EVT

NEUTRAL

$25.67 Live

Eaton Vance Tax-Advantaged Dividend Income Fund · NYSE

$21.87 52W Range $26.65

EVT Eaton Vance Tax-Advantaged Dividend Income Fund - Fundamental Analysis

NEUTRAL

Console Chart News

EVT Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$25.67

52W High

$26.65

52W Low

$21.87

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 27, 2026

Market cap

$1.91B

P/E

10.27

ROE

9.4%

Profit margin

276.4%

Debt/Equity

0.22

Dividend yield

7.69%

AI Analysis

AI-powered fundamental assessment

Confidence

80%

EVT exhibits a stable financial foundation with a Piotroski F-Score of 6/9 and significant undervaluation relative to its Graham Number ($38.84) and Intrinsic Value ($73.75). While the fund offers an attractive dividend yield of 7.69% and a low P/E of 10.27, these fundamentals are countered by a severely bearish technical trend (10/100) and negative revenue growth (-8.50%). The discrepancy between deep value metrics and poor price momentum suggests a potential value trap or a period of consolidation. Overall, the asset is fundamentally sound but lacks immediate catalysts for growth.

Key Strengths

Significant undervaluation relative to Graham Number and Intrinsic Value

Strong dividend yield of 7.69% with a sustainable payout ratio of 79.01%

Low Debt/Equity ratio (0.22) indicating minimal leverage risk

Stable health profile as evidenced by a Piotroski F-Score of 6/9

Low P/E ratio (10.27) compared to the financial services sector average (37.73)

Key Risks

Strongly bearish technical trend (10/100) indicating negative price momentum

Negative year-over-year revenue growth (-8.50%)

Bearish insider sentiment with recent executive selling

Current ratio (0.92) is slightly below the ideal 1.0 threshold

High Price/Sales ratio (28.42) relative to traditional benchmarks

AI Fair Value Estimate

Based on comprehensive analysis

$36.5

+42.2% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Strong

Value

Future

Past

Health

Dividend

AI Verdict

Deep Value / Low Momentum

Key drivers: Deep discount to intrinsic value, High dividend yield, Negative revenue growth, Bearish technicals

Confidence

85%

Value

90/100

Ref P/E 10.27, Graham Number $38.84

Positives

P/B ratio under 1.0
Price well below Graham Number
P/E significantly lower than sector average

Watchpoints

High P/S ratio

Future

45/100

Ref Growth rates

Positives

Strong earnings growth (99.50%)

Watchpoints

Declining revenue growth (-8.50%)
Bearish technical trend

Past

75/100

Ref Historical trends

Positives

Positive 1Y (+26.1%) and 5Y (+41.6%) returns

Watchpoints

Recent short-term weakness

Health

65/100

Ref Piotroski F-Score

Positives

Piotroski F-Score 6/9
Very low Debt/Equity

Watchpoints

Current ratio slightly under 1.0

Dividend

70/100

Ref Yield, Payout

Positives

High yield (7.69%)

Watchpoints

Payout ratio approaching 80%

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$25.67

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for EVT and closest competitors.

Updated 2026-04-24

Company	5Y	3Y	1Y	6M	1M	1W
EVT Eaton Vance Tax-Advantaged Dividend Income Fund Primary	+41.6%	+47.7%	+26.1%	+8.6%	+5.2%	-1.1%
FCF First Commonwealth Financial Corporation Peer	+53.6%	+73.5%	+26.2%	+14.9%	+7.7%	-1.0%
NWBI Northwest Bancshares, Inc. Peer	+28.2%	+44.7%	+20.2%	+9.1%	+6.2%	-1.3%
AGM Federal Agricultural Mortgage Corporation Peer	+153.5%	+48.7%	-9.9%	-0.9%	-3.9%	-0.9%
QFIN Qfin Holdings, Inc. Peer	-31.6%	-12.4%	-58.1%	-44.0%	+7.0%	+4.0%

EVT

Eaton Vance Tax-Advantaged Dividend Income Fund

Primary

+41.6%

+47.7%

+26.1%

+8.6%

+5.2%

-1.1%

FCF

First Commonwealth Financial Corporation

Peer

+53.6%

+73.5%

+26.2%

+14.9%

+7.7%

-1.0%

NWB

Northwest Bancshares, Inc.

Peer

+28.2%

+44.7%

+20.2%

+9.1%

+6.2%

-1.3%

AGM

Federal Agricultural Mortgage Corporation

Peer

+153.5%

+48.7%

-9.9%

-0.9%

-3.9%

-0.9%

QFI

Qfin Holdings, Inc.

Peer

-31.6%

-12.4%

-58.1%

-44.0%

+7.0%

+4.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

10.27

N/A

0.96

28.42

35.06

N/A

$1.91B

Profitability

Profit margins and return metrics

Profit Margin 276.35%

Operating Margin 67.45%

Gross Margin 100.0%

ROE 9.4%

ROA 1.17%

Growth

Revenue and earnings growth rates

Revenue Growth -8.5%

Earnings Growth +99.5%

Q/Q Revenue Growth N/A

Q/Q Earnings Growth +99.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.22

Low debt

Current Ratio

0.92

Weak

Quick Ratio

0.91

Poor

Cash/Share

$0.0

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Total Assets

$2.5B

Liabilities

$0.5B

Equity

$2.0B

Debt/Equity

0.23x

Financial Services Sector Comparison

Comparing EVT against 763 companies in the Financial Services sector (133 bullish, 317 neutral, 313 bearish)

P/E Ratio

10.27

This Stock

38.21

Sector Avg

-73.1% (Discount)

Return on Equity (ROE)

9.4%

This Stock

-1.82%

Sector Avg

-616.1% (Below Avg)

Profit Margin

276.35%

This Stock

75.74%

Sector Avg

+264.9% (Superior)

Debt to Equity

0.22

This Stock

1.42

Sector Avg

-84.3% (Less Debt)

Revenue Growth

-8.5%

This Stock

37.18%

Sector Avg

-122.9% (Slower)

Current Ratio

0.92

This Stock

3.32

Sector Avg

-72.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
EVT Eaton Vance Tax-Advantaged...	NEUTRAL	$1.91B	10.27	9.4%	276.4%	$25.67
FCF First Commonwealth...	NEUTRAL	$1.9B	12.67	10.3%	31.4%	$18.62	Compare
NWBI Northwest Bancshares, Inc.	BULLISH	$1.94B	14.43	7.2%	21.0%	$13.28	Compare
AGM Federal Agricultural...	NEUTRAL	$1.87B	10.02	13.7%	57.2%	$171.22	Compare
QFIN Qfin Holdings, Inc.	BULLISH	$1.86B	2.19	24.7%	31.2%	$14.13	Compare

EVT Eaton Vance...

NEUTRAL

Mkt Cap

$1.9B

P/E

10.3

ROE

9.4%

Price

$25.67

Compare with EVT

Compare with EVT

Compare with EVT

QFIN Qfin Holdings, Inc.

Compare with EVT

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2025-11-18	DIGREGORIO DEREK J.V.	Other Executive	Sale	1,056	$24,964
2025-11-18	DIGREGORIO DEREK J.V.	Other Executive	Sale	1,056	$24,964

DIGREGORIO DEREK J.V.

Other Executive

Sell

2025-11-18

1,056 shares · $24,964

DIGREGORIO DEREK J.V.

Other Executive

Sell

2025-11-18

1,056 shares · $24,964

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

TAX-ADVANTAGED DIVIDEND INCOME FUND (EVT)

2025-08-28

8-K

TAX-ADVANTAGED DIVIDEND INCOME FUND (EVT)

2025-08-14

8-K

EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND

2024-10-10

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning EVT from our newsroom.

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EVT

EVT Eaton Vance Tax-Advantaged Dividend Income Fund - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Financial Services Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Past News Coverage

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