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Upturn AI SWOT - About
BNY Mellon Strategic Municipals Inc (LEO)
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Upturn Advisory Summary
10/15/2025: LEO (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 -2.12% | Avg. Invested days 44 | 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 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 362.53M USD | Price to earnings Ratio 145.5 | 1Y Target Price 0.42 |
Price to earnings Ratio 145.5 | 1Y Target Price 0.42 | ||
Volume (30-day avg) - | Beta 0.62 | 52 Weeks Range 5.49 - 6.45 | Updated Date 06/29/2025 |
52 Weeks Range 5.49 - 6.45 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 4.74% | Basic EPS (TTM) 0.04 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.78% | Operating Margin (TTM) 87.55% |
Management Effectiveness
Return on Assets (TTM) 2.28% | Return on Equity (TTM) -6.31% |
Valuation
Trailing PE 145.5 | Forward PE - | Enterprise Value 510402976 | Price to Sales(TTM) 12.3 |
Enterprise Value 510402976 | Price to Sales(TTM) 12.3 | ||
Enterprise Value to Revenue 235.33 | Enterprise Value to EBITDA - | Shares Outstanding 62290900 | Shares Floating - |
Shares Outstanding 62290900 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 47.48 |
Upturn AI SWOT
BNY Mellon Strategic Municipals Inc
Company Overview
History and Background
BNY Mellon Strategic Municipals Inc. is a closed-end fund that invests primarily in municipal securities exempt from federal income tax. Its objective is to seek high current income exempt from federal income tax, consistent with preservation of capital. While the exact founding year and early milestones are not readily available in detail, it's understood to be part of BNY Mellon's broader investment management offerings.
Core Business Areas
- Municipal Securities Investment: Investment in a diversified portfolio of municipal bonds, notes, and other securities that are exempt from federal income tax.
- Active Portfolio Management: Actively managing the portfolio to optimize income and capital preservation through security selection and asset allocation.
Leadership and Structure
As a closed-end fund, BNY Mellon Strategic Municipals Inc. is managed by a portfolio management team within BNY Mellon Investment Management. Specific individual leadership details are subject to change and not easily accessible publicly without a detailed corporate report. The structure is typical of a closed-end fund, with a board overseeing management and investment strategies.
Top Products and Market Share
Key Offerings
- Tax-Exempt Municipal Bond Portfolio: A portfolio of municipal securities designed to provide high current income that is exempt from federal income tax. Market share data specific to this fund's AUM (Assets Under Management) as a percentage of the overall municipal bond market is variable and requires real-time tracking of fund flows and market size. Competitors include other closed-end municipal bond funds from companies like BlackRock, Nuveen, and Eaton Vance.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, credit ratings of municipalities, tax policies, and economic conditions. Demand is driven by investors seeking tax-advantaged income.
Positioning
BNY Mellon Strategic Municipals Inc. is positioned as a provider of tax-exempt income for investors, leveraging BNY Mellon's investment management expertise. Competitive advantages lie in BNY Mellon's research capabilities and distribution network.
Total Addressable Market (TAM)
The TAM is the total value of the US municipal bond market, which is in the trillions of dollars. BNY Mellon Strategic Municipals Inc.'s position is a small fraction of the overall TAM, seeking to capture a segment of investors through its specific investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced investment management team
- Established brand name (BNY Mellon)
- Diversified portfolio of municipal securities
- Access to research and resources of BNY Mellon
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV (Net Asset Value)
- Subject to interest rate risk
- Management fees reduce overall returns
- Dependence on the creditworthiness of municipal issuers
Opportunities
- Rising demand for tax-exempt income in a higher tax environment
- Potential for capital appreciation from undervalued municipal bonds
- Expanding the fund's investor base
- Innovation in municipal bond investing strategies
Threats
- Rising interest rates negatively impact bond values
- Credit downgrades or defaults by municipal issuers
- Changes in tax laws reducing the attractiveness of municipal bonds
- Increased competition from other investment products
Competitors and Market Share
Key Competitors
- Eaton Vance NextShares Trust II (EVTAX)
- BlackRock MuniHoldings Fund, Inc. (MHD)
- Nuveen AMT-Free Quality Municipal Income Fund (NEA)
Competitive Landscape
BNY Mellon Strategic Municipals Inc. competes with other closed-end municipal bond funds based on factors such as yield, expense ratio, and investment strategy. Advantages include BNY Mellon's brand and research capabilities. Disadvantages may include a higher expense ratio compared to some competitors.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by asset appreciation and net inflows into the fund.
Future Projections: Future projections depend on market conditions, interest rates, and the fund's ability to generate income and capital gains. Analyst estimates are generally available from financial data providers.
Recent Initiatives: Recent initiatives focus on optimizing portfolio allocation and managing interest rate risk.
Summary
BNY Mellon Strategic Municipals Inc. offers investors a way to generate tax-exempt income through municipal bonds. While it benefits from BNY Mellon's expertise, it is subject to interest rate risk and potential discount to NAV. Its performance is closely tied to the municipal bond market's overall health, and it needs to keep distribution rates competitive. The fund should carefully monitor creditworthiness of municipal issuers to mitigate potential risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news sources
- Market data providers
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions and company performance can change rapidly. Investors should conduct their own research and consult with a financial advisor before making any 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 BNY Mellon Strategic Municipals Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2001-01-02 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BNY Mellon Strategic Municipals, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds, the income from which is exempt from federal income tax. It employs fundamental analysis to create its portfolio. The fund was formerly known as Dreyfus Strategic Municipals, Inc. BNY Mellon Strategic Municipals, Inc. was formed on September 23, 1987 and is domiciled in the United States.
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