← Back to All US Stocks

EVV Stock Analysis 2026 - Eaton Vance Ltd Duration Income Fund AI Rating

EVV NYSE CIK: 0001222922
Recently Updated • Analysis: Mar 24, 2026 • SEC Data: 2026-03-24
HOLD
15% Conf
Pending
Analysis scheduled

📊 EVV Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: N/A
Current Ratio: N/A
Debt/Equity: N/A
EPS: $0.00
AI Rating: HOLD with 15% confidence

Is EVV a Good Investment? Thesis Analysis

Claude

Eaton Vance Ltd Duration Income Fund is a closed-end fund with severely limited financial data available in SEC filings, preventing meaningful fundamental analysis. The single Form 4 insider filing and near-complete absence of operational metrics make it impossible to assess financial health, profitability, or growth quality with any reliability.

Why Buy EVV? Key Strengths

Claude
  • + Listed on major exchange (NYSE) indicating regulatory compliance
  • + Recent insider activity filing suggests some management engagement
  • + Fund structure provides professional management oversight

EVV Investment Risks to Consider

Claude
  • ! Critical absence of revenue, income, and cash flow data prevents fundamental analysis
  • ! No balance sheet metrics available to assess financial health or leverage
  • ! Minimal data freshness and only 1 metric available makes assessment unreliable
  • ! Fund-based structure may have different reporting requirements limiting visibility

Key Metrics to Watch

Claude
  • * Net Asset Value (NAV) and NAV per share trends
  • * Distribution rate and distribution coverage ratio
  • * Portfolio duration and credit quality composition

EVV Financial Metrics

Revenue
N/A
Net Income
N/A
EPS (Diluted)
$0.00
Free Cash Flow
N/A
Total Assets
N/A
Cash Position
N/A

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

EVV Profitability Ratios

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE N/A
ROA N/A
FCF Margin N/A

EVV vs Default Sector

How Eaton Vance Ltd Duration Income Fund compares to Default sector averages

Net Margin
EVV 0.0%
vs
Sector Avg 12.0%
EVV Sector
ROE
EVV 0.0%
vs
Sector Avg 15.0%
EVV Sector
Current Ratio
EVV 0.0x
vs
Sector Avg 1.8x
EVV Sector
Debt/Equity
EVV 0.0x
vs
Sector Avg 0.7x
EVV Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is EVV Overvalued or Undervalued?

Based on fundamental analysis, Eaton Vance Ltd Duration Income Fund has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

EVV Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

EVV Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

EVV SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Eaton Vance Ltd Duration Income Fund (CIK: 0001222922)

📋 Recent SEC Filings

Date Form Document Action
Jan 23, 2026 4 xslF345X05/doc4.xml View →
Nov 25, 2025 DEF 14A evldif-efp19737_def14a.htm View →
Nov 7, 2025 4 xslF345X05/doc4.xml View →
Aug 28, 2025 8-K evv8k.htm View →
Aug 14, 2025 8-K evv8k.htm View →

Frequently Asked Questions about EVV

What is the AI rating for EVV?

Eaton Vance Ltd Duration Income Fund (EVV) has an AI rating of HOLD with 15% confidence, based on fundamental analysis of SEC EDGAR filings.

What are EVV's key strengths?

Claude: Listed on major exchange (NYSE) indicating regulatory compliance. Recent insider activity filing suggests some management engagement.

What are the risks of investing in EVV?

Claude: Critical absence of revenue, income, and cash flow data prevents fundamental analysis. No balance sheet metrics available to assess financial health or leverage.

What is EVV's revenue and growth?

Eaton Vance Ltd Duration Income Fund reported revenue of N/A.

Does EVV pay dividends?

Eaton Vance Ltd Duration Income Fund does not currently pay dividends.

Where can I find EVV SEC filings?

Official SEC filings for Eaton Vance Ltd Duration Income Fund (CIK: 0001222922) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is EVV's EPS?

Eaton Vance Ltd Duration Income Fund has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is EVV a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, Eaton Vance Ltd Duration Income Fund has a HOLD rating with 15% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is EVV stock overvalued or undervalued?

Valuation metrics for EVV: ROE of N/A (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy EVV stock in 2026?

Our dual AI analysis gives Eaton Vance Ltd Duration Income Fund a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is EVV's free cash flow?

Eaton Vance Ltd Duration Income Fund's operating cash flow is N/A, with capital expenditures of N/A.

How does EVV compare to other Default stocks?

Vs Default sector averages: Net margin N/A (avg: 12%), ROE N/A (avg: 15%), current ratio N/A (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2026-03-24 | Powered by Claude AI