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LEO
Upturn stock rating

BNY Mellon Strategic Municipals Inc (LEO)

Upturn stock rating
$6.22
Last Close (24-hour delay)
Profit since last BUY6.51%
upturn advisory
Consider higher Upturn Star rating
BUY since 49 days
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Upturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

10/17/2025: LEO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 -3.36%
Avg. Invested days 44
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/17/2025

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

ai summary icon Upturn AI SWOT

BNY Mellon Strategic Municipals Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.