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FINS 
Angel Oak Financial Strategies Income Term Trust (FINS)
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Upturn Advisory Summary
12/29/2025: FINS (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 27.28% | Avg. Invested days 112 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/29/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 325.81M USD | Price to earnings Ratio 8.23 | 1Y Target Price - |
Price to earnings Ratio 8.23 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.23 | 52 Weeks Range 12.21 - 13.64 | Updated Date 06/30/2025 |
52 Weeks Range 12.21 - 13.64 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 10.06% | Basic EPS (TTM) 1.58 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 123.87% | Operating Margin (TTM) 75.81% |
Management Effectiveness
Return on Assets (TTM) 3.11% | Return on Equity (TTM) 11.24% |
Valuation
Trailing PE 8.23 | Forward PE - | Enterprise Value 434417440 | Price to Sales(TTM) 10.25 |
Enterprise Value 434417440 | Price to Sales(TTM) 10.25 | ||
Enterprise Value to Revenue 11.32 | Enterprise Value to EBITDA - | Shares Outstanding 25062600 | Shares Floating - |
Shares Outstanding 25062600 | Shares Floating - | ||
Percent Insiders 4.34 | Percent Institutions 99.06 |
Upturn AI SWOT
Angel Oak Financial Strategies Income Term Trust
Company Overview
History and Background
Angel Oak Financial Strategies Income Term Trust (the 'Trust') is a closed-end investment company. It was established on October 25, 2018. The Trust's primary investment objective is to seek current income with a secondary objective of capital appreciation. It invests primarily in a diversified portfolio of U.S. senior loans and other income-producing debt instruments. The Trust is externally managed by Angel Oak Capital Advisors, LLC.
Core Business Areas
- Investment Management: The Trust focuses on investing in a diversified portfolio of U.S. senior loans and other income-producing debt instruments, aiming to generate attractive current income and capital appreciation for its shareholders.
Leadership and Structure
The Trust is governed by a Board of Trustees. The day-to-day management and investment decisions are delegated to Angel Oak Capital Advisors, LLC, the Trust's Investment Advisor.
Top Products and Market Share
Key Offerings
- Product Name 1: Investment in U.S. Senior Loans and Income-Producing Debt Instruments. This includes floating rate senior secured corporate debt. Competitors include other closed-end funds and actively managed ETFs focused on credit markets.
Market Dynamics
Industry Overview
The income-generating debt market, particularly senior loans, is influenced by macroeconomic conditions, interest rate policies, and credit risk assessments. The market is characterized by institutional investors seeking yield and diversification.
Positioning
Angel Oak Financial Strategies Income Term Trust is positioned as a closed-end fund seeking to provide income through investments in senior loans. Its competitive advantage lies in the specialized expertise of its investment advisor in managing credit-sensitive assets.
Total Addressable Market (TAM)
The total addressable market for income-generating debt instruments is vast, encompassing trillions of dollars in global credit markets. Angel Oak Financial Strategies Income Term Trust aims to capture a portion of this market by offering specialized investment strategies focused on senior loans.
Upturn SWOT Analysis
Strengths
- Focus on senior loans provides exposure to floating-rate assets, potentially benefiting in a rising rate environment.
- External management by Angel Oak Capital Advisors, LLC, which has expertise in credit strategies.
- Closed-end structure allows for investment in less liquid assets and potentially higher yields.
Weaknesses
- Reliance on the expertise and performance of the investment advisor.
- Market volatility can impact the value of senior loans and the Trust's NAV.
- Limited diversification outside of income-producing debt instruments.
Opportunities
- Potential for increased income generation in a rising interest rate environment.
- Growth in the corporate debt market and demand for diversified income streams.
- Strategic acquisitions or partnerships to expand investment capabilities.
Threats
- Economic downturns leading to increased defaults and credit downgrades.
- Interest rate volatility impacting loan values and borrowing costs.
- Increased competition from other income-focused investment vehicles.
Competitors and Market Share
Key Competitors
- Apollo Investment Corporation (AINV)
- BlackRock TCP Capital Corp. (TCPC)
- Oxford Square Capital Corp. (OXSQ)
Competitive Landscape
Angel Oak Financial Strategies Income Term Trust competes in a crowded market of income-focused investment vehicles. Its ability to generate competitive yields and manage credit risk effectively will be crucial for attracting and retaining investors. The Trust's specific focus on senior loans differentiates it to some extent, but it still faces competition from diversified credit funds and other income-generating strategies.
Growth Trajectory and Initiatives
Historical Growth: Historical growth would be assessed by the evolution of the Trust's NAV and total shareholder return over time, influenced by market cycles and investment strategy effectiveness.
Future Projections: Future projections are typically based on market outlook for interest rates, credit conditions, and the performance of senior loan markets, as well as the strategy's ability to adapt to changing conditions. Analyst estimates for closed-end funds often focus on NAV growth and distribution sustainability.
Recent Initiatives: Recent initiatives would involve adjustments to portfolio composition, capital raising efforts, or changes in investment strategy to adapt to market conditions.
Summary
Angel Oak Financial Strategies Income Term Trust is an income-focused closed-end fund specializing in U.S. senior loans. Its strength lies in its investment advisor's expertise and the potential for income generation in a rising rate environment. However, it faces risks from market volatility, credit downturns, and competition. Continued strong credit selection and market adaptation are crucial for its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (SEC EDGAR)
- Financial data providers (e.g., Bloomberg, Refinitiv)
- Investment research platforms
Disclaimers:
This JSON output is for informational purposes only and does not constitute investment advice. Market share data is illustrative and based on general industry knowledge. Specific financial figures and market share percentages for Angel Oak Financial Strategies Income Term Trust would require access to real-time, up-to-date financial statements and market analysis reports.
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 Angel Oak Financial Strategies Income Term Trust
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 2019-05-29 | Managing Partner & Co-CEO of Angel Oak Capital Advisors, LLC Mr. Michael Allen Fierman | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.angeloakcapital.com |
Full time employees - | Website https://www.angeloakcapital.com | ||
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