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NXDT
Upturn stock ratingUpturn stock rating

NexPoint Strategic Opportunities Fund (NXDT)

Upturn stock ratingUpturn stock rating
$3.96
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

09/17/2025: NXDT (1-star) is currently NOT-A-BUY. Pass it for now.

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 -34.1%
Avg. Invested days 25
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/17/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 198.29M USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) -
Beta 0.83
52 Weeks Range 2.99 - 7.05
Updated Date 06/29/2025
52 Weeks Range 2.99 - 7.05
Updated Date 06/29/2025
Dividends yield (FY) 13.89%
Basic EPS (TTM) -1.49

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -58.1%
Operating Margin (TTM) 24.12%

Management Effectiveness

Return on Assets (TTM) 0.6%
Return on Equity (TTM) -8.44%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 528950528
Price to Sales(TTM) 1.97
Enterprise Value 528950528
Price to Sales(TTM) 1.97
Enterprise Value to Revenue 108.4
Enterprise Value to EBITDA -
Shares Outstanding 45900500
Shares Floating 37617637
Shares Outstanding 45900500
Shares Floating 37617637
Percent Insiders 26.83
Percent Institutions 53.32

ai summary icon Upturn AI SWOT

NexPoint Strategic Opportunities Fund

stock logo

Company Overview

overview logo History and Background

NexPoint Strategic Opportunities Fund (NHF) is a closed-end management investment company. It was formerly known as Highland Income Fund. Details of its precise founding year and early milestones are limited in publicly available information, but it has evolved to focus on a diversified portfolio of opportunistic investments.

business area logo Core Business Areas

  • Credit Investments: Investing in a range of credit instruments, including corporate debt, structured credit, and other income-producing assets.
  • Real Estate: Exposure to real estate-related assets, including direct investments, mortgages, and REITs.
  • Alternative Investments: Allocating capital to alternative strategies like private equity and other specialized opportunities.

leadership logo Leadership and Structure

Information on the detailed leadership team and organizational structure is proprietary to NexPoint and not publicly available beyond standard regulatory filings. It is managed by NexPoint Advisors, L.P.

Top Products and Market Share

overview logo Key Offerings

  • Credit Portfolio: A diversified portfolio of credit investments generating income. Market share data is not readily available due to the varied nature of holdings. Competitors are other closed-end funds and asset managers focused on credit.
  • Real Estate Holdings: Investments in various real estate assets providing capital appreciation and income. Market share data is limited to specific sub-segments. Competitors are various REITs and private real estate investors.

Market Dynamics

industry overview logo Industry Overview

The investment management industry is characterized by intense competition and evolving regulations. It depends on macroeconomic trends, interest rates, and investor sentiment.

Positioning

NHF positions itself as an opportunistic investor seeking high-yield investments across various asset classes, targeting income and capital appreciation.

Total Addressable Market (TAM)

The total addressable market for alternative investments and income-generating assets is in the trillions of dollars. NHF aims to capture a share through its opportunistic investment strategy.

Upturn SWOT Analysis

Strengths

  • Diversified investment portfolio
  • Experienced management team
  • Access to unique investment opportunities
  • High current distribution yield

Weaknesses

  • Complex investment strategy
  • High management fees and expenses
  • NAV fluctuation risk
  • Reliance on manager's expertise

Opportunities

  • Favorable interest rate environment for credit investments
  • Distressed asset opportunities
  • Growth in alternative investment demand
  • Expansion into new asset classes

Threats

  • Economic downturn
  • Increased competition
  • Regulatory changes
  • Credit market volatility

Competitors and Market Share

competitor logo Key Competitors

  • OXSQ
  • ECC
  • ARCC

Competitive Landscape

NHF faces competition from other closed-end funds and alternative asset managers with various investment strategies and risk profiles. Its advantages lie in its opportunistic approach and diversified portfolio. Disadvantages include potentially higher fees and complexity.

Growth Trajectory and Initiatives

Historical Growth: NHF's historical growth is dependent on the fund's investment performance and capital raising activities.

Future Projections: Future growth projections are reliant on analyst estimates of asset class performance and the fund's ability to execute its investment strategy. Actual projection figures are not available in this static response.

Recent Initiatives: Information on specific recent strategic initiatives is not dynamically available in this context.

Summary

NexPoint Strategic Opportunities Fund (NHF) presents a complex investment profile centered on opportunistic strategies within credit and real estate markets. Its strength lies in its diversified approach, but weaknesses include higher fees and reliance on the fund manager's expertise. Investors should carefully consider the fund's risk profile and strategy within their portfolio. Monitoring market volatility is crucial.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings
  • Financial News Outlets
  • Analyst Reports

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investing in closed-end funds involves risk, including the potential loss of principal. Market share data is estimated and may not be precise. Consult with a financial advisor before making any investment decisions.

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

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

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

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About NexPoint Strategic Opportunities Fund

Exchange NYSE
Headquaters Dallas, TX, United States
IPO Launch date 2021-11-08
CEO -
Sector Real Estate
Industry REIT - Diversified
Full time employees -
Full time employees -

NexPoint Diversified Real Estate Trust is an externally advised, publicly traded, diversified real estate investment trust (REIT) focused on the acquisition, development, and management of opportunistic and value-add investments throughout the United States across multiple sectors where NexPoint and its affiliates have operational expertise. NXDT is externally advised by NexPoint Real Estate Advisors X, L.P.