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Upturn AI SWOT - About
BlackRock Long-Term Municipal Advantage Trust (BTA)
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Upturn Advisory Summary
09/16/2025: BTA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -5.88% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 121.23M USD | Price to earnings Ratio 15.55 | 1Y Target Price - |
Price to earnings Ratio 15.55 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.79 | 52 Weeks Range 8.62 - 10.70 | Updated Date 06/29/2025 |
52 Weeks Range 8.62 - 10.70 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.59% | Basic EPS (TTM) 0.58 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 70.85% | Operating Margin (TTM) 81.9% |
Management Effectiveness
Return on Assets (TTM) 2.53% | Return on Equity (TTM) 5.51% |
Valuation
Trailing PE 15.55 | Forward PE - | Enterprise Value 223932112 | Price to Sales(TTM) 11.11 |
Enterprise Value 223932112 | Price to Sales(TTM) 11.11 | ||
Enterprise Value to Revenue 14.92 | Enterprise Value to EBITDA - | Shares Outstanding 13439900 | Shares Floating - |
Shares Outstanding 13439900 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 26.7 |
Upturn AI SWOT
BlackRock Long-Term Municipal Advantage Trust
Company Overview
History and Background
BlackRock Long-Term Municipal Advantage Trust (BTA) is a closed-end management investment company. It was formed to seek high current income exempt from federal income tax, with a secondary goal of capital appreciation. Details on exact founding date are unavailable to AI, however the Trust's website and financial documents contain this data.
Core Business Areas
- Municipal Bond Investing: Investing primarily in a portfolio of long-term municipal bonds exempt from federal income tax. Their aim is to deliver high current income exempt from federal tax and, secondarily, capital appreciation.
Leadership and Structure
As a closed-end fund managed by BlackRock, the leadership is comprised of portfolio managers and analysts within BlackRock's municipal bond division. Specific names and organizational charts are typically detailed in regulatory filings and on BlackRock's investor relations website.
Top Products and Market Share
Key Offerings
- Municipal Bond Portfolio: This is the core product: a diversified portfolio of municipal bonds designed to generate tax-exempt income. Market share data is difficult to pinpoint to a single entity. Competitors include other closed-end municipal bond funds managed by firms like Nuveen, Eaton Vance, and Invesco. The competitive landscape in this space is heavily driven by net asset value, yield, and risk management.
Market Dynamics
Industry Overview
The municipal bond market is influenced by interest rates, credit ratings of municipalities, and tax policy. Demand for tax-exempt income tends to increase during periods of higher tax rates. The overall industry is very fragmented.
Positioning
BTA is positioned as a provider of tax-exempt income to investors seeking a lower-risk investment option. BlackRock's brand and expertise give it a competitive advantage in attracting investors.
Total Addressable Market (TAM)
TAM is the overall US Municipal Bond Market (Trillions). BTA holds a tiny fraction of the TAM.
Upturn SWOT Analysis
Strengths
- Experienced management team (BlackRock)
- Diversified municipal bond portfolio
- Tax-exempt income
- Established brand reputation
Weaknesses
- Sensitivity to interest rate changes
- Reliance on credit ratings of municipalities
- Limited capital appreciation potential
Opportunities
- Rising tax rates increasing demand
- Infrastructure spending boosting bond issuance
- Growing investor interest in ESG investing
Threats
- Rising interest rates reducing bond values
- Municipal bankruptcies impairing bond values
- Changes in tax laws affecting tax exemption
- Competition from other investment vehicles
Competitors and Market Share
Key Competitors
- Nuveen Municipal High Income Opportunity Fund (NMI)
- Eaton Vance Municipal Income Trust (EVN)
- Invesco Municipal Opportunity Trust (VBF)
Competitive Landscape
The competitive landscape is based on fund performance, yield, expense ratios, and the expertise of the management team. BlackRock's size and resources provide an advantage.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is limited as the fund primarily generates income, not high growth. Growth comes from NAV appreciation and increased assets under management (AUM).
Future Projections: Future growth is tied to the municipal bond market, interest rates, and BlackRock's ability to attract and retain investors.
Recent Initiatives: Recent initiatives may include adjusting the portfolio to manage interest rate risk or focusing on specific types of municipal bonds like infrastructure or ESG bonds.
Summary
BlackRock Long-Term Municipal Advantage Trust offers investors tax-exempt income through a diversified portfolio of municipal bonds. It benefits from BlackRock's strong brand and experienced management. However, the fund is sensitive to interest rate changes and the creditworthiness of municipalities. Its future success depends on navigating these risks and attracting investors in a competitive market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock's official website
- SEC Filings
- Financial news sources (e.g., Bloomberg, Reuters)
- FactSet
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change rapidly. Consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock Long-Term Municipal Advantage Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2006-02-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Long-Term Municipal Advantage Trust is a closed ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income markets of the United States. It uses financial derivatives to invest in municipal obligations. The fund primarily invests in long-term municipal bonds with a maturity of more than ten years at the time of investment. BlackRock Long-Term Municipal Advantage Trust was formed on February 28, 2006 and is domiciled in United States.
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