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BNY Mellon Strategic Municipals Inc (LEO)
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Upturn Advisory Summary
12/02/2025: 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 -3.2% | Avg. Invested days 48 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/02/2025 |
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. (DSM) is a closed-end investment fund. It focuses on providing current income exempt from federal income tax by investing primarily in a portfolio of municipal securities. The fund was formerly known as The Strategic Municipals Portfolio, Inc. and changed its name to BNY Mellon Strategic Municipals, Inc. in January 2011. It was founded in 1986.
Core Business Areas
- Municipal Securities Investment: DSM invests primarily in municipal securities, aiming to generate income that is exempt from federal income tax. It selects securities based on creditworthiness and market conditions.
Leadership and Structure
The fund is managed by BNY Mellon Investment Management. Details about individual leadership positions (CEO, CFO, etc.) are generally not publicized for closed-end funds in the same way as publicly traded companies. The fund operates under a board of directors overseeing its management.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income: DSM's main product is a diversified portfolio of municipal bonds designed to provide investors with tax-exempt income. Market share data is not directly applicable to individual closed-end funds in the same way as companies with product sales. Competitors include other municipal bond closed-end funds such as Nuveen Municipal Value Fund (NUV).
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors such as interest rates, tax policy, and the financial health of state and local governments. Demand for municipal bonds is driven by investors seeking tax-advantaged income.
Positioning
BNY Mellon Strategic Municipals Inc. is positioned as a provider of tax-exempt income through a diversified portfolio of municipal bonds. Its competitive advantage lies in its experienced management team and access to BNY Mellon's research capabilities.
Total Addressable Market (TAM)
The overall municipal bond market is several trillion dollars. DSM manages a much smaller portion of this, with its positioning determined by its specific investment strategy and fund size.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Access to BNY Mellon Resources
- Diversified Portfolio
- Tax-Exempt Income
Weaknesses
- Closed-End Fund Structure (potential for trading at a discount to NAV)
- Interest Rate Risk
- Credit Risk (related to municipal issuers)
- Limited Growth Potential
Opportunities
- Rising Demand for Tax-Exempt Income
- Expansion into New Municipal Bond Sectors
- Increased Investor Education
- Strategic Partnerships
Threats
- Rising Interest Rates
- Changes in Tax Laws
- Economic Downturn Affecting Municipal Issuers
- Increased Competition from Other Municipal Bond Funds
Competitors and Market Share
Key Competitors
- NUV
- VMO
- MUB
Competitive Landscape
DSM competes with other municipal bond funds, ETFs, and individual municipal bonds. Its advantages include its experienced management team and diversified portfolio. Disadvantages include its closed-end structure and the potential for trading at a discount to NAV. The competitive landscape is fragmented with many players, but the largest ETF, MUB, holds a larger market share
Growth Trajectory and Initiatives
Historical Growth: Growth is limited by the closed-end structure. The fund's growth is primarily driven by investment performance and its ability to attract and retain investors.
Future Projections: Future performance depends on factors such as interest rates, credit spreads, and the overall health of the municipal bond market. Analyst estimates are not widely available for closed-end funds in the same way as for operating companies.
Recent Initiatives: Recent initiatives may include adjustments to the fund's portfolio allocation, changes in investment strategy, or efforts to improve investor communication.
Summary
BNY Mellon Strategic Municipals Inc. is a fund for tax-exempt income, with experienced management, but faces risks from rates and credit. Its closed-end structure can affect pricing relative to asset value. Increasing tax-exempt income demand is a potential benefit. Close monitoring of market conditions and competitive pressures are essential.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BNY Mellon Strategic Municipals Inc. Website
- Fund Fact Sheets
- Financial News Articles
- Market Data Providers
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and the advice of a qualified financial advisor. Market share data for CEF's and ETF's are hard to pinpoint.
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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