EF

Eaton Vance Senior Floating-Rate Trust

EFRFinancial ServicesNASDAQ

Asset Management · Last scanned Jul 18, 2026

PriceMA150MA200
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Financials · Annual
Revenue
$23.3M
-55.3% YoY
Net Income
$22.6M
-56.3% YoY
Free Cash Flow
$24.1M

Scan Results

Daily timeframe
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DateIndicatorDetails
Jul 11 Above MA200+0.8% from MA200, price crossed above
Jul 10CONFIRMED Above MA150+0.9% from MA150, price crossed above
Above MA200+0.5% from MA200, price crossed above
About Eaton Vance Senior Floating-Rate Trust

Part of the financial services sector, Eaton Vance Senior Floating-Rate Trust (EFR) is listed under Asset Management. The company carries a $311.5M market cap, placing it firmly in the small-cap category. The fund invests in the fixed income markets of the United States.

Key stats
Market Cap$311.5M
P/E (TTM)20.69
Fwd P/E105.50
EPS$0.51
Beta0.35
52W Change-11.3%
Dividend Yield7.80%
ROE3.5%
Analysis

On the balance sheet, EFR has $6.4M in cash with $82.0M in obligations. The ability to service this debt comfortably depends on continued operational cash generation. The company generates $24.1M in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. ROE of 3.5% points to modest capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 3.7% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from -$28.7M to $23.3M.

With a beta below 0.7, Eaton Vance Senior Floating-Rate Trust typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. No single metric tells the full story. Reviewing EFR's risk profile alongside its fundamentals and technical indicators provides a more complete picture.

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