EVT Eaton Vance Tax Advantaged Dividend Income Fund Common Shares of Beneficial Interest
$29.34
Price · Aug 19, 2026
52W Range
$23–$30
95% of range
Analyst Rating
SELL
8 analysts
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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EVT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$29.34
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
$23 – $30
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10-Year Performance Revenue, net income, margins and EPS trends
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
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EVT
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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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Dividends Yield, payout ratio, dividend history, 5Y CAGR
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| Ex-date | Amount |
|---|---|
| Aug. 14, 2026 | $0.1650 |
| July 15, 2026 | $0.1650 |
| June 15, 2026 | $0.1650 |
| May 15, 2026 | $0.1650 |
| April 15, 2026 | $0.1650 |
| March 16, 2026 | $0.1650 |
| Feb. 17, 2026 | $0.1650 |
| Jan. 15, 2026 | $0.1650 |
| Dec. 15, 2025 | $0.1650 |
| Nov. 14, 2025 | $0.1650 |
| Oct. 15, 2025 | $0.1650 |
| Sept. 15, 2025 | $0.1650 |
| Aug. 15, 2025 | $0.1650 |
| July 15, 2025 | $0.1650 |
| June 16, 2025 | $0.1650 |
| May 15, 2025 | $0.1650 |
| April 15, 2025 | $0.1650 |
| March 14, 2025 | $0.1650 |
| Feb. 14, 2025 | $0.1650 |
| Jan. 15, 2025 | $0.1650 |
EVT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
SELL
8 analysts
- Strong Buy 0 0.0%
- Buy 0 0.0%
- Hold 3 37.5%
- Sell 4 50.0%
- Strong Sell 1 12.5%
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Institutional owners (13F) 167 filers · $299.7M 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 |
|---|---|---|---|---|
| 27 (+6 vs prior Q) | 14 (-2 vs prior Q) | 58 (+6 vs prior Q) | 31 (-6 vs prior Q) | +60K |
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 |
|---|---|---|---|---|
| 1607 Capital Partners, LLC | $26,211,631 | 946,952 | 8.75% | Shares |
| UBS Group AG | $24,981,920 | 902,526 | 8.33% | Shares |
| McGowan Group Asset Management, Inc. | $21,511,479 | 777,149 | 7.18% | Shares |
| Joel Isaacson & Co., LLC | $20,131,787 | 727,304 | 6.72% | Shares |
| LPL Financial LLC | $14,901,914 | 538,364 | 4.97% | Shares |
| Stratos Wealth Partners, LTD. | $12,004,434 | 433,686 | 4.01% | Shares |
| RAYMOND JAMES FINANCIAL INC | $11,969,380 | 432,420 | 3.99% | Shares |
| Karpus Management, Inc. | $11,424,117 | 412,721 | 3.81% | Shares |
| GUGGENHEIM CAPITAL LLC | $10,389,190 | 375,332 | 3.47% | Shares |
| Kingstone Capital Partners Texas, LLC | $10,227,508 | 369,491 | 3.41% | Shares |
| OSAIC HOLDINGS, INC. | $8,650,070 | 312,480 | 2.89% | Shares |
| Private Advisor Group, LLC | $6,839,687 | 247,099 | 2.28% | Shares |
| AMERIPRISE FINANCIAL INC | $6,362,452 | 229,857 | 2.12% | Shares |
| Rockefeller Capital Management L.P. | $5,768,814 | 208,410 | 1.92% | Shares |
| ROYAL BANK OF CANADA | $5,437,000 | 196,431 | 1.81% | Shares |
| Advisors Asset Management, Inc. | $5,287,272 | 219,845 | 1.76% | Shares |
| Cetera Investment Advisers | $4,785,258 | 172,878 | 1.60% | Shares |
| Steward Partners Investment Advisory, LLC | $4,405,576 | 159,161 | 1.47% | Shares |
| FIRST TRUST ADVISORS LP | $4,325,859 | 156,281 | 1.44% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4,211,831 | 153,941 | 1.41% | Shares |
| &PARTNERS | $4,054,279 | 146,491 | 1.35% | Shares |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $3,566,153 | 128,835 | 1.19% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $3,327,117 | 120,199 | 1.11% | Shares |
| NewEdge Advisors, LLC | $3,325,380 | 120,137 | 1.11% | Shares |
| Spire Wealth Management | $3,199,781 | 115,599 | 1.07% | Shares |
| Formidable Asset Management, LLC | $2,753,553 | 112,161 | 0.92% | Shares |
| Allspring Global Investments Holdings, LLC | $2,724,044 | 98,412 | 0.91% | Shares |
| Sanctuary Advisors, LLC | $2,575,131 | 93,032 | 0.86% | Shares |
| MRA Advisory Group | $2,467,324 | 89,137 | 0.82% | Shares |
| PMG Family Office LLC | $2,278,341 | 82,310 | 0.76% | Shares |
| 1776 Wealth LLC | $2,111,596 | 76,286 | 0.70% | Shares |
| Accel Wealth Management | $2,028,582 | 82,631 | 0.68% | Shares |
| HighTower Advisors, LLC | $1,984,504 | 71,694 | 0.66% | Shares |
| Samalin Investment Counsel, LLC | $1,793,416 | 64,791 | 0.60% | Shares |
| PNC Financial Services Group, Inc. | $1,546,371 | 55,866 | 0.52% | Shares |
| MML INVESTORS SERVICES, LLC | $1,391,708 | 50,278 | 0.46% | Shares |
| STIFEL FINANCIAL CORP | $1,319,105 | 47,656 | 0.44% | Shares |
| Meridian Wealth Management, LLC | $1,277,097 | 46,138 | 0.43% | Shares |
| Saba Capital Management, L.P. | $1,222,598 | 44,169 | 0.41% | Shares |
| Founders Financial Alliance, LLC | $1,114,435 | 40,261 | 0.37% | Shares |
| Mariner, LLC | $1,097,557 | 39,652 | 0.37% | Shares |
| HOLLENCREST CAPITAL MANAGEMENT | $981,256 | 35,450 | 0.33% | Shares |
| Prospera Financial Services Inc | $953,005 | 34,428 | 0.32% | Shares |
| Creative Planning | $846,095 | 30,567 | 0.28% | Shares |
| Snowden Capital Advisors LLC | $772,253 | 27,899 | 0.26% | Shares |
| Focus Partners Wealth | $764,439 | 27,617 | 0.26% | Shares |
| Sowell Financial Services LLC | $756,965 | 27,347 | 0.25% | Shares |
| True North Advisors, LLC | $747,360 | 27,000 | 0.25% | Shares |
| Baird Financial Group, Inc. | $741,547 | 26,790 | 0.25% | Shares |
| Cornerstone Wealth Management, LLC | $728,137 | 26,306 | 0.24% | Shares |
| Sequoia Financial Advisors, LLC | $714,587 | 25,816 | 0.24% | Shares |
| XTX Topco Ltd | $709,466 | 25,631 | 0.24% | Shares |
| Corient Private Wealth LP | $704,123 | 25,438 | 0.23% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $699,584 | 25,274 | 0.23% | Shares |
| Live Oak Private Wealth LLC | $680,624 | 24,589 | 0.23% | Shares |
| COMMONS CAPITAL, LLC | $665,167 | 24,031 | 0.22% | Shares |
| DENVER WEALTH MANAGEMENT, INC. | $663,878 | 23,984 | 0.22% | Shares |
| SILVERLAKE WEALTH MANAGEMENT LLC | $602,567 | 21,769 | 0.20% | Shares |
| Summit Investment Advisory Services, LLC | $545,829 | 19,719 | 0.18% | Shares |
| INSIGNEO ADVISORY SERVICES, LLC | $539,760 | 19,500 | 0.18% | Shares |
| JGP Wealth Management, LLC | $524,204 | 18,938 | 0.17% | Shares |
| Prime Capital Investment Advisors, LLC | $521,886 | 18,854 | 0.17% | Shares |
| DAVENPORT & Co LLC | $514,820 | 18,599 | 0.17% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $508,531 | 18,372 | 0.17% | Shares |
| H D Vest Advisory Services | $479,809 | 19,909 | 0.16% | Shares |
| AlphaCore Capital LLC | $477,251 | 17,242 | 0.16% | Shares |
| Summit Financial, LLC | $466,270 | 16,845 | 0.16% | Shares |
| Wealth Alliance Advisory Group, LLC | $460,512 | 16,637 | 0.15% | Shares |
| Heritage Trust Co | $439,420 | 15,875 | 0.15% | Shares |
| Advisors Capital Management, LLC | $421,511 | 15,228 | 0.14% | Shares |
| Richmond Investment Services, LLC | $418,159 | 15,107 | 0.14% | Shares |
| Fiduciary Trust Co | $416,501 | 15,047 | 0.14% | Shares |
| Allworth Financial LP | $382,873 | 13,832 | 0.13% | Shares |
| Johnson & White Wealth Management, LLC | $374,098 | 13,515 | 0.12% | Shares |
| MGO ONE SEVEN LLC | $373,448 | 13,492 | 0.12% | Shares |
| Cerity Partners LLC | $369,793 | 13,359 | 0.12% | Shares |
| EP Wealth Advisors, LLC | $365,856 | 13,217 | 0.12% | Shares |
| Stonebridge Financial Planning Group, LLC | $359,840 | 13,000 | 0.12% | Shares |
| Abel Hall, LLC | $359,840 | 13,000 | 0.12% | Shares |
| STEVENS CAPITAL PARTNERS | $359,840 | 13,000 | 0.12% | Shares |
| Concurrent Investment Advisors, LLC | $358,252 | 12,943 | 0.12% | Shares |
| OPPENHEIMER & CO INC | $353,031 | 12,754 | 0.12% | Shares |
| Financial Security Advisor, Inc. | $346,000 | 12,500 | 0.12% | Shares |
| HBK Sorce Advisory LLC | $334,006 | 11,650 | 0.11% | Shares |
| Atria Wealth Solutions, Inc. | $330,465 | 13,712 | 0.11% | Shares |
| Kovack Advisors, Inc. | $327,450 | 11,783 | 0.11% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $305,776 | 11,047 | 0.10% | Shares |
| Dynamic Advisor Solutions LLC | $302,127 | 10,915 | 0.10% | Shares |
| North Star Investment Management Corp. | $301,546 | 10,894 | 0.10% | Shares |
| CWM, LLC | $297,095 | 12,102 | 0.10% | Shares |
| HANCOCK WHITNEY CORP | $295,152 | 10,663 | 0.10% | Shares |
| MGB Wealth Management, LLC | $288,739 | 11,467 | 0.10% | Shares |
| World Investment Advisors | $281,838 | 11,279 | 0.09% | Shares |
| Harbour Wealth Management Group, Inc. | $280,454 | 10,132 | 0.09% | Shares |
| Kingsview Wealth Management, LLC | $278,611 | 11,349 | 0.09% | Shares |
| Cresset Asset Management, LLC | $277,290 | 10,018 | 0.09% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $276,800 | 10,000 | 0.09% | Shares |
| BANK OF AMERICA CORP /DE/ | $274,419 | 9,914 | 0.09% | Shares |
| CITADEL ADVISORS LLC | $269,631 | 9,741 | 0.09% | Shares |
| SMH CAPITAL ADVISORS INC | $258,726 | 9,347 | 0.09% | Shares |
Company insiders 11 insiders · 7 officers · 2 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael A Allison | President | July 28, 2015 J | 500 | 0 | 0 | $0 |
| Duncan W Richardson | Vice President | May 27, 2011 J | 17,000 | 0 | 0 | $0 |
| Barbara E Campbell | Treasurer | April 26, 2006 P | 1,000 | 0 | 0 | $0 |
| Alan R Dynner | Secretary | Dec. 28, 2005 P | 5,000 | 0 | 0 | $0 |
| James B Hawkes | Vice President | Dec. 23, 2005 P | 700 | 0 | 0 | $0 |
| Thomas H Luster | Vice President | Jan. 21, 2005 P | 625 | 0 | 0 | $0 |
| Michael R Mach | Vice President | April 27, 2004 P | 1,000 | 0 | 0 | $0 |
| Jessica M Bibliowicz | Director | Feb. 5, 2004 P | 2,500 | 0 | 0 | $0 |
| Derek Digregorio | — | Nov. 12, 2025 J | 3,439 | 0 | 2 | $-49,928 |
| Aaron Dunn | — | Sept. 23, 2025 S | 3 | 0 | 1 | $-49,491 |
| Keith Quinton | — | Feb. 20, 2025 P | 8,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 17 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| FCEF · First Trust Exchange-Traded Fund VI… | 3.27% | 95,798 NS | May 31, 2026 | N-PORT |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.05% | 1,045,498 SH | Aug. 8, 2026 | Daily |
| SCZ · iShares Trust | 0.04% | 797,494 SH | Aug. 8, 2026 | Daily |
| IEUS · iShares Trust | 0.03% | 15,279 SH | Aug. 8, 2026 | Daily |
| PDN · Invesco Exchange-Traded Fund Trust … | 0.02% | 20,572 SH | Aug. 8, 2026 | Daily |
| WSML · iShares Trust | 0.02% | 16,596 SH | Aug. 8, 2026 | Daily |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 377,183 SH | Aug. 8, 2026 | Daily |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 122,369 SH | Aug. 8, 2026 | Daily |
| IPAC · iShares Trust | 0.01% | 21,896 SH | Aug. 8, 2026 | Daily |
| IEFA · iShares Trust | 0.01% | 1,825,303 SH | Aug. 8, 2026 | Daily |
| IEUR · iShares Trust | 0.00% | 109,901 SH | Aug. 8, 2026 | Daily |
| IDEV · iShares Trust | 0.00% | 236,942 SH | Aug. 8, 2026 | Daily |
| IXUS · iShares Trust | 0.00% | 252,050 SH | Aug. 8, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 4,012,058 SH | Aug. 8, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 216,522 SH | Aug. 8, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.00% | 2,688,972 SH | Aug. 8, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 54,700 SH | Aug. 8, 2026 | Daily |