Back to top

Image: Bigstock

Why Eaton Vance (EV) Might be Well Poised for a Surge

Read MoreHide Full Article

Eaton Vance (EV - Free Report) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.

The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this investment manager, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight.

The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.

Consensus earnings estimates for the next quarter and full year have moved considerably higher for Eaton Vance, as there has been strong agreement among the covering analysts in raising estimates.

The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:

12 Month EPS

Current-Quarter Estimate Revisions

The company is expected to earn $0.81 per share for the current quarter, which represents a year-over-year change of -14.74%.

The Zacks Consensus Estimate for Eaton Vance has increased 11.72% over the last 30 days, as three estimates have gone higher compared to no negative revisions.

Current-Year Estimate Revisions

For the full year, the company is expected to earn $3.29 per share, representing a year-over-year change of -4.64%.

There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, four estimates have moved up for Eaton Vance versus no negative revisions. This has pushed the consensus estimate 5.11% higher.

Favorable Zacks Rank

Thanks to promising estimate revisions, Eaton Vance currently carries a Zacks Rank #2 (Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.

Bottom Line

While strong estimate revisions for Eaton Vance have attracted decent investments and pushed the stock 16.1% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Mast Global Battery Recycling & Production ETF (EV) - free report >>

Published in