EOS Research | Milton Maxwell

EOS

Eaton Vance Enhanced Equity Income Fund II

22.45

+0.05+0.22%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

≈ -/-

Earnings Call Transcripts

This Quarter (Q4 '25)

No earnings call transcript available yet

Last Quarter (Q3 '25)

No earnings call transcript available

Key Stats

Market Cap

1.19B

P/E (TTM)

8.08

Basic EPS (TTM)

2.78

Dividend Yield

0.08%

Recent Filings

8-K

New board chairperson appointed

8/28/25Aug 28, 2025

Eaton Vance Enhanced Equity Income Fund II's Board appointed Scott E. Wennerholm as Chairperson effective August 27, 2025, for a four-year term. This replaces Susan J. Sutherland, who acted as interim leader since August 9, 2025, after the prior Chairperson's passing. Wennerholm steps in amid stable fund operations. Leadership continuity now secured.

8-K

Fund chair passes unexpectedly

8/14/25Aug 14, 2025

Eaton Vance Enhanced Equity Income Fund II disclosed the unexpected death of Chairperson Mark R. Fetting on August 9, 2025, prompting swift leadership adjustments. Susan J. Sutherland now serves as acting Chairperson, while the Board shrinks from ten to nine members effective August 12. This ensures continuity amid the sudden loss. No further disruptions disclosed.

8-K

By-laws eliminate control share limits

10/10/24Oct 10, 2024

Eaton Vance Enhanced Equity Income Fund II's Board eliminated the Control Share Provisions from its By-Laws on October 10, 2024, after a 2023 vote to exempt such acquisitions. This formalizes easier share accumulation by investors, potentially boosting liquidity in the NYSE-listed EOS fund. No financial impacts disclosed. Change simplifies ownership rules.

8-K

Board exempts control share restrictions

2/1/23Feb 1, 2023

Eaton Vance Enhanced Equity Income Fund II's Board voted on January 26, 2023, to exempt all prior and new share purchases from its Control Share By-Law provisions until further notice, following a Massachusetts Superior Court ruling that deemed the by-law non-compliant with the Investment Company Act. The decision stems from ongoing litigation with Saba Capital, where the court upheld the Board's fiduciary duty but invalidated the by-law to protect retail shareholders from activist investors. This eases voting restrictions on acquired shares. Litigation continues, with appeals pending resolution.

8-K

Fund adopts anti-activist voting curbs

8/13/20Aug 13, 2020

Eaton Vance Enhanced Equity Income Fund II amended its By-Laws on August 13, 2020, introducing Control Share Provisions to curb activist investor influence. These rules limit voting rights for shareholders acquiring 10% or more of voting power unless approved by non-interested shareholders at the next annual meeting. The move shields the fund from opportunistic takeovers. Yet, pre-existing holdings remain unaffected.

About

Eaton Vance Enhanced Equity Income Fund II is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of mid-cap and large-cap companies. It generates current earnings from option premiums by selling covered call options on a substantial portion of its portfolio. The fund benchmarks the performance of its portfolio against the Russell 1000 Growth Index, the CBOE S&P 500 BuyWrite Index, and the CBOE NASDAQ-100 BuyWrite Index. Eaton Vance Enhanced Equity Income Fund II was formed on January 31, 2005 and is domiciled in the United States.

CEO

Mr. Lewis R. Piantedosi

IPO

1/27/2005

Website

https://funds.eatonvance.com/Enhanced-Equity-Income-Fund-II-EOS.php

Sector

Financial Services

Industry

Asset Management