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Upturn AI SWOT - About
BNY Mellon Strategic Municipals Inc (LEO)
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Upturn Advisory Summary
08/14/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -11.99% | Avg. Invested days 34 | 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 08/14/2025 |
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 management investment company. It primarily invests in a portfolio of municipal securities. Founded to provide investors with high current income exempt from federal income tax.
Core Business Areas
- Municipal Bond Investments: The fund focuses on investing in a portfolio of tax-exempt municipal securities. The goal is to generate income exempt from federal income tax while preserving capital.
Leadership and Structure
Leadership consists of portfolio managers specializing in municipal bonds within the BNY Mellon Investment Management umbrella. The structure involves a board of directors and various investment management teams.
Top Products and Market Share
Key Offerings
- Tax-Exempt Municipal Bond Portfolio: The primary product is a portfolio of municipal bonds designed to provide tax-exempt income. Market share data is not readily available for this specific fund in the broader municipal bond closed-end fund landscape. Competitors include other closed-end municipal bond funds managed by Nuveen, BlackRock, and Eaton Vance.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors like interest rates, tax policies, and economic conditions. Demand for municipal bonds often increases during periods of high tax rates and economic uncertainty.
Positioning
BNY Mellon Strategic Municipals Inc. is positioned as a provider of tax-exempt income through municipal bond investments. Its competitive advantage lies in its experienced management team and access to BNY Mellon's research resources.
Total Addressable Market (TAM)
The total addressable market for municipal bonds is trillions of dollars. BNY Mellon Strategic Municipals Inc. holds a relatively small fraction of this TAM, focusing on its niche of closed-end funds.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Access to BNY Mellon's research resources
- Consistent income stream
- Tax-exempt benefits
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk within the municipal bond portfolio
- Limited growth potential compared to equity investments
- Closed-end fund structure limitations
Opportunities
- Rising tax rates increasing demand for tax-exempt investments
- Increasing infrastructure needs leading to more municipal bond issuances
- Expansion of the fund's portfolio into new municipal bond sectors
- Increased marketing efforts to attract new investors
Threats
- Rising interest rates decreasing bond values
- Changes in tax laws reducing the attractiveness of municipal bonds
- Economic downturn leading to credit downgrades of municipal bonds
- Increased competition from other municipal bond funds and investment products
Competitors and Market Share
Key Competitors
- Nuveen Municipal Value Fund (NUV)
- BlackRock MuniYield Fund (MYD)
- Eaton Vance Municipal Income Trust (EVN)
Competitive Landscape
BNY Mellon Strategic Municipals Inc. competes with other closed-end municipal bond funds for investor capital. Competitive advantages include brand reputation and access to BNY Mellon's investment resources.
Growth Trajectory and Initiatives
Historical Growth: Growth is limited by the fund's closed-end structure. Growth is more tied to NAV increase and distribution yield.
Future Projections: Future projections depend on interest rate movements, the credit quality of the bond portfolio, and overall market conditions.
Recent Initiatives: Recent initiatives may include adjustments to the bond portfolio to optimize yield and manage risk.
Summary
BNY Mellon Strategic Municipals Inc. offers tax-exempt income through a portfolio of municipal bonds. Its success hinges on managing interest rate risk and maintaining credit quality within the portfolio. The fund's closed-end structure limits growth potential, but consistent distributions attract income-seeking investors. Interest rate volatility and changes in tax policy pose potential risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fund Fact Sheets
- Financial News Articles
- Market Data Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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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