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Eaton Vance Senior Floating-Rate Trust

EFRFinancial ServicesNASDAQ

Asset Management · Last scanned Jun 3, 2026

PriceMA150MA200
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Financials · Annual
Revenue
$23.3M
-55.3% YoY
Net Income
$22.6M
-56.3% YoY
Free Cash Flow
$7.4M

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About Eaton Vance Senior Floating-Rate Trust

Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. With a market capitalization of $312.7M, it sits in small-cap territory. The fund invests in the fixed income markets of the United States.

Key stats
Market Cap$312.7M
P/E (TTM)18.26
Fwd P/E105.90
EPS$0.58
Beta0.36
52W Change-10.9%
Dividend Yield7.59%
ROE3.8%
Analysis

Eaton Vance Senior Floating-Rate Trust carries $110.0M in total debt against $8.4M in cash reserves — debt is roughly 13.1x the cash position. Managing this leverage effectively will be important for long-term financial stability. Free cash flow comes in at $7.4M, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. Return on equity stands at 3.8%, which is modest for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 4.0% 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. Debt significantly exceeds cash reserves, which means the company's financial flexibility could be constrained during economic downturns. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Eaton Vance Senior Floating-Rate Trust's trajectory.

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