eaton Vance Senior Floating-Rate Trust
|
$305.57M | -7.5% | — | — | 0.2% |
|
BLK
BlackRock, Inc.
|
$351.01B | +1.1% | +16.2% | 25.9 | 0.6% |
|
BX
Blackstone Inc.
|
$86.03B | -25.9% | +9.2% | 25.7 | 3.0% |
|
BN
BROOKFIELD Corp /ON/
|
$82.71B | -19.2% | — | — | 1.0% |
|
KKR
KKR & Co. Inc.
|
$81.64B | -28.7% | -11.0% | — | 1.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EFR | -0.5% | -1.1% | -2.7% | -0.9% | -7.5% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -1.6% | -2.9% | -12.6% | -3.0% | -21.6% |
Capital returns
Latest dividend
$0.069
/ share · ex Sep 15, 2026
Declared · upcoming
$0.067
/ share · ex Oct 15, 2026
Paid (TTM)
$0.88
/ share · 12 payouts
Dividend yield (TTM, derived)
8.54%
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.