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Upturn AI SWOT - About
PIMCO Access Income Fund (PAXS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: PAXS (1-star) is currently NOT-A-BUY. Pass it for now.
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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 681.75M USD | Price to earnings Ratio 6.56 | 1Y Target Price - |
Price to earnings Ratio 6.56 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 13.63 - 17.24 | Updated Date 06/29/2025 |
52 Weeks Range 13.63 - 17.24 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 11.83% | Basic EPS (TTM) 2.31 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 6.56 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 6.57 |
Enterprise Value - | Price to Sales(TTM) 6.57 | ||
Enterprise Value to Revenue 10.85 | Enterprise Value to EBITDA - | Shares Outstanding 44970500 | Shares Floating - |
Shares Outstanding 44970500 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 22.18 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
PIMCO Access Income Fund
Company Overview
History and Background
PIMCO Access Income Fund is a closed-end management investment company. The fund's investment objective is to seek high current income, consistent with prudent investment management. Specific founding year and significant milestones requires accessing proprietary data sources.
Core Business Areas
- Fixed Income Investments: Primarily invests in a diversified portfolio of fixed-income securities, including U.S. government securities, corporate bonds, mortgage-backed securities, and asset-backed securities.
Leadership and Structure
PIMCO is the investment advisor. The fund is overseen by a board of directors/trustees.
Top Products and Market Share
Key Offerings
- Closed-End Fund: PIMCO Access Income Fund (PAI) is a closed-end fund aiming for high current income through diversified fixed-income investments. Market share data is dynamic and requires real-time financial data sources. Competitors include other closed-end bond funds.
Market Dynamics
Industry Overview
The closed-end fund industry is driven by investor demand for income and capital appreciation. Interest rate environments and credit spreads significantly impact performance.
Positioning
PIMCO Access Income Fund is positioned as a high-income-generating investment vehicle within the fixed-income closed-end fund market. Competitive advantages are tied to PIMCO's investment expertise and resources.
Total Addressable Market (TAM)
The TAM is the aggregate value of the fixed-income closed-end fund market, which fluctuates with market conditions and investor sentiment. PIMCO's position depends on fund performance and market demand.
Upturn SWOT Analysis
Strengths
- Experienced investment manager (PIMCO)
- Diversified fixed-income portfolio
- Focus on high current income
- Access to PIMCO's research capabilities
Weaknesses
- Closed-end fund structure (potential discount to NAV)
- Interest rate risk
- Credit risk
- Management fees
Opportunities
- Rising interest rate environment (potentially higher yields)
- Increased investor demand for income
- Expansion into new fixed-income sectors
- Strategic acquisitions of other funds
Threats
- Economic recession
- Credit defaults
- Increased competition from other investment vehicles
- Changes in regulations
Competitors and Market Share
Key Competitors
- GHY
- JLS
- PTY
Competitive Landscape
PIMCO Access Income Fund competes with other closed-end funds and fixed-income investment products. PIMCO's brand and investment expertise are key advantages.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends require access to historical financial data and fund performance.
Future Projections: Future growth projections are based on analyst estimates, which require access to financial analysis platforms.
Recent Initiatives: Recent strategic initiatives require monitoring company news and financial reports.
Summary
PIMCO Access Income Fund provides a way for investors to generate income through fixed income. Its strengths lie in PIMCO's management and diversified portfolio. However, closed-end structure and market risks pose challenges. Successfully navigating interest rates and credit risks is essential for continued success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO official website
- Financial news sources
- 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. Market share percentages are estimates and subject to change.
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 PIMCO Access Income Fund
Exchange NYSE | Headquaters Newport Beach, CA, United States | ||
IPO Launch date 2022-01-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
PIMCO Access Income Fund is close-ended fixed income mutual fund launched and managed by Pacific Investment Management Company LLC. It invests in fixed income markets of global region. The fund primarily invests in corporate debt, mortgage-related and other asset-backed instruments, government and sovereign debt, taxable municipal bonds, floating-rate income-producing securities with varying maturities. It employs fundamental analysis bottom-up and top-down securities picking approach to create its portfolio. PIMCO Access Income Fund is domiciled in the United States.
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