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Equibles

EVT · Eaton Vance Tax-Advantaged Dividend Income Fund

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$27.41 +0.14 (+0.51%) At close · Oct 20
Rebalance outlook locked
Market Cap
$2.04B
Shares
74.54M
Volume · Oct 20 79.32K Avg daily vol (3M) 88.07K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$27.41 Open$27.22 Day$27.18–27.56 52W close$23.00–29.65 Avg vol 30d86K Short int102K · 0.1% float · 1.2d Short vol20% 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
7.2%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+12.7%
Trailing year
Short interest
0.1%
Latest settlement · 1.2 days to cover
View all 122 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Bullish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 17.3 · elevated Equity put/call 0.56
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +2%
above
Price vs 50-day avg −4%
below
RSI (14) 42
neutral
MACD trend Negative
52-week position 66%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −4%
trailing
6-month return +5%
trailing
YTD return +9%
this year
Relative strength −3%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $28 › 200d $27 — 50d above 200d
Institutional flow Accumulating
29 of 157 funds reported for Sep 30 · net +238.4K sh shares · +2 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.14% of float · ▼ -10.0% MoM · 1.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
157 holders — near 3-yr high, broad support
Squeeze score 42
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 14%
annualized · 1-yr
Max drawdown −10%
past year
ATR 1.5%
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
1 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+2% Bullish
Price vs 50-day avg
−4% Neutral
RSI (14)
42 Neutral
MACD trend
Negative Bearish
52-week position
66% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $28 › 200d $27 — 50d above 200d
Institutional flow Accumulating
29 of 157 funds reported for Sep 30 · net +238.4K sh shares · +2 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.14% of float · ▼ -10.0% MoM · 1.2 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
157 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $23 Now $27 · 66% Range high $30
vs 200-day avg +2% vs 50-day avg -4%

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
EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
this stock
$2.04B +8.9% — — 0.1%
BLK
BlackRock, Inc.
 $366.31B +5.5% +16.2% 27.0 0.6%
BN
BROOKFIELD Corp /ON/
 $83.46B -18.7% — — 1.0%
BX
Blackstone Inc.
 $82.83B -28.4% +9.2% 24.7 3.0%
KKR
KKR & Co. Inc.
 $80.08B -30.0% -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 section
Ownership
Institutional Holders Accumulating
Holders
156
% held
19.3%
Reported
29 of 157
Top holder
RAYMOND JAMES FINANCIAL I…
Held Float
View
Held by Funds
Fund positions
4
View
Short & Settlement
Short Interest Falling
Shares short
102.1K
Days to cover
1.2d
Change
-11.3K sh
View
Short Volume
Short vol %
20%
As of
Oct 20, 2026
Short Total
View
Fails to Deliver
FTD shares
24
Value
$684
As of
Sep 22, 2026
View
Off-Exchange
Off-exchange %
75.1%
Week of
Sep 14, 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
EVT -1.7% -3.5% +5.1% -1.8% +8.9%
SPY -1.2% -0.6% +8.1% +0.8% +12.8%
vs SPY -0.6% -3.0% -3.0% -2.6% -3.9%

Capital returns

Latest dividend
$0.165 / share · ex Oct 15, 2026
Raised 10.7%
Paid (TTM)
$1.98 / share · 12 payouts
Dividend yield (TTM, derived)
7.22%

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 1253327 CUSIP 27828G107 13F (30d) 27 filings 27 filers Visit website Investor relations