EVG Eaton Vance Short Diversified Income Fund Eaton Vance Short Duration Diversified Income Fund Common Shares of Beneficial Interest
$10.60
Price · Aug 19, 2026
52W Range
$10–$11
19% of range
Analyst Rating
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Price Target
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P/E (TTM)
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ROE
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Net Profit Margin
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EVG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$10.60
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$10 – $11
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
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EPS
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
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5Y trend
EVG
Peer Median
Profitability Gross, operating and net margins; ROE, ROA, ROIC
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Financial Health Debt, liquidity, solvency — balance sheet strength
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EVG
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Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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EVG
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
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5Y Div CAGR
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| Ex-date | Amount |
|---|---|
| Aug. 14, 2026 | $0.0730 |
| July 15, 2026 | $0.0740 |
| June 15, 2026 | $0.0740 |
| May 15, 2026 | $0.0740 |
| April 15, 2026 | $0.0730 |
| March 16, 2026 | $0.0750 |
| Feb. 17, 2026 | $0.0750 |
| Jan. 15, 2026 | $0.0750 |
| Dec. 15, 2025 | $0.0750 |
| Nov. 14, 2025 | $0.0750 |
| Oct. 15, 2025 | $0.0750 |
| Sept. 15, 2025 | $0.0750 |
| Aug. 15, 2025 | $0.0740 |
| July 15, 2025 | $0.0740 |
| June 16, 2025 | $0.0740 |
| May 15, 2025 | $0.0730 |
| April 15, 2025 | $0.0730 |
| March 14, 2025 | $0.0740 |
| Feb. 14, 2025 | $0.0740 |
| Jan. 15, 2025 | $0.0740 |
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Institutional owners (13F) 45 filers · $41.6M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 4 (-2 vs prior Q) | 4 (-1 vs prior Q) | 17 (+6 vs prior Q) | 14 (-2 vs prior Q) | +1.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $19,773,169 | 1,827,591 | 47.48% | Shares |
| GUGGENHEIM CAPITAL LLC | $3,743,829 | 347,294 | 8.99% | Shares |
| OSAIC HOLDINGS, INC. | $1,866,492 | 173,144 | 4.48% | Shares |
| FIRST TRUST ADVISORS LP | $1,401,545 | 130,014 | 3.37% | Shares |
| Advisors Asset Management, Inc. | $1,326,354 | 121,461 | 3.18% | Shares |
| AE Wealth Management LLC | $1,299,316 | 120,530 | 3.12% | Shares |
| Fiera Capital Corp | $1,245,769 | 115,563 | 2.99% | Shares |
| Invesco Ltd. | $1,092,510 | 101,346 | 2.62% | Shares |
| Cetera Investment Advisers | $1,070,115 | 99,269 | 2.57% | Shares |
| LPL Financial LLC | $924,560 | 85,766 | 2.22% | Shares |
| Equitable Holdings, Inc. | $691,487 | 64,145 | 1.66% | Shares |
| Shaker Financial Services, LLC | $689,317 | 63,944 | 1.66% | Shares |
| RAYMOND JAMES FINANCIAL INC | $639,609 | 59,333 | 1.54% | Shares |
| ROYAL BANK OF CANADA | $573,000 | 53,151 | 1.38% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $393,190 | 36,474 | 0.94% | Shares |
| Diligent Investors, LLC | $383,740 | 35,597 | 0.92% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $376,995 | 34,972 | 0.91% | Shares |
| Post Resch Tallon Group Inc. | $373,065 | 34,607 | 0.90% | Shares |
| Calamos Advisors LLC | $360,731 | 33,463 | 0.87% | Shares |
| NewEdge Advisors, LLC | $322,322 | 29,900 | 0.77% | Shares |
| BANK OF AMERICA CORP /DE/ | $297,265 | 27,576 | 0.71% | Shares |
| Cornerstone Wealth Management, LLC | $277,201 | 25,714 | 0.67% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $275,343 | 25,542 | 0.66% | Shares |
| WELLS FARGO & COMPANY/MN | $275,300 | 25,538 | 0.66% | Shares |
| FSA Advisors, Inc. | $266,762 | 24,746 | 0.64% | Shares |
| Tallon Kerry Patrick | $243,773 | 22,181 | 0.59% | Shares |
| Capital Market Strategies LLC | $234,498 | 21,260 | 0.56% | Shares |
| Bey-Douglas LLC | $227,761 | 21,306 | 0.55% | Shares |
| STIFEL FINANCIAL CORP | $161,311 | 14,964 | 0.39% | Shares |
| Sowell Financial Services LLC | $155,916 | 14,463 | 0.37% | Shares |
| Resurgent Financial Advisors LLC | $145,746 | 13,520 | 0.35% | Shares |
| Van Diest Capital, LLC | $129,918 | 12,052 | 0.31% | Shares |
| Baird Financial Group, Inc. | $125,587 | 11,650 | 0.30% | Shares |
| Dynamic Advisor Solutions LLC | $108,669 | 10,081 | 0.26% | Shares |
| CoreCap Advisors, LLC | $53,900 | 5,000 | 0.13% | Shares |
| HARBOUR INVESTMENTS, INC. | $51,230 | 4,752 | 0.12% | Shares |
| BARRETT & COMPANY, INC. | $32,340 | 3,000 | 0.08% | Shares |
| UBS Group AG | $10,176 | 944 | 0.02% | Shares |
| Arax Advisory Partners | $8,624 | 800 | 0.02% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $8,237 | 764,074 | 0.02% | Shares |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | $8,235 | 750 | 0.02% | Shares |
| Cambridge Investment Research Advisors, Inc. | $661 | 61,281 | 0.00% | Shares |
| WEDBUSH SECURITIES INC | $126 | 11,715 | 0.00% | Shares |
| MORGAN STANLEY | $18 | 1 | 0.00% | Shares |
| HAZLETT, BURT & WATSON, INC. | $5 | 500 | 0.00% | Shares |
Company insiders 3 insiders · 2 officers · 1 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Mark S Venezia | Vice President | May 10, 2010 J | 0 | 0 | 0 | $0 |
| James B Hawkes | Vice President | Dec. 23, 2005 P | 600 | 0 | 0 | $0 |
| Scott H Page | — | Feb. 6, 2018 P | 10,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Sit Investment Associates, Inc., Sit Fixed Income Advisors II, LLC ×2 filings | Feb. 5, 2026 | 5.20% | Amendment | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 2 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.